Motilal Oswal Mutual Fund - Motilal Oswal Nifty 100 ETF · NSE:MONIFTY100
Motilal Oswal Mutual Fund - Motilal Oswal Nifty 100 ETF — Motilal Oswal Mutual Fund — Investor Presentation (June 2026)
22 slides from Motilal Oswal Mutual Fund - Motilal Oswal Nifty 100 ETF's investor presentation, June 2026
Slide 1: Thought Leaders in Equity: Focused, Process Driven, Ideas Powerhouse
THOUGHT LEADERS IN EQUITY Focused, Process Driven, Ideas Powerhouse www.motilaloswalmf.com
Slide 2: Hi-Quality, Hi-Growth: Benefit From Both
HI-QUALITY HI-GROWTH BENEFIT FROM BOTH Motilal Oswal’s investing process builds Hi-Quality and Hi-Growth portfolios. Entity Name: Motilal Oswal Mutual Fund | SEBI registered Number: MF/063/09/04 Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The ter
Slide 3: Growth Oriented Themes which could be potential leaders of the cycle
Growth Oriented Themes which could be potential leaders of the cycle Tech & Tech Healthcare China + 1 Make in India Financialisation Urbanization Services Ecosystem High AUM Growth New Age Consumer Chemicals Auto + EV Retail Focused Leisure & Luxury Hospitals Tech Lenders Electronic Capital Goods &
Slide 4: High Quality & High Growth Focused House
High Quality & High Growth Focused House www.motilaloswalmf.com
Slide 5: Risk Management Framework for Sustainability
Risk Management Framework for Sustainability • Body Text Source: MOAMC Internal. Past Performance may or may not be sustained in the future. The above data/graph is used to explain the concept and is for illustration purpose only and should not be used for development or implementation of an investm
Slide 6: Skin In The Game
Skin In The Game What is at Stake? ~ 7,200 + CR Source: MO AMC Internal Research. Data as on 30th March 2026. www.motilaloswalmf.com
Slide 7: Risk Return Spectrum - Active Equity Funds
Risk Return Spectrum - Active Equity Funds Source: Internal MOAMC Research. Disclaimer:This data should not used for development or implementation of an investment strategy. Past performance may or may not be sus tained in future. www.motilaloswalmf.com
Slide 8: Motilal Oswal FlexiCap Fund
Motilal Oswal FlexiCap Fund Ready, Set and Grow! www.motilaloswalmf.com
Slide 9: Flexi Cap Category: Market Cap Agnostic
Flexi Cap Category: Market Cap Agnostic Large Cap Top 100 Companies Flexi Cap Funds: Midcap Free to invest in 101st to 250th Company companies across market cap spectrum Small Cap 251st and Beyond Source: AMFI & SEBI. Data as on 31 st December 2024 (Latest data) www.motilaloswalmf.com
Slide 10: Why Flexi Caps
Why Flexi Caps 1 Invest across the market cap spectrum without restictions 2 Dynamic shift between Large cap, Mid cap and Small cap segments of the market 3 Market cap agnosticism provides diversification benefits 4 Risk mitigation 5 Market cycles of Large caps, Mid caps and Small caps outperforming
Slide 11: Introducing Motilal Oswal Flexi Cap Fund
Introducing Motilal Oswal Flexi Cap Fund INVESTMENT UNIVERSE: INVESTMENT PHILOSOPHY: CURRENT HOLDINGS: Consisting of, but not limited to Q.G.L.P Sector Leaders Across Market Caps opportunities from NIFTY 500 Universe INVESTMENT FRAMEWORK: PORTFOLIO ORIENTATION: SKIN IN THE GAME: Winner Categories, C
Slide 12: Current Positioning
Current Positioning www.motilaloswalmf.com
Slide 13: Market Cap Mix
Market Cap Mix 100.00 25.00 1.4 LHS RHS 2.1 1.3 10.3 MCAP 90.00 6.5 CASH 1.4 14.1 21.7 1.9 80.00 1.4 3.7 20.00 2.1 2.1 49.8 31.8 70.00 37.9 48.7 49.0 45.3 24.5 28.6 60.00 46.2 27.4 40.0 15.00 43.5 36.2 50.00 40.00 10.00 30.00 52.6 55.5 51.2 50.1 47.3 43.9 46.8 20.00 42.5 42.6 40.6 40.4 5.00 36.4 36.
Slide 14: Portfolio Update – Motilal Oswal Flexi Cap Fund
Portfolio Update – Motilal Oswal Flexi Cap Fund Electrical Equipment 17.9% Market Cap - Bands % Retailing 5.5% CG Power 6.7% >= 1Lakh Cr 41.3% Eternal 5.5% Waaree Energies 3.8% >= 75K Crs 9.0% Pharmaceuticals & Biotechnology 4.3% Siemens 2.7% >= 50K Crs 17.9% OneSource Specialty Pharma 2.9% Suzlon E
Slide 15: Scheme Performance
SCHEME PERFORMANCE MUTUAL FUNDS 1 Year 3 Years 5 Years Since Inception Point to Point Returns (%) CAGR (%) Rs. 10,000 CAGR (%) Rs. 10,000 CAGR (%) Rs. 10,000 CAGR (%) Rs. 10,000 Motilal Oswal Flexi Cap Fund – Reg (G) -7.84 9,216 17.79 16,350 11.91 17,562 15.62 58,556 Nifty 500 TRI (Benchmark) -1.71
Slide 16: www.motilaloswalmf.com
For performance of other schemes managed, please refer the Annexure: https://www.motilaloswalmf.com/downloads/leaflets-brochures www.motilaloswalmf.com
Slide 17: www.motilaloswalmf.com
For performance of For other schemes managed, performance please refer of other schemes the Annexure: managed, www.motilaloswalmf.com https://www.motilaloswalmf.com/CMS/assets/uploads/Documents/3acb6-mf-annexure-october-2025.pdf please refer the Annexure: https://www.motilaloswalmf.com/downloads/lea
Slide 18: Fund Facts
Fund Facts Type of the Scheme Flexi cap Fund - An open ended equity scheme investing across large cap, mid cap, small cap stocks Category of the Scheme Flexi cap The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in equity & equity Investment O
Slide 19: Fund Facts
Fund Facts Plans Regular Plan and Direct Plan Options (Under each plan): Dividend (Payout and Reinvestment) and Growth Minimum Application Amount: Rs. 500/- and in multiples of Re. 1/- thereafter Additional Application Amount: Rs. 500/- and in multiples of Re. 1/- thereafter Rs. 500 and in multiples
Slide 20: Product Labelling
Product Labelling www.motilaloswalmf.com
Slide 21: 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 22: Thank You
motilal motile think wealth creatior Thank You www.motilaloswalmf.com
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