Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Rating:
Key Metrics
Aum
₹792.56 Cr
Expense Ratio
1.79%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
24 Sep 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +0.07% | -- |
| 3 Months | +6.91% | -- |
| 6 Months | +10.25% | -- |
| 1 Year | +5.35% | +5.35% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | -15.97% | -8.48% |
Holdings as on 14 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Laurus Labs | 44.43 | 5.60 |
| Shriram Finance | 40.72 | 5.14 |
| Hindalco Industries | 39.55 | 4.99 |
| Cummins India | 39.38 | 4.97 |
| Multi Commodity Exchange Of India | 37.57 | 4.74 |
| BSE | 37.19 | 4.69 |
| Adani Power | 36.46 | 4.60 |
| GE Vernova T&D India | 33.92 | 4.28 |
| Federal Bank | 31.49 | 3.97 |
| Bharat Forge | 27.03 | 3.41 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| UTI Nifty 500 Value 50 Index Fund Regular Growth | +11.87% | +20.58% | -- |
| Nippon India Nifty 50 Value 20 Index Fund Regular Growth | -9.57% | +4.07% | +6.37% |
| ICICI Prudential Nifty Bank Index Fund Regular Growth | +3.36% | +7.44% | -- |
| Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Growth | +5.35% | -- | -- |
| SBI Nifty 500 Index Fund Regular Growth | -0.96% | -- | -- |
Results are calculated on CAGR basis
About Fund
The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty 500 Momentum 50 Total Return Index, subject to tracking error.
The Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Growth has an AUM of 792.56 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 1.79%. The minimum investment in Motilal Oswal Nifty 500 Momentum 50 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 & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include Laurus Labs, Shriram Finance, Hindalco Industries, Cummins India.
The major sectors where the fund is invested are Electronic Instr. & Controls, Biotechnology & Drugs, Investment Services, Metal Mining.
Some of the similar funds are UTI Nifty 500 Value 50 Index Fund Regular Growth, Nippon India Nifty 50 Value 20 Index Fund Regular Growth, ICICI Prudential Nifty Bank Index Fund Regular Growth, Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Growth, SBI Nifty 500 Index Fund Regular Growth. Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Growth has a Medium risk & Moderate return.
Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Growth is managed by Swapnil Mayekar,Rakesh Shetty,Dishant Mehta.
The expense ratio of Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Growth is 1.79%.
The 5 year annualized return on Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Growth is 0.00% & it has generated 5.35% in the last 1 year.
The minimum investment in Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Growth is 500 Rs.
Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Growth has an AUM of 792.56 crores.
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