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 (May 2025)
38 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, May 31, 2025
Slide 1: Lead with Momentum: Nifty 500 Momentum 50 Index Fund
(motilal Think Equity OSWAL Think Motilal Oswal Mutual Fund Lead with Momentum 31-May-25 Motilal Oswal . Nifty 500 Momentum 50 Index Func om India's 1* Nifty 500 Momentum 50 fund
Slide 2: 14 years of innovations in passive funds space
14 years of innovations in passive funds space 2010 2011 2019 2020 2021 2022 2023 2024 2025 Nifty 500, Midcap 150 Passive India’s First India’s First India’s First Smallcap Asset Smart Beta Microcap 1000 stock 250 Allocation Index Fund ETF Index Product Index Fund Funds Factor- Nasdaq S&P 500 based
Slide 3: The Momentum Factor
(motilal oswal Mutual Fund The Momentum Factor
Slide 4: Momentum Investing
Momentum Investing Source/Disclaimer: Factor-based investing involves risks specific to each factor and may lead to underperformance in certain market conditions. There can be no assurance that the objectives of the investment strategy or the factors discussed will be achieved. Investors should cons
Slide 5: Why does Momentum Investing Work?
Why does Momentum Investing Work? Stock Price Pendulum Investors generally over- Majority of the investors react or under-react to exhibit irrational behavior information Under Value Overvalued Undervalued Positive Momentum Positive Momentum Overvalued Undervalued Negative Momentum Negative Momentum
Slide 6: Growth of Momentum Investing in India
Growth of Momentum Investing in India Factor Investing is fairly new in India, however out of the total AUM in the factor funds, Momentum funds has the highest share. Factors & Momentum AUM 32.65% 60,000 50,000 INR Crores 40,000 33.62% 30,000 20,000 29.09% 31.38% 10,000 9.05% 0 Other Factors Momentu
Slide 7: Nifty 500 Momentum 50 Index
(motilal oswal Mutual Fund Nifty 500 Momentum 50 Index
Slide 8: Index Methodology
Index Methodology Source/Disclaimer: Niftyindices. Data as on 31-May-25 ; *Computed using combination of 6 month and 12 month returns, adjusted for volatility. For detailed methodology please visit niftyindices.com. The above table is used to explain the concept and is for illustration purpose only
Slide 9: Why Momentum Factor on Nifty 500?
Why Momentum Factor on Nifty 500 ? Disclaimer: This chart is used to explain the concept and is for illustration purpose only and should not be used as development or implementation of any investment strategy. It should not be construed as investment advice to any party.Factor-based investing involv
Slide 10: Outperformance of Momentum Index vs Market-Cap Index
Outperformance of Momentum Index vs Market-Cap Index Nifty 50 Nifty 500 Momentum 50 (Since April 2005, Nifty 50 has grown by 15 times) (Since April 2005, momentum index has grown by 58 times) 15x 14.5% (CAGR) 63x 22.8% (CAGR) 15,36,073 63,27,733 Value of ₹1,00,000 invested on 1st April, 2005 Value o
Slide 11: Outperformance over Nifty 50
Outperformance over Nifty 50 Excess Returns over Nifty 50 TRI 9.1% 7.9% 5.9% 6.3% 8.5% 11.1% 15.6% 22.3% 14.0% 12.7% 12.5% -19.4% 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year Nifty 50 Excess Return Source/Disclaimer: niftyindices. Performance as of close of 30-Sep-05 to 31-May-25 . Performance result
Slide 12: Dynamic Sector Rotation via Momentum Strategy
Dynamic Sector Rotation via Momentum Strategy Nifty 500 Momentum 50 Index can catch market trends early with dynamic sector rotation Healthcare Commodities Industrials Energy Financial Services Consumer Discretionary Fast Moving Consumer Goods Telecommunication Information Technology Services Utilit
Slide 13: Dynamic Sector Rotation via Momentum Strategy
Dynamic Sector Rotation via Momentum Strategy 2020 2021 2021 2022 Source/Disclaimer: NSE. Data from 31-Dec-20 to 31-May-25 Macro Economic Sectors as per AMFI Industry Classification as on 31-May-25. The stocks/sectors mentioned above are used to explain the concept and is for illustration purpose on
Slide 14: Momentum Factor Performance across Market Cycles
Momentum Factor Performance across Market Cycles Momentum factor tends to significantly outperform in Bull Market cycles Market Cycle Value Quality Low Vol Momentum Nifty 50 TRI Bull 30.7% 25.0% 24.7% 40.3% 25.4% Bear -48.9% -27.1% -25.6% -42.4% -38.8% Recovery 45.1% 41.0% 37.8% 39.0% 34.2% Value =
Slide 15: Index Composition
Index Composition Top 10 Constituents Macro-Economic Sectors (AMFI) Company Name Weights Consumer Discretionary 32.1 Divi'S Laboratories Ltd. 6.0% Bse Ltd. 5.8% Healthcare 16.9 Mahindra & Mahindra Ltd. 5.4% Tech Mahindra Ltd. 5.0% Persistent Systems Ltd. 4.7% Financial Services 16.3 Eternal Ltd. 4.7
Slide 16: Calendar Year Returns
Calendar Year Returns “Nifty 500 Momentum 50” has outperformed “Nifty 50” in 13 out of last 19 years Nifty500 Momentum 50 TRI Nifty 50 TR Index 128.93% 77.59% 78.85% 70.27% 69.51% 60.27% 56.80% 61.26% 51.57% 47.71% 41.90% 29.43% 32.90% 30.27% 25.59% 27.20% 20.61% 19.22% 20.97% 16.14% 21.30% 12.82% 1
Slide 17: Risk-Return Profile
Risk-Return Profile Data Label 1 year 3 year 5 year 10 year 15 year Nifty500 Momentum 50 TRI -8.4% 23.5% 31.5% 19.0% 21.0% CAGR Nifty 50 TRI 11.1% 15.6% 22.3% 12.7% 12.5% Nifty500 Momentum 50 TRI 26.7% 21.0% 20.7% 20.7% 19.3% Annualised Volatility Nifty 50 TRI 15.5% 12.9% 14.7% 16.5% 16.6% Nifty500
Slide 18: Rolling Returns
Rolling Returns 3 Year Rolling Returns 5 Year Rolling Returns Nifty500 Momentum 50 Nifty500 Momentum 50 Nifty 50 TRI Nifty 50 TRI TRI TRI Average 19.6% 12.1% 20.0% 12.2% Median 18.7% 12.3% 21.8% 13.1% Min -15.3% -5.0% -4.7% -1.6% Max 46.2% 33.2% 36.8% 26.7% Returns Range % of Total Observation Negat
Slide 19: Index SIP Returns
Index SIP Returns Nifty500 Momentum 50 TRI 1 Year 3 Year 5 Year 10 Year Returns -10.7% 19.7% 23.0% 21.3% Amount Invested 1,20,000 3,60,000 6,00,000 12,00,000 Market Value 1,13,050 4,80,141 10,60,648 36,94,941 Nifty 50 TRI 1 Year 3 Year 5 Year 10 Year Returns 6.9% 14.7% 15.5% 14.7% Amount Invested 1,
Slide 20: Nifty200 Momentum 30 vs Nifty500 Momentum 50
Nifty200 Momentum 30 vs Nifty500 Momentum 50 Nifty200 Momentum 30 Nifty500 Momentum 50 200 stocks 500 stocks Universe (Large and Midcap) (Large, Mid and Smallcap) Momentum 6 month and 12 month 6 month and 12 month Number of stocks 30 50 Large – 74% Large – 44% 3 Yr. Avg. L / M / S cap holding Mid –
Slide 21: Capture the momentum across market cap – Large, Mid & Small
Capture the momentum across market cap – Large, Mid & Small Nifty500 Momentum 50 Nifty200 Momentum 30 Large Cap Mid Cap Small Cap Large Cap Mid Cap Small Cap May-2025 34.3 49.2 16.5 May-2025 64.3 35.7 Dec-2024 Dec-2024 Jun-2024 Jun-2024 Dec-2023 Dec-2023 Jun-2023 Jun-2023 Dec-2022 Dec-2022 Jun-2022
Slide 22: Outperformance over Nifty 200 Momentum 30
Outperformance over Nifty 200 Momentum 30 Excess Returns over Nifty 200 Momentum 30 TRI 5.8% 3.1% 1.8% 2.6% 1.1% 1.4% 20.4% 25.7% 17.3% 17.9% 19.1% -9.8% 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year Nifty 200 Momnetum 30 Excess Return Source/Disclaimer: MOAMC Research,NSE; Data as of 31-May-2025. The
Slide 23: Why should you invest?
Why should you invest ? Source/Disclaimer: The above chart is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy. Past performance may or may not be sustained in future.
Slide 24: Motilal Oswal Nifty 500 Momentum 50 Index Fund
Motilal Oswal Nifty 500 Momentum 50 Index Fund
Slide 25: Motilal Oswal Nifty 500 Momentum 50 Index Fund
Motilal Oswal Nifty 500 Momentum 50 Index Fund Type of Scheme Investment Objective An open ended fund replicating/tracking The investment objective of the scheme is to Nifty500 Momentum 50 Total Return Index provide returns that, before expenses, correspond to the total returns of the securities as
Slide 26: Motilal Oswal Nifty 500 Momentum 50 ETF
Motilal Oswal Nifty 500 Momentum 50 ETF Type of Scheme Investment Objective An open ended fund replicating/tracking The investment objective of the scheme is to Nifty500 Momentum 50 Total Return Index provide returns that, before expenses, correspond to the total returns of the securities as represe
Slide 27: Annexure
(motilal oswal Mutual Fund Annexure
Slide 28: Strong Outperformance to Nifty 50
Strong Outperformance to Nifty 50 “Nifty 500 Momentum 50” has significantly outperformed “Nifty 50” over the last 19 years Nifty500 Momentum 50 TRI Nifty 50 TR Index 6,000 5,000 4,000 3,000 2,000 1,000 - Source/Disclaimer: niftyindices. Performance as of close of 16-Sep-05 to 31-May-25 . Performance
Slide 29: Drawdowns comparison
Drawdowns comparison “Nifty 500 Momentum 50” has seen drawdowns for longer period as compared to “Nifty 50” Nifty500 Momentum 50 TRI Nifty 50 TR Index 0% -10% -20% -30% -40% -50% -60% -70% -80% Source/Disclaimer: niftyindices: Performance as of close of 16-Sep-05 to 31-May-25. Performance results ha
Slide 30: Index Methodology
Index Methodology Source/Disclaimer: MOAMC Research,NSE; Data as of 31-May-2025. The information / data herein alone is not sufficient and should not be used for implementation of an investment strategy. The table/charts mentioned above are used to explain the concept and is for illustration purpose
Slide 31: Risk-Return Profile
Risk-Return Profile Nifty200 Nifty500 Period Nifty 50 TRI Momentum 30 TRI Momentum 50 TRI 1 year -9.8% -8.4% 11.1% Annualized Returns 3 year 20.4% 23.5% 15.6% 5 year 25.7% 31.5% 22.3% 10 year 17.9% 19.0% 12.7% 15 year 19.1% 21.0% 12.5% 1 year 23.9% 26.7% 15.5% Annualized Volatility 3 year 18.8% 21.0
Slide 32: Index Fund Lumpsum Performance
Index Fund Lumpsum Performance Regular Plan 6 Months 3 Year 5 Year 7 Year Since Inception Current Value of Current Value of Current Value of Current Value of Current Value of CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. CAGR (%) Investme
Slide 33: ETF Lumpsum Performance
ETF Lumpsum Performance 6 Months 3 Year 5 Year 7 Year Since Inception Current Value of Current Value of Current Value of Current Value of Current Value of CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. 10,000 10,
Slide 34: Illustration – How Momentum is calculated
Illustration – How Momentum is calculated Order Source/Disclaimer: The table above is used to explain the methodology and concept for illustration purpose only and should not be used for the development or implementation of an investment strategy. It should not be construed as investment advice to a
Slide 35: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Motilal Oswal Nifty 500 Momentum 50 • Return that corresponds to the returns of the Nifty 500 Nifty 500 Momentum 50 Total Return Index Index Fund Momentum 50 Total Re
Slide 36: Disclaimer
Disclaimer Top 50 performing stocks refers to selection on the basis of volatility adjusted returns 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 fo
Slide 37: 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 38: 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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