Motilal Oswal Nifty Alpha 50 ETF · NSE:MOALPHA50
Motilal Oswal Nifty Alpha 50 ETF — Motilal Oswal Asset Management Company — Investor Presentation (October 2017)
22 slides from Motilal Oswal Nifty Alpha 50 ETF's investor presentation, October 2017
Slide 1: September 2017
October September 2017 2015 May 2015
Slide 2: Why India
Why India • The Government of India has taken significant India is one of best performing EM currency in 2017) initiatives to strengthen the economic credentials of 8.1 Currency appreciation via-a-vis USD in 2017 the country, to make it one of the strongest economies in the world. 5.7 • Indian compa
Slide 3: India stands out among Real GDP Growth
India stands out among Real GDP Growth Real GDP Growth 8 (% y/y) 8 8 8 7.9 7.7 7.2 7.2 7 6.8 7 7 7 6.5 6 6 6 6 5.1 5 5 4.7 4.8 5 5 4.5 4.2 4.1 3.9 4 4 4 4 3.4 3 3 3 2.8 2.7 3 2.6 2.3 2 2.1 2 2 2 1.7 2 2 2 1.3 1 1 1 1 0 0 0 0 Major Advanced Economies Emerging and Developing Middle East, North Africa,
Slide 4: India Long Term Growth Trend
India Long Term Growth Trend 12 India Annual Real GDP Growth (%) 10 Year Growth 10 7.72 8 6.49 6 5.56 4.07 3.56 3.87 4 2 0 FY 85 FY 57 FY 59 FY 61 FY 63 FY 65 FY 67 FY 69 FY 71 FY 73 FY 75 FY 77 FY 79 FY 81 FY 83 FY 87 FY 89 FY 91 FY 93 FY 95 FY 97 FY 99 FY 01 FY 03 FY 05 FY 07 FY 09 FY 11 FY 13 FY
Slide 5: Why India – Markets may deliver double digit Earnings Growth
Why India – Markets may deliver double digit Earnings Growth FY17-19E: 21% 19% CAGR 17% 601 FY08-17: 4.7% CAGR 7% 497 405 413 426 396 FY01-08: 349 369 21% CAGR 315 281 236 251 247 169 184 131 73 78 92 FY01 FY02 FY03 FY04 FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18E FY19E In
Slide 6: Markets return as much as growth in earnings
Markets return as much as growth in earnings 21-years CAGR of Sensex at 10% is exactly the same as 21-years Sensex EPS CAGR! Sensex Sensex Sensex YoY EPS YoY Sensex YoY EPS YoY Mar-95 3261 181 Mar-07 13072 16% 720 33% Mar-96 3367 3% 250 38% Mar-08 15644 20% 833 16% Mar-97 3361 0% 266 6% Mar-09 9709
Slide 7: Food For Thought
Food For Thought Over long periods of time equities do deliver in line with corporate earnings; but it’s a known fact that the volatility in share prices is way higher than volatility of earnings themselves. This volatility in share prices results in emotional response of greed in rising markets and
Slide 8: Why Midcap Portfolio
Why Midcap Portfolio Mid and Small cap… balancing the odds… Source: Mid to Mega - 20th Wealth Creation Study by Raamdeo Agrawal
Slide 9: Why Midcap Portfolio
Why Midcap Portfolio Mid and Small cap… balancing the odds… During 2011-16, 67 companies crossed over from Mini to Mid category, generating an average return CAGR of 39%, v/s 5% for the Sensex. During 2011-16, 26 companies crossed over from Mid to Mega. The Mid-to-Mega portfolio delivered averag
Slide 10: Why Motilal Oswal PMS?
Why Motilal Oswal PMS? Motilal Oswal Group possess legacy in equities for over 3 decade. Motilal Oswal AMC is chaired by Mr. Raamdeo Agrawal, one of the most honored and trusted name in the investing world. One of the pioneers of PMS business with over 14 years of PMS track record. Trusted b
Slide 11: Our investment philosophy – 'Buy Right : Sit Tight'
Our investment philosophy – ‘Buy Right : Sit Tight’ At Motilal Oswal Asset Management Company (MOAMC), our investment philosophy is centered on 'Buy Right: Sit Tight‘ principle. Buy Right Sit Tight Buy and Hold: We are strictly buy and hold ‘Q’uality denotes quality of the business investors and
Slide 12: Why 'Buy Right : Sit Tight' is significant?
Why ‘Buy Right : Sit Tight’ is significant? Real wealth is created by riding out bulk of the growth curve of quality companies and not by trading in and out in response to buy, sell and hold recommendations. This philosophy enables investor and manager alike to keep focus on the businesses they are
Slide 13: Strategy objective, Risk-Return matrix & construct
Strategy objective, Risk-Return matrix & construct The Strategy aims to generate long term capital appreciation by creating a focused portfolio of high growth stocks having the potential to grow more than the nominal GDP for next 5-7 years across and which are available at reasonable market prices.
Slide 14: Model Holding
Model Holding Sector Allocations Top 10 Holdings Scrip Names % Holdings Banking & Finance Development Credit Bank Ltd. 9.52 Oil and Gas 1.57 3.15 Cement & Infrastructure Birla Corporation Ltd. 8.43 2.53 4.49 Pharmaceuticals Gabriel India Ltd. 7.19 6.69 27.87 Consumer Durable Quess Corp Ltd. 6.69 7.1
Slide 15: Performance snapshot
Performance snapshot Since Inception India Opportunity Portfolio Strategy has delivered a CAGR of 18.10% returns vs. Nifty Free Float Midcap 100 Index returns of 12.76% delivering an alpha of 5.34% India Opportunity Portfolio Strategy Nifty Free Float Midcap 100 35.00 30.22 30.93 30.00 28.77 26.44 2
Slide 16: Performance since inception
Performance since inception The chart below illustrates Rs. 1 crore invested in India Opportunity Portfolio Strategy in February 2010 is worth Rs. 3.56 cr as on 30th September 2017. For the same period Rs. 1 crore invested in Nifty Free Float Midcap 100 Index is now worth Rs. 2.50 cr. 40.00 India Op
Slide 17: Rolling Return Performance
Rolling Return Performance The data shows rolling returns of the IOP Strategy over various time frames. It is worth noting that on 1 year rolling basis, the returns are in a very wide range. The best return made by the Strategy is 70% and the worst return is -27%. As we increase the time horizon, th
Slide 18: Risk Analysis
Risk Analysis The India Opportunity Portfolio Strategy has outperformed the benchmark with a lower level of volatility and has managed to deliver strong returns while offering defensive characteristics, reducing losses during periods of market downturn but participating in the upside. 5 Years Data P
Slide 19: Chairman
Chairman Raamdeo Agrawal is the Co-Founder and Joint Managing Director of Motilal Oswal Financial Services Limited (MOFSL). As Chairman of Motilal Oswal Asset Management Company, he has been instrumental in evolving the investment management philosophy and framework. He is on the National Comm
Slide 20: Fund Management Team
Fund Management Team Manish Sonthalia – Head Equity PMS and Alternatives, MOAMC (Fund Manager) Mr. Manish Sonthalia heads the Equity Portfolio Management Services at Motilal Oswal Asset Management Company Ltd. He also, serves as the Chief Investment Officer and the Director of the Motilal Oswal In
Slide 21: Strategy Construct
Strategy Construct Mode of payment By Fund Transfer/Cheque and/or Stock Transfer Investment Horizon Long Term (3 Years +) Benchmark Nifty Free Float Midcap 100 Account Activation Next business day of Clearance of funds Portfolio Valuation Closing NSE market prices of the previous day - Investments m
Slide 22: Disclaimer
Disclaimer Disclaimer: This presentation has been prepared and issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure of every material fact
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