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 BSE Financials ex Bank 30 Index Fund — Investor Presentation (September 2025)
37 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, September 2025
Slide 1: Motilal Oswal BSE Financials ex Bank 30 Index Fund
Motilal Oswal BSE Financials ex Bank 30 Index Fund (An open ended fund replicating/tracking the BSE Financials ex Bank 30 Total Return Index) Sep 25
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 • 20 active funds Active Schemes • Total AUM ~89,000 crores PMS and AIFs • 20+ PMS and AIFs (Alternates) • Total AUM ~33,000 crores • 50+ Passive schemes (Index Funds, ETFs & FoFs) Passive Schemes • Total A
Slide 5: Motilal Oswal BSE Financials ex Bank 30 Index Fund
Motilal Oswal BSE Financials ex Bank 30 Index Fund
Slide 6: How financial sector is connected to your life
How financial sector is connected to your life NBFCs 01 • Home Loans • Credit Cards • Personal Loans Insurance • Life Insurance • General Insurance Capital Markets 03 02 • Mutual Funds • Stock Broking Source/ Disclaimer: The above graph is used to explain the concept and is for illustration purpose
Slide 7: Tapping into growth opportunities
Tapping into growth opportunities
Slide 8: Key areas of growth
Key areas of growth Continued rise in Low penetration of credit growth Insurance Flourishing Capital Markets Source/ Disclaimer: The above content is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy. 9
Slide 9: Why NBFCs Matter in India's Credit Ecosystem?
Why NBFCs Matter in India’s Credit Ecosystem ? Non-Banking Financial Companies (NBFCs) in India play a pivotal role in extending credit to sectors and borrower segments that are often underserved or overlooked by traditional banks. Why Banks Avoid These Sectors ? Micro, Small, and Medium Unsecured P
Slide 10: Credit Growth: NBFCs growing at a rapid pace
Credit Growth: NBFCs growing at a rapid pace NBFCs have grown their credit business by ~12% CAGR in the …helping them increase their share of credit as a % of GDP past 5 years… Credit growth of NBFCs (in lakh-crores) 13.6% 40.3 12.1% 34.0 29.0 27.0 23.2 24.6 FY19 FY20 FY21 FY22 FY23 FY24 FY19 FY24 S
Slide 11: Insurance: Compared to peers, insurance penetration remains low
Insurance: Compared to peers, insurance penetration remains low Insurance Penetration(Insurance Premiums to GDP), particularly in non-life segment, remains low. Insurance penetration - India vs global average (in %) Insurance Penetration in Select Countries in 2023-24 4.2% 2.8% 2.9% 1.0% Life Insura
Slide 12: Insurance: Per capita insurance premium remains very low
Insurance: Per capita insurance premium remains very low In terms of per capita premium, India lags behind the global average Insurance density – India vs global average (in US$) Insurance Density in Select Countries in 2023-24 528 361 70 25 Life Insurance Non-Life Insurance India Global Source/Disc
Slide 13: Capital markets: Growth of Demat A/C & Relentless rise in SIP
Capital markets: Growth of Demat A/C & Relentless rise in SIP Over the past 8 years the Demat accounts have grown at a CAGR of around 29% and SIP contributions have been a game changer Sep-2024 Demat Accounts SIP Flows ₹ 24,509 Cr Sep-2024 17.5 Cr Mar-2020 ₹ 8,641 Cr Mar-2020 Sep-2016 4.1 Cr ₹ 3,698
Slide 14: Untapped opportunity- Probable runway for growth
Untapped opportunity- Probable runway for growth Population 144 crores Aadhaar Card Holders 136 crores Internet Users 120 crores Mobile Subscribers 114 crores Total Enrolled Voters 95 crores E-Commerce Users 80 crores Smartphone Users 65 crores OTT Subscribers 50 crores Social Media Users 40 crores
Slide 15: BSE Financials ex Bank 30 Index
BSE Financials ex Bank 30 Index
Slide 16: Index methodology
Index methodology Constituents of BSE 250 LargeMidcap Index- Financial Sector (excluding Banks) Top 30 companies Maximum weight Rebalanced in basis float adjusted capped at 15% June and December Mcap BSE Financials ex Bank 30 Index Source: BSE, Data as of 30-Sep-25; for detailed index methodology ki
Slide 17: Index Composition
Index Composition Top 10 Constituents Constituent Name Weight Basic Industry (AMFI): BSE Financials Ex-Banks 30 Index Bajaj Finance Limited 15.9% Non Banking Financial Company… 34.3 Bajaj Finserv Ltd. 8.0% Life Insurance 16.9 Jio Financial Services Limited 6.6% Holding Company 11.7 Financial Institu
Slide 18: Sneak peek into industries forming part of the index
Sneak peek into industries forming part of the index Life Insurance Includes companies that only provides life insurance. Eg – SBI Life Non Banking Financial Company (NBFC) Housing Finance Includes consumer loans, credit cards, gold loan. Eg – Bajaj Finance Company Includes companies that provide lo
Slide 19: Long term historical outperformance
Long term historical outperformance BSE Financials ex Bank 30 TRI has closely tracked the BSE 250 LargeMidCap TRI over the last 17 years. BSE 250 LargeMidCap TRI BSE Financials Ex-Banks 30 TRI 1,200 1,000 800 600 400 200 - Source/Disclaimer: BSE; Performance as of close of 30-Sep-10 to 30-Sep-25. Pe
Slide 20: Long term historical outperformance
Long term historical outperformance BSE Financials ex Bank 30 TRI has significantly closely tracked the Nifty 50 TRI over the last 17 years. Nifty 50 TRI BSE Financials Ex-Banks 30 TRI 1,200 1,000 800 600 400 200 - Source/Disclaimer: BSE; Performance as of close of 30-Sep-10 to 30-Sep-25. Performanc
Slide 21: Risk-Return Profile
Risk-Return Profile Data Label 1 year 3 year 5 year 10 year 15 year BSE Financials Ex-Banks 30 TRI 3.25% 20.65% 22.73% 16.21% 14.08% CAGR BSE 250 LargeMidCap TRI -5.04% 15.69% 20.16% 14.35% 12.06% BSE Financials Ex-Banks 30 TRI 19.40% 17.82% 19.33% 22.41% 22.42% Annualised Volatility BSE 250 LargeMi
Slide 22: Index SIP Returns
Index SIP Returns BSE Financials Ex-Banks 30 TRI 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year Returns 16.93% 20.09% 17.77% 17.23% 15.65% 16.55% Amount Invested 1,20,000 3,60,000 6,00,000 8,40,000 12,00,000 18,00,000 Market Value 1,30,651 4,83,138 9,34,607 15,52,082 27,23,117 70,57,310 Data as of clos
Slide 23: Performance across Market Cycles
Performance across Market Cycles Financials ex- Market Cycle Broad Based Bank Bull 21.7% 16.2% Bear -53.2% -41.5% Recovery 44.8% 37.1% • Financial services sector tends to be a play on consumer discretionary & might be the reason for the underperformance in bear markets • Financials ex Bank index ha
Slide 24: Rolling returns
Rolling returns 3 Year Rolling Returns 5 Year Rolling Returns BSE Financials Ex- BSE 250 BSE Financials Ex- BSE 250 Banks 30 TRI LargeMidCap TRI Banks 30 TRI LargeMidCap TRI Average 15.7% 13.5% 15.8% 13.5% Median 16.1% 14.0% 15.9% 14.1% Min -14.7% -4.7% -4.2% -1.1% Max 46.0% 33.9% 31.2% 28.7% Return
Slide 25: Why should you invest?
Why should you invest? To capitalize on the growth Shifting consumer mindset of finanlicialisation of assets from saving to investing Long-term historical Benefit from the companies outperformance that will gain from the vs market consumption theme Source/ Disclaimer: The above content is used to ex
Slide 26: Motilal Oswal BSE Financials ex Bank 30 Index Fund
Motilal Oswal BSE Financials ex Bank 30 Index Fund Type of Scheme Investment Objective An open ended fund replicating/tracking the The investment objective of the scheme is BSE Financials ex Bank 30 Total Return to provide returns that, correspond to the Index total returns of the securities as repr
Slide 27: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* BSE Financials ex Bank 30 Total Return Index Motilal Oswal BSE Financials ex Bank • Return that corresponds to the total returns of the BSE 30 Index Fund Financials e
Slide 28: Scheme Performance
(motilal oswal Mutual Fund Scheme Performance
Slide 29: 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 Rs. CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. CAGR (%)
Slide 30: 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 Rs. CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. CAGR (%) I
Slide 31: Annexure
(motilal oswal Mutual Fund Annexure
Slide 32: About: BSE Financials ex Bank 30 Index
About: BSE Financials ex Bank 30 Index Objective: The BSE Financials ex Bank 30 Index seeks to measure the performance of 30 non-banking Financials stocks as identified by GICS®, from the constituents of the BSE 250 LargeMidCap Index. Eligible Universe BSE 250 LargeMidcap Index- Financial Sector (ex
Slide 33: NBFCs consistently maintaining the top spot
NBFCs consistently maintaining the top spot The Index has seen the entry of new industries like Asset Management Company (AMC), Exchange and Data Platform & Fintech in recent times BSE Financials Ex-Banks 30 Index (INR) TR Non Banking Financial Company (NBFC) Holding Company Other Financial Services
Slide 34: Growing share of Largecaps
Growing share of Largecaps BSE Financials ex Bank 30 Index has largely been skewed towards Large-caps BSE Financials Ex-Banks 30 Index (INR) TR Large Cap Mid Cap Small Cap Sep-25 Dec-24 Jun-24 Dec-23 Jun-23 Dec-22 Jun-22 Dec-21 Jun-21 Dec-20 Jun-20 Dec-19 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Slide 35: 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
Slide 36: 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 37: 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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