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 (June 2026)
20 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, Jun 30, 2026
Slide 1: Motilal Oswal Nifty 50 Index Fund & Motilal Oswal Nifty 50 ETF
Motilal Oswal Nifty 50 Index Fund & Motilal Oswal Nifty 50 ETF (formerly known as Motilal Oswal M50 ETF) 30 Jun 2026
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 principal of Q G L P Easy Economic Effective Easy to Low cost Effective for Quality of Growth in Longevity of Price unde
Slide 4: Motilal Oswal AMC in Numbers
Motilal Oswal AMC in Numbers • More than 67 lac investors Investors • More than 80 lac folios Active • 20+ active funds Mutual Funds • Total AUM ~1,00,000 crores PMS and AIFs • 30+ PMS and AIFs (Alternates) • Total AUM ~37,000 crores • 60+ Passive schemes (Index Funds, ETFs & FoFs) Passive Schemes •
Slide 5: Motilal Oswal Nifty 50 Index Fund
Motilal Oswal Nifty 50 Index Fund
Slide 6: Motilal Oswal Nifty 50 Index Fund
Motilal Oswal Nifty 50 Index Fund Type of Scheme Investment Objective An open ended scheme replicating/tracking The Scheme seeks investment return that Nifty 50 Total Return Index corresponds to the performance of Nifty 50 Index subject to tracking error. However, there can be no assurance or guaran
Slide 7: Motilal Oswal Nifty 50 ETF (Formerly known as Motilal Oswal M50 ETF)
Motilal Oswal Nifty 50 ETF (Formerly known as Motilal Oswal M50 ETF) Type of Scheme Investment Objective An open ended scheme replicating/tracking The Scheme seeks investment return that Nifty 50 Total Return Index corresponds (before fees and expenses) generally to the performance of the Nifty 50 T
Slide 8: About: Nifty 50 Index
About: Nifty 50 Index Index Objective: The Nifty 50 Index represents 50 companies selected from the universe of Nifty 100 Index based on free float market capitalization and liquidity criteria. Index Methodology Snapshot: Universe All Stocks must be part of derivative Constituents of Nifty 100 Index
Slide 9: Index Composition
Index Composition Top 10 Constituents Sr no. Company Name Weight Macro-Economic Sectors (AMFI): Nifty 50 Index 1 HDFC BANK LTD. 11.2 Financial Services 37.0 2 ICICI BANK LTD. 9.0 Consumer Discretionary 12.2 3 RELIANCE INDUSTRIES LTD. 8.0 4 BHARTI AIRTEL LTD. 5.2 Energy 9.8 5 LARSEN & TOUBRO LTD. 4.4
Slide 10: Historical Performance
Historical Performance Nifty 50 TR Index 1,200 1,000 897.2 800 600 400 200 0 Source/Disclaimer: www.niftyindices.com; Performance Data as of close of 30-Sep-2005 – 30-Jun-2026. Hypothetical performance results may have many inherent limitations and no representation is being made that any investor w
Slide 11: Index Performance
Index Performance Data Label 1 year 3 year 5 year 10 year 15 year Nifty 50 TRI -5.42% 8.80% 9.98% 12.50% 11.42% CAGR Nifty 500 TRI -1.71% 12.92% 12.40% 13.89% 12.67% Nifty 50 TRI 12.90% 13.08% 13.74% 16.15% 16.32% Annualised Volatility Nifty 500 TRI 13.85% 14.18% 14.39% 16.15% 16.15% Nifty 50 TRI Ri
Slide 12: Index SIP Returns
Index SIP Returns 1 year 3 year 5 year 7 year 10 year 15 year Nifty 50 TR Index -5.63% 3.35% 7.57% 11.18% 11.72% 12.14% Amount Invested 1,20,000 3,60,000 6,00,000 8,40,000 12,00,000 18,00,000 Market Value 1,16,353 3,78,837 7,26,063 12,50,206 22,07,109 48,15,288 Data as of close of June 30, 2026 . Fo
Slide 13: Rolling Returns
Rolling Returns Nifty 500 TRI Nifty 50 TRI Nifty 500 TRI Nifty 50 TRI Average 13.17% 12.67% 13.25% 12.77% Median 13.85% 12.78% 13.70% 13.31% Min -8.71% -5.01% -1.62% -1.64% Max 38.49% 42.17% 29.24% 26.67% Returns Range Negative 5.66% 1.69% 0.73% 0.13% 0% to 10% 24.30% 30.18% 25.55% 26.32% 10% to 15%
Slide 14: Valuations
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Slide 15: Valuation Multiples
Valuation Multiples Nifty 50 Index P/E 50.0 40.0 30.0 20.0 10.0 20.58 0.0 Nifty 50 Index P/B Nifty 50 Index Div Yield % 5.0 2.0 4.0 1.5 3.0 1.0 2.0 3.12 1.24 1.0 0.5 0.0 0.0 Source/Disclaimer: www.niftyindices.com; Data as of close of 30-Jun-2016 – 30-Jun-2026; The above graph/table is used to expla
Slide 16: Scheme Performance – Regular Plan
Scheme Performance – Regular Plan Lumpsum Performance 1 Year 3 Year 5 Year 7 Year Since Inception Current Value of Current Value of Current Value of Current Value of Current Value of CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investment of Rs
Slide 17: Scheme Performance – Direct Plan
Scheme Performance – Direct Plan Lumpsum Performance 1 Year 3 Year 5 Year 7 Year Since Inception Current Value of Current Value of Current Value of Current Value of Current Value of CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investment of Rs.
Slide 18: Scheme Performance – Growth Option
Scheme Performance – Growth Option Lumpsum Performance 1 Year 3 Year 5 Year 7 Year Since Inception Current Value of Current Value of Current Value of Current Value of Current Value of CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investment of R
Slide 19: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* NIFTY 50 Total Return Index • Long term capital growth Motilal Oswal Nifty 50 Index Fund • Return that corresponds to the performance of the Nifty 50 Total Return Ind
Slide 20: 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
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