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Business News/Market/Market Stats/    Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular Growth

Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular Growth

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  • Index Funds
  • Index Funds
  • Rating N.A.
  • Plan
14.36 +0.27 (1.88%) NAV as on 23 Apr, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)837.44
  • CAGR -6.14%
  • Exit Load1.00%
  • Expense ratio0.99%
  • CategoryIndex Funds
  • Min Investment500
  • Min SIP500
  • Launch Date2022-02-10

Morning Star Rating N.A.

Medium
Risk
High
Return

Asset Allocation

Holdings As On - 24 April 2025

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.32
  • Std Deviation 20.11%
  • Tracking Error 0.00%

About Fund

The investment objective of the scheme is to provide returns that, before expenses, closely correspond to the performance of Nifty 200 Momentum 30 Total Return Index, subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

 

The Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular Growth has an AUM of 837.44 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.99%. The minimum investment in Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Medium & High respectively.

 

The top holdings of the fund include Bharti Airtel, Sun Pharmaceutical Industries, Mahindra And Mahindra & Divis Laboratories.

 

The major sectors where the fund is invested are Software & Programming, Biotechnology & Drugs, Computer Services & Communications Services.

 

Some of the similar funds are DSP Nifty Next 50 Index Fund Regular Growth, Nippon India Index BSE Fund Sensex Plan - Growth, Kotak Nifty 50 Index Fund Regular Growth, Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular Growth, SBI Nifty 500 Index Fund Regular Growth. Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular Growth has a sharpe ratio of 0.32 & a standard deviation of 20.11%.

FAQs about Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular Growth

According to the morning star rating Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular Growth has a Medium risk & High return.
Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular Growth is managed by Swapnil Mayekar,Rakesh Shetty,Dishant Mehta.
The expense ratio of Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular Growth is 0.99%.
The 5 year annualized return on Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular Growth is 0.00% & it has generated -6.14% in the last 1 year.
The minimum investment in Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular Growth is 500 Rs.
Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular Growth has an AUM of 837.44 crores.
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