Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund · NSE:MOMENTUM50
Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund — Motilal Oswal Asset Management Company — Investor Presentation (August 2023)
56 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, Aug 31, 2023
Slide 1: Motilal Oswal International Funds
Motilal Oswal International Funds Gateway to Low Cost International Investing 31 Aug 23
Slide 2: Veritable Ecosystem in Financial Services
Veritable Ecosystem in Financial Services 2
Slide 3: Motilal Oswal AMC Positioning
Motilal Oswal AMC Positioning A lot of Fund Managers construct portfolios that are very close to the benchmark due to fear of significant underperformance Benchmark Agnostic Benchmark Hugging Benchmark Replicating Style Active Active Passive Portfolio Holding Focused Closer to Benchmark Same as benc
Slide 4: Why Motilal Oswal AMC? Cornerstone of Investment Philosophy
Why Motilal Oswal AMC? Cornerstone of Investment Philosophy Focused Strategies Index-based Strategies Index Funds and ETFs based on first based on time tested investment framework principal of Q G L P Easy Economic Effective To understand Low cost For wealth Quality of Growth in Longevity of Price a
Slide 5: Motilal Oswal AMC in Numbers
Motilal Oswal AMC in Numbers • More than 12 lac investors Investors • More than 19 lac folios Active • 10 active funds Mutual Funds • Total AUM ~20,000 crores PMS and AIFs • 12 PMS and AIFs (Alternates) • Total AUM ~15,000 crores Index-Based Mutual • 29 Index Funds and ETFs Funds • Total AUM ~15,000
Slide 6: Nearly 97% of the World's opportunities are outside India
Nearly 97% of the World’s opportunities are outside India Global Market Capitalization1 Indian investors have traditionally taken exposure to only domestic markets. With such a narrow focus, investor lose out on a large opportunity set Both in terms of Market Capitalization and GDP, India accounts f
Slide 7: Motilal Oswal International Funds
Motilal Oswal International Funds Motilal Oswal S&P 500 Index Fund Motilal Oswal NASDAQ 100 FoF Motilal Oswal NASDAQ 100 ETF Description (An open ended scheme (An open ended fund of fund scheme (An open ended scheme replicating/tracking S&P 500 Index) investing in Motilal Oswal Nasdaq 100 ETF) repli
Slide 8: Why Invest in International Markets
Why Invest in International Markets • Diversification • Low Correlation to domestic markets • Help reduce portfolio volatility • Growth • Exposure to different markets • Global Brands • Exposure to Currency • By investing in International securities, we are not just exposed to International market,
Slide 9: Diversification Opportunity
Diversification Opportunity • Both S&P 500 and NASDAQ 100 in INR has very low correlation with Indian equities • Lower correlation offers opportunity for diversification. • Combining assets that are less/not correlated may help reduce portfolio volatility Nifty 5 yr Nifty 500 TR ^S&P 500 TR ^NASDAQ
Slide 10: Unique Combination
Unique Combination Mar 2022* GDP % of 10 Year GDP Growth Rate Country Rank by GDP ($ trillion) World GDP (March 2012-2022) USA 24.39 26.92% 1 4.3% India 3.52 3.88% 5 6.2% World 90.59 -- -- -- USA + India 27.90 30.8% World’s Largest GDP + World’s Fastest Growing GDP • Investing in USA and India offer
Slide 11: Both indices offer exposure to various brands commonly used in India
Both indices offer exposure to various brands commonly used in India Common Brands Global Brands only in S&P 500 Index Global Brands only in NASDAQ 100 Index Source: Index Constituents - S&P Dow Jones Indices and NASDAQ; Data as of 31-Mar-2022; The Stocks mentioned above are used to explain the conc
Slide 12: Currency - USD Appreciation increases performance in INR (Dollar Hedge)
Currency - USD Appreciation increases performance in INR (Dollar Hedge) ^S&P 500 TR Index (INR) S&P 500 TR Index (USD) 1,200 988 Calendar Year ^S&P 500 TR S&P 500 TR Index ^NASDAQ 100 TR NASDAQ 100 TR INR-USD (N100) 1,000 Returns Index (INR) (USD) Index (INR) Index (USD) 800 2012 19.5% 16.0% 3.0% 19
Slide 13: S&P 500 Index
S&P 500 Index One of the premier benchmarks for U.S. Stock market performance.
Slide 14: S&P 500 Index: Fun Facts
S&P 500 Index: Fun Facts Leading 500 One of the factors companies in US used in the forecast of economic direction Bluest of Blue Chips Gauge of Economy Top 4 passive funds by Investors like Warren AUM world wide Buffett, Burton tracks S&P 500 Index Malkiel & John Bogle recommend S&P 500 index fund
Slide 15: S&P 500 Index: Introduction
S&P 500 Index: Introduction The S&P 500® index is widely regarded as one of the best single gauge of large-cap U.S. equities. The index is designed to measure the performance of leading 500 companies listed in United States and covers approximately 80% of available market capitalization. Attributes
Slide 16: S&P 500 Index: Methodology Snapshot
S&P 500 Index: Methodology Snapshot Universe All constituents must be US companies Minimum Market Total Market Capitalization USD 12.7 Billion Capitalization: Free Float Market Capitalization USD 6.3 Billion Profitability: Positive reported earning in recent quarter Liquidity Turnover Ratio > 1 and
Slide 17: Composition
Composition Top 10 Constituents Weight (%) in Index GICS Sector Coverage (%) Information Technology 28.2 Constituent Name Weight GICS Sector Health Care 13.2 Apple Inc. 7.4% Information Technology Financials 12.5 Microsoft Corp 6.5% Information Technology Consumer Discretionary 10.6 Amazon.com Inc 3
Slide 18: Global Exposure in terms of Sales
Global Exposure in terms of Sales Historically, a large portion of revenue of S&P 500 constituents’ was from foreign countries. Source: FactSet; As of 31-Aug-2023; The information / data herein alone is not sufficient and shouldn’t be used for implementation of an investment strategy. It should not
Slide 19: NASDAQ 100 Index
NASDAQ 100 Index One of the popular benchmarks in the U.S. stock market
Slide 20: NASDAQ 100 Index: Introduction
NASDAQ 100 Index: Introduction The NASDAQ-100 Index® includes 100 of the largest non-financial companies listed on The Nasdaq Stock Market®, based on market capitalization. Attributes – • Includes top 100 domestic and international non-financial companies listed at NASDAQ Stock Market. • Index refle
Slide 21: NASDAQ 100 Index: Methodology Snapshot
NASDAQ 100 Index: Methodology Snapshot Listing: All securities must be exclusively listed at NASDAQ Sector Exclusion: Only security issued by a non-financial company is eligible Liquidity: Average Daily traded Volume > 2,00,000 shares over past 3 months Company Selection: Top 100 companies by total
Slide 22: Composition
Composition Top 10 Constituents Weight (%) in Index GICS Sector Coverage (%) Information Technology 51.7 Constituent Name Weight GICS Sector Communication Services 15.4 APPLE INC. 11.3 Information Technology Consumer Discretionary 14.3 MICROSOFT CORP 9.3 Information Technology Health Care 6.6 AMAZON
Slide 23: Valuation multiples
Valuation multiples
Slide 24: S&P 500 Valuation multiples
S&P 500 Valuation multiples Price to Earning Ratio Price to Book Ratio S&P 500 Index PE Ratio 10yr avg S&P 500 Index PB Ratio 10yr avg 40.0 6.00 4.3 5.00 30.0 23.0 4.00 20.0 3.00 10.0 2.00 1.00 0.0 0.00 Dividend Yield After the post-covid market recovery, markets S&P 500 Index Div Yield 10yr avg wer
Slide 25: Nasdaq 100 Valuation multiples
Nasdaq 100 Valuation multiples Price to Earning Ratio Price to Book Ratio NASDAQ 100 Index PE Ratio 10yr avg NASDAQ 100 Index PB Ratio 10yr avg 50.0 12.0 40.0 34.6 10.0 8.3 30.0 8.0 20.0 6.0 4.0 10.0 2.0 0.0 0.0 Dividend Yield NASDAQ 100 Index Div Yield 10yr avg 2.0 1.5 PE & PB rising in recent time
Slide 26: Historical Performance : S&P 500 Index & Nasdaq 100 Index
Historical Performance : S&P 500 Index & Nasdaq 100 Index
Slide 27: Historical Performance of Domestic and International Indices
Historical Performance of Domestic and International Indices Nifty 50 TR Index Nifty 500 TR Index ^S&P 500 TR Index (INR) ^NASDAQ 100 TR Index (INR) 2,500 2,000 1,500 1,000 500 0 Data Source: Bloomberg, FBIL/RBI/Thomson Reuter and MOAMC; Performance as of Close of 30-Sep-2005- 31-Aug-23; ^ denotes t
Slide 28: Risk-Return Profile
Risk-Return Profile Index Data Label 1 Year 3 Year 5 Year 10 Year 15 Year ^S&P 500 TR Index (INR) 18.4% 15.0% 14.7% 15.3% 15.8% ^NASDAQ 100 TR Index (INR) CAGR 29.7% 14.3% 19.9% 21.3% 21.4% Nifty 50 TR Index 9.5% 20.6% 11.8% 14.8% 11.7% ^S&P 500 TR Index (INR) 18.0% 18.1% 22.0% 18.2% 21.2% ^NASDAQ 1
Slide 29: Rolling returns
Rolling returns 3 Year Rolling Returns 5 Year Rolling Returns Nasdaq 100 TRI Nasdaq 100 TRI S&P 500 TRI (INR) Nifty 50 TRI S&P 500 TRI (INR) Nifty 50 TRI (INR) (INR) Average 14.9% 20.8% 11.6% 15.9% 21.8% 11.5% Median 16.9% 22.4% 11.7% 17.1% 23.1% 12.6% Min -13.3% -11.6% -5.0% -1.2% 5.1% -1.9% Max 36
Slide 30: Drawdown
Drawdown S&P 500 and NASDAQ 100 Index experienced lower drawdown as compared to domestic indices Nifty 50 TR Index Nifty 500 TR Index ^S&P 500 TR Index (INR) ^NASDAQ 100 TR Index (INR) 0% -10% -20% -30% -40% -50% -60% -70% ^S&P 500 TR Index ^NASDAQ 100 TR Data Label Nifty 50 TR Index Nifty 500 TR In
Slide 31: Key differences between S&P 500 Index and NASDAQ 100 Index
Key differences between S&P 500 Index and NASDAQ 100 Index Criteria S&P 500 Index NASDAQ 100 Index Theme Broad Market Technology Heavy Eligible Stock Exchange Various stock exchanges including NASDAQ Stocks listed only on NASDAQ US Mcap Coverage 84.4% 38.2% Number of Companies 500 100 # of Common St
Slide 32: Motilal Oswal International Schemes Performance
Motilal Oswal International Schemes Performance
Slide 33: Motilal Oswal Nasdaq 100 ETF Performance – Regular Plan
Motilal Oswal Nasdaq 100 ETF Performance – Regular Plan Lumpsum Performance 1 Year 3 Year 5 Year 7 Year Since inception Current Value of Current Value of Current Value of Current Value of Current Value of CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. CAGR (%) Inves
Slide 34: Performance of other schemes managed by Ankush Sood
Performance of other schemes managed by Ankush Sood Name of Fund Manager: Ankush Sood Period 1 year 3 year 5 year Scheme Benchmark Scheme Benchmark Scheme Benchmark Return (%) Return (%) Return (%) Return (%) Return (%) Return (%) Motilal Oswal Midcap Fund* 26.3 24.6 36.7 33.3 17.6 16.9 Motilal Oswa
Slide 35: Motilal Oswal Nasdaq 100 Fund of Fund Performance – Regular Plan
Motilal Oswal Nasdaq 100 Fund of Fund Performance – Regular Plan Lumpsum Performance 1 Year 3 Year 5 Year 7 Year Since inception Current Value of Current Value of Current Value of Current Value of Current Value of CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. CAGR
Slide 36: Performance of other schemes managed by Swapnil Mayekar
Performance of other schemes managed by Swapnil Mayekar Name of Fund Manager: Swapnil Mayekar Period 1 year 3 year 5 year Scheme Benchmark Scheme Benchmark Scheme Benchmark Return (%) Return (%) Return (%) Return (%) Return (%) Return (%) Motilal Oswal S&P BSE Enhanced Value ETF 37.4 37.9 - - - - Mo
Slide 37: Performance of other schemes managed by Rakesh Shetty
Performance of other schemes managed by Rakesh Shetty Name of Fund Manager: Rakesh Shetty Period 1 year 3 year 5 year Scheme Benchmark Scheme Benchmark Scheme Benchmark Return (%) Return (%) Return (%) Return (%) Return (%) Return (%) Motilal Oswal S&P BSE Enhanced Value 37.4 37.9 - - - - ETF# Motil
Slide 38: Motilal Oswal S&P 500 Index Fund Performance – Regular Plan
Motilal Oswal S&P 500 Index Fund Performance – Regular Plan Lumpsum Performance 1 Year 3 Year 5 Year 7 Year Since inception Current Value of Current Value of Current Value of Current Value of Current Value of CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. CAGR (%) I
Slide 39: Performance of other schemes managed by Ankush Sood
Performance of other schemes managed by Ankush Sood Name of Fund Manager: Ankush Sood Period 1 year 3 year 5 year Scheme Benchmark Scheme Benchmark Scheme Benchmark Return (%) Return (%) Return (%) Return (%) Return (%) Return (%) Motilal Oswal NASDAQ 100 ETF 28.4 29.6 13.4 14.3 18.9 19.9 Motilal Os
Slide 40: Performance of other schemes managed by Rakesh Shetty
Performance of other schemes managed by Rakesh Shetty Name of Fund Manager: Rakesh Shetty Period 1 year 3 year 5 year Scheme Benchmark Scheme Benchmark Scheme Benchmark Return (%) Return (%) Return (%) Return (%) Return (%) Return (%) Motilal Oswal S&P BSE Enhanced Value 37.4 37.9 36.7 33.3 17.6 16.
Slide 41: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings
Slide 42: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings 42
Slide 43: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings 43
Slide 44: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings 44
Slide 45: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings 45
Slide 46: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund Nifty 50 Total Return Index Motilal Oswal Nifty 50 Index Fund • Return that corresponds to the performance of Nifty 50 (An open ended scheme replicating / Index
Slide 47: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund Nifty 500 Total Return Index Motilal Oswal Nifty 500 Index Fund • Return that corresponds to the performance of Nifty 500 (formerly known as Motilal Oswal Nifty
Slide 48: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund S&P 500 Total Return Index Motilal Oswal S&P 500 Index Fund • Return that corresponds to the performance of S&P 500 (An open ended scheme replicating / Index sub
Slide 49: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund 30% Nifty 500 TRI + 10% S&P 500 TRI (INR) + 10% Domestic Price of Gold + 50% Nifty 5 Yr Benchmark G-Sec • To generate long term growth/capital appreciation by of
Slide 50: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund MSCI EAFE Top 100 Select Index Motilal Oswal MSCI EAFE Top 100 Select Index Fund • Returns that corresponds to the performance of MSCI EAFE (An open ended scheme
Slide 51: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund S&P BSE Low Volatility Total Return Index Motilal Oswal S&P BSE Low Volatility ETF • Return that corresponds to the total returns of the S&P BSE (An open ended f
Slide 52: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund S&P BSE Quality Total Return Index Motilal Oswal S&P BSE Quality ETF (An open ended fund replicating / • Return that corresponds to the total returns of the S&P
Slide 53: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund LBMA Price of Gold and Silver Motilal Oswal Gold and Silver ETFs Fund of Funds • Long term capital appreciation (An open ended fund of funds scheme • Return that
Slide 54: 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 55: Disclaimer
Disclaimer NSE Indices Limited Disclaimer: MOFM50 and MOFM100: MOFM50 and MOFM100 offered by Motilal Oswal Asset Management Company Limited (MOAMC) or its affiliates is not sponsored, endorsed, sold or promoted by NSE Indices Limited and its affiliates. NSE Indices Limited and its affiliates do not
Slide 56: Disclaimer
Disclaimer NASDAQ OMX Group, Inc. The Product i.e. MOFN100 is not sponsored, endorsed, sold or promoted by The NASDAQ OMX Group, Inc. or its affiliates (NASDAQ OMX, with its affiliates, are referred to as the “Corporations”). The Corporations have not passed on the legality or suitability of, or the
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