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 Mutual Fund — Investor Presentation (June 2026)
30 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, June 2026
Slide 1: Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds
(motilal oswal think w DOES THIS APPEAL TO YOU? [vi Flexicap Exposure [vj Passive Fund Introducing Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds Jun-2026
Slide 2: Three Segments, One Big Question: Where to Invest?
Three Segments, One Big Question: Where to Invest?
Slide 3: What each segment represents?
What each segment represents ? Established, well-known and often market leaders Relatively lower volatile during market downturns Blend of relatively Stable & Growing companies Growing companies often transitioning to large caps Emerging Companies Represent new industries or underserved markets Sour
Slide 4: Different Market Caps Reflect Different Industry Profiles
Different Market Caps Reflect Different Industry Profiles Each segment is led by different key industries Industry Large Cap Mid Cap Small Cap Diversified FMCG 100% - - FMCG & Minerals have a Consumable Fuels (Coal) 100% - - strong presence in the Large caps Trading - Minerals 100% - - Refineries &
Slide 5: Market-Cap Leadership Rotation
Market-Cap Leadership Rotation Over 19 years, leadership has rotated among all three segments, with no segment maintaining a long-term lead, making prediction essentially impossible. 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 CYTD Smallcap Largecap
Slide 6: Not All Segments are in a Bull or Bear at the Same Time
Not All Segments are in a Bull or Bear at the Same Time Large caps recovered quickly and Large caps held steady Large caps then stayed flat, while mid and small while corrections started Mid & Small led the bull caps kept rising for 5+ years after in smaller cap segments caps led the run the crisis
Slide 7: Past Performance Doesn't Guarantee Future Success
Past Performance Doesn’t Guarantee Future Success A disciplined equal-weight approach has outperformed the habit of “chasing the top performers” Growth of ₹1,00,000 invested on 01-Jan-2007 (~19 years) Total Portfolio Value Annualised Return Investment (30-Jun-26) (CAGR) Chasing the Leaders: ₹ 1,00,0
Slide 8: Dilemma
Dilemma How to reduce risk? Which segment to When to invest in? rebalance? How much to invest? When to invest? Source/Disclaimer : MOAMC. This information is for general purposes only and is not an offer, recommendation, or solicitation to invest. The characteristics described are for informational
Slide 9: Three Segments, One Simple Strategy
Three Segments, One Simple Strategy
Slide 10: Equal Exposure to All Market Caps in One Fund
Equal Exposure to All Market Caps in One Fund Large Cap 1/3rd Motilal Oswal Diversified Equity ₹ Mid Cap 1/3rd Flexicap Passive FoFs Small Cap 1/3rd Note : The scheme will start with equal allocation across all segments. Allocations will be reviewed quarterly and rebalanced if any segment deviates b
Slide 11: The Approach: Equal Weighting
The Approach: Equal Weighting Discipline Objective driven approach to maintain How it Works allocations and prevents bias Consistency When one Segment rallies, profits are Maintains steady exposure across all trimmed and reinvested in underweighted segments segments. Diversification Spreads risk eve
Slide 12: Un-biased exposure to all market cap segments
Un-biased exposure to all market cap segments Equal Exposure to Skewed towards Skewed towards No Exposure to All Segments Large Cap Small Cap Small Cap Exposure to only Large cap 25% 33% 50% 50% 25% Small Cap 33% 100% 100% 100% Mid Cap Large Cap 30% 50% 50% 33% 20% Flexicap Passive Nifty500 Nifty 50
Slide 13: Performance
Performance Over the long term, the strategy has shown similar performance with other variants. Large cap : Mid Nifty500 Multicap Nifty 500 Equal Nifty LargeMid 250 Nifty 100 Equal Nifty 50 Equal Nifty Top 10 Equal cap : Small cap 50:25:25 TR Index Weight TR Index TR Index Weight TR Index Weight TR
Slide 14: Flexicap doesn't predict rotation—it captures it automatically
Flexicap doesn't predict rotation—it captures it automatically. 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 CYTD Smallcap Largecap Smallcap Midcap Largecap Midcap Largecap Smallcap Smallcap Midcap Smallcap Largecap Largecap Smallcap Smallcap Largeca
Slide 15: Beyond the Conventional Allocation
Beyond the Conventional Allocation
Slide 16: Flexi-cap AUM tilted towards Large Caps
Flexi-cap AUM tilted towards Large Caps Historically, Flexi Cap category has predominantly maintained a large cap bias, with relatively lower allocation to mid & small cap segments Current Breakdown of Flexi cap AUM Historical Equity Allocation of Flexi cap AUM ₹ 0.5 lac cr ₹ 0.7 lac cr ₹ 3.3 lac cr
Slide 17: Rising Market-Cap Share of Mid & Small Caps
Rising Market-Cap Share of Mid & Small Caps Mid & small caps now hold a relatively larger share of the market cap compared to 5 years ago % Share of Market Cap 7.1% 11.8% 16.1% 23.2% 34.1% 22.3% 76.8% 65.9% 2020 2025 Large Cap Mid Cap Small Cap Source/Disclaimer: Factset. Data as of 31-Dec-2025. Com
Slide 18: Profit Growth in Mid Cap & Small Cap Largely In Line
Profit Growth in Mid Cap & Small Cap Largely In Line 5 Year CAGR (FY2021 - FY2026) Revenue PAT Growth Growth Large Cap 16.3% 20.3% Over the past 5 years, both Mid caps & Mid Cap 12.0% 19.0% Small caps have experienced similar growth in profitability as compared to Small Cap 14.8% 21.3% Large caps. ^
Slide 19: Recent Corrections open up Recovery Potential
Recent Corrections open up Recovery Potential With 50% of small caps & 41% of mid caps correcting over 20% from their annual peak, the segments show strong potential for recovery % of the stocks of each segment Fall from Peak range Large Cap Mid Cap Small Cap Upto 10% 36% 32% 28% -10% to -20% 35% 27
Slide 20: Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds
Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds
Slide 21: About the Fund
About the Fund Type of Scheme Investment Objective An open ended fund of funds scheme investing in Passive Funds. The investment objective of the scheme is to generate long term growth/capital appreciation by predominantly investing in passive funds such as ETFs/Index Funds of equity and equity rela
Slide 22: Methodology
Methodology Objective: Equal exposure across large, mid and small cap segments Large Cap Mid Cap Small Cap Nifty 100 Index Nifty Midcap 150 Index Nifty Smallcap 250 Index 1/3rd 1/3rd 1/3rd Rebalancing Frequency: Quarterly Buffer: ±5% tolerance band around each target Mechanism: Rebalance only when a
Slide 23: Flexible Weight Movement
Flexible Weight Movement Post rebalancing, segment weights remain flexible to market movements Quarterly Rebalance Weights Shifts Large Cap Mid Cap Small Cap 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 202
Slide 24: Lumpsum Performance
Lumpsum Performance Over long term, the strategy has delivered better performance than the benchmark Large cap : Mid cap : Small cap Nifty 500 TRI Nifty 50 TRI (1/3rd each) 1 Year 0.25% -1.71% -5.42% 3 Year 16.89% 12.93% 8.81% Annualized Returns 5 Year 15.34% 12.41% 9.99% 7 Year 18.13% 14.38% 11.92%
Slide 25: SIP Performance
SIP Performance Large cap : Mid cap : Small cap (1/3rd each) 1 Year 3 Year 5 Year 10 Year 15 Year Returns 7.26% 9.05% 14.07% 16.44% 16.32% Amount Invested 1,20,000 3,60,000 6,00,000 12,00,000 18,00,000 Market Value 1,24,612 4,12,406 8,53,155 28,41,050 69,13,797 Nifty 500 TRI 1 Year 3 Year 5 Year 10
Slide 26: Rolling Returns
Rolling Returns 3 Year Rolling Returns 5 Year Rolling Returns Large cap : Mid Large cap : Mid cap : Small cap Nifty 500 TRI cap : Small cap Nifty 500 TRI (1/3rd each) (1/3rd each) Average 14.68% 12.82% 14.78% 13.04% Median 15.73% 13.62% 15.22% 13.48% Min -11.98% -8.71% -3.11% -1.62% Max 39.50% 34.12
Slide 27: Historical Performance
Historical Performance Historically, the strategy has delivered better performance than the benchmark Nifty 500 TRI Large cap : Mid cap : Small cap (1/3rd each) 1,800 1,600 1,400 1,200 1,000 800 600 400 200 - Note : The scheme will start with equal allocation across all segments. Allocations will be
Slide 28: Key Takeaways
Key Takeaways Equal Exposure to all Capturing growth potential segments of Mid & Small caps Automatic Buy Low – Sell High mechanism upon Better Risk adjusted returns rebalancing
Slide 29: Disclaimer
Disclaimer This has been issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained herein is for general purposes only and not a complete disclosure of every material fact. The stocks/sectors mentioned herein are used fo
Slide 30: Thank you
Thank you
Motilal Oswal Mutual Fund — Investor Presentation (June 2026) on 6ix