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Mirae Asset Nifty Next 50 Etf MIRAE ASSET NIFTY NEXT 50 ETF Mirae Asset Investment Managers MIRAE ASSET NIFTY NEXT 50 ETF (An open ended scheme replicating/tracking Nifty Next 50 Index) NIFTY Next 50: Profile Parameter NIFTY 50 NIFTY Next 50 NIFTY Midcap 150 Segment Large Cap Mid Cap Companies ranked from 101 Criteria Top 50 stocks by M-Cap Remaining 50 Stocks to 250 based on full MCap Constituents 50 50 150 Avg. MCap 1,84,085 46,234 15,498 Avg. MCap (Top 25) 2,99,812 54,824 22,544 Avg. MCap (Next 25) 68,357 37,643 18,164 Reliance (13.24) Adani Green (4.41) Apollo Hospital (2.18) HDFC Bank (10.25) Avenue Supermart (4.39) PI Industries (1.89) Top 5 Stocks Infosys (7.74) Tata Consumer (3.89) Zee Entertainment (1.84) (% Weight) HDFC (6.87) Dabur India(3.81) Jubilant Foodworks (1.78) ICICI General Insurance (3 TCS (5.58) Voltas (1.75) .55) NIFTY Next 50 portfolio aims to captures the essence of large caps and midcaps Source: NSE, Oct 30, 2020. The sector(s)/stock(s)/issuer(s) mentioned in this presentation do not constitute any research report/recommendation of the same. 2 Mirae Asset Mutual Fund NIFTY Next 50: Sector distribution 36% 29% OTHER FINANCIAL 5.4% SERVICES 19% 17% 15% 14% 6.8% 12% NBFC 10% 2.4% 6% 6% 7% 4% 5% 6% 4% 3% 2.4% 2% 2% 3% INSURANCE 1% 1.5% PHARMA IT Others AUTOMOBILE CONSUMER GOODS CONSUMER FINANCIAL SERVICES FINANCIAL SERVICES POWER CEMENT & CEMENT & CEMENT CEMENT OIL & GAS & OIL HOUSING PRODUCTS FINANCE 6.9% FINANCIAL 1.3% INSTITUTION 3.2% NIFTY 50 NIFTY Next 50 BANKS 24.7% 0.0% 10.0% 20.0% 30.0% NIFTY Next 50 portfolio is more diversified as compared to NIFTY 50 Source: NSE, as on Oct 30, 2020. The sector(s)/stock(s)/issuer(s) mentioned in this presentation do not constitute any research report/recommendation of the same. 3 Mirae Asset Mutual Fund NIFTY Next 50: Stock distribution Weight Distribution Top Stocks by weight Top 15 stocks in NIFTY Next 50 2% Median ADANI GREEN 4.41% 1% DMART 4.39% TATA CONSUMER 3.89% 8% Bottom 10 stocks DABUR 3.81% 2% ICICI GENERAL INSURANCE 3.55% NAUKRI 3.55% 59% Top 20 stocks 79% GODREJ CONSUMER 3.31% PIDILITIE INDUSTRIES 3.15% 36% LUPIN 2.88% Top 10 stocks 63% AURO PHARMA 2.86% COLGATE 2.66% 20% BANDHAN BANK 2.58% Top 5 stocks 44% AMBUJA CEMENT 2.51% MARICO 2.43% NIFTY Next 50 NIFTY 50 HAVELLS 2.40% NIFTY Next 50 portfolio is more diversified as compared to NIFTY 50 Source: NSE, as on Oct 30, 2020. The sector(s)/stock(s)/issuer(s) mentioned in this presentation do not constitute any research report/recommendation of the same. 4 Mirae Asset Mutual Fund WHY NIFTY NEXT 50? NIFTY Next 50: Aims to capture potential blue chips of tomorrow Stocks that moved from NIFTY Next 50 to NIFTY 50 in last 10 years (Oct’20) S. No Name S. No Name 1 ADANI PORTS AND SPECIAL ECONOMIC ZONE 14 JSW STEEL 2 ASIAN PAINTS 15 KOTAK MAHINDRA BANK 3 BAJAJ AUTO 16 SHREE CEMENT 4 BAJAJ FINANCE 17 TECH MAHINDRA 5 BAJAJ FINSERV 18 TITAN COMPANY 6 BHARTI INFRATEL 19 ULTRATECH CEMENT 7 BRITANNIA INDUSTRIES 20 UPL 8 COAL INDIA 21 VEDANTA 9 DR. REDDY'S LABORATORIES 22 ZEE ENTERTAINMENT ENTERPRISES 10 EICHER MOTORS 23 SHREE CEMENTS LIMITED 11 GRASIM INDUSTRIES 24 HDFC LIFE INSURANCE COMPANY LIMITED 12 INDIAN OIL CORPORATION 25 DIVI’S LABORATORIES LIMITED 13 INDUSIND BANK 26 SBI LIFE INSURANCE LIMITED NIFTY Next 50 portfolio aims to captures the potential blue chips of tomorrow, today ! Source: NSE, as on Oct 30, 2020. The sector(s)/stock(s)/issuer(s) mentioned in this presentation do not constitute any research report/recommendation of the same. 6 Mirae Asset Mutual Fund NIFTY Next 50: Get active flavor in passive 93% Stock journey From NIFTY Next 50 to NIFTY 50 (CAGR Returns) 57% 45% 46% 36% 41% 27% 24% 25% 22% 25% 14% Asian Paints Bajaj Finance Bajaj Finserv IndusInd Bank Kotak Mahindra Bank Titan (9yrs/8yrs) (1yr/2yrs) (5yrs/2yrs) (2yrs/7yrs) (7yrs/10yrs) (7yrs/2yrs) Returns with NIFTY Next 50 By design, NIFTY Next 50 may capture the upside of potential blue-chips of tomorrow, before probable move to NIFTY 50 In last 10 years, 99 stocks have been replaced in NIFTY Next 50 Index, resulting in a turnover of almost 20% of stocks. A passive index usually have a rule based stock churn resulting in portfolio turnover like active mutual funds NIFTY Next 50 portfolio aims to captures the potential blue chips of tomorrow, today ! Source: NSE. CAGR Returns Past performance may or may not sustain in future. Returns data considered till Dec 2019, to remove the biasness of recent correction in NIFTY 50 figures. The sector(s)/stock(s)/issuer(s) mentioned in this presentation do not constitute any research report/recommendation of the same. 7 Mirae Asset Mutual Fund NIFTY Next 50: Provides an alternate exposure in large cap segm ent Industry based exposure (Top 15 sectors) Average of all Large Cap Fund Sector s NIFTY 50 ETF NIFTY Next 50 ETF Consumer Non Durables 7.63 10.57 22.63 Pharmaceuticals 6.45 3.74 15.50 Finance 9.24 10.79 12.16 Software 13.83 17.13 6.10 Power 2.53 1.72 5.44 Retailing 1.44 - 4.39 Cement 2.93 2.24 4.35 Gas 0.46 0.31 4.13 Banks 23.49 24.67 3.70 Chemicals 0.50 - 3.15 Transportation 0.63 0.52 3.07 Auto Ancillaries 0.78 - 2.98 Consumer Durables 1.25 0.97 2.40 Telecom - Equipment & Accessories 0.06 - 2.08 Petroleum Products 9.06 14.18 1.84 NIFTY Next 50 portfolio provides different stock and sector exposure in large cap space Source: ACE MF. Industry based exposure data is as on as on Oct 30, 2020. The sector(s)/stock(s)/issuer(s) mentioned in this presentation do not constitute any research report/recommendation of the same. 8 Mirae Asset Mutual Fund NIFTY Next 50: Return and risk profile Returns Return to Risk Ratio Period NIFTY 50 NIFTY NEXT 50 NIFTY Midcap 100 NIFTY 50 NIFTY NEXT 50 NIFTY Midcap 100 3 Months 5.5% 2.0% 10.5% 0.11 0.53 0.34 6 Months 18.9% 13.9% 26.9% 0.79 1.34 0.95 1 Year 14.8% 5.1% 1.2% 0.19 0.04 0.48 3 Years 5.4% -1.6% -3.6% (0.08) (0.16) 0.26 5 Years 9.0% 8.2% 6.3% 0.44 0.32 0.50 7 Years 10.5% 13.6% 13.6% 0.74 0.71 0.61 10 Years 8.1% 9.0% 7.5% 0.49 0.40 0.46 NIFTY Next 50 has given better returns than NIFTY 50 and NIFTY Midcap Index along with comparable return to risk ratio v/s NIFTY 50 over longer horizons Source: NSE, as on Oct 30, 2020. Returns of period more than 1 year are CAGR returns. Past performance may or may not sustain in future. The above is performance of the Index and does not in any manner indicate the performance of any individual scheme of Mutual Fund. 9 Mirae Asset Mutual Fund NIFTY Next 50: Calendar year returns 58% 49% 50% 48% 46% 41% 33% 30% 29% 20% 19% 19% 13% 8% 8% 8% 8% 8% 5% 4% 6% 1% 2% -3% -3% -3% -3% -4% -8% -15% -24% -30% -31% 2020 YTD 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 NIFTY Midcap 100 - TRI NIFTY 50 - TRI NIFTY NEXT 50 - TRI • Since 2010, NIFTY Next 50 has outperformed NIFTY 50 and NIFTY Midcap 100 in 6 Calendar years respectively. • Year subsequent to the period in which all three indices have given negative return, Nifty Next 50 has recovered the highest. (e.g. : 2012 followed by 2011 ) Source: NSE, as on Oct 30, 2020. Returns of period more than 1 year are CAGR returns. Past performance may or may not sustain in future. The above is performance of the Index and does not in any manner indicate the performance of any individual scheme of Mutual Fund. 10 Mirae Asset Mutual Fund NIFTY Next 50: Rolling returns Average Rolling Returns 3 years investment horizon 1 year investment horizon NIFTY Midcap 1 Period NIFTY 50 NIFTY NEXT 50 NIFTY 50 NIFTY NEXT 50 NIFTY Midcap 100 00 14 years 13.8% 16.1% 15.4% 13.4% 18.4% 16.2% 10 years 10.8% 14.8% 12.9% 9.9% 12.4% 10.6% 7 years 11.8% 16.0% 14.3% 11.9% 15.9% 14.9% 5 years 10.8% 15.0% 13.9% 7.7% 9.0% 6.5% 3 years 10.2% 10.3% 7.7% 8.3% 3.5% -1.0% 1 Year 7.3% 2.5% -1.5% -2.2% -3.6% -10.4% 1 year & 3 year average rolling returns of NIFTY Next 50 is consistently better than NIFTY Midcap 100 & is also better than NIFTY 50 in longer horizon Source: NSE, as on Oct 30, 2020. Past performance may or may not sustain in future. 3 year rolling return in five year period provides the return which investor has realized in last 5 years (daily average), with investment horizon/period of 3 years. The above is performance of the Index and does not in any manner indicate the performance of any individual scheme of Mutual Fund 11 Mirae Asset Mutual Fund NIFTY Next 50: Drawdown profile in last 10 years Oct-2010 Oct-2011 Oct-2012 Oct-2013 Oct-2014 Oct-2015 Oct-2016 Oct-2017 Oct-2018 Oct-2019 Oct-2020 0.0% -5.0% -10.0% -15.0% -20.0% -25.0% -30.0% -35.0% -40.0% -45.0% -50.0% NIFTY Midcap 100 - TRI NIFTY 50 - TRI NIFTY NEXT 50 - TRI NIFTY Next 50 is more volatile than NIFTY 50 but had better drawdowns performance than Midcap in last 10 year.
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