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 Nifty 500 Momentum 50 Index Fund — Investor Presentation (September 2024)
48 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, Sep 30, 2024
Slide 1: Motilal Oswal Nifty 500 Momentum 50 Index Fund
Motilal Oswal Nifty 500 Momentum 50 Index Fund (An open ended fund replicating/tracking the Nifty 500 Momentum 50 Total Return Index) 30-Sep-2024
Slide 2: 14 years of innovations in passive funds space
14 years of innovations in passive funds space 2010 2011 2019 2020 2021 2022 2023 2024 Nifty 500, Passive India’s First India’s First Midcap 150 Asset Microcap Smart Beta Smallcap 250 Allocation Index Fund ETF Index Funds Product Factor-based S&P 500 Nasdaq ETF funds India’s first Index Fund India’s
Slide 3: The Momentum Factor
The Momentum Factor
Slide 4: Momentum Investing
Momentum Investing Disclaimer: This chart is used to explain the concept and is for illustration purpose only and should not be used as development or implementation of any investment strategy. It should not be construed as investment advice to any party.
Slide 5: Why does Momentum Investing Work?
Why does Momentum Investing Work? Stock Price Pendulum Investors generally over- Majority of the investors react or under-react to exhibit irrational behavior information Under Value Overvalued Undervalued Positive Momentum Positive Momentum Overvalued Undervalued Negative Momentum Negative Momentum
Slide 6: Growth of Momentum Investing in India
Growth of Momentum Investing in India Disclaimer: This chart is used to explain the concept and is for illustration purpose only and should not be used as development or implementation of any investment strategy. It should not be construed as investment advice to any party.
Slide 7: Nifty Momentum Index
LiRnhtek mz Hf i Nifty 500 Momentum 50 Index
Slide 8: Index Methodology
Index Methodology Source/Disclaimer: Niftyindices. Data as on 30-Sep-24 ; *Computed using combination of 6 month and 12 month returns, adjusted for volatility. For detailed methodology please visit niftyindices.com. The above table is used to explain the concept and is for illustration purpose only
Slide 9: Why Momentum Factor on Nifty 500?
Why Momentum Factor on Nifty 500 ? Disclaimer: This chart is used to explain the concept and is for illustration purpose only and should not be used as development or implementation of any investment strategy. It should not be construed as investment advice to any party
Slide 10: Better Long Term Performance
Better Long Term Performance Nifty 50 Nifty 500 Momentum 50 (Since April 2005, Nifty 50 has grown by 16 times) (Since April 2005, momentum index has grown by 77 times) 16x 15.25% (CAGR) 77x 24.95% (CAGR) 15,91,857 76,90,552 Value of ₹1,00,000 invested on 1st April, 2005 Value of ₹1,00,000 invested o
Slide 11: Outperformance over Nifty 50
Outperformance over Nifty 50 Excess Returns over Nifty 50 TRI 32.6% 15.8% 14.1% 8.8% 9.9% 10.6% 33.0% 19.0% 16.3% 14.9% 13.8% 12.8% 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year Nifty 50 Excess Return Source/Disclaimer: MOAMC Research,NSE; Data as of 30-September-2024. The information / data herein al
Slide 12: Dynamic Sector Rotation via Momentum Strategy
Dynamic Sector Rotation via Momentum Strategy Nifty 500 Momentum 50 Index can catch market trends early with dynamic sector rotation Healthcare Commodities Industrials Energy Financial Services Consumer Discretionary Fast Moving Consumer Goods Telecommunication Information Technology Services Utilit
Slide 13: Dynamic Sector Rotation via Momentum Strategy
Dynamic Sector Rotation via Momentum Strategy Nifty 500 Momentum 50 Index can catch market trends early with dynamic sector rotation 2020 2021 2021 2022 Source/Disclaimer: NSE. Data from 01-Jan-20 to 31-Dec-22 Macro Economic Sectors as per AMFI Industry Classification as on 31-Dec-22. The stocks/sec
Slide 14: Momentum Factor Performance across Market Cycles
Momentum Factor Performance across Market Cycles Momentum factor tends to significantly outperform in Bull Market cycles Market Cycle Value Quality Low Vol Momentum Nifty 50 TRI Bull 34.0% 28.3% 27.5% 46.1% 27.7% Bear -48.9% -27.1% -25.6% -42.4% -38.8% Recovery 45.1% 41.0% 37.8% 39.0% 34.2% Value =
Slide 15: Index Composition
Index Composition Top 10 Constituents Macro-Economic Sectors (AMFI) Company Name Weights Industrials 33.8 Trent Ltd. 6.7% Bajaj Auto Ltd. 6.1% Mahindra & Mahindra Ltd. 5.0% Consumer Discretionary 27.9 Adani Ports And Special Economic Zone Ltd. 4.7% Siemens Ltd. 4.4% Financial Services 16.0 Bharat El
Slide 16: Calendar Year Returns
Calendar Year Returns “Nifty 500 Momentum 50” has outperformed “Nifty 50” in 11 out of last 18 years Nifty500 Momentum 50 TRI Nifty 50 TR Index 129% 78% 79% 70% 70% 60% 61% 57% 52% 48% 42% 42% 29% 33% 30% 26% 21% 19% 21% 21% 20% 13% 8% 13% 16% 11% 9% 4% 5% 6% -3% -1% -11% -8% -20% -24% -51% -64% 201
Slide 17: Risk-Return Profile
Risk-Return Profile Data Label 1 year 3 year 5 year 10 year 15 year Nifty500 Momentum 50 TRI 65.6% 29.0% 34.8% 23.8% 23.4% CAGR Nifty 50 TRI 33.0% 14.9% 19.0% 13.8% 12.8% Nifty500 Momentum 50 TRI 23.4% 21.0% 22.1% 20.3% 18.9% Annualised Volatility Nifty 50 TRI 13.3% 14.2% 18.9% 16.5% 16.8% Nifty500
Slide 18: Rolling Returns
Rolling Returns 3 Year Rolling Returns 5 Year Rolling Returns Nifty500 Momentum Nifty500 Momentum Nifty 50 TRI Nifty 50 TRI 50 TRI 50 TRI Average 19.5% 12.1% 19.5% 12.0% Median 18.6% 12.4% 21.4% 12.9% Min -15.3% -5.0% -4.7% -1.6% Max 46.2% 33.2% 36.8% 22.9% Returns Range % of Total Observation Negat
Slide 19: Index SIP Returns
Index SIP Returns Nifty500 Momentum 50 TRI 1 Year 3 Year 5 Year 10 Year Returns 56.6% 42.7% 39.2% 26.8% Amount Invested 1,20,000 3,60,000 6,00,000 12,00,000 Market Value 1,54,073 6,52,361 15,53,273 49,88,901 Nifty 50 TRI 1 Year 3 Year 5 Year 10 Year Returns 34.2% 22.5% 21.8% 16.6% Amount Invested 1,
Slide 20: Nifty200 Momentum 30 vs Nifty500 Momentum 50
Nifty200 Momentum 30 vs Nifty500 Momentum 50 Nifty200 Momentum 30 Nifty500 Momentum 50 200 stocks 500 stocks Universe (Large and Midcap) (Large, Mid and Smallcap) Momentum 6 month and 12 month 6 month and 12 month Number of stocks 30 50 Large – 78% Large – 49% 3 Yr. Avg. L / M / S cap holding Mid –
Slide 21: Capture the momentum across market cap – Large, Mid & Small
Capture the momentum across market cap – Large, Mid & Small Nifty500 Momentum 50 Nifty200 Momentum 30 Large Cap Mid Cap Small Cap Large Cap Mid Cap Small Cap Sep-2024 63.5 32.7 3.7 Sep-2024 85.3 14.7 Jun-2024 Jun-2024 Dec-2023 Dec-2023 Jun-2023 Jun-2023 Dec-2022 Dec-2022 Jun-2022 Jun-2022 Dec-2021 D
Slide 22: Outperformance over Nifty 200 Momentum 30
Outperformance over Nifty 200 Momentum 30 Excess Returns over Nifty 200 Momentum 30 TRI 1.9% 63.6% 5.3% 3.9% 2.6% 0.9% 2.0% 29.4% 25.1% 22.4% 22.9% 21.3% 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year Nifty 200 Momnetum 30 Excess Return Source/Disclaimer: MOAMC Research,NSE; Data as of 30-September-202
Slide 23: Why should you invest?
| Why should you invest? MUTUAL FUND Potential to outperform in Low cost exposur to Momentum Factor
Slide 24: Motilal Oswal Nifty 500 Momentum 50 Index Fund
Motilal Oswal Nifty 500 Momentum 50 Index Fund
Slide 25: Motilal Oswal Nifty 500 Momentum 50 Index Fund
Motilal Oswal Nifty 500 Momentum 50 Index Fund Type of Scheme Investment Objective An open ended fund replicating/tracking The investment objective of the scheme is to Nifty500 Momentum 50 Total Return Index provide returns that, before expenses, correspond to the total returns of the securities as
Slide 26: Motilal Oswal Nifty 500 Momentum 50 ETF
Motilal Oswal Nifty 500 Momentum 50 ETF Type of Scheme Investment Objective An open ended fund replicating/tracking The investment objective of the scheme is to Nifty500 Momentum 50 Total Return Index provide returns that, before expenses, correspond to the total returns of the securities as represe
Slide 27: Annexure
Annexure
Slide 28: Strong Outperformance to Nifty 50
Strong Outperformance to Nifty 50 “Nifty 500 Momentum 50” has significantly outperformed “Nifty 50” over the last 19 years Nifty500 Momentum 50 TRI Nifty 50 TR Index 6,000 5,000 4,000 3,000 2,000 1,000 - Source/Disclaimer: niftyindices. Performance as of close of 30-Sep-05 to 30-Sep-24 . Performance
Slide 29: Drawdowns comparison
Drawdowns comparison “Nifty 500 Momentum 50” has seen drawdowns for longer period as compared to “Nifty 50” Nifty500 Momentum 50 TRI Nifty 50 TR Index 0% -10% -20% -30% -40% -50% -60% -70% -80% Source/Disclaimer: niftyindices: Performance as of close of 16-Sep-05 to 30-Sep-24. Performance results ha
Slide 30: Methodology comparison of momentum indices
Methodology comparison of momentum indices Source/Disclaimer: Niftyindices. Data as on 31-Jul-24 ; *Computed using combination of 6 month and 12 month returns, adjusted for volatility. For detailed methodology please visit niftyindices.com. The above table is used to explain the concept and is for i
Slide 31: Risk-Return Profile
Risk-Return Profile Nifty200 Nifty500 Period Nifty 50 TRI Momentum 30 TRI Momentum 50 TRI 1 year 63.6% 65.6% 33.0% Annualized 3 year 25.1% 29.0% 14.9% Returns 5 year 29.4% 34.8% 19.0% 10 year 22.9% 23.8% 13.8% 15 year 21.3% 23.4% 12.8% 1 year 21.0% 23.4% 13.3% Annualized Volatility 3 year 19.8% 21.0
Slide 32: Momentum score methodology illustration
Source/Disclaimer: The table above is used to explain the methodology and concept for illustration purpose only and should not be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. For detailed methodology please visit
Slide 33: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings
Slide 34: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings
Slide 35: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings
Slide 36: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings
Slide 37: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* • Long term capital growth Fund Nifty 50 Total Return Index Motilal Oswal Nifty 50 Index Fund • Return that corresponds to the performance of the Nifty 50 Total Retur
Slide 38: 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 39: 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 • Return that corresponds to the performance of S&P 500 Total Return Index subject to tracking error Motilal Oswal S&P 500 Index Fund
Slide 40: 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% • To generate long term growth/capital appreciation by Domestic Price of Gold + 50% Nifty 5 Yr Benchmark G-Sec Mo
Slide 41: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund NASDAQ Q-50 Total Return Index Motilal Oswal NASDAQ Q 50 ETF • Return that corresponds to the performance of the NASDAQ (An open ended scheme replicating/ Q-50 T
Slide 42: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund BSE Low Volatility Total Return Index Motilal Oswal BSE Low Volatility ETF (An open ended fund replicating / • Return that corresponds to the total returns of th
Slide 43: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund BSE Quality Total Return Index Motilal Oswal BSE Quality ETF (An open ended fund replicating / • Return that corresponds to the total returns of the BSE Quality
Slide 44: 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 45: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Fund Nifty Smallcap 250 Total Return Index Motilal Oswal Nifty Smallcap 250 ETF • Return that corresponds to the total returns of the Nifty (An open-ended fund replic
Slide 46: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Motilal Oswal Nifty India Defence ETF • Return that corresponds to the returns of the Nifty India Fund Nifty India Defence Total Return Index (An open-ended fund Defe
Slide 47: Product Suitability
Product Suitability Motilal Oswal Nifty 500 Momentum 50 • Return that corresponds to the returns of the Nifty 500 Fund Nifty 500 Momentum 50 Total Return Index Index Fund Momentum 50 Total Return Index, subject to tracking error (An open-ended fund • Long term capital growth replicating/tracking the
Slide 48: This presentation has been prepared and issued on the basis of internal data
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 and condi- ti
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