Motilal Oswal Mutual Fund - Motilal Oswal Nifty 100 ETF · NSE:MONIFTY100
Motilal Oswal Mutual Fund - Motilal Oswal Nifty 100 ETF — Motilal Oswal Mutual Fund — Investor Presentation (August 2026)
33 slides from Motilal Oswal Mutual Fund - Motilal Oswal Nifty 100 ETF's investor presentation, August 2026
Slide 1: Thought Leaders in Equity
(motilal oswa think wealth creation A THOUGHT LEADERS IN EQUITY Focused, Process Driven, Ideas Powerhouse motilal oswal | mutual fund Entity Name: Motilal Oswal Mutual Fund | SEBI registered Number: MF/063/09/04 Mutual Fund investments are subject to market risks, read all scheme related documents c
Slide 2: Hi-Quality Hi-Growth: Benefit From Both
(motilal osWal think wealth creation A HI-QUALITY HI-GROWTH BENEFIT FROM BOTH Motilal investing process builds Hi-Quality and Hi-Growth portfolios. “ a The usage of the terms Hi-Qualty and Hi- Growth Portfolios purely depicts Motilal Oswal AMCs internal fund management strategy / process which isbas
Slide 3: (motilal
(motilal ‘ osWal think wealth creation A
Slide 4: Classification as per SEBI
Source: Classification as per SEBI
Slide 5: Market capitalisation segments: large, mid and small caps
Market Cap Number of Market Cap Cumulative Market % of Total Large caps Segment Companies Range Cap (Rs Billion) Market Cap 100 Companies Top 100 Large 100 ₹1.06 Lakh Crs 2,75,198 ~60% and above ₹33,665 Crs to Mid 150 93,681 ~20% 1,06,279 Crs Mid caps Below 150 Companies Next 150 Small 5,177 ₹33,434
Slide 6: (motilal
(motilal osWal think wealth creation A
Slide 7: Small cap market cap to GDP has doubled
motilal > Small cap % to GDP has Doubled in 5 Years magia Market Cap to GDP Ratio - Overall Nominal GDP Growth in GFC Peak of FY25/26E 9.8%/10.8% 149% in Dec'07 Lowest since Average 87% GFC 113 105 103 848d 7 69 t 82 69 79 84 80 | | r j i ' j h i i | ' “Oo KN! ry oO Ff A Om t+ oon oO o hal N ” ost w
Slide 8: Average Market Cap: Large, Mid and Small Caps
Average Market Cap 2020 2026* Large Caps 1,18,929 2,75,130 1 - 100 Mid Caps 16,488 62,436 101 -250 Small Caps 2,253 10,713 251 - 1000 Source: AMFI "Categorisation of Large, Mid and Small Cap Stocks" (Avg. Market Cap). 2020 data is as of Dec 2020; 2026* is as of Jun 2026. Disclaimer: The above data/g
Slide 9: Sector composition of Nifty Small Cap, Mid Cap and Nifty
Sectors Nifty Small Cap 250 Nifty Mid Cap 150 Nifty 100 Financial Services 22.7% 27.9% 45.9% Healthcare 13.2% 10.3% 13.9% Capital Goods 12.9% 13.2% 13.3% Automobile and Auto Components 8.9% 6.9% 11.9% Information Technology 4.2% 5.2% 10.2% Oil, Gas & Consumable Fuels 2.6% 2.4% 10.0% Fast Moving Cons
Slide 10: Index returns
-3.8% -5.9% -1.1% 0.2% 4.3% 1.2% 5.4% 7.8% Source: niftyindices.com. Data as on Jul’26. Disclaimer: The above data/graph is used to explain the concept and is for illustration purposes only and should not be used for the development or implementation of an investment strategy. Past performance may o
Slide 11: Small Caps are relatively less researched
ital > Small Caps are relatively less researched and have lower Unk weal reat, Institutional Ownership Low Analyst Coverage Low Institutional Holding 35% Fertile Ground for Portfolio Construction 30 31% © Opportunity for Portfolio Managers for early Identification for Long Term Wealth Creation Limit
Slide 12: Why Now?
(motilal osWal think wealth creation A Why Now?
Slide 13: Nifty Small Cap TRI Index 2Y trailing PE
2Y Trailing PE Nifty Small Cap 250 TRI Index PE 2Y Avg 22573.38 34.25 30.92 18111.42 17405.40 23.43 May-25 May-26 Dec-24 Dec-25 Sep-24 Feb-25 Sep-25 Feb-26 Oct-24 Oct-25 Jun-25 Jun-26 Mar-25 Mar-26 Nov-24 Nov-25 Jul-26 Jul-24 Jan-25 Jul-25 Jan-26 Aug-24 Aug-25 Apr-25 Apr-26 Dec-24 Dec-25 Sep-25 Sep-
Slide 14: Motilal Oswal Small Cap Fund
(motilal osWal ealth creation A think w Motilal Oswal Small Cap Fund
Slide 15: Why Motilal Oswal Small Cap Fund?
(motilal id) think w Why Motilal Oswal Small Cap Fund?
Slide 16: Why invest in Motilal Oswal Small Cap Fund?
es ; (matilal > Why invest in Motilal Oswal Small Cap fund? Thnk wealth reton A @ 1. Expertise > a 4. High Conviction Long & Successful Track Record of Wealth Creation by early identifying e & Investing in Small Caps Selectively Positioned High Conviction Small Cap Fund a 2. Size Advantage — 5. Skin
Slide 17: Portfolio Construct
motilal | > Portfolio Construct pvt blo) Focused Portfolio High Conviction Portfolio. 1 Selectively Positioned in Industry Small Cap Exposure Min 65% allocation to Small Cap 2 stocks (Allocation to Large cap stocks only for tactical and liquidity purpose) Investment Style High Quality High Growth 3
Slide 18: Investment Approach
mati > Investment Approach ee Quality of Management Competence of Management Prefer companies with high corporate Companies with fire in belly management with governance vision to scale with strong execution capabilities Leadership Position in the Industry Companies with high Market Share, Niche Pos
Slide 19: Growth Oriented Themes
(motilal osWal > Growth Oriented Themes which could be potential Thnk wealth cretion A, leaders of the cycle 7 High AUM Growth New Age Leisure & . Chemicals AU FEY Retail Focused Lenders | Consumer Tech Luxury Hospitals Electronic ; | . l | Capital Goods Capital Market High Growth | Travel & " . Nen
Slide 20: High Quality and High Growth Focused House
> High Quality and High Growth Focused House Minimum threshold set to ROCE/ROE U Ensuring Longevity of Growth by investing in sustainable themes identified by the Investment team collectively J (motilal osWal think wealth creation A Application of PE, PEG framework and expanding the framework throug
Slide 21: Risk Management Framework for Sustainability
> Risk Management Framework for Sustainability Stock Weightage & Stock Sizing Minimum and maximum exposure limits set © Sector Sizing Limits on sector deviations relative to benchmark In the future. The above data/graph is used to exp Diversification Strategy Portfolio size capped up to 35 stocks Pr
Slide 22: Who should Invest?
> Who should Invest? Beane Investors looking to increase allocation to small cap through dedicated funds Investors looking to invest in high growth portfolios for long term wealth creation Investors seeking to capitalize on the potential of emerging businesses not otherwise represented in Large Cap
Slide 23: Portfolio holdings and market cap bands
Consumer Durables 11.2% Market Cap - Bands % IT - Software 4.0% Shaily Engineering 2.5% >= 1Lakh Cr 2.2% Hexaware Technologies 1.6% Sky Gold and Diamonds 2.5% >= 75K Crs 3.2% Sonata Software 1.1% Campus Activewear 2.1% >= 50K Crs 3.1% Birlasoft 0.8% Dixon Technologies 1.8% >= 25K Crs 18.0% Zensar Te
Slide 24: Point to Point Returns
1 Year Since Inception Point to Point Returns (%) (%) Rs. 10,000 (%) Rs. 10,000 Motilal Oswal Small Cap Fund – Reg (G) 18.79 11,879 21.19 16,474 Nifty Smallcap 250 TRI 5.19 10,519 11.14 13,155 Nifty 50 TRI (Additional Index) -0.43 9,957 6.38 11,743 1 Year Since Inception Point to Point Returns (%) (
Slide 25: Oversight By Mentors: Raamdeo Agrawal
mati > Oversight By Mentors SRAM Mr. Raamdeo Agrawal Chairman & Co-founder, Motilal Oswal Financial Services Limited @ Raamdeo Agrawal is the Chairman and Co-founder of Motilal Oswal Financial Services Limited, a prominent financial services firm established in 1987, specialising in Indian equity ca
Slide 26: Oversight By Mentors: Prateek Agrawal
magi > Oversight By Mentors SRAM Mr. Prateek Agrawal Managing Director and CEO, Motilal Oswal Asset Management Company Mr. Prateek Agrawal is the Managing Director and CEO of Motilal Oswal Asset Management Company (MOAMC). With a rich background in capital markets spanning over 29 years, he has play
Slide 27: Performance of other schemes by fund managers
For the performance of other schemes managed by the above mentioned fund managers, please refer: https://www.motilaloswalmf.com/downloads/factsheets
Slide 28: Performance of other schemes by fund managers
For the performance of other schemes managed by the above mentioned fund managers, please refer: https://www.motilaloswalmf.com/downloads/factsheets
Slide 29: Disclaimer: The above data/graph is used to explain the concept and is for illustration
8,600+ Cr Source: MO AMC Internal Research. Data as on 30th June 2026. Disclaimer: The above data/graph is used to explain the concept and is for illustration purpose only and should not be used for development or implementation of an investment strategy. Past Performance may or may not be sustained
Slide 30: Fund Facts
> Fund Facts Name of the Scheme Type of the Scheme Category of the Scheme Investment Objective Benchmark Entry/Exit Load Plans Options (Under each plan) Minimum Application Amount Minimum Redemption Amount motilal osWal think wealth creation A. Motilal Oswal Small Cap Fund ‘An open ended equity sche
Slide 31: Product Labelling
mati > Product Labelling , think wealth creation A. Name of the scheme aa Motilal Oswal Small Cap Fund Risk-o-meter of Scheme (An open ended equity scheme predominantly investing in small cap stocks) Benchmark Risk-o-meter Nifty Large Midcap 250 TRI This product is suitable for investors who are see
Slide 32: Disclaimer
moti > Disclaimer rateenaatord 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 materi
Slide 33: Thank You
(motilal doe think w Thank You
Motilal Oswal Mutual Fund — Investor Presentation (August 2026) on 6ix