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)
67 slides from Motilal Oswal Nifty 500 Momentum 50 ETF Units Exchange Traded Fund's investor presentation, June 2026
Slide 1: www.motilaloswalmf.com
Entity Name: Motilal Oswal Mutual Fund | SEBI registered Number: MF/063/09/04 www.motilaloswalmf.com
Slide 2: Presentation Flow
Presentation Flow www.motilaloswalmf.com
Slide 3: India - Time Is Now
mogital OSW. al INDIA — TIME 1S NOW
Slide 4: INDIA – Big, Bold and Blazing
INDIA – Big, Bold and Blazing www.motilaloswalmf.com
Slide 5: Expect Continuity Of Policy Reforms
Expect Continuity Of Policy Reforms www.motilaloswalmf.com
Slide 6: INDIA is the Growth Engine Of The World
INDIA is the Growth Engine Of The World www.motilaloswalmf.com
Slide 7: Key Contributors Of India's Economic Growth
Key Contributors Of India’s Economic Growth www.motilaloswalmf.com
Slide 8: Policy Roadmap Expected To Remain On Set Path
Policy Roadmap Expected To Remain On Set Path www.motilaloswalmf.com
Slide 9: Markets At All Time High
(motilal osWal ealth creation think w MARKETS AT ALL TIME HIGH AB KYA HOGA?? www.motilaloswalmf.com
Slide 10: Sensex Closes Above The 75K Mark For The First Time
Sensex Closes Above The 75K Mark For The First TIME 750X in 45 Years www.motilaloswalmf.com
Slide 11: Expect Nifty EPS Growth To Be 18% CAGR For FY 23-25E
Expect Nifty EPS Growth To Be 18% CAGR For FY 23-25E www.motilaloswalmf.com
Slide 12: If This Looks Unbelievable. Let's Work The Math Other Way Round
(motilal osWal ealth creation think w IF THIS LOOKS UNBELIEVABLE. . . LETS WORK THE MATH OTHER WAY ROUND www.motilaloswalmf.com
Slide 13: Is There A Precedent?
(motilal osWal ealth creation think w IS THERE A PRECEDENT? HISTORY RHYMES: FY2024 REFLECTS FY2004 DYNAMICS www.motilaloswalmf.com
Slide 14: What To Expect From The Current Cycle
What To Expect From The Current Cycle www.motilaloswalmf.com
Slide 15: In The Midst Of A Bull Run: Back To High Growth Period
In The Midst Of A Bull Run: Back To High Growth Period Similar To FY2004-2008 www.motilaloswalmf.com
Slide 16: In The Midst Of A Bull Run: Led By Earnings And Healthier Balance Sheets
In The Midst Of A Bull Run: Led By Earnings And Healthier Balance Sheets www.motilaloswalmf.com
Slide 17: Valuations Are Similar Below Peak. Mid/Small Cap Valuations Are Sustainable
Valuations Are Similar Below Peak. Mid/Small Cap Valuations Are Sustinable www.motilaloswalmf.com
Slide 18: While Markets Have Almost Doubled From Pre-Covid Peaks..
While Markets Have Almost Doubled From Pre-Covid Peaks.. www.motilaloswalmf.com
Slide 19: Nifty 50 Index Had Grown 6.2 Times Between Jan'02 & Jan'08
…Nifty 50 Index Had Grown 6.2 Times Between Jan’02 & Jan’08 www.motilaloswalmf.com
Slide 20: Volatility Is An Opportunity
Volatility Is An Opportunity: Investors Shouldn’t Get Deterred By Intermittent Falls www.motilaloswalmf.com
Slide 21: MOAMC House Themes – Capturing The High Growth Segments
MOAMC House Themes – Capturing The High Growth Segments www.motilaloswalmf.com
Slide 22: Growth Oriented Themes which could be potential leaders of the cycle
Growth Oriented Themes which could be potential leaders of the cycle Tech & Tech Healthcare China + 1 Make in India Financialisation Urbanization Services Ecosystem High AUM Growth New Age Chemicals Auto + EV Retail Focused Leisure & Luxury Hospitals Consumer Tech Lenders Electronic Capital Goods &
Slide 23: Skin In The Game
Skin In The Game What is at Stake? ~ 8,200 + CR Source: MO AMC Internal Research. Data as on 30th May 2026. www.motilaloswalmf.com
Slide 24: Healthcare: Hospitals Are Brimming With Opportunities
Healthcare: Hospitals Are Brimming With Opportunities www.motilaloswalmf.com
Slide 25: Healthcare: India's Spending On Healthcare Is Less Than The Global Average
Healthcare: India’s Spending On Healthcare Is Less Than The Global Average www.motilaloswalmf.com
Slide 26: Financialisation: High AUM Growth Retail Focused Lenders
Financialisation: High AUM Growth Retail Focused Lenders To Drive Growth In BFS Sector www.motilaloswalmf.com
Slide 27: Financialisation: Indians Are Underinvested In Equities
Financialisation: Indians Are Underinvested In Equities- Huge Runway For Growth www.motilaloswalmf.com
Slide 28: Tech & Tech Services: Mid-Sized IT Companies Shall Outperform
Tech & Tech Services: Mid-Sized IT Companies Focused on Growth Verticals Shall Outperform Large Cap IT Companies www.motilaloswalmf.com
Slide 29: Tech & Tech Services: New-Age Tech Companies
Tech & Tech Services: New-Age Tech Companies With Focus On Profitability May Continue To Outperform Broader Markets www.motilaloswalmf.com
Slide 30: China +1: India to Benefit From Global Supply Chain Shifting
China +1: India to Benefit From Global Supply Chain Shifting Out Of China www.motilaloswalmf.com
Slide 31: Make In India: Long-Term Structural Tailwinds At Play
Make In India: Long-Term Structural Tailwinds At Play www.motilaloswalmf.com
Slide 32: Make In India: Long-Term Structural Tailwinds At Play
Make In India: Long-Term Structural Tailwinds At Play www.motilaloswalmf.com
Slide 33: Urbanization: Consumption Based Growth – Rise Of Affluent India
Urbanization: Consumption Based Growth – Rise Of Affluent India www.motilaloswalmf.com
Slide 34: Urbanization: Transition Of Consumption Pattern
Urbanization: Transition Of Consumption Pattern www.motilaloswalmf.com
Slide 35: Urbanization: Rise Of Premiumization Across Categories
Urbanization: Rise Of Premiumization Across Categories www.motilaloswalmf.com
Slide 36: Urbanization: Rise Of Premiumization Across Categories – Examples
Urbanization: Rise Of Premiumization Across Categories – Examples www.motilaloswalmf.com
Slide 37: Urbanization: Rise Affluence Increasing Demand For Premium Housing
Urbanization: Rise Affluence Increasing Demand For Premium Housing www.motilaloswalmf.com
Slide 38: Telecom: One of The Lowest ARPU in The World
Telecom: One of The Lowest Avg. Revenue Per User (ARPU) in The World, Indian Telecos Have A Huge Potential www.motilaloswalmf.com
Slide 39: What Is Multi Cap?
(motilal _/ os Wal think wealth creation A. WHAT IS MULTI CAP?
Slide 40: MultiCap Funds – Dedicated Allocation To All Market Cap Segments
MultiCap Funds – Dedicated Allocation To All Market Cap Segments www.motilaloswalmf.com
Slide 41: Risk Return Positioning
Risk Return Positioning www.motilaloswalmf.com
Slide 42: Diversification And Dedicated Allocation Pays
Diversification And Dedicated Allocation Pays www.motilaloswalmf.com
Slide 43: MultiCap – Consistent Across All The Frames…
MultiCap – Consistent Across All The Frames… www.motilaloswalmf.com
Slide 44: Why Multi Cap?
(motilal _/ os Wal think wealth creation A. WHY MULTI CAP?
Slide 45: Multiply Your Growth Potential
Multiply Your Growth Potential www.motilaloswalmf.com
Slide 46: In The Midst Of A Bull Run: Back To High Growth Period
In The Midst Of A Bull Run: Back To High Growth Period Similar to FY2008-2008 www.motilaloswalmf.com
Slide 47: Adequate Participation In High Growth SMID Segment
Adequate Participation In High Growth SMID Segment www.motilaloswalmf.com
Slide 48: Opportunities To Participate In Different Profit Pools In Different Segments
Opportunities To Participate In Different Profit Pools In Different Segments www.motilaloswalmf.com
Slide 49: Multi Cap Structure Imbibes Upward Mobility
Multi Cap Structure IMBIBES Upward Mobility www.motilaloswalmf.com
Slide 50: Winners Keep On Changing: Discipline Of Market Cap Allocation Helps
Winners Keep On Changing: Discipline Of Market Cap Allocation Helps www.motilaloswalmf.com
Slide 51: Why Motilal Oswal Multi Cap Fund?
(motilal osWal ealth creation think w www.motilaloswalmf.com WHY MOTILAL OSWAL MULTI CAP FUND?
Slide 52: Its All About The Sweet Spot
Its All About The Sweet Spot www.motilaloswalmf.com
Slide 53: High Quality & High Growth Focused House
High Quality & High Growth Focused House www.motilaloswalmf.com
Slide 54: Unique High Conviction Multi Cap Portfolio
Unique High Conviction Multi Cap Portfolio www.motilaloswalmf.com
Slide 55: Risk Management Framework for Sustainability
Risk Management Framework for Sustainability • Body Text 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 investm
Slide 56: Why Motilal Oswal Multi Cap Fund
Why Motilal Oswal Multi Cap Fund www.motilaloswalmf.com
Slide 57: 20 Years Of Experience In Picking Multibaggers
20 Years Of Experience In Picking Multibaggers www.motilaloswalmf.com
Slide 58: Who Should Invest?
Who Should Invest? www.motilaloswalmf.com
Slide 59: Portfolio Update
Portfolio Update Consumer Durables 13.5% Market Cap - Bands % IT - Software 5.1% Shaily Engineering 5.3% >= 1Lakh Cr 42.6% Coforge 2.8% Kalyan Jewellers 4.3% >= 75K Crs 3.6% Persistent Systems 2.4% Sky Gold and Diamonds 2.1% >= 50K Crs 18.0% Industrial Manufacturing 4.6% LG Electronics India Ltd 1.8
Slide 60: Scheme Performance
Scheme Performance 1 Year Since Inception Point to Point Returns (%) CAGR (%) Rs. 10,000 CAGR (%) Rs. 10,000 Motilal Oswal Multi Cap Fund – Reg(G) -3.38 9,662 14.69 13,213 Nifty 500 Multicap 50:25:25 Index TRI (Benchmark) -0.61 9,939 2.91 10,600 Nifty 50 TRI (Additional Index) -5.42 9,458 1.82 10,37
Slide 61: Oversight By Mentors
Oversight By Mentors www.motilaloswalmf.com
Slide 62: Fund Managers
Fund Managers For performance of other schemes managed, please refer the Annexure: https://www.motilaloswalmf.com/downloads/leaflets-brochures www.motilaloswalmf.com
Slide 63: Fund Managers
Fund Managers For performance of Forother schemes of performance managed, please refer other schemes the Annexure: managed, www.motilaloswalmf.com https://www.motilaloswalmf.com/CMS/assets/uploads/Documents/3acb6-mf-annexure-october-2025.pdf please refer the Annexure: https://www.motilaloswalmf.com/
Slide 64: Fund Facts
Fund Facts Entry : Nil Exit: 1% - if redeemed on or before 365 days from the date of allotment. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charg
Slide 65: Product Labelling
Product Labelling www.motilaloswalmf.com
Slide 66: Disclaimer
Disclaimer Entity Name: Motilal Oswal Mutual Fund | SEBI registered Number: MF/063/09/04 www.motilaloswalmf.com
Slide 67: Thank You
(motilal Ooswa think wealth creation A Thank You www.motilaloswalmf.com
Motilal Oswal Mutual Fund — Investor Presentation (June 2026) on 6ix