Mirae Asset BSE 200 Equal Weight ETF · NSE:EQUAL200

Mirae Asset BSE 200 Equal Weight ETF — Investor Presentation (October 2025)

22 slides from Mirae Asset BSE 200 Equal Weight ETF's investor presentation, October 2025

  1. Slide 1: Mirae Asset BSE 200 Equal Weight ETF and Fund of Fund

    October, 2025 Mirae Asset BSE 200 Equal Weight ETF (NSE Symbol: EQUAL200 , BSE Scrip Code: 544377) (An open-ended scheme replicating/tracking BSE 200 Equal Weight Total Return Index) Mirae Asset BSE 200 Equal Weight ETF Fund of Fund (An open-ended fund of fund scheme investing in units of Mirae Asse

  2. Slide 2: Strategies to take passive exposure in market

    Strategies to take passive exposure in market Market-Cap based • Investing in companies based on market capitalization. • Top companies dominate the overall weightage in a portfolio. Factor-based • Identifying definable traits to target a desired performance profile. • Momentum, Quality, Low Vol, Va

  3. Slide 3: Equal Weight Strategy: A huge segment in passive globally!

    Equal Weight Strategy: A huge segment in passive globally! Equal Weight ETFs: Equal Weight Passive Funds: Global Market Size India AUM in Rs. Cr. Growth of Equal Weight Passive Funds in India 2,660 431 16000 25 27 14000 AUM (in $ Bn) | No of ETFs Globally 22 12000 18 Asia $274 Bn 10000 17 US $305 Bn

  4. Slide 4: Equal Weight Strategy provides balanced exposure to all portfolio companies

    Equal Weight Strategy provides balanced exposure to all portfolio companies Top 10 Stocks of BSE 200 Index Bottom 10 Stocks of BSE 200 Index BSE 200 Equal BSE 200 Equal Company BSE 200 Index Company BSE 200 Index Weight Index Weight Index HDFC BANK LTD. 8.9% 0.5% UCO BANK 0.0% 0.6% RELIANCE LTD. 5.9

  5. Slide 5: BSE 200 Equal Weight Index is well diversified across portfolio constituents

    BSE 200 Equal Weight Index is well diversified across portfolio constituents Cumulative Exposure (in %) BSE 200 Index BSE 200 Equal Weight Index Nifty 50 Index 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 1% 25% 50% 75% 100% % of Constituents (Ranked by Size) In Equal weight indices, weightage is fai

  6. Slide 6: Top 200 Universe caters to a huge opportunity set!

    Top 200 Universe cater to a huge opportunity set! ➢ Exposure to Top 100 ➢ Exposure to New Age Large cap and Top 100 segments like E-Commerce, Midcap Companies FinTech, Capital Market etc. Blend of New Age Large & Companies Mid BSE ➢ Industry Leaders provide Market Most Liquid ➢ 169 companies have ac

  7. Slide 7: Top 200 Universe caters to sector and industry leaders with higher M-Cap

    Top 200 Universe caters to sector and industry leaders with higher M-Cap Growth in market capitalization 2019 of Large and Midcap October 2025 1st 8.62L Cr. 20.12L Cr. 50th 56,500 Cr. 1.81L Cr. 100th Market Cap of Top 200 1.02L Cr. 26,293 Cr. Companies listed on BSE 150th 17,343 Cr. 65,476 Cr. 200th

  8. Slide 8: BSE 200 Equal Weight Index: Balanced Portfolio Approach

    BSE 200 Equal Weight Index: Balanced Portfolio Approach 50% Midcap BSE 200 • Equal Weight • Equal exposure to Top 100 Midcap Companies Exposure to high growth companies Index • Potential for long term outperformance over large cap 50% Large Cap • Equal exposure to Top 100 Large Cap Companies • To pr

  9. Slide 9: BSE 200 Equal Weight provides equal exposure to large and midcap segments

    BSE 200 Equal Weight provides equal exposure to large and midcap segments 120% Market Cap Exposure of BSE 200 Equal Weight Index v/s Market Cap Indices v/s Active Funds 100% 6% 6% 10% 17% 5% 12% 7% 80% 19% 51% 37% 60% 100% 40% 83% 83% 71% 49% 46% 20% 0% BSE 200 Equal Weight Index BSE 200 Index Nifty

  10. Slide 10: Equal weighing also results in diversifying sectoral exposure

    Equal weighing also results in diversifying sectoral exposure Sector BSE 200 Equal Weight Index BSE 200 Index Overweight/ Underweight Capital Goods 8.9% 4.5% 4.4% Healthcare 7.7% 5.0% 2.7% Chemicals 3.8% 1.4% 2.4% Realty 3.2% 1.2% 2.0% Power 5.3% 3.4% 1.9% Metals & Mining 5.7% 4.0% 1.7% Consumer Dur

  11. Slide 11: BSE 200 Equal Weight Index is well diversified across large and midcap constituents

    BSE 200 Equal Weight Index is well diversified across large and midcap constituents 8.9% 8.1% BSE 200 Equal Weight Index 51.3% BSE 200 Index 38.3% 3.7% 11.6% 1.2% 6.0% 0.6% 0.5% 0.5% 0.2% 0.0% 0.2% Top 10 Stocks Top 20 Stocks Bottom 10 Stocks Bottom 20 Stocks Wt. of Largest Wt. of Smallest Median Co

  12. Slide 12: BSE 200 Equal Weight Index

    BSE 200 Equal Weight Index MIRAE ASSET Mutual Fund

  13. Slide 13: Index Methodology: BSE 200 Equal Weight Index

    Index Methodology : BSE 200 Equal Weight Index The BSE 200 Equal Weight Index provides equal weightage to all the constituents in BSE 200 Index, covering all major industries in the Indian economy. • Eligible Universe: The index is derived from the constituents of the BSE 200 Index. • Rebalancing: T

  14. Slide 14: BSE 200 Equal Weight Index: Periodic Performance

    BSE 200 Equal Weight Index: Periodic Performance Performance of BSE 200 Equal Weight Index v/s Market Cap Indices BSE 200 Equal Weight BSE 200 Nifty 50 Nifty 500 Period Index Index Index Index 10 Years 16.5% 14.6% 13.7% 14.6% 7 Years 19.7% 16.3% 15.2% 16.5% 5 Years 26.7% 20.4% 18.6% 21.1% 3 Years 21

  15. Slide 15: BSE 200 Equal Weight Index: Calendar Year Performance

    BSE 200 Equal Weight Index: Calendar Year Performance Calendar BSE 200 Equal Weight BSE 200 Nifty 50 Nifty 500 Year Index Index Index Index 2007 73.3% 62.3% 56.8% 64.6% 2008 -61.1% -55.9% -51.3% -56.5% 2009 120.6% 90.9% 77.6% 91.0% 2010 12.6% 17.8% 19.2% 15.3% 2011 -34.6% -26.0% -23.8% -26.4% 2012 4

  16. Slide 16: Index: Relatively better performance in the long run!

    BSE 200 Equal Weight Index: Relatively better performance in the long run! Index Values (TRI) Performance of BSE 200 Equal Weight Index v/s BSE 200 Index 20000 2023 Bull Run 18000 16000 Rally post Russia- 14000 Ukraine War 12000 10000 Post COVID-19 Rally 8000 Election Rally 6000 Recovery post 4000 G

  17. Slide 17: Equal Weight Strategy: Relatively strong performance on rolling basis

    Equal Weight Strategy: Relatively strong performance on rolling basis than market-cap approach BSE 200 % times BSE 200 Equal Weight Index has greater return than BSE 200 Index BSE 200 Index Name Equal Weight Index Index Negative 0 to 2.5% 2.5 to 5% 5 to 7.5%% >7.5% 3 Yr. Rolling Return 13.2% 14.2% 3

  18. Slide 18: Mirae Asset BSE 200 Equal Weight ETF & Fund of Fund

    Mirae Asset BSE 200 Equal Weight ETF & Fund of Fund Expense Ratio Benchmark ETF: 34 bps BSE 200 Equal Weight Total Return Index Fund of Fund: Regular: 64 bps Fund of Fund: Direct: 12 bps (Excludes cost of underlying ETF)* Authorized Participants for ETF Exit Load Mirae Asset Capital Markets (India)

  19. Slide 19: Why consider investing in Mirae Asset BSE 200 Equal Weight ETF and Fund of Fund?

    Why consider investing in Mirae Asset BSE 200 Equal Weight ETF and Fund of Fund? • The BSE 200 Equal Weight Index represents an alternative weighting index strategy contrary to traditional market capitalization weighted indices where each stock is assigned equal weight in the portfolio. • The equal

  20. Slide 20: SEBI Categorization of Mutual Funds Riskometers

    SEBI Categorization of Mutual Funds No. Category Investment Framework 1 Large Cap Fund At least 80% investment in large cap stocks 2 Large & Mid Cap Fund At least 35% investment in large cap stocks and 35% in mid cap stocks Source: Pursuant to Part IV of SEBI Master Circular dated June,27, 2024 defi

  21. Slide 21: Disclaimers

    Disclaimers Disclaimer by AIPL Limited: The BSE Indices are published by Asia Index Private Limited (“AIPL”), which is a wholly owned subsidiary of BSE Limited (“BSE”). BSE® and SENSEX® are registered trademarks of BSE. The trademarks have been licensed to AIPL and have been sublicensed for use for

  22. Slide 22: Thank You

    THANK YOU 7 MIRAE ASSET Mutual Fund

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