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 (May 2026)
40 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, May 8, 2026
Slide 1: Motilal Oswal Contra Fund
Motilal Oswal Contra Fund (An open-ended equity scheme following contrarian investment strategy) NFO Opens: 8th May 2026 Closes: 22nd May 2026 Think Equity. Think Motilal Oswal. Entity Name: Motilal Oswal Mutual Fund | SEBI registered Number: MF/063/09/04 www.motilaloswalmf.com
Slide 2: What is Contra Investing?
What is Contra Investing? Think Equity. Think Motilal Oswal. www.motilaloswalmf.com
Slide 3: What Is Contrarian Investing?
What Is Contrarian Investing? Contrarian Investing typically goes against prevailing market trends Focus on identifying investments which are out of market favour Stays clear of trending segments/stocks and focusing on investment ideas which are available at relatively reasonable valuations Long-ter
Slide 4: Difference Between Contra & Value Investing
Difference Between Contra & Value Investing Features Contra Fund Value Fund Buying Against Market Sentiment/ Buying Undervalued Stocks relative to Strategy Out of favour stocks/sectors intrinsic/fundamental value Contra is relative to Market Trends Core Difference Value is based on Intrinsic to the
Slide 5: Why Contra Investing?
Why Contra Investing?
Slide 6: Why Contra Fund?
Why Contra Fund ? Just 50 Stocks Investors “may As such, investors account for 55% of think” that they portfolios may have Mutual Fund are diversifying overlapping A Contra Fund Industry Equity across schemes exposures. They helps investors take Assets of or mutual funds, may think they are differen
Slide 7: Why Mispricings Persist - The Behavioural Factors
Why Mispricings Persist - The Behavioural Factors Mispricings in markets may persist due to behavioural and structural factors. Understanding these factors may help in investment approach. 1. Recency Bias 2. Herding 3. Loss Aversion Investors may extrapolate recent Fund managers fear being wrong alo
Slide 8: The Contra Clock - Identifying Where are the Sectors Today?
The Contra Clock - Identifying Where are the Sectors Today? Every stock moves through four broad sentiment phases reflecting changing market perception over time. Low Sentiment Phase Early Recovery Consensus Bullish Euphoria / Avoid Contra Entry Zone - Accumulation Phase — Mainstream Participation Ex
Slide 9: The Patience Tax - What to Expect as a Contra Investor
The Patience Tax - What to Expect as a Contra Investor "The discomfort zone is not unusual in contra investing and may be part of the strategy. Investors who exit during Phase 1 may not participate if the thesis plays out." PHASE 1 PHASE 2 PHASE 3 The Discomfort Zone The Quiet Accumulation The Re-Ra
Slide 10: India 2026: A Contra Investment Play
India 2026: A Contra Investment Play
Slide 11: India@2026 - Itself a Contra Investment Play
India@2026 - Itself a Contra Investment Play MSCI USD Index Performance (%) Name 3M 1Y 3Y World (3.9) 17.4 15.1 USA (4.8) 16.3 16.8 UK 1.0 21.3 12.4 Germany (8.7) 5.9 11.3 France (5.5) 7.4 4.4 Japan 0.6 23.5 13.5 Australia 2.1 17.7 6.3 Europe (3.4) 16.1 10.3 EM (0.5) 26.9 12.1 India (18.3) (13.1) 6.
Slide 12: India: A Transitioning Market Landscape
India: A Transitioning Market Landscape Particulars 2024 2026 % Change GDP (USD Trn) 3.9 4.3 10% FX Reserves (USD Bn) 646 698 8.2% CAD (% of GDP) -0.5 1.3# 1.8 Mcap to GDP (%) 129 115 -14% Nifty 50 (1Y Fwd P/E) 22.01 18.20 -17.3% Nifty 50 (PAT Y-o-Y)(%) 11.6 8* -3.6% Source: MOAMC Internal. Disclaim
Slide 13: FII Outflows Have Been High but DII Flows Have Remained Stable
FII Outflows Have Been High but DII Flows Have Remained Stable Net FII flows weak over the past two years FIIs (USDb) 37.3 25.3 8.3 Trends in training 12 month cumulative FII and DII flows 3.2 0.2 0.8 T12 month cumulative FII flows (USDb) T12 month cumulative DII flows (USDb) -1.5 6.0 -17.1 -15.6 -20.1
Slide 14: The Setup Reflects Evolving Market Conditions
The Setup Reflects Evolving Market Conditions Market extremes create contra opportunities. Three structural conditions today are making underrepresented quality relatively attractive. Valuation Dispersion Extreme Institutional Crowding (Quality Premium at Extreme) (Herding at Peak) 60–70x vs 12x PE?
Slide 15: Market Segments – Changing Leadership Across Sectors Over Time
Market Segments – Changing Leadership Across Sectors Over Time 10-year Rank 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026* return Real estate IT Real estate Pharma Metals Metals Real estate Pharma Metals Metals Metals 1 101.0% 24.9% 25.7% 60.5% 69.4% 19.5% 79.6% 38.9% 29.3% 4.5% 20.0% Metals FMC
Slide 16: Value (Relative Value) has Done Well
Value (Relative Value) has Done Well Nifty 500 Nifty 500 Nifty 500 Nifty 500 Indices Nifty 500 TRI Low Volatility Momentum Value 50 TRI Quality 50 TRI 50 TRI 50 TRI 2026 YTD (13.9) (3.4) (11.1) (10.5) (12.7) 2025 7.8 16.9 (2.6) 16.1 (7.6) 2024 16.1 20.1 23.1 15.8 27.0 2023 26.9 62.6 41.9 33.4 47.7 2
Slide 17: Why Motilal Oswal Contra Fund?
Why Motilal Oswal Contra Fund?
Slide 18: Contra Investing Framework
Contra Investing Framework Themes, Sectors & Stocks - out of market Themes, Sectors & Stocks – relatively Stocks available at a discount to favour but with turnaround potential underrepresented in broader portfolios intrinsic/fundamental value Stocks with turnaround potential or with Quality stocks
Slide 19: Three Angles Defining Contra Strategy
Three Angles Defining Contra Strategy MAIN STREAM STRATEGIES MOTILAL OSWAL CONTRA FUND Buy what is POPULAR Buy what is IGNORED Buy when POPULAR — earnings upgrades in progress · consensus buy Entry Trigger Buy when underrepresented — MF ownership < average · limited analyst ratings ≥ 5 · institution
Slide 20: Portfolio Construction Framework and Funnel
Portfolio Construction Framework and Funnel Every position must survive every stage. No exceptions. No shortcuts. The funnel is the discipline. 700+ UNIVERSE All listed Indian equities. NSE + BSE. Every sector, 3000+ Market Cap size. NEGLECT SCREEN MF ownership < below average · Limited analyst cons
Slide 21: Risk Management & Exit Discipline
Risk Management & Exit Discipline Exit Framework is important for Contra Investing OCF/NW FALLS BELOW 15% OCF/EBITDA DECLINING 2+ QUARTERS Cash flow quality has deteriorated below Earnings quality deteriorating. Cash the minimum threshold that supported conversion weakening. Business the position. fu
Slide 22: Case Study: CG Power (Turnaround from 2020)
Case Study: CG Power (Turnaround from 2020) The Pain (Why Everyone Sold) Scorecard Fraud by promoter discovered ₹3,000 Cr missing from books ₹25 Mar-Oct 2020 Stock crashed 95% from peak. SEBI investigation. Banks chasing loans. Sentiment: Zero. Business worth nothing per market consensus The Catalys
Slide 23: Case Study: Graphite India
Case Study: Graphite India (Beneficiary of 2016–17 Commodity Super cycle) The Pain (Why Everyone Sold) Scorecard Commodity down-cycle. Steel sector weak globally Graphite electrode prices collapsed vs peak Stock languished at ₹80-100 for years ~₹100 Limited analyst interest. Forgotten cyclical. ₹1,1
Slide 24: Case Study: Dixon Technologies (The PLI led Turnaround)
Case Study: Dixon Technologies (The PLI led Turnaround) Context Before 2020, Dixon Technologies (India) Ltd operated as a small contract electronics manufacturer. The launch of the Production Linked Incentive (PLI) Scheme created a major policy push to build domestic electronics manufacturing. At th
Slide 25: Case Study: PG Electroplast (The Hidden EMS Champion)
Case Study: PG Electroplast (The Hidden EMS Champion) Returns Journey Scorecard ₹900 ~₹10 Total Returns: 90x in 4 Years ₹200 Peak ₹80 PLI ₹900 Peak Price ₹35 Bonus Washing M. ₹10 AC OEM Entry Oct-20 Apr-21 Dec-21 Jun-22 Dec-24 90x Return Why Nobody Saw It The Contra Thesis The Wealth Creation PG was
Slide 26: Case Study: NTPC (Power Demand Super Cycle & Green Transition)
Case Study: NTPC (Power Demand Super Cycle & Green Transition) Scorecard The Pain (Why Market Hated NTPC) ESG / coal narrative: Utilities globally derated on ESG fears. ₹90 - 100 Post Covid Post-COVID demand collapse: power utilities sold off hard. Regulatory ROE seen as capped — "growth story" argue
Slide 27: Case Study: India Defence Rerating
Case Study: India Defence Rerating (Atmanirbhar Bharat - Structural Rerating) Total defense production targeted to reach INR3t by FY29-30 Total defense exports are targeted to double from Total Production 3,000 FY25 levels, reaching INR500b by FY29-30 500 Old DPSUs New DPSUs Other PSUs/JVs Defence P
Slide 28: Case Study: Chemicals (China + 1 & Global Supply Chain Diversification)
Case Study: Chemicals (China + 1 & Global Supply Chain Diversification) Company Price Peak - 2022 Return Niche Key Driver Deepak Nitrite ₹150 ₹2,800 18x Phenol, Acetone Import substitution Navin Fluorine ₹600 ₹4,200 7x Specialty fluorine Pharma / Agrochem SRF Ltd. ₹2,800 ₹13,000 4.5x Refrigerants, PT
Slide 29: Suitability and Key Reasons to Invest
Suitability and Key Reasons to Invest Investors seeking to invest in under-valued and overlooked stocks - Investors looking for an investment Investors looking for diversification Requires Patience. Investment approach which may stay relevant from mainstream growth Horizon 3-5 Years may be considered
Slide 30: High Quality & High Growth Focused House
High Quality & High Growth Focused House Application of P/E, PEG framework Ensuring Longevity by investing in sustainable Minimum threshold and expanding the framework Growth opportunities. set to ROCE/ROE through rolling out DCF, implied returns and implied growth The Contra Strategy is not bound b
Slide 31: Guided by Veterans and Driven by Experienced Team
Guided by Veterans and Driven by Experienced Team Raamdeo Agrawal Prateek Agrawal Vaibhav Agrawal Akhil Chaturvedi Chairman MD & CEO CIO Alternates Executive Director & Chief Business Officer Core PMS/AIF Management Team Core Mutual Funds Management Team Dhaval Mehta Abhishek Anand Varun Sharma Ajay K
Slide 32: Key Business Team
Key Business Team Ajay Nair Ritesh Pathak Shreyas Mantri Head - Pvt Wealth & Banks Deputy CBO – Retail Sales & Passives Head - Institutions & Family Office Hitesh Purohit Rajkumar Dhiman Prashant Joshi Head - Alternate Sales & Strategy Head - Digital Business Head - Products & Communication
Slide 33: Fund Managers
Fund Managers Mr. Bhalchandra Shinde Mr. Varun Sharma Mr. Ankit Agarwal Fund Manager, Fund Manager, Fund Manager, For Equity Component For Equity Component For Equity Component Mr. Bhalchandra Shinde boasts over 13 years of Mr. Varun Sharma has an impressive career with Mr. Ankit Agarwal has an impr
Slide 34: Fund Managers
Fund Managers Mr. Rakesh Shetty Mr. Swapnil Mayekar Fund Manager, Fund Manager, For Debt Component For Overseas Component He has more than 15 years of overall experience He has over 14 years of experience in the fund and expertise in trading in equity, debt segment, management and product developmen
Slide 35: Skin in the Game
Skin in the Game Where the Fund House invests in its own funds alongside the investor Skin in the Game reflects alignment of interest between the fund house and investors. Promoters invest at the same structures as institutional investors. When interests are aligned - outcomes are also aligned. What
Slide 36: Fund Facts
Fund Facts Name of Scheme Motilal Oswal Contra Fund Type An open-ended equity scheme following contrarian investment strategy Category of the Scheme Contra Fund Investment Objective To achieve long term capital appreciation by predominantly investing in equity and equity related instruments through
Slide 37: Product Labelling
Product Labelling Scheme Risk-o-meter Tier I Benchmark Risk-o-meter Motilal Oswal Contra Fund (An open-ended equity scheme following contrarian investment strategy) This (Nifty 500 Total Return Index) Moderately Moderately Moderate Moderate product is suitable for investors who are seeking* Capital
Slide 38: Hi-Quality. Hi-Growth.
Hi-Quality. Hi-Growth. Benefit from both Motilal Oswal's investing process builds Hi-Quality and Hi-Growth portfolios. The usage of the terms Hi-Quality and Hi- Growth Portfolios purely depicts Motilal Oswal AMC’s internal fund management strategy/process which is based on qualitative and quantitativ
Slide 39: Disclaimer
Disclaimer https://cdn.motilaloswalmf.com/marketing/emails/2026/Image-and-PDF/Tran-popup/mo-logo.jpg For any Mutual Fund queries, please call us on +91 81086 22222 /+91 22 40548002 (Press 1) or write to mfservice@motilaloswal.com This presentation has been prepared and issued on the basis of interna
Slide 40: Thank You
jutual Fund Thank You
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