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Axis Technology ETF (An Open Ended Exchange Traded Fund Tracking NIFTY IT Index)

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Axis Technology ETF (An Open Ended Exchange Traded Fund Tracking NIFTY IT Index) Axis Technology ETF (An Open Ended Exchange Traded Fund tracking NIFTY IT Index) Invest in the brightest names in IT at your pace NFO Opens NFO Closes 18th March 2021 23rd March 2021 Why Technology Sector? Global Technology Demand While many industries are slowing, demand for Global IT services has grown significantly Demand for Global IT services Annual Contracts Issued/ Renewed 80 1,400 70 68 1,200 60 1,000 50 800 40 600 (In USD USD (In Billion) 30 25 400 (In USD Billion) (In 20 200 10 0 - CY15-20 CY21-23 CY14 CY15 CY16 CY17 CY18 CY19 CY20 CY21E CY22E CY23E CY24E Source: Gartner, HDFC Sec, Axis MF Research. Data as on 28th February 2021. E- Estimates Past performance may or may not be sustained in the future. Sector(s) mentioned above are for the purpose of illustration and should not be construed as recommendation. Investors are requested to consult their financial, tax and other advisors before taking any investment decision(s). 3 Changing Frontiers New age technologies driving incremental growth. Covid a significant trigger • Technology platforms like cloud computing, enterprise solutions & AI are driving incremental growth for the sector • Use of Software as a Service and other machine driven services (Hyperscalers) has grown exponentially. • Indian companies which have invested extensively in capabilities have seen larger client additions/order wins (USD bn) Growing cloud ecosystem drivers - Hyperscalers & SaaS revenue trend 100 4.2 90 AWS Salesforce Adobe SAP Cloud ServiceNow Workday 80 3.6 8.9 70 7.8 12.4 60 2.8 11.2 20.3 50 2.1 5.9 9.0 17.1 40 4.3 7.3 13.3 30 1.6 1.2 10.5 42.6 20 35.0 2.5 3.3 25.7 10 4.8 5.9 17.5 8.4 0 6.7 TTM CY15 CY16 CY17 CY18 CY19 Source: Company annual reports, HDFC Sec, Axis MF Research. Data as on 28th February 2021. TTM- Trailing Twelve Months Past performance may or may not be sustained in the future. Sector(s) mentioned above are for the purpose of illustration and should not be construed as recommendation. Investors are requested to consult their financial, tax and other advisors before taking any investment decision(s). 4 How do Indian Players Stack Up? Pivot from traditional services paying off Infosys and TCS have helped with large scale transformation of companies. Enabled clients to effectively manage disruptions like the Covid-19 pandemic. TCS: % of Revenue from Digital Infosys: % of Revenue from Digital 40% 50% 45% 33% 45% 35% 31% 40% 30% 36% 35% 25% 28% 20% 30% 24% 20% 16% 25% 15% 13% 20% 10% 15% 5% 10% 5% 0% 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 0% FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY 16 16 16 16 17 17 17 17 18 18 18 18 19 19 19 19 20 20 20 20 21 21 21 Source: Goldman Sachs, Motilal, Bloomberg, Axis AMC Research. Data as on 28th February 2021. Past performance may or may not be sustained in future. The sector(s)/stock(s)/issuer(s) mentioned in this presentation should not be construed as any research report/recommendation to buy / sell / hold. 5 Recognizing Indian Capability Good Execution = Happy Customers Indian IT Scores High on most project execution parameters Overall HFS Top 10 Methodology & Commercial Models Rank Partnerships Scale & Breadth Client Results Overall Execution position Approach & Price 1 Infosys Accenture Accenture IBM HCL Tech Mindtree HCL Tech 2 HCL Tech IBM Capgemini Accenture Infosys HCL Tech Infosys 3 Accenture HCL Tech TCS Capgemini Tech Mahindra Virtuse TCS 4 IBM NTT Data Infosys TCS Accenture Cognizant Accenture 5 Cognizant Cognizant HCL Tech Infosys TCS Infosys IBM 6 Wipro Mindtree NTT Data Wipro IBM L&T Infotech Wipro 7 TCS Infosys IBM Cognizant Wipro Mphasis Cognizant 8 NTT Data Capgemini Cognizant HCL Tech Virtuse NIIT Tech Capgemini 9 Tech Mahindra TCS Atos DXC Technologies NTT Data Zensar Tech NTT Data 10 Capgemini Mphasis DXC Technologies Atos Mindtree Wipro Tech Mahindra Companies in bold are Indian listed IT companies Source: HDFC Sec, HFS Research, Axis AMC Research. Data as on 28th February 2021. Past performance may or may not be sustained in future. The sector(s)/stock(s)/issuer(s) mentioned in this presentation should not be construed as any research report/recommendation to buy / sell / hold. The fund’s exposure will be determined by the weight of underlying companies in the NIFTY IT Index. 6 construed as any research report/recommendation to buy / sell / hold. buy to report/recommendationresearchas any construed not or besustained performance inmay future.Past may HDFC Source: Axis 28 AMC on Sec, asData Research. Indian companies gaining The Result 5% FY05 95% FY06 FY07 FY08 share market th February 2021. February FY09 The sector(s)/stock(s)/issuer(s) mentioned in this presentation should not be be not should sector(s)/stock(s)/issuer(s) this presentation in The mentioned International Players % of total of % Players International Consistent Market Consistent 11% FY10 89% FY11 - FY12 IT Indian By Gains share FY13 Indian Players % of total of % Players Indian FY14 20% FY15 80% FY16 FY17 FY18 FY19 26% FY20 74% 7 To Summarize Indian IT has significant long term tailwinds for growth & is attractively valued . Revenue growth momentum is strong . Deal pipeline is trending above pre-pandemic levels; Digitization theme likely to remain dominant . 5G rollout by global telecom companies, likely to see significant deal opportunities . Covid has reemphasized cost optimization. Indian companies known for efficient cost solutions . Capital return remains an attractive theme . Indian IT companies continue to return significant capital by way of dividends & buybacks to optimize capital use . Despite investments & M&A activity, Indian IT companies generate significant cash flows and low debt . Valuations factoring in higher growth prospects . PEG for NIFTY IT Index at 1.9x v/s 10 year average of 1.5x . Higher PEG reflects resilient business models, return of growth & scale of operations . Under-ownership by institutional investors (FII + DIIs) . Significant under ownership as compared to global peers Source: HDFC Sec, NSDL, CLSA, Axis AMC Research. Data as on 28th February 2021. The sector(s)/stock(s)/issuer(s) mentioned in this presentation should not be construed as any research report/recommendation to buy/ sell / hold. Introducing Axis Technology ETF Axis Technology ETF Take exposure to IT bellwethers$ in a neatly packed bite sized exchange traded fund HCL Technologies TCS L&T Infotech Coforge Infosys Rs 964 Rs 3,009 Rs 3,880 Rs. 2,577 Rs 1,336 Axis Technology ETF 253.48 Info Edge (India) Mindtree MphasiS Tech Mahindra Wipro Rs 4,903 Rs 1,746 Rs 1,605 Rs 960 Rs 417 Source; NSE, Axis MF Research Stock prices taken as of close on 8th March 2021. Axis Technology ETF unit value will correspond to roughly 1/100th value of NIFTY IT Index. Value of NIFTY IT Index as on close of March 8th 2021 was Rs 25,348. Price of Axis Technology ETF mentioned above is for illustrative purposes only. Allotment price and subsequent price upon listing may vary from illustrative price. $ Largest companies by free float market capitalization. Prices rounded off to nearest whole number. 9 About NIFTY IT Index Parameters NIFTY IT Index India’s Information Technology (IT) industry plays a major role in the Indian economy. Index Inception Date 01-Jan-96 Base Date 01-Jan-96 Dividend Yield 1.74% With exports of over US$ 100 billion annually, the information Number of Stocks 10 technology space is the largest single service exporter industry in India. Top Stock Weight (%) 26.42% Top 3 Stocks Weight (%) 62.18% Top 5 Stocks Weight (%) 80.53% NIFTY IT Index comprises of the 10 largest IT companies by free float market capitalization. Correlation (NIFTY 50) 0.66 Beta (Nifty 50) 0.97 Source: niftyindices.com. NSE, HDFC Securities, Axis MF Research, Data as of 28th February 2021 10 Performance NIFTY IT Index has been a Long Term Wealth Creator 18,000 16,000 14,000 12,000 10,000 8,000 6,000 4,000 2,000 0 Mar-04 Mar-05 Mar-06 Mar-07 Mar-08 Mar-09 Mar-10 Mar-11 Mar-12 Mar-13 Mar-14 Mar-15 Mar-16 Mar-17 Mar-18 Mar-19 Mar-20 Mar-21 NIFTY IT (TRI) NIFTY 50 (TRI) Past performance may or may not be sustained in the future. Values normalized to 100 as on May 28th 2004. th Data as of 28 February 2021. The base value of the index was revised from 1000 to 100 with effect from May 28, 2004. 11 Axis Technology ETF An Open Ended Exchange Traded Fund tracking NIFTY IT Index Scheme Name Creation Unit Benchmark Fund Manager Axis Technology ETF 15,000 Units and Nifty IT TRI Index Jinesh Gopani & in multiples Viresh Joshi thereof Minimum Investment (NFO) Rs. 5,000 and in Unit Creation Unit Value multiples of Rs. 1/- In Demat mode 1/100 of the value of thereafter only* NIFTY IT Index *Units of the Scheme will be available in Dematerialized (electronic) form only. The applicant under the Scheme will be required to have a beneficiary account with a Depository Participant of NSDL/CDSL and will be required to indicate it in the application form. 12 Passive Investing With Axis MF 14 Introduction to Passive Investing Passive Investing is a low friction investment strategy tracking a specific index as closely as possible Efficient low Removes the risk of Relies on broader Participates in the ETFs and Index Funds cost strategy security selection market wisdom constituents in the are popular vehicles to same proportion as the passive investing index 14 What is an ETF? The Basics An ETF is a mutual ETFs achieve this by ETFs trade in bite sized fund designed to track closely replicating the units on an exchange Trade an entire basket of the performance of an portfolio of the at market determined securities with a small ticket size index underlying index prices Key Differences ETFs Active Mutual Funds Portfolio aimed to beat What’s on Offer? Track an Index broad market indices Trading Frequency Actively traded on an exchange Trade once a day on NAV Prices Style of Management Passive Active Costs Less Expensive More Expensive *Actively managed equity funds do not include index funds Like Actively managed equity funds, ETFs carry price risks.
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