Axis Technology ETF - Mutual Funds Online
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 18th March 2021
NFO Closes 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
(In USD Billion)
1,400 1,200 1,000
800 600 400 200
0
(In USD Billion)
80
70
60
50
40
30
25
20
10
CY15-20
68 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
90
80
AWS Salesforce Adobe SAP Cloud ServiceNow Workday
4.2
3.6
8.9
70
60
50
40
30
20
1.2
10
2.5 4.8
0
6.7
7.8
12.4
2.8
11.2
2.1
5.9
20.3
9.0
17.1
4.3
1.6
7.3
13.3
53..93
10.5
35.0
42.6
17.5
25.7
8.4
CY15 CY16 CY17 CY18 CY19 TTM
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
40%
35%
31%
33%
30%
25% 20%
15% 13%
16%
20%
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 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
Infosys: % of Revenue from Digital
50% 45% 40% 35% 30%
25% 24%
20% 15% 10%
5% 0%
28%
36%
45%
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
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