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 (September 2025)
51 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, September 2025
Slide 1: Motilal Oswal BSE Enhanced Value ETF and Index Fund
Motilal Oswal BSE Enhanced Value ETF and Index Fund (An open ended fund replicating/tracking the BSE Enhanced Value Total Return Index) Sep 25
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 • 20 active funds Active Schemes • Total AUM ~89,000 crores PMS and AIFs • 20+ PMS and AIFs (Alternates) • Total AUM ~33,000 crores • 50+ Passive schemes (Index Funds, ETFs & FoFs) Passive Schemes • Total A
Slide 5: Introduction to Factors
Introduction to Factors
Slide 6: What are Factors?
What are Factors? A factor is any characteristic that helps explain the long-term risk and return performance of an asset. Factors are the foundation of investing - Building blocks in every investing process. Commonly known Factors are Low Volatility, Momentum, Quality, and Value Source/Disclaimer:
Slide 7: What is Factor Investing?
What is Factor Investing? Defining descriptors for each Factor For e.g., 6M / 12M Price return for Momentum Establishing rules to select a portfolio of companies using these descriptors Applying these rules to create portfolios periodically – for e.g., semi-annually What factor investing isn’t – Amb
Slide 8: Why Factors Matter?
Why Factors Matter? Alpha Alpha Factor Return Portfolio Return Market Market Return Return Pre 1960s 1960s – 1990s Now Source/Disclaimer: Factor-based investing involves risks specific to each factor and may lead to underperformance in certain market conditions. There can be no assurance that the ob
Slide 9: No Factors Consistently Outperforms
No Factors Consistently Outperforms 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 - YTD Low Vol Value Quality Quality Mom. Mom. Mom. Low Vol Value Mom. Low Vol Nifty 200 Low Vol Mom. Value Value Mom. Value -41.71% 125.53% 29.98% -9.57% 51.57% 12.82% 70.27%
Slide 10: Performance across Market Cycles
Performance across Market Cycles Market Cycle Value Quality Low Vol Momentum Nifty 200 TRI Bull 30.11% 24.09% 23.86% 38.42% 25.61% Bear -48.86% -27.09% -25.61% -42.36% -41.87% Recovery 45.06% 40.99% 37.75% 38.97% 36.48% • Momentum tends to significantly outperform in Bull market cycles • Quality and
Slide 11: The Value Factor
The Value Factor
Slide 12: What is Value?
What is Value? “ Price is what you pay Value is what you get ” - Warren Buffet Understanding the difference between Price & Value is the core principle of Value investing Source/Disclaimer: Factor-based investing involves risks specific to each factor and may lead to underperformance in certain mark
Slide 13: What is Value investing?
What is Value investing? Investing in companies that are relatively “inexpensive” compared to their fundamentals with a large “margin of safety” If you want a good deal, you may wait for a big discount drive on a shopping website and look for items that are on sale. Commonly Used Descriptor: P/B, P/
Slide 14: How does Value investing work?
How does Value investing work? Value investing is one of the oldest and best-known styles of investing. It is based on the foundation that “cheap” stocks tend to outperform “expensive” stocks over the long-term Wait for market to recognize the mispricing and correct its course 02 Buy stocks that are
Slide 15: World's most renowned investors are Value investors
World’s most renowned investors are Value investors “ “I make no attempt to forecast the market — my efforts are devoted to finding undervalued securities.” – Warren Buffett “ “All intelligent investing is value investing – acquiring more than you are paying for” – Charlie Munger “ “A great company
Slide 16: Motilal Oswal BSE Enhanced Value ETF & Index Fund
Motilal Oswal BSE Enhanced Value ETF & Index Fund
Slide 17: Motilal Oswal BSE Enhanced Value ETF
Motilal Oswal BSE Enhanced Value ETF Type of Scheme Investment Objective An open ended fund replicating/tracking The investment objective of the scheme is BSE Enhanced Value Total Return Index to provide returns that, before expenses, correspond to the total returns of the securities as represented
Slide 18: Motilal Oswal BSE Enhanced Value Index Fund
Motilal Oswal BSE Enhanced Value Index Fund Type of Scheme Investment Objective An open ended fund replicating/tracking The investment objective of the scheme is BSE Enhanced value Total Return Index to provide returns that, before expenses, correspond to the total returns of the securities as repre
Slide 19: BSE Enhanced Value Index
BSE Enhanced Value Index
Slide 20: Index methodology
Index methodology Constituents of BSE LargeMidCap Index Top 30 companies Stock eight cap – 5% Rebalanced in basis Value Score* Sector weight cap – 30% March and September BSE Enhanced Value Index Source/Disclaimer: BSE. Data as on 30-Sep-25 *Computed using equal weighted average of P/B, P/E, and P/S
Slide 21: Historical Performance
Historical Performance BSE Enhanced Value TRI has seen similar long-term performance as the BSE LargeMidCap TRI BSE Enhanced Value TRI BSE LargeMidCap Index TRI 2,000 1,800 1,600 1,400 1,200 1,000 800 600 400 200 - Source/Disclaimer: niftyindices, BSE. Performance as of close of 16-Sep-05 to 30-Sep-
Slide 22: Calendar Year Returns
Calendar Year Returns BSE Enhanced Value TRI has outperformed the BSE LargeMidCap TRI in 12 out of last 18 years BSE Enhanced Value TRI BSE LargeMidCap Index TRI 125.53% 100.22% 88.34% 62.44% 62.17% 56.93% 42.27% 45.98% 40.03% 32.79% 35.65% 34.18% 28.35% 25.40% 26.25% 24.80%21.23% 16.56% 10.28%12.76
Slide 23: Drawdown
Drawdown BSE Enhanced Value TRI has historically seen drawdown for longer period than BSE LargeMidCap TRI BSE LargeMidCap Index TRI BSE Enhanced Value TRI 0% -10% -20% -30% -40% -50% -60% -70% Source/Disclaimer: BSE: Performance as of close of 16-Sep-05 to 30-Sep-25. Performance results have many in
Slide 24: Risk-Return Profile
Risk-Return Profile Data Label 1 year 3 year 5 year 10 year 15 year BSE Enhanced Value TRI -3.94% 38.35% 42.33% 20.01% 11.63% CAGR BSE LargeMidcap Index TRI -5.20% 15.54% 19.89% 14.04% 11.79% BSE Enhanced Value TRI 19.33% 20.71% 22.05% 23.72% 24.39% Annualised Volatility BSE LargeMidcap Index TRI 13
Slide 25: Performance vs Nifty 50
Performance vs Nifty 50 Data Label 1 year 3 year 5 year 10 year 15 year BSE Enhanced Value TRI -3.94% 38.35% 42.33% 20.01% 11.63% CAGR Nifty 50 TR Index -3.45% 14.23% 18.37% 13.35% 11.17% BSE Enhanced Value TRI 19.33% 20.71% 22.05% 23.72% 24.39% Annualised Volatility Nifty 50 TR Index 12.83% 12.20%
Slide 26: Index SIP Returns
Index SIP Returns BSE Enhanced Value TRI 1 Year 3 Year 5 Year 10 Year 15 Year Returns 14.69% 27.65% 32.02% 23.74% 17.99% Amount Invested 1,20,000 3,60,000 6,00,000 12,00,000 18,00,000 Market Value 1,29,268 5,35,960 13,14,955 42,15,863 80,10,559 Data as of close of Sep 30, 2025 For SIP returns, month
Slide 27: Rolling return
Rolling return 3 Year Rolling Returns 5 Year Rolling Returns BSE Enhanced Value BSE BSE LargeMidcap TRI BSE LargeMidcap TRI TRI Enhanced Value TRI Average 15.33% 12.87% 13.10% 13.05% Median 13.19% 13.36% 11.39% 13.62% Min -20.82% -7.56% -9.73% -1.46% Max 55.02% 33.43% 50.36% 28.30% Returns Range % o
Slide 28: BSE Enhanced Value Index Composition
BSE Enhanced Value Index Composition Top 10 Constituents Macro-Economic Sectors (AMFI): BSE Enhanced Value Index S. No. Constituent Name Weight Financial Services 40.1 1 BHARAT PETROLEUM CORPORATION L 8.2% Energy 39.4 2 STATE BANK OF INDIA 8.2% Commodities 13.1 3 INDIAN OIL CORPORATION LTD. 8.2% Con
Slide 29: Value works when nothing else is
Value works when nothing else is When other Factors are underperforming, Value tends to outperform 1 year Excess Rolling Returns BSE Enhanced Value TRI BSE Quality TRI BSE Low Volatility TRI Nifty500 Momentum 50 TRI 100% 80% 60% 40% 20% 0% -20% -40% -60% Source/Disclaimer: niftyindices, BSE. Perform
Slide 30: The Return of Value?
The Return of Value? After stellar performance in 2000s, Value was an underperformer in the 2010s. However, there has been a sharp turnaround with Value showing outperformance since the beginning of 2020s BSE Enhanced Value TRI BSE LargeMidCap Index TRI 31.73% 24.11% 20.09% 15.91% 10.35% 3.24% 2000s
Slide 31: True to Label – Undervalued than Nifty 50
True to Label – Undervalued than Nifty 50 P/E Ratio Nifty 50 Index BSE Enhanced Value Index 40 20 0 P/B Ratio Dividend Yield % Nifty 50 Index BSE Enhanced Value Index Nifty 50 Index BSE Enhanced Value Index 5.0 8.0 4.0 6.0 3.0 4.0 2.0 1.0 2.0 0.0 0.0 Source/Disclaimer: niftyindices, BSE. Performance
Slide 32: Why should you invest?
Why should you invest? Good way to take Offers diversification advantage of benefit vs other market recovery Factors Potential to benefit from turnaround of True to Label (Pure Value exposure) Value
Slide 33: Annexure
Annexure
Slide 34: Skew towards Energy & Financials
Skew towards Energy & Financials BSE Enhanced Value Index has historically been overweight on the Energy & Financial Services sectors Commodities Consumer Discretionary Energy Fast Moving Consumer Goods Healthcare Financial Services Information Technology Industrials Utilities Diversified Telecommun
Slide 35: Good blend of Large and Midcaps
Good blend of Large and Midcaps BSE Enhanced Value Index has historically has a good mix of Large and Midcaps Large Cap Mid Cap Small Cap Sep-25 70% 29% 1% Mar-25 Sep-24 Mar-24 Sep-23 Mar-23 Sep-22 Mar-22 Sep-21 Mar-21 Sep-20 Mar-20 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Source/Disclaimer: BSE.
Slide 36: Complementary Factors – Value & Momentum
Complementary Factors – Value & Momentum Historical data suggests that Value outperforms when Momentum underperforms and vice versa 1 year Excess Rolling Returns BSE Enhanced Value TRI Nifty500 Momentum 50 TRI 100% 80% 60% 40% 20% 0% -20% -40% -60% Source/Disclaimer: BSE: Performance as of close of
Slide 37: Combining Value + Momentum
Combining Value + Momentum A 50:50 combination of Value and Momentum helps reduce cyclicality of both factors 1 year Excess Rolling Returns BSE Enhanced Value TRI Nifty500 Momentum 50 TRI Enhanced Value:Momentum (50:50) 100% 80% 60% 40% 20% 0% -20% -40% -60% Source/Disclaimer: BSE: Performance as of
Slide 38: Combining Value + Momentum
Combining Value + Momentum Data Label 1 year 3 year 5 year 10 year 15 year Enhanced Value:Momentum (50:50) -12.06% 28.73% 34.22% 19.61% 15.88% CAGR Nifty 500 TR Index -5.28% 16.40% 20.71% 14.35% 11.97% Enhanced Value:Momentum (50:50) 19.52% 19.66% 20.11% 20.61% 20.35% Annualised Volatility Nifty 500
Slide 39: Factor Correlation (Last 15 years)
Factor Correlation (Last 15 years) The lower correlation within the individual Factors provides good diversification benefit Calendar Year Returns BSE Enhanced Value TRI BSE Quality TRI BSE Low Volatility TRI Nifty500 Momentum 50 TRI 150% 125% 100% 75% 50% 25% 0% -25% -50% -75% Source/Disclaimer: MO
Slide 40: Risk-Return Profile
Risk-Return Profile BSE Enhanced Value Nifty500 Momentum Data Label BSE Quality TRI BSE Low Volatility TRI Nifty 200 TRI TRI 50 TRI 1 year -3.94% -11.80% -8.10% -20.56% -4.94% 3 year Annualized 38.35% 18.80% 16.73% 18.34% 15.67% Returns 5 year 42.33% 21.48% 16.75% 25.78% 19.91% 10 year 20.01% 15.69%
Slide 41: Index Methodology
Index Methodology Index Objective: The BSE Enhanced Value Index is designed to measure the performance of the 30 companies in the BSE LargeMidCap with the most attractive valuations, as measured by P/E, P/B, and P/S ratios. Universe Constituents of BSE LargeMidCap Index Eligibility Size & Liquidity-
Slide 42: Index Methodology
Index Methodology BSE Quality Index Nifty500 Momentum 50 Index BSE Low Volatility Index BSE Enhanced Value Index Constituents 30 50 30 30 Universe BSE LargeMidCap Nifty 500 BSE LargeMidCap BSE LargeMidCap 1. Listing history of 1 year 2. Available for trading in 1. Listing history of 1 year Float-adj
Slide 43: Motilal Oswal Factor Schemes Performance
Motilal Oswal Factor Schemes Performance
Slide 44: Motilal Oswal BSE Enhanced Value ETF Performance
Motilal Oswal BSE Enhanced Value ETF Performance Lumpsum Performance 1 Year 3 Year 5 Year 7 Year Since Inception Current Value Current Value Current Value Current Value of Current Value of CAGR (%) of Investment CAGR (%) of Investment CAGR (%) of Investment CAGR (%) Investment of CAGR (%) Investment
Slide 45: Motilal Oswal BSE Enhanced Value Index - Regular Plan Performance
Motilal Oswal BSE Enhanced Value Index - Regular Plan Performance Lumpsum Performance 1 Year 3 Year 5 Year 7 Year Since Inception Current Value Current Value Current Value Current Value of Current Value of CAGR (%) of Investment CAGR (%) of Investment CAGR (%) of Investment CAGR (%) Investment of CA
Slide 46: Motilal Oswal BSE Enhanced Value Index - Direct Plan Performance
Motilal Oswal BSE Enhanced Value Index - Direct Plan Performance Lumpsum Performance 1 Year 3 Year 5 Year 7 Year Since Inception Current Value Current Value Current Value Current Value of Current Value of CAGR (%) of Investment CAGR (%) of Investment CAGR (%) of Investment CAGR (%) Investment of CAG
Slide 47: Product Suitability
Product Suitability This product is suitable for Name of the Scheme Scheme Riskometer Benchmark Riskometer investors who are seeking* Motilal Oswal BSE Enhanced Value ETF • Return that corresponds to the total (An open ended fund returns of the BSE Enhanced Value Total replicating / tracking the BSE
Slide 48: 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 49: 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 50: 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
Slide 51: 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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