Motilal Oswal Nifty Alpha 50 ETF · NSE:MOALPHA50
Motilal Oswal Nifty Alpha 50 ETF — Motilal Oswal Nifty Next 50 Index Fund & ETF — Investor Presentation (June 2026)
23 slides from Motilal Oswal Nifty Alpha 50 ETF's investor presentation, Jun 30, 2026
Slide 1: Motilal Oswal Nifty Next 50 Index Fund & ETF
Motilal Oswal Nifty Next 50 Index Fund & ETF (An open ended scheme replicating/tracking Nifty Next 50 Total Return Index) 30 Jun 2026
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? Cornerstone of Investment Philosophy
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 principal of Q G L P Easy Economic Effective Easy to Low cost Effective for Quality of Growth in Longevity of Price unde
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 ~1,00,000 crores PMS and AIFs • 30+ PMS and AIFs (Alternates) • Total AUM ~37,000 crores • 60+ Passive schemes (Index Funds, ETFs & FoFs) Passive Schemes •
Slide 5: Motilal Oswal Nifty Next 50 Index Fund & ETF
Motilal Oswal Nifty Next 50 Index Fund & ETF
Slide 6: Motilal Oswal Nifty Next 50 Index Fund
Motilal Oswal Nifty Next 50 Index Fund Type of Scheme Investment Objective An open ended scheme replicating/tracking The Scheme seeks investment return that Nifty Next 50 Total Return Index corresponds to the performance of Nifty Next 50 Total Return Index subject to tracking error. However, there c
Slide 7: Motilal Oswal Nifty Next 50 ETF
Motilal Oswal Nifty Next 50 ETF Type of Scheme Investment Objective An open ended scheme replicating/tracking The Scheme seeks investment return that Nifty Next 50 Total Return Index corresponds (before fees and expenses) generally to the performance of the Nifty 50 Total Return Index, subject to tr
Slide 8: About: Nifty Next 50 Index
About: Nifty Next 50 Index Index Objective: The index is designed to measure the performance of 50 companies from the constituents of Nifty 100 Index after excluding the constituents of Nifty 50 Index. Index Methodology Snapshot: Universe All constituents of Nifty 100 Index form part of eligible uni
Slide 9: Key Attributes of Nifty Next 50
Key Attributes of Nifty Next 50 Diversification Benefit at both stock and Provides exposure to sector level unique businesses Blue Chips of Blends the flavour tomorrow – offers of Large Cap and high potential growth Mid cap segment Source: NSE, as of 30-Jun-2026 10
Slide 10: Index Composition
Index Composition Top 10 Constituents Macro-Economic Sectors (AMFI): Nifty Next 50 S. No. Company Name Weight Index 1 Adani Power Ltd. 3.8% Financial Services 21.1 2 Tata Motors Ltd. 3.6% Industrials 17.7 3 Divi'S Laboratories Ltd. 3.4% 4 Hindustan Aeronautics Ltd. 3.4% Consumer Discretionary 16.7 5
Slide 11: Sector Diversification with Nifty Next 50 Index Fund
Sector Diversification with Nifty Next 50 Index Fund Nifty Next 50 index complements Nifty 50 index as the former offers: - Exposure to new businesses within respective broad sector - Diversified allocation across sectors. NIFTY 50 NIFTY NEXT 50 37.0 21.1 17.7 16.7 12.2 10.9 10.5 9.8 8.6 6.8 6.6 6.5
Slide 12: Contrast within the constituents
Contrast within the constituents There is a sharp difference between largest and smallest company which is much pronounced in Nifty 50 ~(10.7%) than Nifty Next 50 ~(3.1%) Nifty Next 50 offers relatively balanced representation within its constituents Largest Median Smallest Largest Median Smallest 1
Slide 13: The Incubator of Nifty 50
The Incubator of Nifty 50 Whenever new companies graduate to Nifty 50, they are usually selected from the Nifty Next 50 In the last 17 years, 45 stocks have moved from Nifty Next 50 to Nifty 50 which is also why Nifty Next 50 is generally referred as a basket of ‘tomorrow’s blue- chip companies.’ 7
Slide 14: Historical Performance
Historical Performance Nifty 50 TR Index Nifty Next 50 TR Index 1,600.0 1,395.4 1,400.0 1,200.0 897.2 1,000.0 800.0 600.0 400.0 200.0 - Source/Disclaimer: niftyindices; Performance as of close of 30-Sep-2005 – 30-Jun-2026. Performance results have many inherent limitations and no representation is b
Slide 15: Index Performance
Index Performance Data Label 1 year 3 year 5 year 10 year 15 year Nifty Next 50 TRI 4.83% 18.79% 14.18% 14.50% 14.38% CAGR Nifty 50 TRI -5.42% 8.80% 9.98% 12.50% 11.42% Nifty Next 50 TRI 16.78% 18.38% 17.81% 18.16% 18.08% Annualised Volatility Nifty 50 TRI 12.90% 13.08% 13.74% 16.15% 16.32% Nifty Ne
Slide 16: Index SIP Returns
Index SIP Returns Nifty Next 50 TR Index 1 year 3 year 5 year 7 year 10 year 15 year SIP Returns 11.04% 11.04% 14.34% 16.34% 14.46% 15.19% Amount Invested 1,20,000 3,60,000 6,00,000 8,40,000 12,00,000 18,00,000 Market Value 1,26,980 4,24,543 8,58,913 15,03,206 25,54,810 62,68,760 Data as of close of
Slide 17: Drawdowns
Drawdowns 0% -10% -20% -30% -40% -50% -60% -70% -80% Nifty 50 TR Index Nifty Next 50 TR Index Source/Disclaimer: niftyindices; Performance as of close of 30-Sep-2005 – 30-Jun-2026. Performance results have many inherent limitations and no representation is being made that any investor will, or is li
Slide 18: Valuations
(motilal oswal think wealth creation A Valuations motilal oswal | mutual fund
Slide 19: Valuation Multiples
Valuation Multiples Nifty Next 50 Index P/E 80.0 70.0 60.0 50.0 40.0 30.0 20.0 10.0 0.0 18.67 Nifty Next 50 Index P/B Nifty Next 50 Index Div Yield % 6.0 2.5 5.0 2.0 4.0 1.5 3.0 3.47 1.0 2.0 1.23 1.0 0.5 0.0 0.0 Source/Disclaimer: www.niftyindices.com; Data as of close of 30-Jun-2011 – 30-Jun-2026;
Slide 20: Scheme Performance – Regular Plan
Scheme Performance – Regular Plan Lumpsum Performance 1 Year 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 CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investment of Rs
Slide 21: Scheme Performance – Direct Plan
Scheme Performance – Direct Plan Lumpsum Performance 1 Year 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 CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investment of Rs.
Slide 22: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Nifty Next 50 Total Return Index Motilal Oswal Nifty Next 50 Index • Return that corresponds to the performance of Nifty Next 50 Total Return Index subject to trackin
Slide 23: 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
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