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 2025)
39 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, Jun 30, 2025
Slide 1: Motilal Oswal Gold and Silver ETFs Fund of Funds
Motilal Oswal Gold and Silver ETFs Fund of Funds 30-Jun-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 Active • 20 active funds Mutual Funds • Total AUM ~80,000 crores PMS and AIFs • 20+ PMS and AIFs (Alternates) • Total AUM ~34,000 crores Index-Based Mutual • 50 Index Funds and ETFs Funds • Total AUM ~34,00
Slide 5: Love for precious metals is in our DNA
Love for precious metals is in our DNA
Slide 6: Civilization and their love for the precious metals
Civilization and their love for the precious metals Usage of Gold & Silver have been the one common thing across empires and continents Americas Spanish explorers during 1400s
Slide 7: Gold and Silver have outlived every civilization
Gold and Silver have outlived every civilization The two coveted precious metals have virtually outlasted every civilization or economic systems The Indus Valley Civilization The Roman Civilization 3150 B.C. 1600 B.C. 1325 A.D. 2600 B.C. 753 B.C. The Ancient Egyptian Civilization The Chinese Civiliz
Slide 8: Why it is so relevant since ages?
Why it is so relevant since ages?
Slide 9: Why the precious metals have survived the test of time?
Why the precious metals have survived the test of time? Barter system Precious Metals Economic system Cattle - Will die, Durable No intrinsic value Food - Perishable, Divisible, Combinable Unlimited supply Sand - Abundant, Homogenous No Universal appeal Diamonds - Non combinable Scarce
Slide 10: History is a testament to multiple fallen currencies regimes
History is a testament to multiple fallen currencies regimes International Reserve Currencies since 1400 Gold USA 1920 - ?? Britain 1815 - 1920 France 1720 - 1815 Netherlands 1640 - 1720 1530 - 1640 Spain 1450 - 1530 Portugal 1400 1500 1600 1700 1800 1900 2000 2100 “Gold is money, everything else is
Slide 11: Precious metals act as a store of value
Precious metals act as a store of value 2000 2021 ₹ 5000 ~₹ 1,200 Equivalent amount of ~₹ 53,000 Gold
Slide 12: Social proof: The world's elite turn to precious metals
Social proof: The world’s elite turn to precious metals to protect their fortunes Why? • Economic emergencies • Privacy • Portable wealth • Does not lose value Wealthy people have been stacking bullions, you shall too!
Slide 13: Views of world's most renowned investors on precious metals
Social proof: Views of world’s most renowned investors on precious metals “Gold can form up to 15% of a well-diversified Ray Dalio, Ex CIO portfolio” “This is my honest advice to you… own silver World’s largest Hedge Fund now” Lord Jacob Rothschild, Chairman Moved from USD to gold & other currencies
Slide 14: Love for the precious metals is rooted in Indian traditions
Love for the precious metals is rooted in Indian traditions More than 75% of the Indian households own Gold and Silver in some form Auspicious Birth Festivals Marriage Investment 2nd largest gold India accounts for ~57% consumer after China of global silverware consumption Source: India Gold Policy
Slide 15: Silver: ~80% of demand is outside jewellery and silverware
Silver: ~80% of demand is outside jewellery and silverware …makes it highly attractive for Industrial use Below listed properties of silver… contributing ~58% of total demand Demand (Million Ounces) 1 Highest electrical conductivity of all metals 4.70% 2.20% 16.50% Industrial Applications 2 Jewelry
Slide 16: Silver: Major Industrial applications
Silver: Major Industrial applications Apart from investment, jewellery & silverware, Silver has major industrial applications including in green technologies Solar Panel Electric Vehicles Green technologies Due to climate change, renewable High backlog of EV inventories energy has been the focus of
Slide 17: Modern problems require modern solutions
Modern problems require modern solutions Investing in Gold and Silver funds help save a lot of costs & risks Traditional route Alternative route 5-7 years before Buy jewellery & pay Buy precious metals marriage ‘making charges’? fund instead Risk of theft & Relax by investing in Post purchase storag
Slide 18: Reasons to invest in precious metals
Reasons to invest in precious metals Diversification Inflation Hedge Universal Appeal Safe Haven Value of Gold tend to Provide cushion to Low correlation with Love for the precious rise in tandem with your portfolio during other asset classes metal is universal inflation market uncertainty
Slide 19: Precious metal: Diversifier for your portfolio
Precious metal: Diversifier for your portfolio Gold & Silver's low correlation with equity markets can significantly reduce overall portfolio risk when included Correlation Nifty 50 Gold Silver Matrix Index Nifty 50 Index 100% -9% 11% Gold 100% 53% Silver 100% Source/Disclaimer: MOAMC, LBMA, Forex r
Slide 20: Motilal Oswal Gold and Silver ETFs Fund of Funds
Motilal Oswal Gold and Silver ETFs Fund of Funds (An open ended fund of funds scheme investing in units of gold and silver exchange traded funds)
Slide 21: Motilal Oswal Gold and Silver ETFs Fund of Funds
Motilal Oswal Gold and Silver ETFs Fund of Funds Type of Scheme Investment Objective An open ended fund of funds scheme The objective of this scheme is to generate investing in units of gold and silver exchange returns by investing in units of Gold ETF and traded funds Silver ETF. However, the perfo
Slide 22: What we are offering
What we are offering Gold & Silver ETFs Starting Allocation Weight Cap Rebalancing Gold : 70 Max at 90% & reviewed Rebalanced if weight Silver : 30 quarterly* capping of 90% breached Post NFO Drifted weights based on market movement Motilal Oswal Gold and Silver ETFs Fund of Funds Source/Disclaimer:
Slide 23: Why start with 70% Gold & 30% Silver?
Why start with 70 % - Gold & 30% - Silver ? Globally, most precious metals indices have higher allocation to gold Why higher allocation to Gold? Why lower allocation to Silver? High Economic Relatively More Highly Liquid Value Volatile
Slide 24: Historical weight movement
Historical weight movement • Historically weight of Gold has remained between 55% - 85%, whereas for Silver it was between 15% - 45%. • Average allocation for gold and silver was ~72% and ~28% during back test period. 100% 80% 60% 40% 20% 0% Source/Disclaimer: MOAMC, LBMA, Forex rate – RBI Reference
Slide 25: Historical Performance
Historical Performance Gold (per ounce) in INR Gold + Silver Silver (per ounce) in INR 1,200 1,000 800 600 400 200 0 Source/Disclaimer: MOAMC, LBMA, Forex rate – RBI Reference rate; For Gold and Silver, per ounce LBMA prices are considered. The prices don't include landing costs like custom duty, GS
Slide 26: Risk-return profile
Risk-return profile Data Label 1 year 3 year 5 year 10 year 15 year Gold + Silver 30.55% 23.94% 15.43% 13.13% 10.19% Gold CAGR 33.69% 24.58% 15.10% 13.72% 10.82% Silver 20.55% 21.78% 16.65% 11.27% 8.36% Gold + Silver 15.17% 14.28% 15.28% 14.89% 17.15% Gold Annualised 14.63% 13.40% 14.00% 14.15% 15.3
Slide 27: Gold + Silver offers good diversification benefit
Gold + Silver offers good diversification benefit 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 YTD DE G+S G+S DE IE DE FI IE DE FI IE G+S IE G+S DE IE G+S 91.0% 38.4% 22.1% 33.5% 49.6% 39.3% 9.3% 14.8% 37.7% 7.3% 34.1% 33.0% 32.1% 14.7% 26.9% 28.7% 25.4% G+S D
Slide 28: Performance across Market cycles
Performance across Market cycles Market Cycle Gold + Silver Gold Silver Equity Bull 4.04% 5.40% 0.25% 16.83% Bear 19.85% 23.87% 5.95% -29.34% Recovery 4.11% 1.81% 13.95% 25.50% • Equity (Nifty 50) tends to significantly outperform in Bull market cycles • Gold and Silver offer good downside protectio
Slide 29: Returns during crisis period
Returns during crisis period During period of stress, Gold & Silver does much better than equities Commodity Debt International Indian Equity Period of stress (Gold + Silver) (5 yr G-Sec) Equity (S&P 500) (Nifty 500) Global Financial Crisis (01-Jan-2008 To 27-Feb-2009) 37.7% 16.4% -33.6% -60.1% Tape
Slide 30: SIP returns
SIP returns Gold + Silver 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year Returns 38.32% 27.42% 19.93% 18.67% 15.97% 11.69% Amount Invested 1,20,000 3,60,000 6,00,000 8,40,000 12,00,000 18,00,000 Market Value 1,43,363 5,34,035 9,84,556 16,33,451 27,70,748 46,34,914 Data as of close of 30-Jun-25. For SIP
Slide 31: Key Features – SIP in physical gold vs Gold & Silver Fund
Key Features – SIP in physical gold vs Gold & Silver Fund Physical gold SIP Mutual Fund SIP SIP instalment range ~₹1000 to 1 lakh Min ₹500 Maximum SIP tenure Up to 3 years NA Mode of Investment Only SIP Flexible, both SIP & Lump sum Gold price SIP date or Redeeming date SIP date Max 1 SIP funded by
Slide 32: Rolling returns
Rolling returns 3 Year Rolling Returns 5 Year Rolling Returns Gold + Silver Gold Silver Gold + Silver Gold Silver Average 11.82% 12.57% 10.04% 11.06% 11.71% 9.41% Median 12.96% 13.78% 9.52% 11.62% 12.04% 10.88% Min -13.81% -10.59% -21.49% -5.71% -3.41% -13.05% Max 41.73% 36.63% 57.16% 29.84% 28.95%
Slide 33: Why you should invest in this fund?
Why you should invest in this fund? Wide array of applications Both the metals have shall lead to a rise in outlived every civilization demand Low correlation with other Both the metals act as asset classes act as store of value diversifiers
Slide 34: Scheme Performance
Scheme Performance
Slide 35: Motilal Oswal Gold and Silver ETFs Fund of Funds - Regular
Motilal Oswal Gold and Silver ETFs Fund of Funds - Regular 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 (%) of Inv
Slide 36: Motilal Oswal Gold and Silver ETFs Fund of Funds - Direct
Motilal Oswal Gold and Silver ETFs Fund of Funds - Direct 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 (%) of Inve
Slide 37: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* LBMA Price of Gold and Silver Motilal Oswal Gold and Silver ETFs Fund of Funds • Long term capital appreciation (An open ended fund of funds scheme • Return that corr
Slide 38: 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 39: 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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