Mirae Asset Nifty 200 Alpha 30 ETF · NSE:ALPHAETF
Mirae Asset Nifty 200 Alpha 30 ETF — Mirae Asset Nifty India Manufacturing ETF — Investor Presentation (June 2025)
37 slides from Mirae Asset Nifty 200 Alpha 30 ETF's investor presentation, June 2025
Slide 1: Mirae Asset Nifty India Manufacturing ETF and Fund of Fund
June 2025 Mirae Asset Nifty India Manufacturing ETF(NSE: MAKEINDIA BSE:543454) (An open-ended scheme replicating/tracking Nifty India Manufacturing Total Return Index) Mirae Asset Nifty India Manufacturing ETF Fund of Fund (An open-ended fund of fund scheme predominantly investing in Mirae Asset Nif
Slide 2: Manufacturing in India: Potential to be a major driving force
Manufacturing in India: Potential to be a major driving force for Indian Economy
Slide 3: Manufacturing: Potential to be a major driving force for Indian economy
Manufacturing: Potential to be a major driving force for Indian economy Contribution to GDP Electronics Expected to increase to ~25% this decade Largest allocation Government Focus Potential Expansion in PLI scheme with focus Auto ~ Rs 2.6 Tn PLI PLI to promote to increase value scheme push into com
Slide 4: India's manufacturing PMI continues to be in expansion zone
India’s manufacturing PMI ~ continues to be in expansion zone India v/s China: PMI 57.8 57.8 59.1 58.3 58.1 58.4 56.4 57.5 56.5 56.5 56.4 51.9 50.8 50.5 50.4 49.0 50.2 49.0 49.5 49.8 50.1 48.0 Dec-22 Mar-23 Jun-23 Sep-23 Dec-23 Mar-24 Jun-24 Sep-24 Dec-24 Mar-25 Jun-25 India China Manufacturing PMI
Slide 5: India stands out as a global leader in cost competitiveness
India relatively stands out as a global leader in terms of Cost Competitiveness Comparative of Land Cost Competitiveness w.r.t. India Land Cost rebased to 100 for comparison 141 136 129 113 113 113 100 100 UK China Mexico Germany India Italy Brazil Poland India has a competitive edge in terms of lan
Slide 6: Indian government initiatives towards manufacturing sector
Indian government initiatives towards manufacturing sector Production Linked National Incentive Make in India Manufacturing Policy Skill India Industry 4.0 Samarth Udyog Increased government support and policies to strengthen manufacturing sector in India Source: PIB, Press Release, Economic Survey
Slide 7: PLI Scheme: Focus on manufacturing output
PLI Scheme : Focus on manufacturing output Current focus of Rs. 477 Bn of Merchandise Exports India Scheme 1% 4% 4% Jewellery 6% 28% Chemicals Agriculture 11% Textile Engineering Goods Auto 14% Electronics 18% Leather Others 14% Production Linked Incentive (PLI) has clearly distinguished itself from
Slide 8: Highlights of production linked incentive (PLI) Scheme
Highlights of production linked incentive (PLI) Scheme $ 33 Bn of proposed incentive outlay over the next five year in 14 sectors. Incentives are 5-10% of revenues if output targets are met Rely on 5-10 champions in each sector instead of spreading the incentive thinly World Trade Organization compl
Slide 9: The Great manufacturing push – Production linked incentives
The Great manufacturing push – Production linked incentives(PLI) (in ₹ Cr) Automobiles Pharmaceuticals Electronic Systems White Goods Food Products ₹25,938 ₹21,900 ₹48,286 * ₹6,238 ₹10,900 Specialty Textile Solar PV Medical Advance Steel Products Modules Devices Chemical Cells ₹6,322 ₹10,683 ₹24,000
Slide 10: PLI: Driving the growth engine of Indian Manufacturing
PLI : Driving the growth engine of Indian Manufacturing Segment $5.6 Bn $48 Bn $850 Mn Actual investments Exports Incentives disbursed in FY24 $151 Bn $1213 Mn 9,50,000 Employment Created Incremental Sales Cumulative incentives disbursed Government has been proactive to enhance the uptick in incenti
Slide 11: Incremental Revenue & Capex Potential under PLI scheme
Incremental Revenue & Capex Potential under PLI scheme (in USD billion) 65.1 65 6.4 0.4 1.4 2.8 0.7 0.1 Semiconductors Pharma Medical Devices Mobile 13.4 24.6 24.8 28.9 5.6 0.7 Automobiles 9.4 White Goods 0.4 Advanced Drones Chemical Cells 64.6 24.2 30.6 18.2 5.4 2.5 0.5 Solar Textiles Telecom Speci
Slide 12: Approved Applications & proposed outlay under PLI scheme
Approved Applications & proposed outlay under PLI scheme (in USD billion) 3 32 55 21 2.4 2.4 1.9 0.1 Semiconductors Pharma Medical Devices Mobile 3 64 27 95 Automobiles 3.2 2.3 White Goods 0.8 2.1 Advanced Drones Chemical Cells 14 64 42 67 3.0 1.3 1.5 Solar Textiles Telecom Specialty 0.8 Steel 14 se
Slide 13: Manufacturing: Prospects of key segments
Manufacturing: Prospects of key segments
Slide 14: PLI scheme to boost renewable sector
PLI scheme is expected to address the growing demand of energy by boosting renewable sector Solar PV Module PLI Scheme Renewable Energy Snapshot 1st Tranche 2nd Tranche Projected Growth of Solar Capacity Outlay of ₹4,500 crore Outlay of ₹19,500 crore Establishing Manufacturing Capacity Setup 65 GW o
Slide 15: PLI scheme may act as tailwind for EV manufacturing and sales
PLI scheme may act as tailwind for manufacturing and sales of EV in India % share of EVs in total 2 Wheelers Sales Electric Vehicle (EV) to see higher penetration: 17.0% 14.5% ▪ EV industry is at an inflection with favourable government policies and large investments to 8.0% build the entire supply
Slide 16: Specialty Steel sector: Stands to benefit from capacity expansion
Specialty Steel sector: Stands to benefit from capacity expansion Capacity in Tonnes Speciality Steel Sector(in ‘000 Tonnes) Capacity in Tonnes Steel Sector Output(in ₹Cr) 25,000 2,42,838 2,50,000 20,335 20,000 16,866 2,00,000 15,000 1,50,000 10,000 8,318 7,633 97,287 1,00,000 5,000 2,655 1,082 1,41
Slide 17: Pharma sector: Industry expected to grow by CAGR of 12%
Pharma sector: Industry expected to grow by CAGR of 12% this decade Exports Domestic Sales in $ Billion 3 6 9 18 73 73 6 10 17 17 57 21 57 21 Business Biosimilars Universal API Import Generics- Adult NMEs 2030 Current Adult Biosimilars as usual /Novel Health Substitution China, Vaccines Projected Si
Slide 18: Global Electronics System Design & Manufacturing
Global Electronics System Design & Manufacturing Market Size FY 26* (1,145 billion USD) Market Size CY 21 (880 billion USD) 2% 7% 35% 33% 47% 44% 16% 14% India China USA Rest of the world India China USA Rest of the world India’s share in global electronics is manufacturing is expected to rise 3x by
Slide 19: White goods and electronic industry: Focus to scale up
White goods and electronic industry: Focus to scale up Indian Appliances & Consumer Electronic Industry (in US $ Bn) ▪ PLI Push in white goods is expected to be over Rs 21.18 6,000 Cr. with focus on AC and LED ▪ Appliances and consumer electronics industry is 10.93 expected to double and reach Rs. 1
Slide 20: Budget 2025: Notable Announcements for Manufacturing Segment
Budget 2025: Notable Announcements for Manufacturing Segment • There is an allocation of ₹9,000 crore for electronics manufacturing PLI in the Budget 2025, a 45 %increase from the ₹6,200 crore allocation in the previous Budget. • The PLI can be split into two parts, the first dedicated to larger sca
Slide 21: Nifty India Manufacturing Index
Nifty India Manufacturing Index
Slide 22: About Nifty India Manufacturing Index
About Nifty India Manufacturing Index The Nifty India Manufacturing Index aims to track the performance of stocks that represent manufacturing sectors in India. ▪ Stocks should form part of Nifty 100 Index, Nifty Midcap 150 Index and Nifty Smallcap 50 Index ▪ Stocks forming part of the eligible shor
Slide 23: Sectoral and market capitalization distribution
Sectoral and market capitalization distribution Nifty India Nifty 50 Nifty 500 Sector Manufacturing Index Index Index Automobile and Auto Components 28.2% 7.0% 6.6% Capital Goods 20.1% 1.3% 5.8% Healthcare 16.1% 3.6% 6.3% Metals & Mining 12.6% 3.4% 3.4% Oil, Gas & Consumable Fuels 8.6% 10.4% 7.9% Ch
Slide 24: Nifty India Manufacturing Index periodic performance
Nifty India Manufacturing Index periodic performance Nifty India Nifty 500 Nifty 50 Period Manufacturing Index Index Index 15 Years 13.1% 13.1% 12.4% 10 Years 14.0% 14.4% 13.2% 7 Years 17.1% 15.7% 14.6% 5 Years 28.7% 24.0% 21.4% 3 Years 26.8% 22.0% 18.7% 2 Years 26.6% 21.0% 16.7% 1 Year 0.2% 5.7% 7.
Slide 25: Calendar year performance
Calendar year performance Nifty India Nifty 50 Nifty 500 Index Name Manufacturing Index Index Index 2008 -61.1% -51.3% -56.5% 2009 158.2% 77.6% 91.0% 2010 18.7% 19.2% 15.3% 2011 -31.0% -23.8% -26.4% 2012 29.3% 29.4% 33.5% 2013 7.0% 8.1% 4.8% 2014 47.0% 32.9% 39.3% 2015 3.1% -3.0% 0.2% 2016 7.6% 4.4%
Slide 26: Nifty India Manufacturing Index v/s Active Manufacturing Funds
Nifty India Manufacturing Index v/s Active Manufacturing Funds Performance v/s Actively Managed Manufacturing Funds Particular 6 Months 1 Year 2 Years 3 Years 5 Years Nifty India Manufacturing - TRI 5.5% 0.2% 26.6% 26.8% 28.7% Average of Actively Managed Funds – Regular Plan 2.3% -2.1% 29.4% 30.1% 3
Slide 27: The great manufacturing push: Government initiatives
The great manufacturing push: Government initiatives
Slide 28: Nifty India Manufacturing index portfolio – Part I
Nifty India Manufacturing index portfolio – Part I NO. SECURITY_NAME WEIGHTAGE NO. SECURITY_NAME WEIGHTAGE 1 RELIANCE INDUSTRIES LTD. 5.04% 21 HERO MOTOCORP LTD. 1.49% 2 SUN PHARMACEUTICAL INDUSTRIES LTD. 4.88% 22 INDIAN OIL CORPORATION LTD. 1.48% 3 MAHINDRA & MAHINDRA LTD. 4.88% 23 PIDILITE INDUSTR
Slide 29: Nifty India Manufacturing index portfolio – Part II
Nifty India Manufacturing index portfolio – Part II NO. SECURITY_NAME WEIGHTAGE NO. SECURITY_NAME WEIGHTAGE 41 HYUNDAI MOTOR INDIA LTD. 0.85% 61 COCHIN SHIPYARD LTD. 0.46% 42 PAGE INDUSTRIES LTD. 0.84% 62 HINDUSTAN ZINC LTD. 0.45% 43 ABB INDIA LTD. 0.83% 63 KAYNES TECHNOLOGY INDIA LTD. 0.43% 44 APL
Slide 30: Mirae Asset Nifty India Manufacturing ETF
Mirae Asset Nifty India Manufacturing ETF • Investment in the manufacturing segment that has potential to become next growth driver for India, backed by strong government initiatives like Production Linked Incentive and Make in India • Participate in emerging segments like Electric Vehicles, Electro
Slide 31: Mirae Asset Nifty India Manufacturing ETF Fund of Fund
Mirae Asset Nifty India Manufacturing ETF Fund of Fund • Investment in the manufacturing segment that has potential to become next growth driver for India, backed by strong government initiatives like Production Linked Incentive and Make in India • Participate in emerging segments like Electric Vehi
Slide 32: Annexure
Annexure MIRAE ASSET Mutual Fund
Slide 33: List of eligible basic industries – Part I
List of eligible basic industries – Part I S.No. Basic Industries S.No. Basic Industries 1 2/3 Wheelers 21 Electrodes & Refractories 2 Abrasives & Bearings 22 Explosives 3 Aerospace & Defense 23 Ferro & Silica Manganese 4 Aluminium 24 Fertilizers 5 Aluminium, Copper & Zinc Products 25 Footwear 6 Aut
Slide 34: List of eligible basic industries – Part II
List of eligible basic industries – Part II S.No. Basic Industries S.No. Basic Industries 41 Medical Equipment & Supplies 56 Railway Wagons 42 Other Industrial Products 57 Refineries & Marketing 43 Other Textile Products 58 Rubber 44 Packaging 59 Sanitary Ware 45 Paper & Paper Products 60 Ship Build
Slide 35: Disclaimers
Disclaimers BSE/NSE Disclaimer: Every person who desires to apply for or otherwise acquires any unit of this Fund may do so pursuant to independent inquiry, investigation and analysis and shall not have any claim against the Exchange whatsoever by reason of any loss which may be suffered by such per
Slide 36: Product Label
Product Label PRODUCT LABELLING Mirae Asset Nifty India Manufacturing ETF This product is suitable for investors who are seeking* e Returns that are commensurate with the performance of the Nifty India Manufacturing Total Return Index, subject to tracking error over long term e Investment in equity
Slide 37: Mirae Asset Mutual Fund
MIRAE ASSET Mutual Fund
Mirae Asset Nifty India Manufacturing ETF — Investor Presentation (June 2025) on 6ix