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 Asset Management Company — Investor Presentation (July 2025)
34 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, July 2025
Slide 1: Motilal Oswal Special Opportunities Fund
motilal | shin Equity (motilal Thine Moael Oswal Mutual Fund Grab Special Opportunities. Motilal Oswal a tunities” is an expres e investment str e of returns. The investment approach involves identifying special situations and structural opportuniti.
Slide 2: Presentation Flow
v ‘i [. Wak (motilal jt resentation Flow oswal Mutual Fund What are Special Opportunities? Why Special Opportunities Now? Why Motilal Oswal Special Opportunities Fund?
Slide 3: What are Special Opportunities?
(motilal OsWal Mutual Fund What are Special Opportunities? a
Slide 4: What is a Special Situation?
v What is a Special Situation? ce % Special Situations are the unique situations, opportunities or challenges faced by a company, sector, or economy > The opportunities can arise due to: 7 N Government Policy Change fae Demerger Source: MOAMC Internal, Disclaimer: The above graph is for understandin
Slide 5: Each Special Situation is Unique
§ 7 > . as . * . motilal Each Special Situation is Unique... Daal “Mutual Fund FPI Exit from EMs Supply Chain Problems, 10% Fall | Geopolitical Tensions, Interest rate fluctuations 38% Fall Global Financial Crisis \ 60% Fall covip 38% Fall Inflation fears and interest rate | hikes led to the market
Slide 6: RERA's Implementation Marked a Turning Point in the Real Estate Sector
De “ ae ‘aiscatwrniticind 5 — (motilal RERA‘s Implementation Marked a Turning Point in the Real Estate Sector Davwal Mutual Fund RERA’s Implementation Transformed Real Estate sector Pre RERA Nifty Realty Index Post RERA Nifty Realty Index noo ' H | H H i | { i i { H Hl (33 ' ah i 2b. i H H 1 186 H H
Slide 7: India Participation in the Global Generic Wave
a ae : scseniduititiac motilal India 5 Participation in the Global Generic Wave osWal Mutual Fund 2% Indian pharma companies capitalized on the patent cliff in the US, launching generics for widely prescribed, high-revenue drugs going off-patent. Strong export growth, especially to regulated markets
Slide 8: Case Study 1: Defence Theme
a “aie Shady te T motilal Case Study 1: Defence Theme oswal Mutual Fund The Government's strong push for domestic defence manufacturing under the Atmanirbhar Bharat initiative has significantly benefited companies in the sector. As a result, the featured company delivered CAGR of 90.69% over the las
Slide 9: Case Study: PLI and China +1 Impact on Electronics Manufacturing
Case Study 2 motilal — OsWal Mutual Fund Launch of PLI in April 2020 And China +1 Positively Impacted Electronic Manufacturing Companies Announces 6 year project eligible under PLI Stock Split P Co receives incentive under PLI scheme 20.6% CAGR 4 14,983.0 5,874.0 A a nannadggaggagq4gaegege#n2e2nea.n
Slide 10: Case Study: De-merger into PV/CV Business and EV Push
Case Study 3 motilal — OsWal Mutual Fund Announcement of De-merger into PV/CV business and push in EV with newer products resulted in a 46.5% CAGR 1400 Announcement of De-merger 1200 1000 800 688.0 EV Product 600 Launch Momentum 46.5% CAGR 400 Jul-20 Nov-20 + Jan-21 4 Mar-21 May-21 + Jul-21 5 Sep-2I
Slide 11: Why Special Situations Now?
(motilal OsWal Mutual Fund Why Special Situations Now? @>
Slide 12: Regulatory Reforms: PLI
v i Regulatory Reforms: PLI ie (motilal 1 OSWa Mutual Fund % PLIischeme incentivizes domestic manufacturing, increases production, contributes to job creation, and aids exports. > PLI scheme clocks 21.61 lakh crores in investment,214 lakh crore in production, €5.31 lakh crore in exports and generate
Slide 13: Growth Pillared by Array of Reforms
v ° ee — motilal Grow um Pillared by Array of Reforms Davval Mutual Fund sc National National Smart Cities GST Infrastructure Monetisation Mission RERA Pipeline Pipeline PM Gati Shakti Pradhaan Mantri Awaas Yojna Infrastructure Focused Semiconductor Manufacturing Focused Make in National Industrial
Slide 14: Where is India headed?
v Where is India headed? x (motilal OsWal India’s aspirations at 100 years of independence i.e. by 2047 is to become a truly self-reliant developed nation — Viksit Bharat Economy 2” largest in the world Manufacturing GDP Mutual Fund To grow 15x to US$ 6.2 trillion Services GDP To grow 13x to US$ 20
Slide 15: Capex Cycle Revival
v ° [ox <t . (motilal sia eg} Cycle Revival oswal Mutual Fund Government capital expenditure reached INR 2.4 trillion in March 2025, marking a 68% year-on-year increase and contributing around 23% of the central government's total capex for FY25. This indicates that the sharp monthly slowdown in cap
Slide 16: Sectors at inflection point: Defence
v i ectors at inflection point: Defence x (motilal , OSWa Mutual Fund India Defence Production (INR Cr) Defence Market Cap (INR B) n1612 741) (78.8) ED) (79.1) (84.8) (4.8) (08.7) 27.8) (e2.7) 141 : : ; 153 | 174 | 159 | 173 | 199 21 sa08 5.2 63 BR Comm 72 148 9.2 Bil iacMm ls SF oF 6209 we yg 43.5
Slide 17: Sectors at inflection point: Defence
v i clors at inflection point: Defence x India Defence Market (Market Size in USD Bn) - 37.57 GRAZ 30.52 =e 2025 2030E (magia OsWwa Mutual Fund Milestone Parameters 2025 - 26E 2047E Defence budget 6.8 Lakh Crs 31.7 Lakh Crs Defence production 1.6 Lakh Crs 8.8 Lakh Crs Defence export 30,000 Crs 2.8 L
Slide 18: Sectors at inflection point: Manufacturing
¥ > . : * A Sectors at inflection point: Manufacturing motilal l x OSWa ~ Mutual Fund j Manufacturing Policies In India: Key Milestone 2011 National Manufacturing Policy (NMP) India Manufacturing Market Share of manufacturing sector in Market Size in USD Trillion 2000 SEZ Policy total GDP to 25% by
Slide 19: Sectors at inflection point: Services
\ 5 i ors al inflection point: Services ( motilal | Mutual Fund India's services sector has steadily increased its share of GVA, rising from 50.6% in FY14 to about 55% in FY25, with 8.3% average growth since FY23 55% 1800 \ 58% 1600 56% 1400 54% 1200 52% 1000 50% 800 48% 600 46% 400 44% 200 42% ie)
Slide 20: Volatility Can Present Opportunities
5 Blaniltty Can Present Opportunities motilal | Mutual Fund Monthly institutional Flows (USD b) FII(USD b) DII(USD b) La 7 Q oS [is ° Te) iy omy ro) + =f weet R oa ite) 2 st 2 aah 2 = fe a On = = N ; 5 1 OQ Aw N o i ' o 1 +t wo st 2 e fo} Fi a Ss 9o i 7 OMMMNMNMNNNM eA yt momMoww wo OF 09 0) 0 Mm oO
Slide 21: Volatility Can Present Opportunities
5 ° valsality Can Present Opportunities motilal | Mutual Fund Sector-wise FY25 performance (%) - Telecom, Cement, and Oil & Gas drag FY25 PAT growth YOY (9%) 42 67 28 «3 a9 9 9 1 7 1 9 8 8g 6 4 4 3 3 Ss ° D 1 1 1 1 1 1 t n oo 5 oO ® ® DF &8 8 = > oa 5S F&F a HO Hn ‘9 23 @ P'S §§ = eo 8 § B2 Pes £€ S
Slide 22: Motilal Oswal Special Opportunities Fund
Motilal Oswal Special Opportunities Fund kes
Slide 23: High Quality & High Growth Focused House
v : ity & High G Ff motilal High Quality & High Growth Focused House Mewal Mutual Fund Ensuring Longevity of Growth by investing in sustainable themes identified by the Investment team collectively G L Application of PE,PEG framework and P Expanding the framework through rolling out DCF, implied ret
Slide 24: Growth Oriented Themes Potential Leaders of Upcoming Market Cycle
5 Growth Oriented Themes which could be potential leaders of the upcoming market cycle motilal | \ ©O eR Cs oN Healthcare Make in Tech & Tech 1. ‘ jalizati izati Telecom China+1 intial Financialization Gurvices Urbanization Ecosystem . Auto + EV . New Age Leisure & A Equipment & Chemicals High AUM G
Slide 25: Risk Management Framework for Sustainability
v : Risk Menagenrent Framework for Sustainability motilal | Mutual Fund Stock Weightage & Stock Sizing Minimum and maximum exposure limits set Sector Sizing Limits on sector deviations relative to benchmark Diversification Strategy Portfolio size capped up to ~35 stocks Profit Taking / Stop Loss Fra
Slide 26: Hi-Quality. Hi-Growth
(motilal sWal ~~ Mutual Fund Hi-Quality. Hi-Growth Benefit from both Motilal Oswal'’s investing process builds Hi-Quality and Hi-Growth portfolios. The usage of the terms Hi-Quality and Hi- Growth Portfolios purely depicts Motilal Oswal AMC’s internal fund management strategy/ process which is based
Slide 27: Motilal Oswal Group - Thought - Philosophy - Action
v i cilia Oswal Group - Thought - Philosophy - Action ( motilal | “Mutual Fund lf 25+ Years of Thought Leadership - Wealth Creation Studies The Largest Investors in What is at stake? Motilal Oswal Mutual Funds ~8,800 + Cr are its Promoters Data as on 30" June 2025, Source: MOAMC Internal
Slide 28: Fund Managers
N Fund Managers ne motilal OsWal Mr. Ajay Khandelwal Fund Manager, For Equity Component Mr. Bhalchandra S! ® Rich Experience: Over 14 years of experience. @ Prior to joining Motilal Oswal Asset Management Company Limited he has worked with Canara Robeco Asset Management Company Limited handling Smal
Slide 29: Fund Managers
y ° fund A motilal Fund anager oswal Mutual Fund @ Rich Experience: Over 15 years @ Past experience: He has more than 15 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund's management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asse
Slide 30: Fund Facts
Fund Facts motilal osWal ne Mutual Fund Type of the Scheme ‘An open ended equity scheme following special situations theme Category of the Scheme Thematic Fund Investment Objective To achieve long term capital appreciation by investing in opportunities presented by special situations such as corpora
Slide 31: Disclaimer
a ela motilal Disclaimer Howal Mutual Fund 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
Slide 32: Scheme specific Risk Factors
v : ific Risk E motilal Scheme specific Risk Factors oswal Mutual Fund This is a thematic scheme investing predominantly in special situation opportunities. Being thematic, it may have limited flexibility to diversify across sectors or themes, resulting in higher concentration risk. The Scheme is su
Slide 33: Product Labelling
v Product Labelling re (motilal OsWal Mutual Fund Name of the scheme: Motilal Oswal Special Opportunities Fund (An open-ended equity scheme following special situation’s theme) This product is suitable for investors who are seeking* * Capital appreciation over long term * Investing predominantly in
Slide 34: Thank You
Motilal | rink Equity cr oswal Tee MUL Oswal °—~ Mutual Fund Thank You
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