Motilal Oswal Nifty Capital Market ETF · NSE:MOCAPITAL
Motilal Oswal Nifty Capital Market ETF — Motilal Oswal Nifty Capital Market Index Fund & ETF — Investor Presentation (October 2025)
37 slides from Motilal Oswal Nifty Capital Market ETF's investor presentation, Oct 31, 2025
Slide 1: Motilal Oswal Nifty Capital Market Index Fund & ETF
Motilal Oswal Nifty Capital Market Index Fund & ETF (An open-ended fund replicating/tracking the Nifty Capital Market Total Return Index) 31-Oct-25
Slide 2: Capital Market – Introduction
Capital Market – Introduction
Slide 3: Capital Market Ecosystem & Participants
Capital Market Ecosystem & Participants Investors Issuers Intermediaries Market Rating Regulators Infrastructure Agencies Retail Investors Corporations Brokers NSE, BSE CRISIL SEBI Mutual Funds Government Financial NSDL, CDSL ICRA RBI Pension Funds Advisors KFIN IRDA Distributors They supply the cap
Slide 4: Change in Indian Household Saving Behavior
Change in Indian Household Saving Behavior
Slide 5: Rise in Domestic savings
Rise in Domestic savings Domestic savings may rise primarily due to growth in per capita income and increased financial literacy 10.3 Gross Domestic Saving (USD tn) 9.4 8.5 USD 103 tn of savings over next 25 years USD 103 tn 7.8 7.1 vs USD 12 tn in past 25 years 6.4 5.8 5.3 4.8 4.4 4.0 3.6 3.3 3.0 2
Slide 6: Change in Indian Household Saving Behavior
Change in Indian Household Saving Behavior Higher share of financial assets is probably expected to move to the capital markets for potentially higher returns Source/Disclaimer: NSE & PNB Research. The above graph is used to explain the concept and is for illustration purposes only and should not us
Slide 7: Strong equity market performance vs global markets
Strong equity market performance vs global markets Strong Indian equity market performance has attracted foreign as well as domestic investors Nifty 500 13x S&P 500 6x SSE 3x DAX 2x Nikkei 2x Nifty 500 PRI S&P 500 Index MSCI China Index MSCI Japan Index MSCI Germany Index Source/Disclaimer: Bloomber
Slide 8: Digitization led growth
(motilal oswal Mutual Fund Digitization led growth
Slide 9: Technological and operational ease has boosted the participation
Technological and operational ease has boosted the participation On the go investment Aadhar based E KYC – Ease of account & folio opening 24x7 information Settlement time reduced to T+1 Dematerialised and Digitized Holding of assets UPI & IMPS based transfers on real-time basis Source: MOAMC Intern
Slide 10: Reason for Retail Equity Revolution
Reason for Retail Equity Revolution Sharp recovery Online KYC Emergence of in equity rules eased by many more markets post SEBI during the discount the Covid Covid period brokers slump Source: MOAMC Internal Research 10
Slide 11: Rise in Investor Participation
Rise in Investor Participation
Slide 12: Growth Of Demat Account
Growth Of Demat Account Over the past 9 years the demat accounts have grown at a CAGR of around 39% Demat Accounts (in CR) Oct-2025 11 Cr Mar-2020 4.1 Cr Sep-2016 2.3 Cr Sep-14 Mar-15 Sep-15 Mar-16 Sep-16 Mar-17 Sep-17 Mar-18 Sep-18 Mar-19 Sep-19 Mar-20 Sep-20 Mar-21 Sep-21 Mar-22 Sep-22 Mar-23 Sep-
Slide 13: IPOs - New companies participating in the capital market
IPOs - New companies participating in the capital market Globally, in 2025, India is leading in terms of IPO issuances 242 1.7Lakh Crs. # of IPOs Capital Raised 42% 34% CAGR CAGR FY20-FY25 FY20-FY25 Source/ Disclaimer: NSE Research. Data from 31-Mar-2020 to 31-Mar-2025. The above graph is used to ex
Slide 14: Growth of market depth and liquidity
Growth of market depth and liquidity Between 2010 and 2024 exchange volume and turnover have grown by 52% annually. 78,641 Lakh CR (FY2025) 361 X 218 Lakh CR (FY2010) Source: NSE. Data from 31-Mar-2010 to 31-Mar-2025. The above graph is used to explain the concept and is for illustration purposes on
Slide 15: Strong growth in overall asset management industry
Strong growth in overall asset management industry Not only direct but investment through mutual funds, PMS & AIF also rising 21% p.a. Rs. Lakh Crs. 122 37 18% 87 p.a. 68 63 30 52 26 22 39 40 34 19 79 22% 28 14 p.a. 16 18 21 12 53 10 15 38 39 12 7 9 31 6 21 24 22 5 18 8 11 12 7 FY13 FY14 FY15 FY16 F
Slide 16: SIP flows on relentless rise, making markets resilient
SIP flows on relentless rise, making markets resilient Oct-2025 ₹ 29,529 Cr Mar-2020 ₹ 8,641 Cr Sep-2016 ₹ 3,698 Cr Sep-16 Mar-17 Sep-17 Mar-18 Sep-18 Mar-19 Sep-19 Mar-20 Sep-20 Mar-21 Sep-21 Mar-22 Sep-22 Mar-23 Sep-23 Mar-24 Sep-24 Source/Disclaimer: AMFI. Data from 01-Sep-2016 to 31-Oct-2025. Th
Slide 17: Capital Market is still under penetrated
Capital Market is still under penetrated
Slide 18: Strong Growth Potential
Strong Growth Potential % of Household Assets in Equities Country wise % Household assets in Equities 6.9 6.7 26% 6.4 5.6 5.3 17% 3.8 3.9 3.4 12% 11% 2.9 2.8 2.7 2.2 2.2 7% 7% 5% US Taiwan Euroarea Japan UK India China Mar-13 Mar-14 Mar-15 Mar-16 Mar-17 Mar-18 Mar-19 Mar-20 Mar-21 Mar-22 Mar-23 Mar-
Slide 19: Untapped opportunity- Probable runway for growth
Untapped opportunity- Probable runway for growth Population 144 crores Aadhaar Card Holders 136 crores Internet Users 120 crores Mobile Subscribers 114 crores Total Enrolled Voters 95 crores E-Commerce Users 80 crores Smartphone Users 65 crores OTT Subscribers 50 crores Social Media Users 40 crores
Slide 20: Key take away….
Key take away…. Change in Indian Digitization leading Household Saving the growth Behavior Growth Rise in Investor opportunity due to Participation under penetration Source: MOAMC Internal Research 20
Slide 21: Nifty Capital Market Total Return Index
Nifty Capital Market Total Return Index
Slide 22: About: Nifty Capital Market Total Return Index
About: Nifty Capital Market Total Return Index Source/Disclaimer: Nifty Indices. Data as on 30-May-2025, the sector mentioned herein are for general assessment purpose only and not a complete disclosure of every material fact. It should not be construed as investment advice, for index methodology vi
Slide 23: Nifty Capital Market Index Snapshot
Nifty Capital Market Index Snapshot Top 10 Constituents Basic Industry (AMFI): NIFTY CAPITAL S. No. Constituent Name Weight MARKETS 1 Bse Ltd. 22.6% 2 Hdfc Asset Management Company Ltd. 15.1% Exchange and Data Platform 38.7 3 Multi Commodity Exchange Of India Ltd. 13.1% 4 Central Depository Services
Slide 24: Risk-Return Profile
Risk-Return Profile Data Label 1 year 3 year 5 year NIFTY CAPITAL MARKETS - TRI 22.9% 51.8% 38.1% CAGR Nifty 50 TRI 7.6% 13.9% 18.6% NIFTY CAPITAL MARKETS - TRI 29.4% 25.1% 24.7% Annualised Volatility Nifty 50 TRI 12.6% 12.1% 14.1% NIFTY CAPITAL MARKETS - TRI 0.778 2.065 1.547 Risk Adjusted Returns
Slide 25: Calendar Year Performance
Calendar Year Performance Nifty 50 TRI NIFTY CAPITAL MARKETS - TRI 81.41% 73.90% 50.64% 25.59% 21.30% 16.14% 15.89% 13.22% 10.09% 10.08% 5.69% -22.54% Source/Disclaimer: niftyindices: Performance as of close of 01-Jan-19 to 31-Oct-25. Performance results have many inherent limitations and no represe
Slide 26: Index Systematic Investment Plan (SIP) Returns
Index Systematic Investment Plan (SIP) Returns NIFTY CAPITAL MARKETS - TRI 1 Year 3 Year 5 Year Returns 35.2% 56.7% 40.9% Amount Invested 1,20,000 3,60,000 6,00,000 Market Value 1,41,693 7,74,729 16,14,942 Data as of close of Oct 31, 2025 For SIP returns, monthly investment of INR 10,000/- invested
Slide 27: Index Components – Fundamentals
Index Components – Fundamentals PAT PE 5Y Companies FY19 FY20 FY21 FY22 FY23 FY24 FY25 CAGR 31-Oct-25 BSE LTD. 194 122 145 254 221 778 1321 61% 57 HDFC Asset Management Company Ltd. 931 1262 1326 1393 1423 1943 2460 14% 35 Multi Commodity Exchange Of India Ltd. 146 237 225 144 149 83 560 19% 48 Cent
Slide 28: About Motilal Oswal Nifty Capital Market Index Fund & ETF
About Motilal Oswal Nifty Capital Market Index Fund & ETF
Slide 29: Motilal Oswal Nifty Capital Market Index Fund
Motilal Oswal Nifty Capital Market Index Fund Type of Scheme Investment Objective An open-ended fund replicating/tracking the The investment objective of the scheme is Nifty Capital Market Total Return Index to provide returns that, before expenses, correspond to the total returns of the securities
Slide 30: Motilal Oswal Nifty Capital Market ETF
Motilal Oswal Nifty Capital Market ETF Type of Scheme Investment Objective An open-ended fund replicating/tracking the The investment objective of the scheme is Nifty Capital Market Total Return Index to provide returns that, before expenses, closely correspond to the total returns of the securities
Slide 31: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Motilal Oswal Nifty Capital Market • Return that corresponds to the returns of the Nifty Capital Nifty Capital Market Total Return Index Index Fund Market Total Retur
Slide 32: Motilal Oswal Nifty Capital Market Index Fund Performance
Motilal Oswal Nifty Capital Market Index Fund Performance
Slide 33: Index Fund Performance – Regular Plan
Index Fund Performance – Regular Plan Lumpsum Performance 1 Year 3 Year 5 Year 7 Year 10 Year Since Inception Current Value of Current Value of Current Value of Current Value of Current Value of Current Value of CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. CAGR (%
Slide 34: Index Fund Performance – Direct Plan
Index Fund Performance – Direct Plan Lumpsum Performance 1 Year 3 Year 5 Year 7 Year 10 Year Since Inception Current Value of Current Value of Current Value of Current Value of Current Value of Current Value of CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. CAGR (%)
Slide 35: 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 36: Disclaimer
Disclaimer NSE Indices Limited Disclaimer: MOFM50 and MOFM100: MOFM50 and MOFM100 offered by Motilal Oswal Asset Management Company Limited (MOAMC) or its affiliates is not sponsored, endorsed, sold or promoted by NSE Indices Limited and its affiliates. NSE Indices Limited and its affiliates do not
Slide 37: Disclaimer
Disclaimer NASDAQ OMX Group, Inc. The Product i.e. MOFN100 is not sponsored, endorsed, sold or promoted by The NASDAQ OMX Group, Inc. or its affiliates (NASDAQ OMX, with its affiliates, are referred to as the “Corporations”). The Corporations have not passed on the legality or suitability of, or the
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