Motilal Oswal Nifty Alpha 50 ETF · NSE:MOALPHA50
Motilal Oswal Nifty Alpha 50 ETF — Motilal Oswal Midcap Fund — Investor Presentation (November 2022)
21 slides from Motilal Oswal Nifty Alpha 50 ETF's investor presentation, November 2022
Slide 1: Motilal Oswal Midcap Fund
Motilal Oswal Midcap Fund (formerly known as Motilal Oswal Midcap 30 Fund) Invest in the Leaders of Tomorrow, Today November 2022
Slide 2: Industry Categorization of Large Cap, Mid Cap and Small Cap stocks
Industry Categorization of Large Cap, Mid Cap and Small Cap stocks Large Cap Top 100 Companies Mid Cap Funds: Mid Cap At least 65% in mid cap 101st to 250th Companies stocks Small Cap 251st Company and beyond Source: As compiled by AMFI - As on 30th June 2022
Slide 3: Mid cap segment has outperformed Large cap and Small cap in the long run
Mid cap segment has outperformed the Large cap and Small cap segment in the long run 7000 6000 6.2x 5000 4.6x 4000 4.0x 3000 2000 1000 0 Jul-15 Sep-14 Jan-17 Jan-12 Jul-12 Nov-12 Jan-13 Jul-13 Nov-13 Jan-14 Jul-14 Nov-14 Jan-15 Nov-15 Jan-16 Jul-16 Nov-16 Jul-17 Nov-17 Jan-18 Jul-18 Nov-18 Jan-19 Ju
Slide 4: Why Mid Caps?
Why Mid Caps? Potential to invest in the leaders of tomorrow: High Growth Prospect. Stable Pricing and Stable Growth and Consolidation Stable Pricing Growth Phase From Idea to Business Idea Phase Small Cap Mid Cap Large Cap Source: Internal MOAMC Research. Disclaimer:This data should not used for de
Slide 5: Introducing: Motilal Oswal Midcap Fund
Introducing: Motilal Oswal Midcap Fund A true to label Mid Cap Fund with 76% of the portfolio comprising of mid cap stocks. 1 Yr Return Small 25 Mid Cap 12% 20 19.1 Cap 15 10 8.7 75% Large 5 Cap 13% 0 Motilal Oswal Midcap Fund Nifty Midcap 150 TRI Source: Internal MOAMC Research. Data as on 30th Nov
Slide 6: Broad Framework – QGLP Philosophy
Broad Framework – QGLP Philosophy Quality of business x Quality of management Growth in earnings • Stable business, preferably consumer facing • Volume growth • Huge business opportunity • Price growth • Sustainable competitive advantage • Mix change • Competent management team Q G • Operating lever
Slide 7: Additional Framework within the QGLP Philosophy
Additional Framework within the QGLP Philosophy Size of Opportunity Growth of Industry Market Share Gain - Glassdoor scores Focus on Cash flow Read annual reports of - Inhouse checklist statement more than P&L last 3 years in forensic - middle level management and BS way - ex-employees Source: Inter
Slide 8: Portfolio Mix at a Glance
Portfolio Mix at a Glance Phoenix Mills Ancillaries Auto Astral Real Estate Proxies Tube Investments Godrej Properties Indian Hotels Co Auto Clean Science Ambuja Cements Ancilliaries, Chemicals JK Cement 10% Navin Flourine Real Estate PI Industries APL Apollo Tubes Proxies, 23% Chemicals, 7% Deepak
Slide 9: High Conviction Portfolio
High Conviction Portfolio Holding just 29 stocks which is a rarity in the mid cap space. At the same time we are diversified across sectors. Electrical Equipment 10.9% Top 10 Equity Holdings Realty 10.7% Auto Components 10.2% Script Weightage (%) Consumer Durables 9.7% CG Power and Industrial Soluti
Slide 10: Scheme Performance
Scheme Performance 1 Year 3 years 5 Years Since Inception Point to Point Returns (%) CAGR (%) Rs. 10000 CAGR (%) Rs. 10000 CAGR (%) Rs. 10000 CAGR (%) Rs. 10000 Motilal Oswal Midcap Fund 19.1 11,906 25.2 19,659 14.3 19,476 20.7 52,088 (Formerly known as Motilal Oswal Midcap 30 Fund) Nifty Midcap 150
Slide 11: Fund Managers
Fund Managers For Equity Component: Mr. Niket Shah: • Rich Experience: Niket has 10 years of overall experience. Prior to joining MOAMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst
Slide 12: Mid Cap stocks are volatile in near term but can provide great opportunities
Mid Cap stocks are volatile in near term… …but can provide great opportunities for upside One may earn higher returns with mid cap stocks by: • Being patient • Never exiting looking at rear-view performance • Increasing allocation at extremes if possible
Slide 13: Fund Facts
Fund Facts Type of the Scheme An open ended equity scheme investing in mid cap stocks. Category of the Scheme Midcap Fund The investment objective of the Scheme is to achieve long term capital appreciation by investing in quality mid-cap Investment Objective companies having long-term competitive ad
Slide 14: Product Labelling
Product Labelling For Risk-o-meter and PRC of Other Schemes Managed, please refer to the Factsheet: https://www.motilaloswalmf.com/download/factsheets
Slide 15: Performance of other schemes managed by Niket Shah
Performance of other schemes managed by Niket Shah Name of Fund Manager: Niket Shah 1 year 3 year 5 year Since Inception Inception Period Scheme Benchmark Scheme Benchmark Scheme Benchmark Scheme Benchmark Date Return (%) Return (%) Return (%) Return (%) Return (%) Return (%) Return (%) Return (%) M
Slide 16: Performance of other schemes managed by Rakesh Shetty
Performance of other schemes managed by Rakesh Shetty Name of Fund Manager: Rakesh Shetty 1 year 3 year 5 year Since Inception Inception Period Scheme Benchmark Scheme Benchmark Scheme Benchmark Scheme Benchmark Date Return (%) Return (%) Return (%) Return (%) Return (%) Return (%) Return (%) Return
Slide 17: Riskometers of Other Schemes Managed
Riskometers of Other Schemes Managed
Slide 18: Riskometers of Other Schemes Managed
Riskometers of Other Schemes Managed
Slide 19: PRC of Other Schemes Managed
PRC of Other Schemes Managed Motilal Oswal Liquid Fund Potential Risk Class Matrix Credit Risk of the scheme> Max Interest Rate Risk of the scheme Relatively Low (Class A: CRV >=12) Moderate (Class B : CRV >=10) Relatively High (Class C: CRV <10) Relatively Low Class |: (MD<=1 year) A-l Moderate Cla
Slide 20: 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 and terms an
Slide 21: Thank you
EQUITY. THIN MOTILAL OSWAL. is rue:
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