Motilal Oswal Nifty Alpha 50 ETF · NSE:MOALPHA50
Motilal Oswal Nifty Alpha 50 ETF — Motilal Oswal Mutual Fund — Investor Presentation (March 2026)
21 slides from Motilal Oswal Nifty Alpha 50 ETF's investor presentation, March 2026
Slide 1: Motilal Oswal Nifty MidSmall Financial Services Index Fund
Motilal Oswal Nifty MidSmall Financial Services Index Fund (An open-ended fund replicating/tracking Nifty MidSmall Financial Services Total Return Index) Mar-2026
Slide 2: Why to consider Mid and Small Cap segment?
Why to consider Mid and Small Cap segment?
Slide 3: Why Mid and Small cap stocks have potential to perform well in long term?
Why Mid and Small cap stocks have potential to perform well in long term? Potential to grow at faster rate Largecap Midcap Smallcap Stable pricing power with Slow consolidation growth Growing and stable the pricing Ideation business to aggressively creating Idea business phase Infant Young growth Hi
Slide 4: 5 Year performance of Large, Mid and Small Cap Indices
5 Year performance of Large, Mid and Small Cap Indices In the last 5 years, Midcap and Smallcap have grown at a faster rate as compared to Largecap Nifty Midcap 150 Total Nifty Smallcap 250 Total Nifty 100 Total Return Return Index Return Index Index 10% 17% 16% CAGR CAGR CAGR • The profitability of
Slide 5: Financial Services Sector - Growth Potential
Financial Services Sector - Growth Potential GROWING GROWING INNOVATION POLICY SUPPORT DEMAND PENETRATION The AUM of the Indian MF India benefits from a large FDI sectoral cap in the Credit, insurance and Industry has grown from Rs. cross-utilization of channels insurance sector has been investment
Slide 6: Financial Services Sector - Growth Drivers
Financial Services Sector - Growth Drivers Mutual Fund AUM (Lakh Cr) 73.7 CAGR: 24% 65.0 54.3 37.2 39.4 29.6 20.0 FY20 FY21 FY22 FY23 FY24 FY25 FY26 Mutual Fund Investor Break Up Exchange Volume & Turnover grown by 38% annually Retail Corporates 28% 37% HNI Bank/Fis 35% 1% Source/Disclaimer: IBEF se
Slide 7: Financial Services MidSmall vs Broad Index – diversified portfolio
Financial Services MidSmall vs Broad Index – diversified portfolio Nifty Financial Services Index is more concentrated as compared to the Nifty MidSmall Financial Service Index NIFTY MIDSMALL FINANCIAL SERVICES INDEX NIFTY FINANCIAL SERVICES INDEX Bse Ltd. 12.3% Hdfc Bank Ltd. 27.7% Federal Bank Ltd
Slide 8: Financial Services MidSmall vs Broad Index – market cap exposure
Financial Services MidSmall vs Broad Index – market cap exposure Higher exposure to Mid and Small companies may deliver better growth prospects NIFTY MIDSMALL FINANCIAL NIFTY FINANCIAL SERVICES SERVICES Small Cap Mid Cap 16.06% 6.14% Large Cap Small Cap 93.50% 0.37% Mid Cap 82.14% Source/Disclaimer:
Slide 9: Financial Services MidSmall vs Broad Index - Risk Return Profile
Financial Services MidSmall vs Broad Index - Risk Return Profile Data Label 1 year 3 year 5 year 10 year 15 year Nifty Midsmall Financial Services - TRI 21.21% 32.00% 18.38% 14.25% 12.95% CAGR Nifty Financial Services TRI -5.24% 10.31% 9.35% 14.47% 12.46% Nifty Midsmall Financial Services - TRI 20.8
Slide 10: Financial Services MidSmall vs Broad Index - Index SIP Returns
Financial Services MidSmall vs Broad Index - Index SIP Returns Nifty Midsmall Financial Services - TRI 1 Year 3 Year 5 Year 10 Year 15 Year Returns -3.57% 18.13% 21.56% 15.23% 14.24% Amount Invested 1,20,000 3,60,000 6,00,000 12,00,000 18,00,000 Market Value 1,17,701 4,69,727 10,23,959 26,61,846 57,
Slide 11: Calendar Year Performance
Calendar Year Performance Nifty MidSmall Financial Services has outperformed Nifty 50 in 12 out of 19 calendar years since 2007 Nifty 50 TRI NIFTY MIDSMALL FINANCIAL SERVICES - TRI 106.85% 108.78% 77.59% 68.59% 65.98% 56.80% 53.65% 49.41% 40.51% 29.43% 32.90% 30.27% 31.54% 25.59% 22.67% 19.22% 21.30
Slide 12: Long-term historical performance – vs Large Cap tilted Index
Long-term historical performance – vs Large Cap tilted Index Nifty MidSmall Financial Services has relatively shown better long-term growth with higher gap in expansion phase Nifty 50 TRI NIFTY MIDSMALL FINANCIAL SERVICES - TRI 1,400 1,200 1,000 800 600 400 200 - Source/Disclaimer: niftyindices. Per
Slide 13: Nifty MidSmall Financial Services Index Methodology
Nifty MidSmall Financial Services Index Methodology Index Methodology Snapshot Rebalancing & Eligible Universe Stocks Selection Reconstitution Companies classified under Semi-Annual (Mar-Sep) Financial Services sector Weight = Free Float Mcap Nifty MidSmallcap 400 Top 30 companies Stock Weight Cap 3
Slide 14: Motilal Oswal Nifty MidSmall Financial Services Index Fund
Motilal Oswal Nifty MidSmall Financial Services Index Fund
Slide 15: Motilal Oswal Nifty MidSmall Financial Services Index Fund
Motilal Oswal Nifty MidSmall Financial Services Index Fund Type of Scheme Investment Objective An open ended fund replicating / tracking The investment objective of the scheme is to the Nifty MidSmall Financial Services Total provide returns that, before expenses, correspond Return Index to the tota
Slide 16: Scheme Performance – Regular Plan
Scheme Performance – Regular Plan Lumpsum 1 Year 3 Year 5 Year 7 Year 10 Year Since Inception Current Value of Current Value of Current Value of Current Value of Current Value of Current Value of Simple Simple Investment of Rs. CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. CAGR (%) Investmen
Slide 17: Scheme Performance – Direct Plan
Scheme Performance – Direct Plan Lumpsum 1 Year 3 Year 5 Year 7 Year 10 Year Since Inception Current Value of Current Value of Current Value of Current Value of Current Value of Current Value of Simple Simple Investment of Rs. CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. CAGR (%) Investment
Slide 18: Product suitability
Product suitability This product is suitable for Name of the Scheme Scheme Riskometer Benchmark Riskometer investors who are seeking* Nifty MidSmall Financial Services TRI Motilal Oswal Nifty MidSmall • Return that corresponds to the total Financial Services Index Fund returns of the Nifty MidSmall
Slide 19: 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 20: 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 21: 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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