Motilal Oswal Nifty Alpha 50 ETF · NSE:MOALPHA50
Motilal Oswal Nifty Alpha 50 ETF — Motilal Oswal Midcap 100 ETF — Investor Presentation (July 2021)
16 slides from Motilal Oswal Nifty Alpha 50 ETF's investor presentation, Jul 31, 2021
Slide 1: Motilal Oswal Midcap 100 ETF
Motilal Oswal Midcap 100 ETF 31st July, 2021
Slide 2: Product Suitability
Product Suitability This product is suitable for investors who are seeking* Motilal Oswal Midcap 100 ETF • Return that corresponds to the performance of Midcap 100 Index subject to tracking error • Investment in equity securities of Nifty Midcap 100 Index 2 For Finance Professionals. Proprietary Con
Slide 3: Motilal Oswal Midcap 100 ETF
Motilal Oswal Midcap 100 ETF Investment Objective: The Scheme seeks investment return that corresponds (before fees and expenses) to the performance of Nifty Midcap 100 Index subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would
Slide 4: About the Nifty Midcap 100 Index
About the Nifty Midcap 100 Index Index Objective: The index is designed to measure the performance of 100 largest and liquid midcap companies from the Nifty Midcap 150 Index. It includes all 50 companies from NIFTY Midcap 50 index, additional 50 companies are selected by average daily turnover. Nift
Slide 5: Portfolio Composition of Motilal Oswal Midcap 100 ETF
Portfolio Composition of Motilal Oswal Midcap 100 ETF Macro-Economic Sectors (AMFI): Motilal Oswal Company Name Weight Midcap 100 ETF Shriram Transport Finance Company Limited 2.1% AU Small Finance Bank Limited 2.1% FINANCIAL SERVICES 22.4 Crompton Greaves Consumer Electricals Limited 2.1% CONSUMER
Slide 6: Performance of Nifty Midcap 100 Index
Performance of Nifty Midcap 100 Index Historical Performance: Nifty Midcap 100 TR Index Risk-Returns Profile 1,000 Returns Risk Risk Adjusted 900 Period (Annualized) (Annualized) Returns 800 700 1 Year 81.2% 18.7% 4.337 600 500 3 Year 14.8% 22.3% 0.667 400 300 5 Year 14.7% 19.9% 0.737 200 100 7 Year
Slide 7: Index SIP Returns for Nifty Midcap 100 Index
Index SIP Returns for Nifty Midcap 100 Index 1 year 3 year 5 year 7 year 10 year Nifty Midcap 100 TR Index 74.6% 33.4% 19.5% 16.9% 17.3% SIP Returns Amount Invested 1,20,000 3,60,000 6,00,000 8,40,000 12,00,000 Market Value 1,63,751 5,78,111 9,74,229 15,32,872 29,77,953 Data as of close of Jul 31, 2
Slide 8: Valuation Multiples of Nifty Midcap 100 Index
Valuation Multiples of Nifty Midcap 100 Index Nifty Midcap 100 Index P/E 500.0 • PE for Nifty Midcap 100 was not reported by exchange for the months Aug 2020 - Sep 2020, due to negative index earnings. 400.0 • Chart’s scale changed to 100 because of outliers P/E values for Oct 2020 = 328.47, Nov 202
Slide 9: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings
Slide 10: Product Pyramid
Product Pyramid D Alternates Benchmark Agnostic C High alpha seekers – large tracking error; typically focused funds Benchmark Hugging B Typically outperform or underperform by couple of percentage; hold large & diversified portfolio of stock Benchmark Replicating (Passive) A Replicate index constit
Slide 11: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings Asset Allocation Largecap Asset Allocation Passive FoF - Aggressive Asset Allocation Passive Nifty 50 Index Fund Nifty Next 50 Index Fund One of the largest AMCs FoF - Conservative M50 ETF in India in the International segment International Midcap NASDAQ 100 FoF
Slide 12: Disclaimers & Risk Factors
Disclaimers & Risk Factors 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 f
Slide 13: Disclaimers & Risk Factors
Disclaimers & Risk Factors Risks associated with investing in Government of India Securities • Market Liquidity risk with fixed rate Government of India Securities even though the Government of India Securities market is more liquid compared to other debt instruments, on certain occasions, there cou
Slide 14: Disclaimers & Risk Factors
Disclaimers & Risk Factors 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 af
Slide 15: Disclaimers & Risk Factors
Disclaimers & Risk Factors 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 suitab
Slide 16: Thank you
Thank you “Don’t look for the needle in the haystack. Just buy the haystack!” - John C. Bogle Contact Us - Speak: +91-22 40548002 | 8108622222 Write: mfservice@motilaloswal.com Visit: www.motilaloswalmf.com
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