Episode summary
इस ETF को Portfolio में Miss मत करना
ETF Pulse
· · 11 min
Summary
The host argues that Motilal Oswal’s Nifty Capital Markets ETF, with NSE code MO CAPITAL, is an overlooked thematic ETF that has delivered strong returns since its launch on March 13, 2023. He says the ETF has returned about 84% over roughly one and a half years, while broad markets have been comparatively muted, and frames it as a way to participate in India’s financialization story rather than as a core holding.
He explains that the ETF is concentrated in capital-market businesses such as stock exchanges, brokers, wealth managers, depositories, and asset management companies, and that it does not include banks. Because of that concentration, he says it is better suited to aggressive investors, younger investors with a higher risk appetite, long-term believers in market growth, and positional traders. He also says it can serve as satellite exposure in a portfolio, not a conservative or dividend-focused allocation.
To support the case, he compares MO CAPITAL with broader indices from 2019 and says the ETF has outperformed Midcap 150, Nifty Next 50, and Nifty 50 over that period. His main conclusion is that rising retail participation, mutual fund SIPs, trading volumes, and related transaction fees could keep benefiting the companies inside the ETF.
Key takeaways
- The host says MO CAPITAL has returned about 84% since its March 13, 2023 launch, making it a high-performing but concentrated thematic ETF.
- The host argues the ETF fits aggressive, young investors and others who can tolerate volatility and a narrow exposure to capital-market businesses.
- The host says MO CAPITAL is better as satellite exposure than a core portfolio holding, and not suitable for conservative or dividend-seeking investors.
- The host says the ETF benefits from India’s financialization theme, especially rising retail participation, mutual fund flows, and trading volumes.
- The host says the ETF excludes banks and instead focuses on exchanges, brokers, AMCs, depositories, and wealth managers.
Notable quotes
“So, this ETF fits them the best. What’s next? Because, look, this is it. Why is it necessary? Because it carries a very high-risk and concentrated exposure”
“This ETF is not for everyone. Let me clarify this first, and the video I am making about this ETF is not a recommendation”
“The biggest one, the conservative ones. And conservative investors are those who have more responsibilities, prefer to keep their money safe, and want stability and capital protection”
“So, there should be some exposure to such ETFs, and for whom this ETF is, and in whose portfolio it should be, we have already discussed that”
How the episode opens
So friends, in today's video, let's talk about an ETF that is silently generating wealth and not many people are paying attention to it. If you look, let's start with the name of this ETF, and look, we discussed this name quite a while ago. I think others must have discussed it too.
So, this Nifty Capital Markets ETF comes from Motilal Oswal. Right? So, its code is MO CAPITAL.
You will see the NSE code written here. Now , why am I showing you the returns first ? Look, this is the max return, and max return means from the time the ETF was launched, as per the current Google data , you can see the ETF's return.
And first of all, when was it launched? So, check the date: March 13, 2023, meaning it's been about one and a half years. It's been a month or two over a year and a half, but it has been silently delivering returns.
And you can see the return is 84%. Whereas the market hasn't given much return in the last 2 years. This has almost, I mean, it has almost doubled your capital.
It's almost an 84 %return. I mean, I'm considering it as almost that. Right?
So, what is so special about such an ETF? We will discuss that a bit today because, look, until you understand the purpose of an ETF—every ETF has a purpose—what purpose does this ETF fulfill? So that if you keep it in your portfolio , which part of your portfolio will it fulfill?
It is very important to understand which of your goals it will fulfill. Okay? So , in this video, first let's learn a little bit about its basics.
Now look, you know the name. It is MO CAPITAL. So we will call it MO CAPITAL.
From the episode’s captions: roughly the first two minutes, lightly cleaned. Keep watching on YouTube →
Topics
- nifty capital markets etf
- motilal oswal etf
- thematic etf capital markets
- etf returns
- portfolio allocation
Companies and tickers mentioned
- GOOGL
- GOOG
- Motilal Oswal
Watch the episode
Watch “इस ETF को Portfolio में Miss मत करना” on YouTube
Summary, takeaways and quote selection by Octagon. Quotes are short excerpts; the full conversation is in the episode.
More from ETF Pulse
-
ETF 35% down | अब क्या करे । ETF investing guide -
मैं ऐसे करता हूँ ETF Trading । सबसे आसान तरीका Proof के साथ -
ग़लत ETF में मत फँस जाना । ये ETF है जरूरी । ETF का support यहाँ बनेगा -
ETFs में फिर मौके आने वाले है -
ETF Weekend Analysis | ETF Pulse -
Dont Wait | Just grab the opportunity Market is giving you
ETF Pulse, this episode and its artwork belong to etf.com. Octagon is not affiliated with the show; this page is an independent summary.
