Mirae Asset Nifty 200 Alpha 30 ETF · NSE:ALPHAETF
Mirae Asset Nifty 200 Alpha 30 ETF — Mirae Asset BSE Information Technology Index Fund — Investor Presentation (August 2026)
27 slides from Mirae Asset Nifty 200 Alpha 30 ETF's investor presentation, August 2026
Slide 1: Mirae Asset BSE Information Technology Index Fund
Mirae Asset BSE Information Technology Index Fund (An open-ended scheme replicating/ tracking BSE Information Technology Total Return Index) August 2026 SEBI Registration No: MF/055/07/03 SEBI Registration Name : Mirae Asset Mutual Fund Index Fund New Fund Offer details: New Fund Offer (NFO) starts
Slide 2: Indian Information Technology (IT) Sector Highlights
Indian Information Technology (IT) Sector Highlights Estimated market Size of Indian IT Industry $300Bn $246Bn in FY 2026 Expected Industry Worth of exports Revenue from the Indian IT industry Exports 17% 7% $246 Bn India Share of global IT Consulting Contribution to India’s and Services market GDP
Slide 3: India's IT Ecosystem
INDIA'S IT ECOSYSTEM A diverse and dynamic technology landscape powering global innovation IT SERVICES SOFTWARE GLOBAL HARDWARE PRODUCT PROVIDERS PRODUCT CAPABILITY FIRMS ENGINEERING DEVELOPERS CENTERS (GCCs)
Slide 4: Revenue Split of IT Majors
Revenue Split of IT Majors Revenue Split of IT Companies Continental Europe, Middle East & Africa (31%) Rest of the World (10%) Traditionally been the biggest imported of Indian IT exports India (5%) North & South America (53%) Indian IT companies derive around 95% of their revenue from overseas nat
Slide 5: IT Sector: Current Market Scenario
IT Sector : Current Market Scenario
Slide 6: How the Indian IT Industry Navigated Major Disruptions
How the Indian IT Industry Navigated Major Disruptions Period Threat Outcome Dot-com crash 2000–2002 Growth slowed temporarily, but outsourcing demand recovered. Internet Start-ups Failed 2001–2003 Global recession after 9/11 Cost pressures actually increased offshore outsourcing to India. 2007–2009
Slide 7: Current Scenario of Indian IT Sector
Current Scenario of Indian IT Sector • Share of AI services as a part of revenue is increasing: AI services are gaining revenue traction, with leading IT players such as Infosys and TCS reporting 8.5% of revenue linked to AI-led services, highlighting the growing commercial opportunity. • Deal momen
Slide 8: BSE IT Index: Q1FY27 Earnings
BSE IT Index: Q1FY27 Earnings Top Companies EBIT Growth vs Expectations Margin v/s Expectations of BSE IT Index Margins (%) TCS In line 24.0% In line HCL Technologies Beat 16.9% In line Wipro In line 15.7% Miss Infosys Miss 21.1% In line Tech Mahindra Beat 14.4% Beat LTIMindtree In line 15.5% Beat M
Slide 9: Quarterly Deal Wins Trend Across Indian IT Services
Quarterly Deal Wins Trend Across Indian IT Services: Total Contract Value (TCV) Snapshot Top Companies Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 of BSE IT Index (Jul–Sep 2025) (Oct–Dec 2025) (Jan–Mar 2026) (Apr–Jun 2026) TCS $ 10.0 Bn $ 9.3 Bn $ 12.0 Bn $ 9.5 Bn Infosys $ 3.2 Bn $ 4.8 Bn $ 3.2 Bn $ 3.6 Bn HCL
Slide 10: Mid & Small IT Firms: Driving Growth Through Agility and AI Adoption
Mid & Small IT Firms: Driving Growth Through Agility and AI Adoption Consensus EPS Growth FY27E (%) • Mid-tier IT is poised to outperform large caps in 1QFY27, 35% driven by large-deal ramp-ups, strong pipeline conversion, 31% and execution momentum. 30% 27% 25% 24% 23% 22% 21% 20% 20% • Mid & small
Slide 11: Growth of Global Capability Centers (GCCs) in India
Growth of Global Capability Centers (GCCs) in India Growth of # of GCCs in India 3000 2500 2500 2117 2000 1855 1900 1550 1580 1500 1430 1285 1300 1182 981 1000 620 500 285 0 2000 2005 2010 2015 2019 2020 2021 2022 2023 2024 2025 2026E 2030E India now hosts nearly 45% of the world's GCCs, driven by d
Slide 12: Dollar Movement Impact on Indian IT Services
Dollar Movement Impact on Indian IT Services Currency Impact on Earnings of IT Companies 110.0 1600 100.0 1400 90.0 1200 80.0 1000 70.0 800 60.0 600 50.0 40.0 400 30.0 200 20.0 0 USD-INR Earnings Historically over past 20 years, a 3–4% annual INR depreciation has supported exports; a weaker INR is e
Slide 13: Indian IT: The AI Opportunity
Indian IT: The AI Opportunity
Slide 14: Indian IT Is Expanding Across the Enterprise AI Value Chain
Indian IT Is Expanding Across the Enterprise AI Value Chain GenAI Patents filed by Indian IT companies Indian IT companies in different layers of AI GenAI Patents • AI in Physical Systems Hexaware 48 KPIT Technologies → Stellantis → Autonomous Driving Newgen Software 67 • AI-Driven Business Process
Slide 15: How is Indian IT preparing for the AI opportunity
How is Indian IT preparing for the AI opportunity Strategic Partnerships by Indian IT companies AI platforms by Indian IT companies Company Nvidia OpenAI Anthropic Databricks Snowflake Company AI Platform Key Capability TCS AI WisdomNext Multi-LLM orchestration TCS ✓ ✓ ✓ ✓ ✓ Infosys Topaz Enterprise
Slide 16: BSE Information Technology Index
BSE Information Technology Index
Slide 17: BSE IT Index Methodology
BSE IT Index Methodology Parameter Details Provides All-Cap exposure to companies belonging to Objective information technology sector. Index Universe BSE AllCap Index Reconstitution Annually in September. Quarterly Reviews September, December, March, and June. Number of Constituents 78 Weighting Me
Slide 18: BSE IT Index: How is different from Nifty IT Index?
BSE IT Index : How is different from Nifty IT Index? Particular BSE IT Index Nifty IT Index Stock Universe BSE AllCap Index Nifty 500 Index Number of Stocks 78 10 Weighing Periodic Capped Free Float Float Adjusted Market Cap AMFI Market Capitalization Exposure Weightage of Large Cap 71.8% 80.5% Weig
Slide 19: BSE IT Index: Periodic Performance
BSE IT Index : Periodic Performance Period Nifty 50 Index Nifty 500 Index Nifty IT Index BSE IT Index 20 Years 11.6% 12.5% 12.1% 12.2% 15 Years 12.4% 13.7% 14.5% 14.7% 10 Years 12.0% 13.3% 13.7% 13.2% 7 Years 13.1% 15.9% 12.3% 11.2% 5 Years 8.3% 11.1% 0.0% -0.8% 3 Years 9.0% 12.5% 2.2% 0.0% 1 Year -
Slide 20: BSE IT Index: Calendar Year Performance
BSE IT Index : Calendar Year Performance Calendar Year Nifty 50 Index Nifty 500 Index Nifty IT Index BSE IT Index 2010 19.2% 15.3% 30.8% 34.2% 2011 -23.8% -26.4% -17.0% -14.6% 2012 29.4% 33.5% -0.2% 0.7% 2013 8.1% 4.8% 60.2% 62.3% 2014 32.9% 39.3% 20.1% 19.2% 2015 -3.0% 0.2% 1.5% 6.7% 2016 4.4% 5.1%
Slide 21: BSE IT Index: Forward Valuations
BSE IT Index : Forward Valuations Forward Valuations of BSE IT Index 40.0 35.0 Price to Earning Multiple (Forward) 30.0 25.0 10 Year Forward P/E Avg.: 22.9x 20.0 18.3x 15.0 10.0 5.0 0.0 Aug-16 Aug-17 Aug-18 Aug-19 Aug-20 Aug-21 Aug-22 Aug-23 Aug-24 Aug-25 Aug-26 BSE IT Index is trading at a forward
Slide 22: BSE IT Index Portfolio (Top Stocks) as on Aug 31, 2026
BSE IT Index Portfolio (Top 50 Stocks) as on Aug 31, 2026 No. Security Name Wt.(%) No. Security Name Wt.(%) 1 INFOSYS LTD. 29.1% 26 TANLA PLATFORMS LIMITED 0.3% 2 TATA CONSULTANCY SERVICES LTD. 17.8% 27 Newgen Software Technologies L 0.3% 3 HCL TECHNOLOGIES LTD. 10.3% 28 Happiest Minds Technologies
Slide 23: Why invest in IT Sector?
Why invest in IT Sector? • AI disruption is a transition, not a breakdown of the IT services model: Similar to previous technology cycles (Enerprise, outsourcing, cloud, and digital), AI is expected to reshape service delivery rather than eliminate the role of IT partners. • Near-term challenges cre
Slide 24: Why invest in Mirae Asset BSE Information Technology Index Fund?
Why invest in Mirae Asset BSE Information Technology Index Fund? A Broader & More Diversified Approach to Capture India’s IT Growth 1. Broader IT Opportunity • Broader IT exposure captures opportunities across 78 companies, offering a more diversified portfolio than Nifty IT index. • Exposure extend
Slide 25: Disclaimers
Disclaimers Disclaimer by BSE Indices Limited: The BSE Indices are published by BSE Index Services Pvt. Ltd. (Formerly Asia Index Pvt. Ltd.) (“BISPL”), which is a wholly owned subsidiary of BSE Limited (“BSE”). BSE® and SENSEX® are registered trademarks of BSE. The trademarks have been licensed to B
Slide 26: NFO Fund Details
NFO Fund Details Particulars Mirae Asset BSE Information Technology Index Fund NFO Period 08th September to 22nd September 2026 Type of Scheme An open-ended scheme replicating/tracking BSE Information Technology Total Return Index Benchmark BSE Information Technology Total Return Index Fund Managers
Slide 27: Riskometers
Riskometers The above Product Labelling assigned during the NFO is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.
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