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 (September 2026)

26 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, September 2026

1. Slide 1: Motilal Oswal Multi Asset Passive Fund of Funds

   Motilal Oswal Multi Asset Passive Fund of Funds (Formerly known as Motilal Oswal Asset Allocation Passive Fund of Funds – Aggressive) An open-ended fund of fund scheme investing in the units of Equity, Debt Index Funds/ETFs and Commodity ETFs. DEBT EQUITY GOLD SILVER motilal oswal mutual fund Entity

2. Slide 2: Why The Fund's Shape Had to Change

   Why The Fund’s Shape Had to Change. SEBI issued a new framework for Fund of Fund schemes with multiple underlying funds, requiring every existing FoF to be recategorised. Recategorised as Multi Asset FoF SEBI’s new The scheme now sits under Multi Asset Allocation FoF framework FoF (Domestic), within

3. Slide 3: From a Fixed Mix to a Fund That Adapts

   From a Fixed Mix to a Fund That Adapts. Asset Classes E A RLIE R Equity 50% • Debt 10% • Gold 20% • International 20% N OW Allocation Model Equity, Debt, Gold & Silver — dynamic rule based allocation E A RLIE R Fixed weights, reset to the same target allocation N OW Rule-based & dynamic — driven by

4. Slide 4: Built to go the Distance

   (motilal Oswa think wealth creation, Built to go the Distance. _

5. Slide 5: Markets Don't Break Investors. Falls Do.

   Markets Don’t Break Investors. Falls Do. -37% The Cruel Math Of Losses -20% +25% Fall needed just to recover That’s how far Indian equity fell in just 33 days during the COVID crash -33% +50% (Nifty 500 TRI, 19-Feb to 23-Mar-2020). Fall needed just to recover Getting back to zero needed a -50% +100%

6. Slide 6: ₹1 Lakh. 19 Years. Three Very Different Endings.

   ₹1 Lakh. 19 Years. Three Very Different Endings. The most popular strategy in retail investing — buying whatever just won — earned less than a third of what a steady mix delivered. ₹12.98 lakh 14% p.a. 3.2x the chaser’s outcome ₹4.03 lakh ₹5.63 lakh 7% p.a. 9% p.a. Chase last year’s winner* Buy last

7. Slide 7: It's The Mix, Not The Picks.

   It’s The Mix, Not The Picks. ~90% 50 30 70 of a portfolio’s return variability is explained by asset allocation — 10 90 the mix of equity, debt and commodities —not stock selection, not asset class selection and not market timing Landmark research: Brinson, Hood & Beebower, “Determinants of Portfoli

8. Slide 8: Growth. Hedge. Stability.

   Growth. Hedge. Stability. No single asset class excels across every objective. The challenge is knowing when each one matters most. Equity Commodity Debt Growth Hedge Stability Drives long-term growth Aims to provide hedge Aims to provide stability and by participating in the growth of during inflat

9. Slide 9: Markets Have Seasons and They Change Without Notice.

   Markets Have Seasons and They Change Without Notice. Recovery Boom Equity tends to lead Commodities tend to lead Activity improves, Strong demand, confidence returns prices rise Slowdown Recession Gold & cash tend to lead Fixed income tends to lead Uncertainty rises, markets Activity contracts, turn

10. Slide 10: One Fund That Does The Juggling For You.

    One Fund That Does The Juggling For You. Motilal Oswal Multi Asset Passive Fund Of Funds (An open-ended fund of fund scheme investing in the units of Equity, Debt Index Funds/ETFs and Commodity ETFs.) Equity Debt Commodity large, mid & small — government Gold & Silver plus factor securities (T-bill,

11. Slide 11: Four Signals. One Approach.

    Four Signals. f (the as ——- = oe "i AAW \ 4 hie OO Wa = 47 /. fy aaa pu rH { Ae — == i ——* . 2 Jie wa NS {or ns '© ve One Approach.

12. Slide 12: Four Signals. One Approach.

    Four Signals. One Approach. Macro Valuation 25% weight 25% weight Reads the economy’s weather Refuses to overpay — trims — where are we in the cycle? Momentum what looks expensive Risk 25% weight 25% weight Follows strength — Keeps the ride owns what markets smooth — sizes are rewarding positions wi

13. Slide 13: The Mix Breathes With The Market.

    The Mix Breathes With The Market. The mix is genuinely dynamic: Equity has ranged from ~30% to ~72%, Debt from ~12% to ~54%, and Commodity from ~12% to ~31% — rising into stress and trimming into euphoria, always within limits. 100% 80 60 40 20 0 2012 2014 2016 2018 2020 2022 2024 2026 Equity Debt C

14. Slide 14: ₹1 lakh became ₹10.39 lakh

    `1 lakh invested 16 years ago is 10x today `1 lakh became `10.39 lakh Jan 2010 – Aug 2026 · Multi Asset Allocation strategy* `6.71 lakh `8.22 lakh Same 1 lakh in Nifty 500 TRI Same 1 lakh in Composite Benchmark The edge wasn’t in going faster. It was in staying consistent. *If the strategy had been

15. Slide 15: Historical Performance Through Market Cycles

    Historical Performance Through Market Cycles Nifty 500 TRI Multi Asset Allocation Strategy* Composite Benchmark 1,200 CAGR since 2010* 15.16% 1,000 800 600 annualised volatility - vs 16.09% for Nifty 500 10.28% 400 200 - return per unit of risk — vs 0.75 for equity alone 1.47 10 11 12 13 14 15 16 17

16. Slide 16: More Return. About a Third Less Turbulence.

    More Return. About a Third Less Turbulence. Annualised Return (10-Yr) Annualised Volatility (10-Yr) 16.89% vs 13.31% Nifty 500 TRI 10.32% vs 16.14% Nifty 500 TRI Multi Asset Multi Asset Allocation Strategy* Allocation Strategy* +3.58% ahead 36% less turbulence Return - Multi Asset Allocation Strateg

17. Slide 17: Drawdowns

    Drawdowns The strategy displays shallower drawdowns compared to the benchmarks. Nifty 500 TRI Multi Asset Allocation Strategy* Composite Benchmark 0% -5% -10% -15% -20% -25% -30% -35% -40% -45% 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 b- b- b- b- b- b- b- b- b- b- b- b- b- b- b- b- b- Fe F

18. Slide 18: Every Storm Since 2013. Same Story. Different Outcomes

    Every Storm Since 2013. Same Story. Different Outcomes Taper Tantrum China Shock COVID Crash Rate-hike Year Jan–Aug 2013 Aug 2015 – Feb 2016 Feb–Mar 2020 2022 -9% -5% -18% -11% Multi Asset Allocation Strategy* Multi Asset Allocation Strategy* Multi Asset Allocation Strategy* Multi Asset Allocation S

19. Slide 19: Zero Negative Three-Year Journeys.

    Zero Negative Three-Year Journeys. Take any 3-year stretch since 2010 — through taper, COVID and rate shocks — and the strategy* never ended in the red. 0% of 3-year rolling periods were negative Nifty 500 TRI: 5.75% 57.79% of 3-year periods delivered more than 15% p.a. 15.84% average 3-year rolling

20. Slide 20: Performance Through Market Cycles

    Performance Through Market Cycles Multi Asset Allocation Strategy* Composite Benchmark Nifty 500 TRI 39% 38% 37% 33% 32% 32% 31% 27% 27% 27% 26% 25% 24% 24% 23% 22% 22% 20% 19% 18% 18% 17% 16% 16% 11% 11% 10% 9% 8% 8% 6% 5% 5% 5% 5% 4% 3% 3% 2% 2% 3% 0% -1% 0% -2% -6% -13% -26% 2011 2012 2013 2014 2

21. Slide 21: Fall Less. Compound More. Stay Invested.

    Fall Less. Compound More. Stay Invested. Diversified Dynamic Disciplined Across asset classes and Re-mixed every month by Rules-based and the risks behind them four independent signals repeatable. No emotions, — equity, debt, gold & — leaning to opportunity, no forecasts, no heroics silver in one NA

22. Slide 22: Performance Across Horizons.

    Performance Across Horizons. Multi Asset Allocation Composite Nifty 500 TRI Nifty 50 TRI Strategy* Benchmark Annualised Returns 1 Year 20.29% 5.31% 13.61% -0.35% 3 Year 21.47% 12.54% 16.86% 8.99% 5 Year 17.66% 11.12% 13.55% 8.32% 7 Year 20.85% 15.85% 16.27% 13.10% 10 Year 16.89% 13.31% 14.26% 11.95%

23. Slide 23: Distribution of Rolling Returns.

    Distribution of Rolling Returns. 3 year 5 year Multi Asset Nifty 500 Composite Multi Asset Nifty 500 Composite Allocation Strategy* Allocation Strategy* Benchmark Average 15.84% 12.83% 13.34% 15.68% 13.03% 13.48% Median 17.01% 13.60% 13.35% 14.79% 13.42% 13.57% Minimum 1.34% -8.71% -1.36% 4.51% -1.6

24. Slide 24: Where The Money Sits Today.

    Where The Money Sits Today. As on 31-Jul-2026 — the strategy doesn’t pick a static 60/40; it sits where the strategy points. Equity 62.15% Debt 22.26% Commodity 15.44% Instrument Weight (%) Instrument Weight (%) Instrument Weight (%) Motilal Oswal Nifty 50 ETF 16.16% Motilal Oswal Nifty 5 Year 17.25

25. Slide 25: About The Fund

    About The Fund Type of the Scheme An open-ended fund of fund scheme investing in the units of Equity, Debt Index Funds/ETFs and commodity ETFs. Investment Objective To generate long-term capital appreciation by investing in multi-asset portfolio of units of equity-oriented, debt-oriented and commodi

26. Slide 26: Disclaimer

    Disclaimer This has been issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained herein is for general purposes only and not a complete disclosure of every material fact. The stocks/sectors mentioned herein are used fo

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