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 (January 2025)
61 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, January 2025
Slide 1: Motilal Oswal Nifty 500 Index Fund & ETF
Motilal Oswal Nifty 500 Index Fund & ETF Invest in a broad based fund offering, Easy 500 stocks in 1 Fund Bade Bharat ka Effective Broadest market coverage Bada Index (Based on market capitalization) Economic Cost effective Fund . motilal , siintcrquity 7OSWall think Moti Oswal Mutual Fund
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 Benchmark Benchmark Agnostic Hugging Replicating Style Active Active Passive Same as Portfolio Holding Focused Closer to Benchmark
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 principle of Q G L P Easy Economic Effective Quality of Growth in Longevity of Price Easy to Effective for understand Lo
Slide 4: Motilal Oswal AMC in Numbers
Motilal Oswal AMC in Numbers • More than 67 lac investors Investors • More than 80 lac folios Active • 15 active funds Mutual Funds • Total AUM ~68,000 crores PMS and AIFs • 20+ PMS and AIFs (Alternates) • Total AUM ~32,000 crores Index-Based • 35 Index Funds and ETFs Mutual Funds • Total AUM ~27,00
Slide 5: 14 years of innovations in passive funds space
14 years of innovations in passive funds space 2010 2011 2019 2020 2021 2022 2023 2024 Nifty 500, Passive India’s First India’s First Midcap 150 Asset Microcap Smart Beta Smallcap 250 Allocation Index Fund ETF Index Funds Product Factor-based S&P 500 Nasdaq ETF funds India’s first Index Fund India’s
Slide 6: Stars are aligned for India’s decade
Stars are aligned for India’s decade
Slide 7: 5 key drivers of India’s economic growth in this decade
5 key drivers of India’s economic growth in this decade Physical + Digital Infrastructure Highways, Dedicated Freight Expected to help India to be 3rd Supportive Policy Corridors largest economy after US and Jan-dhan, Aadhaar, UPI, Account reforms China Aggregator, ONDC RERA, IBC, GST, Labour Laws N
Slide 8: Nifty 500: Capturing India’s growth potential
Nifty 500: Capturing India’s growth potential In order to capture The Big Leap in India Growth Story…. ….Nifty 500 can be a promising avenue Nifty 500 covers around ~90% of 6th USD tn 2 years India’s listed equity universe 6.0 5th USD tn Nifty 500 Index India's Listed Universe Ex Nifty 500 India Nom
Slide 9: Drawing parallels with U.S. in 1980s to India today
Drawing parallels with U.S. in 1980s to India today
Slide 10: Drawing parallels with U.S. in 1980s to India today
Drawing parallels with U.S. in 1980s to India today In the last 40 years, the US GDP grew ~8x while the total market-cap of listed US equity rose 28x. Can India’s GDP grow to US$ 25 trillion by 2050? This could mean a 25x opportunity in Indian market U.S. Growth India Growth 1982 2022 (In times) 202
Slide 11: How the Indian market may look like in 2050
How the Indian market may look like in 2050 What a 25x growth in Market-cap could look like in 2050 2022 2050E 48.8 A 25x growth in Market-cap could mean that the average Smallcap company in 2050 would be similar to the size of (INR Lakh Crores) Total Market-cap the average Largecap company in 2022
Slide 12: India’s ‘S&P 500’ i.e. Nifty 500
India’s ‘S&P 500’ i.e. Nifty 500 The S&P 500 is a Largecap index in the U.S. that covers more than 85% of U.S. listed market The Nifty 50 on the other hand only covers 45% of India’s listed market, and it is likely to shrink over time S&P 500 covers 86% of U.S. listed market Nifty 50 covers 42% of I
Slide 13: Why settle for less? Do more with Nifty 500
Why settle for less? Do more with Nifty 500
Slide 14: INR 6.1 lakh crores invested in just top 50 stocks
INR 6.1 lakh crores invested in just top 50 stocks… With our decade-old track record of managing Index Funds / The AUM of Passive Funds tracking Nifty 50 & ETFs, we can easily manage more than current Nifty 50 & Sensex stands at INR 6.1 Lakh Crs today Sensex AUM Nifty 50 AUM Sensex AUM INR Lakh Crs
Slide 15: Why settle for Nifty 50? Do more with Nifty 500
Why settle for Nifty 50? Do more with Nifty 500 More Sector- Better Market- More Stock-level level cap Coverage Diversification Diversification Better Long-term Better risk- returns reward 15 Source/Disclaimer: MOAMC Internal, Data as on 31-Jan-25.
Slide 16: Nifty 500 offers better market-cap coverage than Nifty 50
Nifty 500 offers better market-cap coverage than Nifty 50 Nifty 50 Nifty 500 Nifty 50’s coverage of India’s listed universe has shrunk over last 10 years Nifty 500 offers broadest coverage of India’s listed universe of ~90% Total Market-cap coverage of India’s listed 100.0% universe 100.0% 92.7% 90.
Slide 17: Nifty 500 provides more sector-level diversification than Nifty 50
Nifty 500 provides more sector-level diversification than Nifty 50 Nifty 50 Nifty 500 Nifty 50 has higher sector concentration and covers only 15 sectors Nifty 500 offers coverage to 21 sectors with a more balanced exposure Financial Services 29.1 Financial Services 34.6 Information Technology 10.4
Slide 18: Nifty 500 provides more stock-level diversification than Nifty 50
Nifty 500 provides more stock-level diversification than Nifty 50 Nifty 50 Nifty 500 Nifty 50 has higher stock-level concentration Nifty 500 offers more stock-level diversification Company Name Weight Company Name Weight HDFC BANK LTD. 12.2 HDFC BANK LTD. 7.3 ICICI BANK LTD. 8.4 ICICI BANK LTD. 5.0
Slide 19: Nifty 500 offered better long-term returns than Nifty 50
Nifty 500 offered better long-term returns than Nifty 50 Nifty 50 Nifty 500 Since inception in June-1999, Nifty 50 has grown 29x Over the same period, Nifty 500 has grown 41x 28x 39x ( 13.9% ) CAGR ( 15.4% ) CAGR 27,85,623 38,75,168 Value of ₹1,00,000 invested on 30-Jun- Value of ₹1,00,000 invested
Slide 20: Nifty 500 provides slightly lower risk than Nifty 50
Nifty 500 provides slightly lower risk than Nifty 50 Nifty 50 Nifty 500 As a pure Largecap index, Nifty 50 has relatively lower volatility Despite adding Mid & Smallcaps, Nifty 500 has similar volatility 18.0% 18.0% 17.0% 16.5% 10-year Annualised Volatility (standard 17.0% deviation) 16.3% 16.0% 16.
Slide 21: Nifty 500 provides better risk-reward than Nifty 50
Nifty 500 provides better risk-reward than Nifty 50 Historically, Nifty 500 has delivered higher returns with lower risk as compared to Nifty 50, offering a better balance of risk-reward Higher Return ₹ Lower Risk 21 Source/Disclaimer : NSE; Data as of 31-Jan-2025. The information / data herein alon
Slide 22: Quick summary of Nifty 500 vs Nifty 50
Quick summary of Nifty 500 vs Nifty 50 Characteristic Nifty 50 Nifty 500 India’s listed market-cap coverage Lower (42%) Higher (84%) Size coverage Largecap only Large, Mid, and Smallcaps Sector-level diversification Lower (Top 3 – 60%) Higher (Top 3 – 55%) Stock-level diversification Lower (Top 10 –
Slide 23: Motilal Oswal Nifty 500 Index Fund / ETF
Motilal Oswal Nifty 500 Index Fund (Formerly Known As Motilal Oswal Nifty 500 Fund) Motilal Oswal Nifty 500 ETF
Slide 24: Motilal Oswal Nifty 500 Index Fund
Motilal Oswal Nifty 500 Index Fund (formerly known as Motilal Oswal Nifty 500 Fund) Total Expense Ratio AUM Inception Date Benchmark Direct Plan : - INR - Crs 06-Sep-2019 Nifty 500 TRI Regular Plan : - Fund Manager Minimum Application Amount Swapnil Mayekar, Tracking Error Rs 500/- and in multiples
Slide 25: Motilal Oswal Nifty 500 ETF
Motilal Oswal Nifty 500 ETF Total Expense Ratio AUM Inception Date Benchmark 29-Sept-2023 Nifty 500 TRI Regular Plan : - INR - Crs Minimum Application Amount Fund Manager Tracking Error On Exchange – Investors can buy/sell units of the Swapnil Mayekar, 0.03% (1-year) Scheme in round lot of 1 unit an
Slide 26: About: Nifty 500 Index
About: Nifty 500 Index Index Objective: NIFTY 500 represents the top 500 companies based on full market capitalization and average daily turnover from the eligible universe. Simplified Index Methodology: Eligible Universe Top 800 companies by average turnover and total market-cap Stock Selection Top
Slide 27: Composition of Nifty 500 Index
Composition of Nifty 500 Index Top 10 Constituents Company Name Weight Macro-Economic Sectors (AMFI): Nifty 500 Index HDFC BANK LTD. 7.3 Financial Services 29.1 ICICI BANK LTD. 5.0 Consumer Discretionary 15.6 RELIANCE INDUSTRIES LTD. 4.8 Information Technology 10.4 INFOSYS LTD. 3.8 Industrials 8.8 B
Slide 28: Nifty 500 outperforms Nifty 50 in 14 out of 23 calendar years
Nifty 500 outperforms Nifty 50 in 14 out of 23 calendar years Nifty 500 has outperformed the Nifty 50 in 14 out of 24 calendar years since 2000. Nifty 500 tends to fall a bit more when the markets crash, but it also gains more in up-trending years Nifty 50 TR Index Nifty 500 TR Index 105% 91% 77% 78
Slide 29: Nifty 500 Index: Better performance than Nifty 50 across periods
Nifty 500 Index: Better performance than Nifty 50 across periods Typically Nifty 500 Index outperforms large cap stocks during overall bull market whereas it helps reduce drawdowns during bear market as compared to midcap and Smallcap stocks Period Nifty 50 TRI Nifty 500 TRI 1 year 9.6% 10.1% 3 year
Slide 30: Nifty 500 Index: Better SIP performance than Nifty 50
Nifty 500 Index: Better SIP performance than Nifty 50 Nifty 50 TRI 1 Year 3 Year 5 Year 7 Year 10 Year Returns 0.0% 13.4% 16.1% 15.1% 14.2% Amount Invested 1,20,000 3,60,000 6,00,000 8,40,000 12,00,000 Market Value 1,20,010 4,39,530 8,96,722 14,40,366 25,27,117 Nifty 500 TRI 1 Year 3 Year 5 Year 7 Y
Slide 31: Drawdowns: Slightly deeper drawdowns than Nifty 50
Drawdowns: Slightly deeper drawdowns than Nifty 50 Though Nifty 500 can be expected to experience deeper drawdowns than Nifty 50, they both tend to be very similar in recovery periods. Nifty 50 TR Index Nifty 500 TR Index 0% -20% -40% -60% -80% -100% -120% Source/Disclaimer : NSE; Data as of 31-Jan-
Slide 32: Valuation Multiples in-line with long-term averages
Valuation Multiples in-line with long-term averages Nifty 500 Index P/E 50.0 40.0 30.0 20.0 25.56 10.0 0.0 Nifty 500 Index P/B Nifty 500 Index Div Yield % 2.0 5.0 4.0 1.5 3.0 3.88 1.0 2.0 1.12 0.5 1.0 0.0 0.0 Source/Disclaimer: www.niftyindices.com; data as of close of 31-Jan-2015 – 31-Jan-2025; Hyp
Slide 33: Key Takeaways for Motilal Oswal Nifty 500 Index Fund
Key Takeaways for Motilal Oswal Nifty 500 Index Fund 1. India growth story: India’s economy is expected undergo rapid and sustained expansion over the next few decades – this may create a massive opportunity for investors 2. Nifty 500 – > Around 90% market in 1 Fund: Nifty 50’s market-cap coverage h
Slide 34: Annexure
(motilal osWal Mutual Fund Annexure
Slide 35: India is expected to become the 3rd largest economy by 2027
India is expected to become the 3rd largest economy by 2027 2014 2022 2027E Nominal Share of Nominal Share of Nominal Share of Rank Country GDP (US$ Global Rank Country GDP (US$ Global Rank Country GDP (US$ Global bn) GDP bn) GDP bn) GDP 1 U.S. 17,551 22.1% 1 U.S. 25,464 25.4% 1 U.S. 25,464 24.4% 2
Slide 36: Nifty 500 - One of the Most Benchmarked Index
Nifty 500 - One of the Most Benchmarked Index • Nifty 500 Index is one of the most popular benchmarks in the industry. • It is the leading domestic equity benchmark by AUM and number of schemes. Modified Benchmarks Number of Schemes Total AUM (INR Crs) NIFTY 500 – TRI 117 8,53,874 NIFTY 50 – TRI 44
Slide 37: Index Performance
Index Performance Nifty Next 50 TR Nifty Midcap Nifty Smallcap 250 Nifty 500 TR Data Label Nifty 50 TR Index Index 150 TR Index TR Index Index 1 year 9.6% 15.0% 11.6% 5.9% 10.1% Annualized 3 year 12.0% 16.3% 21.1% 18.2% 14.3% Typically Nifty 500 Index Returns • 5 year 15.8% 18.4% 25.4% 26.0% 18.2% o
Slide 38: Motilal Oswal Nifty 500 Index Fund Performance
Motilal Oswal Nifty 500 Index Fund Performance (Formerly known as Motilal Oswal Nifty 500 Fund)
Slide 39: Index Fund Performance – Regular Plan
Index Fund 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 40: Index Fund Performance – Direct Plan
Index Fund 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 (
Slide 41: ETF Performance
ETF Performance 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 (%) Investment of Rs.
Slide 42: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings
Slide 43: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings 44
Slide 44: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings Motilal Oswal Nifty MidSmall Financial Services Index Fund Motilal Oswal Nifty MidSmall Healthcare Index Fund Motilal Oswal Nifty MidSmall India Consumption Index Fund Motilal Oswal Nifty India Defence ETF Motilal Oswal Nifty MidSmall Motilal Oswal Nifty Capital
Slide 45: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings Motilal Oswal Nifty 500 Momentum 50 Index Fund Motilal Oswal Nifty 500 Momentum 50 ETF 46
Slide 46: Motilal Oswal Passive Fund Offerings
Motilal Oswal Passive Fund Offerings 47
Slide 47: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* NIFTY 50 Total Return Index • Long term capital growth Motilal Oswal Nifty 50 Index Fund • Return that corresponds to the performance of the Nifty 50 Total Return Ind
Slide 48: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* NIFTY 500 Total Return Index Motilal Oswal Nifty 500 Index Fund • Return that corresponds to the performance of Nifty 500 Index, (formerly known as Motilal Oswal Nift
Slide 49: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* S&P 500 Total Return Index • Return that corresponds to the performance of S&P 500 Total Return Index subject to tracking error Motilal Oswal S&P 500 Index Fund (An o
Slide 50: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* 30% Nifty 500 TRI + 10% S&P 500 TRI (INR) + 10% Domestic • To generate long term growth/capital appreciation by offering Price of Gold + 50% Nifty 5 Yr Benchmark G-Se
Slide 51: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Nasdaq Q 50 Total Return Index Motilal Oswal NASDAQ Q 50 ETF • Return that corresponds to the performance of the NASDAQ Q-50 TR Index subject to tracking error and fo
Slide 52: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* BSE Low Volatility Total Return Index Motilal Oswal BSE Low Volatility ETF (An open ended fund replicating / • Return that corresponds to the BSE Low Volatility Total
Slide 53: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* BSE Quality Total Return Index Motilal Oswal BSE Quality ETF (An open ended fund replicating / • Return that corresponds generally to the total returns of the BSE Qua
Slide 54: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* LBMA Price of Gold and Silver Motilal Oswal Gold and Silver ETFs Fund of Funds • Long term capital appreciation (An open ended fund of funds scheme • Return that corr
Slide 55: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Nifty Smallcap 250 Total Return Index Motilal Oswal Nifty Smallcap 250 ETF • Return that corresponds to the performance of Nifty (An open-ended fund replicating / Sma
Slide 56: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Motilal Oswal Nifty India Defence ETF • Return that corresponds to the returns of the Nifty India Nifty India Defence Total Return Index (An open-ended fund replicati
Slide 57: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Motilal Oswal Nifty MidSmall • Return that corresponds to the total returns of the Nifty Nifty MidSmall Financial Services Total Return Index Financial Services Index
Slide 58: Product Suitability
Product Suitability This product is suitable for investors who are Name of the Scheme Scheme Riskometer Benchmark Riskometer seeking* Motilal Oswal Nifty Capital Market • Return that corresponds to the returns of the Nifty Capital Nifty Capital Market Total Return Index Index Fund Market Total Retur
Slide 59: 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
Slide 60: 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 61: 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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