Motilal Oswal Nifty India Defence ETF Units Exchange Traded Fund · NSE:MODEFENCE
Motilal Oswal Nifty India Defence ETF Units Exchange Traded Fund — Motilal Oswal Nifty India Defence Index Fund & ETF — Investor Presentation (June 2026)
36 slides from Motilal Oswal Nifty India Defence ETF Units Exchange Traded Fund's investor presentation, June 2026
Slide 1: Motilal Oswal Nifty India Defence Index Fund & ETF
Motilal Oswal Nifty India Defence Index Fund & ETF Jun-2026
Slide 2: Defence Sector by the numbers
Defence Sector by the numbers
Slide 3: Global Military Expenditure on the Rise
Global Military Expenditure on the Rise Global military spending has been rising steadily, reaching around USD 2,887 Bn in 2025. Over the past 10 years, spending has grown at a 4 % CAGR. Global Military Expenditure (USD Bn) 2,887 2,677 2,447 2,295 2,223 2021 2022 2023 2024 2025 3 Source: Stockholm I
Slide 4: Reason for Rise in Global Defence Spending
Reason for Rise in Global Defence Spending Large portion of increase during CY 2024 can be attributed to geo-political tensions such as Russia-Ukraine War, conflicts in the Middle East region Increase in Conflict Maintaining Increase in Peace In the Geopolitical region Tension. 4 Source: Stockholm I
Slide 5: World's Largest defence Spenders
World’s Largest defence Spenders USA heads global defense spending at USD 954 Bn, while India holds 5th place with USD 92 Bn. Military Expenditure by Country in 2025 (USD Bn) 929 335 158 107 93 88 United States of America China Russia Germany India United Kingdom 5 Source: Stockholm International Pe
Slide 6: India defence Budget on the Rise
India defence Budget on the Rise Budget Allocation (INR lakh crores) India's Defence Budget on the Rise 7.85 Defence budget allocation has grown at an 6.81 ~9% CAGR, now accounts for ~14% of the 6.22 5.94 total budgeted expenditure 5.25 4.71 4.78 4.31 Defence budget allocation has been in the range
Slide 7: Budget Allocation of Defence Industry
Budget Allocation of Defence Industry Breakdown of fund allocation in Defence Industry as per the Union Budget 2026-27 (%) ➢ Ministry of Defence (MoD) was allocated a 4% total Budget of ₹7.85 lakh crore, which is 15.2% YoY increase from 2025-26 budget Defence Services (Revenue) 22% Capital Outlay on
Slide 8: India's Major Import Partner
India’s Major Import Partner India was the world’s 2nd largest arms India has actively diversified its arms importer, accounting for 8.3% of global suppliers to reduce overdependence and arm imports between 2020-24 enhance strategic autonomy Import Share between Country 2020-24 (%) Russia 36% France
Slide 9: Shifting of Import Dependency
Shifting of Import Dependency India’s Share of Global arms Imports (%) 9.1% ➢ Now, 65% of defence equipment is manufactured 8.3% domestically, compared to 65-70% earlier being imported. ➢ Strong policy push through “MAKE-IN-INDIA" and “ATMANIRBHARTA" initiatives, driving local manufacturing and self
Slide 10: Atmanirbharta in Defence – Rising Defence Production
आत्मनिर्भरता in Defence – Rising Defence Production Defence Production (₹ 000' crores) 300.0 178.0 154.1 127.3 108.7 84.6 94.8 78.8 81.1 79.1 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 FY29E ❑ Ministry of Defence (MoD) achieved record-high indigenous Defence production of around ₹1,78,000 crore in
Slide 11: Addressable Opportunity for Indian Defence Players
Addressable Opportunity for Indian Defence Players India’s Defence exports hit a record high in FY25, with the private sector contributing about 60%. Exports grew by 260% over the last 5 years and now reach more than 100 countries. Defence Exports (₹ 000' crores) 50.0 38.4 21.1 23.6 12.8 15.9 10.7 9
Slide 12: Long Runway for growth
Long Runway for growth Top 5 U.S Largest Defence companies have grown at a CAGR of 4% over past 5 years showing the head room growth for Indian Defence Players Top 5 US Defence Companies Revenue (USD Bn) Revenue of US and Indian Defence Companies (USD Bn) - FY2025 US India 307 80.7 249 255 71.0 231
Slide 13: Emerging Trend in Defence Space
Emerging Trend in Defence Space Countries are moving to rapid expansion of Intelligence, Surveillance, and Reconnaissance (ISR) solutions as there are shift from the traditional warfare 13 Source/ Disclaimer: Nomura Defence sector report. The above graph is used to explain the concept and is for ill
Slide 14: India Defenders
India Defenders Defence Companies and some of the indigenous products that are manufactured by them Tejas Chetak Dhruv Hindustan Aeronautics LTD ATULYA Lightweight laser target designator Drone Detection Radar Bharat Electronic LTD 14 Source/ Disclaimer: Company website. The above graph is used to e
Slide 15: India Defenders
India Defenders Defence Companies and some of the indigenous products that are manufactured by them Submarines Destroyer Missile boats Mazgaon Dock Shipbuilder Maintenance of Aircraft Carrier Maintenance of Tanks Cochin Shipyard 15 Source/ Disclaimer: Company website. The above graph is used to expl
Slide 16: India Defenders
India Defenders Defence Companies and some of the indigenous products that are manufactured by them Helicopter Hosuing Dalia Actuators-LCA Tejas MTAR Technologies LTD Low Level Tracking Radar “Ashwini” Radar System Data Pattern (India) LTD 16 Source/ Disclaimer: Company website. The above graph is u
Slide 17: India Defence Challenges: Geopolitical and Security
India Defence Challenges: Geopolitical and Security Large land and Border Issues coastline to with Neighboring safeguard countries Delays in Ongoing Modernization Terrorism issues due to Bureaucracy 17 Source: Nomura Defence sector report. The above graph is used to explain the concept and is for il
Slide 18: Key Industry Growth Drivers: Atmanirbharta
Key Industry Growth Drivers: आत्मनिर्भरता Defence procurement • Streamlining the procurement process, reduce bureaucratic hurdles, and create a more conducive environment for indigenous defence procedure production • Defence offsets require foreign defence suppliers to invest a certain % age of the
Slide 19: Changing Landscape
Changing Landscape Increased • Trend of protectionism in defence seen in various countries is spreading globally. Govt prioritizing domestic manufacturing and protectionism job creation • Governments aim to leverage defence spending to stimulate their Economic impact economies while bolstering domes
Slide 20: Nifty India Defence Total Return Index
Nifty India Defence Total Return Index
Slide 21: About: Nifty India Defence Total Return Index
About: Nifty India Defence Total Return Index Index Objective: The Nifty India Defence Index aims to track the performance of a portfolio of stocks that broadly represent the Defence theme Index Methodology Snapshot: Eligible Universe • Should be part of Nifty Total Market Index • Should be part of
Slide 22: Nifty India Defence Index Snapshot
Nifty India Defence Index Snapshot Top 10 Constituents Basic Industry Company Name Weights Aerospace & Defense 59.1 Hindustan Aeronautics Ltd. 19.9% Auto Components & Equipments 14.5 Bharat Electronics Ltd. 19.8% Explosives 11.5 Bharat Forge Ltd. 14.5% Ship Building & Allied Services 8.0 Solar Indus
Slide 23: Long term historical performance
Long term historical performance Nifty India Defence TRI has been outperforming Nifty 50 TRI since the Covid era led by the shift in government policies Nifty 50 TRI Nifty India Defence TRI 23 Source/Disclaimer: niftyindices. Performance as of close of 01-Apr-18 to 30-Jun-26 . Performance results ha
Slide 24: Calendar Year Performance
Calendar Year Performance Nifty India Defence TRI has outperformed Nifty 50 TRI 5 times in last 7 calendar years Nifty 50 TRI Nifty India Defence TRI 91.11% 66.80% 60.93% 56.50% 25.59% 21.30% 23.26% 19.98% 16.14% 13.48% 11.47% 11.88% 10.09% 5.69% 2.34% -8.10% Source/Disclaimer: niftyindices. Perform
Slide 25: Risk-Return Profile
Risk-Return Profile Nifty India Defence TRI has significantly outperformed Nifty 50 TRI across all the periods. Data Label 1 year 3 year 5 year 7 year Nifty India Defence TRI 7.88% 52.67% 56.48% 44.47% CAGR Nifty 50 TRI -5.42% 8.80% 9.98% 11.90% Nifty India Defence TRI 24.50% 29.87% 27.53% 27.76% An
Slide 26: Index Systematic Investment Plan (SIP) Returns
Index Systematic Investment Plan (SIP) Returns Nifty India Defence TRI 1 Year 3 Year 5 Year 7 Year Returns 35.04% 38.34% 52.55% 53.06% Amount Invested 1,20,000 3,60,000 6,00,000 8,40,000 Market Value 1,41,468 6,16,302 20,96,091 53,53,470 Nifty 50 TRI 1 Year 3 Year 5 Year 7 Year Returns -5.63% 3.35%
Slide 27: Valuation Metrics
Valuation Metrics P/E 80 70 57.67 60 50 40 30 20 10 - P/B Dividend Yield 25 2.5 20 2.0 12.66 15 1.5 10 1.0 5 0.5 0.51 - - 27 Source/Disclaimer: MOAMC Research,NSE; Data as of 30-June-2026. The information / data herein alone is not sufficient and should not be used for implementation of an investmen
Slide 28: Scheme Performance
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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 Simple Investment of CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investment of annu
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 Simple Investment of CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investment of annua
Slide 31: Scheme Performance – ETF
Scheme Performance – ETF 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 Simple Investment of CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investment of CAGR (%) Investment of annualized (%
Slide 32: About Motilal Oswal Nifty India Defence Index Fund & ETF
About Motilal Oswal Nifty India Defence Index Fund & Motilal Oswal Nifty India Defence ETF
Slide 33: Motilal Oswal Nifty India Defence Index Fund
Motilal Oswal Nifty India Defence Index Fund Type of Scheme Investment Objective An open-ended fund replicating/tracking the The investment objective of the scheme is Nifty India Defence Total Return Index to provide returns that, before expenses, correspond to the total returns of the securities as
Slide 34: Motilal Oswal Nifty India Defence ETF
Motilal Oswal Nifty India Defence ETF Type of Scheme Investment Objective An open-ended fund replicating/tracking The investment objective of the scheme is Nifty India Defence Total Return Index to provide returns that, before expenses, correspond to the total returns of the securities as represente
Slide 35: 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 Defence T
Slide 36: 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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