Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund · NSE:MOMENTUM50
Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund — Motilal Oswal Mutual Fund — Investor Presentation (April 2026)
47 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, Apr 30, 2026
Slide 1: Motilal Oswal Gold and Silver Passive Fund of Funds
Motilal Oswal Gold and Silver Passive Fund of Funds (Formerly known as Motilal Oswal Gold and Silver ETFs Fund of Funds) 30-Apr-26
Slide 2: Motilal Oswal AMC Positioning
Motilal Oswal AMC Positioning A lot of Fund Managers construct portfolios that closely align with the benchmark to maintain consistency with market performance Benchmark Agnostic Benchmark Hugging Benchmark Replicating Style Active Active Passive Portfolio Holding Focused Closer to Benchmark Same as
Slide 3: Why Motilal Oswal AMC?
Why Motilal Oswal AMC? Cornerstone of Investment Philosophy Focused Strategies Index-based Strategies Index Funds and ETFs based on first based on time tested investment framework principle of Q G L P Easy Economic Effective Quality of Growth in Longevity of Price Easy to understand and Low cost Eff
Slide 4: Motilal Oswal AMC in Numbers
Motilal Oswal AMC in Numbers • More than 67 lac investors Investors • More than 80 lac folios Active • 20+ active funds Mutual Funds • Total AUM ~82,967 crores PMS and AIFs • 30+ PMS and AIFs (Alternates) • Total AUM ~30,661 crores Index-Based Mutual • 60+ Index Funds and ETFs Funds • Total AUM ~41,
Slide 5: Love for precious metals is in our DNA
Love for precious metals is in our DNA
Slide 6: Civilization and their love for the precious metals
Civilization and their love for the precious metals Usage of Gold & Silver have been the one common thing across empires and continents Americas Spanish explorers during 1400s
Slide 7: Gold and Silver have outlived every civilization
Gold and Silver have outlived every civilization The two coveted precious metals have virtually outlasted every civilization or economic systems The Indus Valley Civilization The Roman Civilization 3150 B.C. 1600 B.C. 1325 A.D. 2600 B.C. 753 B.C. The Ancient Egyptian Civilization The Chinese Civiliz
Slide 8: Why it is so relevant since ages?
Why it is so relevant since ages?
Slide 9: Why the precious metals have survived the test of time?
Why the precious metals have survived the test of time? Barter system Precious Metals Economic system Cattle - Will die, Durable No intrinsic value Food - Perishable, Divisible, Combinable Unlimited supply Sand - Abundant, Homogenous No Universal appeal Diamonds - Non combinable Scarce
Slide 10: Social proof: Views of world's most renowned investors on precious metals
Social proof: Views of world’s most renowned investors on precious metals “Gold can form up to 15% of a well-diversified Ray Dalio, Ex CIO portfolio” “This is my honest advice to you… own silver World’s largest Hedge Fund now” Lord Jacob Rothschild, Chairman Moved from USD to gold & other currencies
Slide 11: Love for the precious metals is rooted in Indian traditions
Love for the precious metals is rooted in Indian traditions More than 75% of the Indian households own Gold and Silver in some form Auspicious Birth Festivals Marriage Investment 2nd largest gold India accounts for ~65% consumer after China of global silverware consumption Source: India Gold Policy
Slide 12: History is a testament to multiple fallen currencies regimes
History is a testament to multiple fallen currencies regimes International Reserve Currencies since 1400 Gold USA 1920 - ?? Britain 1815 - 1920 France 1720 - 1815 Netherlands 1640 - 1720 1530 - 1640 Spain 1450 - 1530 Portugal 1400 1500 1600 1700 1800 1900 2000 2100 “Gold is money, everything else is
Slide 13: Gold act as a store of value
Gold act as a store of value ₹5,000 kept in cash in 2000 is worth just ₹1,500 today — but the same in gold is now worth over ₹1,00,000 2000 2025 ₹ 5,000 ~₹ 1,500 Equivalent amount of ~₹ 1,09,000 Gold Source/Disclaimer: Factset, Reuters. Gold prices in INR do not include any customs duties, local tax
Slide 14: Silver: ~80% of demand is outside jewellery and silverware
Silver: ~80% of demand is outside jewellery and silverware Silver Demand - 2025 Industrial use made up 58% of total silver demand in 2025 (Driven by EVs, solar panels, electronics and 5G) 3.7% 2.1% 19.2% Jewelry accounted for ~17% of silver demand in 2025. Industrial Applications (India was the top
Slide 15: Silver: Major Industrial applications
Silver: Major Industrial applications Apart from investment, jewellery & silverware, Silver has major industrial applications in Green technologies, Helathcare and other important industries Solar Panel Electric Vehicles Due to climate change, renewable High backlog of EV inventories energy has been
Slide 16: Modern problems require modern solutions
Modern problems require modern solutions Investing in Gold and Silver funds help save a lot of costs & risks Traditional route Alternative route 5-7 years before Buy jewellery & pay Buy precious metals marriage ‘making charges’? fund instead Risk of theft & Relax by investing in Post purchase storag
Slide 17: Reasons to invest in precious metals
Reasons to invest in precious metals Diversification Inflation Hedge Universal Appeal Safe Haven Value of Gold tend to Provide cushion to Low correlation with Love for the precious rise in tandem with your portfolio during other asset classes metal is universal inflation market uncertainty
Slide 18: Precious metal: Diversifier for your portfolio
Precious metal: Diversifier for your portfolio Gold & Silver's low correlation with equity markets can significantly reduce overall portfolio risk when included Nifty 50 Correlation Matrix Gold Silver Index Nifty 50 Index 100% 4% 14% Gold 100% 76% Silver 100% Source/Disclaimer: MOAMC, Forex rate – R
Slide 19: Why invest in Gold now ?
Why invest in Gold now ?
Slide 20: Rising US Deficit may impact Dollar stability
Rising US Deficit may impact Dollar stability The US government has been spending much more than it earns, leading to rising deficits and increased borrowings. This weakens confidence in the US dollar and may prompt global central banks to look at Gold as an alternative Rising US Fiscal Deficit ($ t
Slide 21: Gold's movement in relation to US Dollar
Gold’s movement in relation to US Dollar Gold has historically rallied during dollar weakness and the recent softening of the dollar has coincided with a rise in gold prices Gold ($) US Dollar Index (RHS) 200 5,000 180 160 4,000 140 120 3,000 100 80 2,000 60 1,000 40 20 - - Source/Disclaimer: Data a
Slide 22: Record Gold Buying by Central Banks
Record Gold Buying by Central Banks Central banks have added 1,000+ tonnes in recent years and are reflecting continued interest in gold amid global uncertainty Source/Disclaimer: Metals Focus, Refinitiv GFMS, World Gold Council. Calendar Year Data as of 31 st Dec, 2025. The above information is for
Slide 23: Why invest in Silver now ?
Why invest in Silver now ?
Slide 24: Demand has Outpaced Supply in Recent Years
Demand has Outpaced Supply in Recent Years Silver demand has exceeded supply for 5 straight years, resulting in a cumulative deficit of ~23,000 tonnes since 2021 Silver Supply Deficit (tonnes) 1,994 1,655 1,636 467 345 -1,250 -1,437 -2,603 -4,286 -6,221 -7,900 2016 2017 2018 2019 2020 2021 2022 2023
Slide 25: Rising Industrial Demand
Rising Industrial Demand Growth of Silver Demand (tonnes) – 2016 to 2026F 45000 40000 35000 Total Silver demand has increased by ~14% since 2016 30000 Coin & Net Bar Demand 25000 Silverware 20000 Jewelry Demand from Industrial applications Photography grown by around ~22% since 2016 15000 Other Indu
Slide 26: Gold-Silver Ratio Trend
Gold-Silver Ratio Trend The Gold-to-Silver ratio reflects how many ounces of silver it takes to buy one ounce of gold. The current ratio is below its 25-year average due to recent significant rally in silver. Gold to Silver Ratio Average 120 110 100 90 80 70 60 50 40 30 20 Source/Disclaimer: Factset
Slide 27: Motilal Oswal Gold and Silver Passive Fund of Funds
Motilal Oswal Gold and Silver Passive Fund of Funds (Formerly known as Motilal Oswal Gold and Silver ETFs Fund of Funds) (An open ended fund of funds scheme investing in units of gold and silver exchange traded funds)
Slide 28: Gold & Silver Fund: A Convenient and Efficient way to invest
Gold & Silver Fund: A Convenient and Efficient way to invest Parameter Gold & Silver Fund Physical Gold & Silver Liquidity 💧 Easy to transact with AMC Needs to visit stores, more hassle Cost No making/insurance charges (only expense Making charges apply (especially for jewellery). Efficiency 💸…
Slide 29: Motilal Oswal Gold and Silver Passive Fund of Funds
Motilal Oswal Gold and Silver Passive Fund of Funds Type of Scheme Investment Objective An open ended fund of funds scheme The objective of this scheme is to generate investing in units of gold and silver exchange returns by investing in units of Gold ETF and traded funds Silver ETF. However, the pe
Slide 30: What we are offering
What we are offering Gold & Silver ETFs Starting Allocation Weight Cap Rebalancing Gold : 70 Max at 90% & reviewed Rebalanced if weight Silver : 30 quarterly* capping of 90% breached Post NFO Drifted weights based on market movement Motilal Oswal Gold and Silver Passive Fund of Funds Source/Disclaim
Slide 31: Why start with 70% Gold & 30% Silver?
Why start with 70% Gold & 30% Silver ? Globally, most precious metals indices have higher allocation to gold Why higher allocation to Gold? Why lower allocation to Silver? High Economic Relatively More Highly Liquid Value Volatile
Slide 32: Historical weight movement
Historical weight movement • Historically weight of Gold has remained between 55% - 85%, whereas for Silver it was between 15% - 45%. • Average allocation for gold and silver was ~72% and ~28% during back test period. 100% 80% 60% 40% 20% 0% Source/Disclaimer: MOAMC, Forex rate – RBI Reference rate;
Slide 33: Historical Performance
Historical Performance Gold (per ounce) in INR Gold + Silver Silver (per ounce) in INR 3,000 2,500 2,000 1,500 1,000 500 0 Source/Disclaimer: MOAMC, Forex rate – RBI Reference rate; Data as of close of 30-Apr-26. Performance results have many inherent limitations and no representation is being made
Slide 34: Risk-return profile
Risk-return profile 1 year 3 year 5 year 10 year 15 year Gold + Silver 86.07% 40.12% 27.56% 18.35% 11.95% Gold CAGR 59.46% 35.62% 26.31% 17.38% 12.93% Silver 155.52% 48.03% 28.21% 18.77% 7.77% Gold + Silver 32.82% 22.10% 19.77% 18.70% 20.17% Annualised Gold 26.24% 18.11% 16.49% 15.67% 16.95% Volatil
Slide 35: Gold + Silver offers good diversification benefit
Gold + Silver offers good diversification benefit 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 YTD DE G+S G+S DE IE DE FI G+S DE FI IE G+S IE G+S DE IE G+S IE 91.0% 36.6% 28.1% 33.5% 49.6% 39.3% 9.3% 14.9% 37.7% 7.3% 34.1% 35.3% 32.1% 15.4% 26.9% 28.7% 99
Slide 36: Performance across Market cycles
Performance across Market cycles Market Cycle Gold + Silver Gold Silver Equity Bull 15.21% 15.29% 13.56% 17.73% Bear 21.35% 26.11% 6.05% -29.34% Recovery 5.61% 1.49% 14.13% 25.50% • Equity (Nifty 50) tends to significantly outperform in Bull market cycles • Gold and Silver offer good downside protec
Slide 37: Returns during crisis period
Returns during crisis period During period of stress, Gold & Silver does much better than equities Commodity Debt International Indian Equity Period of stress (Gold + Silver) (5 yr G-Sec) Equity (S&P 500) (Nifty 500) Global Financial Crisis (01-Jan-2008 To 27-Feb-2009) 37.7% 16.4% -33.6% -60.1% Tape
Slide 38: SIP returns
SIP returns Gold + Silver 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year Returns 81.11% 55.31% 38.98% 30.94% 24.90% 17.73% Amount Invested 1,20,000 3,60,000 6,00,000 8,40,000 12,00,000 18,00,000 Market Value 1,67,325 7,60,534 15,44,447 25,18,160 44,86,143 78,22,627 Data as of close of 30-Apr-26. For SI
Slide 39: Rolling returns
Rolling returns 3 Year Rolling Returns 5 Year Rolling Returns Gold + Silver Gold Silver Gold + Silver Gold Silver Average 13.50% 13.53% 11.57% 12.17% 12.20% 10.11% Median 14.42% 14.48% 10.92% 12.79% 12.59% 11.71% Min -13.63% -10.38% -21.50% -5.35% -3.33% -13.07% Max 54.86% 45.72% 75.97% 32.24% 29.42
Slide 40: Performance Comparison (70:30 vs 50:50)
Performance Comparison (70:30 vs 50:50) Historically, allocating a larger share to gold has delivered better performance compared to an equal allocation between gold and silver 1 year 3 year 5 year 10 year 15 year Gold : Silver (70:30) 86.07% 40.12% 27.56% 18.35% 11.95% CAGR Gold : Silver (50:50) 10
Slide 41: Why you should invest in this fund?
Why you should invest in this fund? Wide array of applications Both the metals have shall lead to a rise in outlived every civilization demand Low correlation with other Both the metals act as asset classes act as store of value diversifiers
Slide 42: Scheme Performance
Scheme Performance
Slide 43: Motilal Oswal Gold and Silver Passive Fund of Funds - Regular
Motilal Oswal Gold and Silver Passive Fund of Funds - Regular Lumpsum Performance 1 Year 3 Year 5 Year 7 Year Since Inception Current Value of Current Value of Current Value of Current Value of Current Value of CAGR (%) Investment of Rs. CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investm
Slide 44: Motilal Oswal Gold and Silver Passive Fund of Funds - Direct
Motilal Oswal Gold and Silver Passive Fund of Funds - Direct Lumpsum Performance 1 Year 3 Year 5 Year 7 Year Since Inception Current Value of Current Value of Current Value of Current Value of Current Value of CAGR (%) Investment of Rs. CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investme
Slide 45: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Domerstic Price of Gold and Silver Motilal Oswal Gold and Silver Passive Fund of Funds • Long term capital appreciation (An open ended fund of funds scheme • Return t
Slide 46: Disclaimer
Disclaimer This presentation has been prepared and issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure of every material fact and terms an
Slide 47: Thank you
Thank you “An investor might be Better off buying the market” - By Warren Buffett Contact Us - Speak: +91-22 40548002 | 8108622222 Write: mfservice@motilaloswal.com Visit: www.motilaloswalmf.com Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.
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