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 (July 2025)
21 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, July 2025
Slide 1: Thought Leaders In Equity
Thought Leaders In Equity Focused, Process Driven, Ideas Powerhouse Think Equity. Think Motilal Oswal. www.motilaloswalalt.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 & Hi-Growth portfolios. Our process. Your success. Think Equity. Think Motilal Oswal. Think Equity. Think Equity. Think Think Motilal Motilal Oswal. Oswal. www.motilaloswalmf.com www.motilaloswalalt.com
Slide 3: Growth Oriented Themes which could be potential leaders of the cycle
Growth Oriented Themes which could be potential leaders of the cycle Pharma Source: MOFSL. The above graph/sector 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 su
Slide 4: Entrepreneurs Are The Backbone Of Economy
Entrepreneurs Are The Backbone Of Economy The above graph/sector 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 and future returns are not guar
Slide 5: Corporate Of Today, Started By Entrepreneurs Have Built Tremendous Wealth
Corporate Of Today, Started By Entrepreneurs Have Built Tremendous Wealth Think Equity. Think Motilal Oswal. www.motilaloswalalt.com
Slide 6: Top 10 Wealth Creators Of 25 Yrs All Founders Driven!
Top 10 Wealth Creators Of 25 Yrs All Founders Driven! The Stocks mentioned above are used for explanatory purpose about investment strategy theme of the manager and it should not be used for development or implementation of any investment strategy. Further It should not be construed as investment ad
Slide 7: Leaps Of Improvement In Ease Of Doing Business In India
Leaps Of Improvement In Ease Of Doing Business In India The above graph/theme 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 and future returns
Slide 8: PLI Scheme- A Game Changer In Reigniting Promoter Spirits
PLI Scheme- A Game Changer In Reigniting Promoter Spirits The Stocks mentioned above are used for explanatory purpose about investment strategy theme of the manager and it should not be used for development or implementation of any investment strategy. Further It should not be construed as investmen
Slide 9: Low Wage, Low Debt & High Working Population Are Compounding Opportunities
Low Wage, Low Debt & High Working Population Are Compounding Opportunities Think Equity. Think Motilal Oswal. www.motilaloswalalt.com
Slide 10: Promoter Holding: India Ranks High
Promoter Holding: India Ranks High Promoter Holding as a % of Market Cap of top 10 Countries (basis listed Market Cap) Think Equity. Think Motilal Oswal. www.motilaloswalalt.com
Slide 11: Introducing Motilal Oswal Founders Portfolio
Introducing Motilal Oswal Founders Portfolio Think Equity. Think Motilal Oswal. www.motilaloswalalt.com
Slide 12: Two-fold Investment Objective
Two-fold Investment Objective Think Equity. Think Motilal Oswal. www.motilaloswalalt.com
Slide 13: Additional Capital Preservation Via Progressive Risk Management
Additional Capital Preservation Via Progressive Risk Management 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
Slide 14: Investment Framework
Investment Framework Think Equity. Think Motilal Oswal. www.motilaloswalalt.com
Slide 15: Promoter Driven Companies- Delivering higher growth in profitability metrics
Promoter Driven Companies- Delivering higher growth in profitability metrics Think Equity. Think Motilal Oswal. www.motilaloswalalt.com
Slide 16: Promoter Driven Companies- Improving their share in broader market capitalization
Promoter Driven Companies- Improving their share in broader market capitalization Think Equity. Think Motilal Oswal. www.motilaloswalalt.com
Slide 17: Performance Update - PMS
Performance Update - PMS Founders Portfolio S&P BSE 500 TRI 26 24 22 2.10x 20 18 1.67x 16 14 12 10 Apr-25 Mar-23 Mar-24 Nov-24 Aug-23 Aug-24 May- Oct-23 Jun-24 Jun-25 Jan-25 Jan-24 23 Motilal Oswal Founders Strategy BSE 500 TRI Index Motilal OswalFounders FoundersPortfolio Strategy BSE500 BSE 500TRI
Slide 18: Portfolio Update – PMS
Portfolio Update – PMS Make in India - Renewable Energy 17.4 MC-Bands Founders PMS Tech & Tech Services 12.1 Inox Wind 4.1 >= 1Lakh Cr 19% eMudhra 3.4 Premier Energies 3.9 >= 50K Crs 15% Eternal 5.1 Suzlon Energy 5.2 >= 25K Crs 8% C.E. Info Systems 1.8 Waaree Energies 4.2 >= 10K Crs 31% PB Fintech 1
Slide 19: Fund manager and Performance
Fund manager and Performance ❖ Dhaval brings with him an experience of more than 16+ years. ❖ His last stint was with Aditya Birla SunLife AMC as Portfolio Manager ❖ Dhaval’s main domain expertise is in Consumer Staples & Discretionary, Retail, Building Material, Cement and Media sector. ❖ He has wo
Slide 20: Disclaimers and Disclosures
Disclaimers and Disclosures Important Disclosures: The Portfolio Manager provides the facility to the Client for Direct on-boarding with us without any involvement of a broker/distributor/agent engaged in distribution services. The Client can sign up for our services by writing to us at pmsquery@mot
Slide 21: Thank You
Thank You Think Equity. Think Motilal Oswal. www.motilaloswalalt.com
Motilal Oswal Asset Management Company — Investor Presentation (July 2025) on 6ix