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 Nifty MidSmall India Consumption Index Fund — Investor Presentation (June 2025)
18 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, Jun 30, 2025
Slide 1: Motilal Oswal Nifty MidSmall India Consumption Index Fund
Motilal Oswal Nifty MidSmall India Consumption Index Fund (An open ended fund replicating / tracking the Nifty MidSmall India Consumption Total Return Index) 30 Jun 2025
Slide 2: Why to consider Mid and Small Cap segment?
Why to consider Mid and Small Cap segment?
Slide 3: Why Mid and Small cap stocks have potential to perform well in long term?
Why Mid and Small cap stocks have potential to perform well in long term? Potential to grow at faster rate Largecap Midcap Smallcap Stable pricing power with Slow consolidation growth Growing and stable the pricing Ideation business to aggressively creating Idea business phase Infant Young growth Hi
Slide 4: 5 Year performance of Large, Mid and Small Cap Indices
5 Year performance of Large, Mid and Small Cap Indices In the last 5 years, Midcap and Smallcap have grown at a faster rate as compared to Largecap Nifty Midcap 150 Total Nifty Smallcap 250 Total Nifty 100 Total Return Return Index Return Index Index 21% 32% 35% CAGR CAGR CAGR • The profitability of
Slide 5: Consumption - Growth Potential
Consumption - Growth Potential RISING GDP PER FAVOURABLE URBANIZATION & DIGITALIZATION CAPITA DEMOGRAPHICS PREMIUMIZATION India surpassed the critical By 2030, the median age of India's urban population India's digital economy is inflection point of a $2,000 India’s population will be grew from 31.6
Slide 6: Consumption - Growth Drivers
Consumption - Growth Drivers India is the 2nd largest country in Private Final Consumption Expenditure, contributing about 64.8% of its GDP (~$2.1 trillion) Household income distribution suggests that the middle class may become the predominant economic force by 2030 6
Slide 7: Consumption MidSmall vs Broad Index – diversified portfolio
Consumption MidSmall vs Broad Index – diversified portfolio Nifty India Consumption Index is more concentrated as compared to the Nifty MidSmall India Consumption Index NIFTY MIDSMALL INDIA CONSUMPTION INDEX NIFTY INDIA CONSUMPTION INDEX Max Healthcare Institute Ltd. 10.2% Bharti Airtel Ltd. 16.0% D
Slide 8: Consumption MidSmall vs Broad Index – market cap exposure
Consumption MidSmall vs Broad Index – market cap exposure Higher exposure to Mid and Small companies may deliver better growth prospects NIFTY MIDSMALL INDIA CONSUMPTION NIFTY INDIA CONSUMPTION Small Cap 8.88% Mid Cap Large Cap 2.09% 97.91% Mid Cap 77.69% Source/Disclaimer: Nifty Indices. Data as on
Slide 9: Consumption MidSmall vs Broad Index - Risk Return Profile
Consumption MidSmall vs Broad Index - Risk Return Profile Data Label 1 year 3 year 5 year 10 year 15 year Nifty Midsmall India Consumption - TRI 7.14% 28.02% 28.96% 17.19% 17.12% CAGR Nifty India Consumption TRI 7.38% 22.07% 21.17% 14.12% 15.05% Nifty Midsmall India Consumption - TRI 17.76% 15.38% 1
Slide 10: Consumption MidSmall vs Broad Index - Index SIP Returns
Consumption MidSmall vs Broad Index - Index SIP Returns Nifty Midsmall India Consumption - TRI 1 Year 3 Year 5 Year 10 Year 15 Year Returns 7.28% 24.51% 23.36% 19.75% 18.87% Amount Invested 1,20,000 3,60,000 6,00,000 12,00,000 18,00,000 Market Value 1,24,622 5,13,385 10,69,871 33,96,446 86,49,622 Ni
Slide 11: Calendar Year Performance
Calendar Year Performance Nifty MidSmall India Consumption has outperformed Nifty 50 in 10 out of 18 calendar years since 2007 Nifty 50 TRI NIFTY MIDSMALL INDIA CONSUMPTION - TRI 84.43% 77.59% 56.80% 54.29% 51.58% 49.84% 46.91% 43.02% 39.38% 32.90% 35.86% 29.43% 30.27% 28.52% 25.59% 19.22% 21.30% 17
Slide 12: Long-term historical performance – vs Large Cap tilted Index
Long-term historical performance – vs Large Cap tilted Index Nifty MidSmall India Consumption has relatively shown better performance in recent years reflecting its growth potential Nifty 50 TRI NIFTY MIDSMALL INDIA CONSUMPTION - TRI 1,400 1,200 1,000 800 600 400 200 - Source/Disclaimer: niftyindice
Slide 13: Nifty MidSmall India Consumption Index Methodology
Nifty MidSmall India Consumption Index Methodology Index Methodology Snapshot Rebalancing & Eligible Universe Stocks Selection Reconstitution Companies with more than 50% domestic revenues Nifty MidSmallcap 400 Semi-Annual (Mar-Sep) within the basic industries Weight = Free Float Mcap Index from the
Slide 14: Motilal Oswal Nifty MidSmall India Consumption Index Fund
Motilal Oswal Nifty MidSmall India Consumption Index Fund Type of Scheme Investment Objective An open ended fund replicating / tracking The investment objective of the scheme is to the Nifty MidSmall India Consumption Total provide returns that, before expenses, correspond Return Index to the total
Slide 15: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Motilal Oswal Nifty Mid Small India • Return that corresponds to the returns of the Nifty Midsmall Nifty Midsmall India Consumption Total Return Index Consumption Ind
Slide 16: 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 17: 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 18: 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
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