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)
27 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, June 2026
Slide 1: Motilal Oswal Nifty 5 YR Benchmark G-Sec ETF & 5 Year G-Sec Fund of Fund
Motilal Oswal Nifty 5 YR Benchmark G-Sec ETF (An open ended scheme replicating/tracking Nifty 5 yr Benchmark G-Sec Total Return Index) Motilal Oswal 5 Year G-Sec Fund of Fund (An open ended fund of funds scheme investing in units of Motilal Oswal Nifty 5 YR Benchmark G-Sec ETF) Jun 26
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 • 20 active funds Active Schemes • 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 • Total
Slide 5: Why Fixed Income securities
Why Fixed Income securities Diversification Capital Preservation • Higher quality fixed income securities • Historically fixed income securities are ideal for capital preservation have had lower correlation with • Although there is still risk to the capital equities in case the issuer does not make
Slide 6: Fixed Income- risk/return sources
Fixed Income- risk/return sources Sources of Return Sources of Risk Interest Rate Risk Capital Interest Inflation risk Gain/loss Payments Liquidity risk Reinvestment of interest earned Credit Risk 7 The above list is illustrative and not exhaustive
Slide 7: Attributes of different asset classes
Attributes of different asset classes Asset Class Risk Role Cash Least risky Provides liquidity Provides periodic interest Fixed Income Low to medium income but may have credit risk Gold Low to medium Acts as inflation hedge Earns rental income and have potential for capital appreciation Real estate
Slide 8: Pros and Cons of Fixed Income Instruments
Pros and Cons of Fixed Income Instruments Instrument Pros Cons • Banking system struggling with poor asset quality and governance issues • No market related risk • Perception of F.D being 'safe' taken hit after few Fixed Deposits • Overdraft facility against FD private/co-operative banks placed unde
Slide 9: Sweet spot between short and long duration bond
Sweet spot between short and long duration bond Falling Interest rate scenario Rising Interest rate scenario % increase in bond price due to 1% decrease in interest % decrease in bond price due to 1% increase in interest rate rate Nifty 5yr Benchmark Short Long 8% G-Sec Index (Duration 2 yr) (Durati
Slide 10: Feature comparison
Feature comparison Motilal Oswal Nifty 5 YR Motilal Oswal 5 Year G-Sec Fund Benchmark G-Sec ETF of Fund Corporate Bond Fixed Particulars (An open ended scheme replicating/tracking Nifty 5 (An open ended fund of funds scheme investing in units Maturity Plan yr Benchmark G-Sec Index) of Motilal Oswal
Slide 11: About Motilal Oswal Nifty 5 YR Benchmark G-Sec ETF and Fund of Fund
About Motilal Oswal Nifty 5 YR Benchmark G-Sec ETF (Formerly known as Motilal Oswal 5 Year G-Sec ETF) (An open ended scheme replicating/tracking Nifty 5 yr Benchmark G-Sec Total Return Index) and Motilal Oswal 5 Year G-Sec Fund of Fund (An open ended fund of funds scheme investing in units of Motila
Slide 12: Motilal Oswal Nifty 5 YR Benchmark G-Sec ETF
Motilal Oswal Nifty 5 YR Benchmark G-Sec ETF (Formerly known as Motilal Oswal 5 Year G-Sec ETF) Investment Objective Type of Scheme The Scheme seeks investment return that An open ended scheme replicating/tracking Nifty corresponds to the performance of Nifty 5 yr 5 yr Benchmark G-Sec Index Benchmar
Slide 13: Motilal Oswal 5 Year G-Sec Fund of Fund
Motilal Oswal 5 Year G-Sec Fund of Fund Investment Objective Type of Scheme The investment objective of the scheme is to An open ended fund of funds scheme investing seek returns by investing in units of Motilal in units of Motilal Oswal Nifty 5 YR Benchmark Oswal Nifty 5 YR Benchmark G-Sec ETF. G-S
Slide 14: About the Nifty 5 yr Benchmark G-Sec Index
About the Nifty 5 yr Benchmark G-Sec Index Index Objective: The ‘Nifty 5 yr Benchmark G-Sec Index’ is a single bond index that measures the performance of the most liquid Government of India bond in the 5 year maturity segment Index Methodology Snapshot: Eligible Universe All bonds issued by Governm
Slide 15: Historical Index Performance
Historical Index Performance Nifty 5 yr Benchmark G-Sec index has delivered superior returns over indices with longer tenor. It has also noted competitive returns in comparison to the Nifty Short Duration Debt Index Nifty 5 yr Benchmark G-Sec Index NIFTY Short Duration Debt Index NIFTY Long Duration
Slide 16: Risk-Return payoff
Risk-Return payoff Nifty 5 yr Benchmark Nifty Short Duration Nifty Long Duration Nifty 10 yr Benchmark Period G-Sec Index Debt Index Debt Index G-Sec 1 year 5.0% 5.4% 0.7% 2.9% Annualized 3 year 7.8% 7.1% 5.8% 7.2% Returns 5 year 6.5% 6.2% 5.4% 5.3% 10 year 7.5% 7.0% 6.9% 6.2% 15 year 8.2% 7.8% 7.7%
Slide 17: Index SIP Returns
Index SIP Returns Nifty 5 yr Benchmark G- 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year sec Index Returns 6.52% 7.62% 7.36% 6.92% 7.22% 7.77% Amount Invested 1,20,000 3,60,000 6,00,000 8,40,000 12,00,000 18,00,000 Market Value 1,24,146 4,03,792 7,22,151 10,74,151 17,39,423 33,32,269 Source/Disclaimer
Slide 18: Drawdown
Drawdown Nifty 5 yr Benchmark G-Sec has experienced lower drawdowns compared to indices except Nifty Short Duration Debt Index. Nifty 5 yr Benchmark G-Sec Index NIFTY Short Duration Debt Index NIFTY Long Duration Debt Index Nifty 10 yr Benchmark G-Sec 0% -2% -4% -6% -8% -10% -12% -14% -16% Data Sour
Slide 19: 4 reasons to invest in Motilal Oswal Nifty 5 year Benchmark G-Sec ETF
4 reasons to invest in Motilal Oswal Nifty 5 year Benchmark G-Sec ETF ‘NO’ Low Cost Default Risk (Passively managed (G-secs backed by hence low cost) Government of India) Diversification No Lock - In benefit (ETF are traded on (Low correlation with exchange so there is no equities) lock in period) 2
Slide 20: Key Takeaways
Key Takeaways 1. Motilal Oswal Nifty 5 YR Benchmark G-Sec ETF offers investors an opportunity to invest in most liquid G-Sec in the 5 year segment. 2. With no lock-in, and historical higher pre & post tax returns over Fixed Deposits, the Nifty 5 yr Benchmark G-Sec Index can be good alternative to tr
Slide 21: Scheme Performance
motilal osWal think w Scheme Performance motilal oswal | mutual fund
Slide 22: Motilal Oswal Nifty 5 YR Benchmark G-Sec ETF Performance
Motilal Oswal Nifty 5 YR Benchmark G-Sec ETF Performance (Formerly known as Motilal Oswal 5 Year G-Sec ETF) Lumpsum Performance 1 Year 3 Year 5 Year 7 Year Since Inception Current Value Current Value Current Value Current Value Current Value CAGR (%) of Investment CAGR (%) of Investment CAGR (%) of
Slide 23: Motilal Oswal 5 Year G-Sec Fund of Fund Performance – Regular Plan
Motilal Oswal 5 Year G-Sec Fund of Fund Performance – Regular Plan Lumpsum Performance 1 Year 3 Year 5 Year 7 Year Since Inception Current Value Current Value Current Value Current Value Current Value CAGR (%) of Investment CAGR (%) of Investment CAGR (%) of Investment CAGR (%) of Investment CAGR (%
Slide 24: Motilal Oswal 5 Year G-Sec Fund of Fund Performance – Direct Plan
Motilal Oswal 5 Year G-Sec Fund of Fund Performance – Direct Plan Lumpsum Performance 1 Year 3 Year 5 Year 7 Year Since Inception Current Value Current Value Current Value Current Value Current Value CAGR (%) of Investment CAGR (%) of Investment CAGR (%) of Investment CAGR (%) of Investment CAGR (%)
Slide 25: 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 26: 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 27: 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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