Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth
EquityIndex FundsVery High Risk
Direct
NAV (21-Feb-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹480 Cr
Expense Ratio
0.36%
ISIN
INF247L01DL6
Minimum SIP
₹500
Exit Load
1.00%
Inception Date
24 Sep 2024
About this fund
As of 21-Feb-25, it has a Net Asset Value (NAV) of ₹7.40, Assets Under Management (AUM) of 480.49 Crores, and an expense ratio of 0.36%.
- Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth has given a CAGR return of -26.02% since inception.
- The fund's asset allocation comprises around 99.86% in equities, 0.00% in debts, and 0.14% in cash & cash equivalents.
- You can start investing in Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
Since Inception
-26.02%
— (Cat Avg.)
Portfolio Summaryas of 31st January 2025
| Equity | ₹479.8 Cr | 99.86% |
| Others | ₹0.69 Cr | 0.14% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| Mahindra & Mahindra Ltd | Equity | ₹27.3 Cr | 5.68% |
| Tech Mahindra Ltd | Equity | ₹26.78 Cr | 5.57% |
| Divi's Laboratories Ltd | Equity | ₹25.75 Cr | 5.36% |
| Persistent Systems Ltd | Equity | ₹25.63 Cr | 5.33% |
| Indian Hotels Co Ltd | Equity | ₹23.1 Cr | 4.81% |
| Dixon Technologies (India) Ltd | Equity | ₹22.57 Cr | 4.70% |
| Trent Ltd | Equity | ₹22.13 Cr | 4.61% |
| Zomato Ltd | Equity | ₹21.92 Cr | 4.56% |
| Info Edge (India) Ltd | Equity | ₹20.56 Cr | 4.28% |
| Coforge Ltd | Equity | ₹19.61 Cr | 4.08% |
| BSE Ltd | Equity | ₹19.46 Cr | 4.05% |
| PB Fintech Ltd | Equity | ₹19.02 Cr | 3.96% |
| Lupin Ltd | Equity | ₹14.59 Cr | 3.04% |
| Siemens Ltd | Equity | ₹14.18 Cr | 2.95% |
| United Spirits Ltd | Equity | ₹12.2 Cr | 2.54% |
| Fortis Healthcare Ltd | Equity | ₹10.48 Cr | 2.18% |
| Multi Commodity Exchange of India Ltd | Equity | ₹10.25 Cr | 2.13% |
| Oracle Financial Services Software Ltd | Equity | ₹9.1 Cr | 1.89% |
| Kalyan Jewellers India Ltd | Equity | ₹8.79 Cr | 1.83% |
| Voltas Ltd | Equity | ₹8.7 Cr | 1.81% |
| Glenmark Pharmaceuticals Ltd | Equity | ₹7.39 Cr | 1.54% |
| Suven Pharmaceuticals Ltd | Equity | ₹6.81 Cr | 1.42% |
| Coromandel International Ltd | Equity | ₹6.1 Cr | 1.27% |
| 360 One Wam Ltd Ordinary Shares | Equity | ₹5.84 Cr | 1.22% |
| Oil India Ltd | Equity | ₹5.79 Cr | 1.20% |
| Piramal Pharma Ltd | Equity | ₹5.71 Cr | 1.19% |
| Radico Khaitan Ltd | Equity | ₹5.56 Cr | 1.16% |
| National Aluminium Co Ltd | Equity | ₹5.27 Cr | 1.10% |
| Lloyds Metals & Energy Ltd | Equity | ₹4.98 Cr | 1.04% |
| Kaynes Technology India Ltd | Equity | ₹4.72 Cr | 0.98% |
| Cholamandalam Financial Holdings Ltd | Equity | ₹4.41 Cr | 0.92% |
| Firstsource Solutions Ltd | Equity | ₹4.26 Cr | 0.89% |
| KFin Technologies Ltd | Equity | ₹4.08 Cr | 0.85% |
| Amber Enterprises India Ltd Ordinary Shares | Equity | ₹3.8 Cr | 0.79% |
| Motilal Oswal Financial Services Ltd | Equity | ₹3.75 Cr | 0.78% |
| Deepak Fertilisers & Petrochemicals Corp Ltd | Equity | ₹3.72 Cr | 0.77% |
| Mazagon Dock Shipbuilders Ltd | Equity | ₹3.71 Cr | 0.77% |
| Himadri Speciality Chemical Ltd | Equity | ₹3.63 Cr | 0.76% |
| Jubilant Pharmova Ltd | Equity | ₹3.58 Cr | 0.75% |
| Hitachi Energy India Ltd Ordinary Shares | Equity | ₹3.42 Cr | 0.71% |
| Anant Raj Ltd | Equity | ₹3.22 Cr | 0.67% |
| KEC International Ltd | Equity | ₹3.12 Cr | 0.65% |
| Natco Pharma Ltd | Equity | ₹3.12 Cr | 0.65% |
| Poly Medicure Ltd | Equity | ₹2.66 Cr | 0.55% |
| Collateralized Borrowing & Lending Obligation | Cash - Collateral | ₹2.14 Cr | 0.45% |
| PCBL Chemical Ltd | Equity | ₹1.93 Cr | 0.40% |
| Godfrey Phillips India Ltd | Equity | ₹1.93 Cr | 0.40% |
| Aditya Birla Sun Life AMC Ltd | Equity | ₹1.87 Cr | 0.39% |
| Net Receivables / (Payables) | Cash | ₹-1.45 Cr | 0.30% |
| Caplin Point Laboratories Ltd | Equity | ₹1.32 Cr | 0.28% |
| Netweb Technologies India Ltd | Equity | ₹1 Cr | 0.21% |
| India Cements Ltd | Equity | ₹0.99 Cr | 0.21% |
Allocation By Market Cap (Equity)
Large Cap Stocks
31.27%
Mid Cap Stocks
50.37%
Small Cap Stocks
18.21%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Technology | ₹116.45 Cr | 24.24% |
| Consumer Cyclical | ₹107.04 Cr | 22.28% |
| Healthcare | ₹81.4 Cr | 16.94% |
| Financial Services | ₹64.6 Cr | 13.45% |
| Industrials | ₹34.43 Cr | 7.17% |
| Basic Materials | ₹26.62 Cr | 5.54% |
| Communication Services | ₹20.56 Cr | 4.28% |
| Consumer Defensive | ₹19.69 Cr | 4.10% |
| Energy | ₹5.79 Cr | 1.20% |
| Real Estate | ₹3.22 Cr | 0.67% |
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Swapnil Mayekar
Since September 2024
Rakesh Shetty
Since September 2024
Dishant Mehta
Since October 2024
Additional Scheme Detailsas of 31st January 2025
ISIN INF247L01DL6 | Expense Ratio 0.36% | Exit Load 1.00% | Fund Size ₹480 Cr | Age 4 months | Lumpsum Minimum ₹500 | Fund Status Open Ended Investment Company | Benchmark Nifty 500 Momentum 50 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Index Funds Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| ICICI Prudential Nifty Midcap 150 Index Fund Direct Growth Very High Risk | 0.3% | 0.0% | ₹613.55 Cr | 4.2% |
| ICICI Prudential Nifty Midcap 150 Index Fund Regular Growth Very High Risk | 0.9% | 0.0% | ₹613.55 Cr | 3.6% |
| ICICI Prudential Nifty 200 Momentum 30 Index Fund Regular Growth Very High Risk | 1.0% | 0.0% | ₹466.86 Cr | -5.5% |
| SBI Nifty Midcap 150 Index Fund Regular Growth Very High Risk | 0.9% | 0.0% | ₹716.78 Cr | 3.7% |
| DSP Nifty 50 Equal Weight Index Fund Regular Growth Very High Risk | 0.9% | 0.0% | ₹1945.75 Cr | 2.5% |
| SBI Nifty Smallcap 250 Index Fund Direct Growth Very High Risk | 0.5% | 0.0% | ₹1208.99 Cr | -2.2% |
| SBI Nifty Midcap 150 Index Fund Direct Growth Very High Risk | 0.5% | 0.0% | ₹716.78 Cr | 4.2% |
| ICICI Prudential Nifty 200 Momentum 30 Index Fund Direct Growth Very High Risk | 0.3% | 0.0% | ₹466.86 Cr | -5.0% |
| DSP Nifty 50 Equal Weight Index Fund Direct Growth Very High Risk | 0.4% | 0.0% | ₹1945.75 Cr | 3.1% |
| SBI Nifty Smallcap 250 Index Fund Regular Growth Very High Risk | 0.9% | 0.0% | ₹1208.99 Cr | -2.7% |
Risk Level
Your principal amount will be at Very High Risk
Take control of your wealth
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth?
What is the portfolio composition of Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth?
Who manages the Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth?
- Swapnil Mayekar
- Rakesh Shetty
- Dishant Mehta
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth
EquityIndex FundsVery High Risk
Direct
NAV (21-Feb-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹480 Cr
Expense Ratio
0.36%
ISIN
INF247L01DL6
Minimum SIP
₹500
Exit Load
1.00%
Inception Date
24 Sep 2024
Risk Level
Your principal amount will be at Very High Risk
About this fund
As of 21-Feb-25, it has a Net Asset Value (NAV) of ₹7.40, Assets Under Management (AUM) of 480.49 Crores, and an expense ratio of 0.36%.
- Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth has given a CAGR return of -26.02% since inception.
- The fund's asset allocation comprises around 99.86% in equities, 0.00% in debts, and 0.14% in cash & cash equivalents.
- You can start investing in Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
Since Inception
-26.02%
— (Cat Avg.)
Portfolio Summaryas of 31st January 2025
| Equity | ₹479.8 Cr | 99.86% |
| Others | ₹0.69 Cr | 0.14% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| Mahindra & Mahindra Ltd | Equity | ₹27.3 Cr | 5.68% |
| Tech Mahindra Ltd | Equity | ₹26.78 Cr | 5.57% |
| Divi's Laboratories Ltd | Equity | ₹25.75 Cr | 5.36% |
| Persistent Systems Ltd | Equity | ₹25.63 Cr | 5.33% |
| Indian Hotels Co Ltd | Equity | ₹23.1 Cr | 4.81% |
| Dixon Technologies (India) Ltd | Equity | ₹22.57 Cr | 4.70% |
| Trent Ltd | Equity | ₹22.13 Cr | 4.61% |
| Zomato Ltd | Equity | ₹21.92 Cr | 4.56% |
| Info Edge (India) Ltd | Equity | ₹20.56 Cr | 4.28% |
| Coforge Ltd | Equity | ₹19.61 Cr | 4.08% |
| BSE Ltd | Equity | ₹19.46 Cr | 4.05% |
| PB Fintech Ltd | Equity | ₹19.02 Cr | 3.96% |
| Lupin Ltd | Equity | ₹14.59 Cr | 3.04% |
| Siemens Ltd | Equity | ₹14.18 Cr | 2.95% |
| United Spirits Ltd | Equity | ₹12.2 Cr | 2.54% |
| Fortis Healthcare Ltd | Equity | ₹10.48 Cr | 2.18% |
| Multi Commodity Exchange of India Ltd | Equity | ₹10.25 Cr | 2.13% |
| Oracle Financial Services Software Ltd | Equity | ₹9.1 Cr | 1.89% |
| Kalyan Jewellers India Ltd | Equity | ₹8.79 Cr | 1.83% |
| Voltas Ltd | Equity | ₹8.7 Cr | 1.81% |
| Glenmark Pharmaceuticals Ltd | Equity | ₹7.39 Cr | 1.54% |
| Suven Pharmaceuticals Ltd | Equity | ₹6.81 Cr | 1.42% |
| Coromandel International Ltd | Equity | ₹6.1 Cr | 1.27% |
| 360 One Wam Ltd Ordinary Shares | Equity | ₹5.84 Cr | 1.22% |
| Oil India Ltd | Equity | ₹5.79 Cr | 1.20% |
| Piramal Pharma Ltd | Equity | ₹5.71 Cr | 1.19% |
| Radico Khaitan Ltd | Equity | ₹5.56 Cr | 1.16% |
| National Aluminium Co Ltd | Equity | ₹5.27 Cr | 1.10% |
| Lloyds Metals & Energy Ltd | Equity | ₹4.98 Cr | 1.04% |
| Kaynes Technology India Ltd | Equity | ₹4.72 Cr | 0.98% |
| Cholamandalam Financial Holdings Ltd | Equity | ₹4.41 Cr | 0.92% |
| Firstsource Solutions Ltd | Equity | ₹4.26 Cr | 0.89% |
| KFin Technologies Ltd | Equity | ₹4.08 Cr | 0.85% |
| Amber Enterprises India Ltd Ordinary Shares | Equity | ₹3.8 Cr | 0.79% |
| Motilal Oswal Financial Services Ltd | Equity | ₹3.75 Cr | 0.78% |
| Deepak Fertilisers & Petrochemicals Corp Ltd | Equity | ₹3.72 Cr | 0.77% |
| Mazagon Dock Shipbuilders Ltd | Equity | ₹3.71 Cr | 0.77% |
| Himadri Speciality Chemical Ltd | Equity | ₹3.63 Cr | 0.76% |
| Jubilant Pharmova Ltd | Equity | ₹3.58 Cr | 0.75% |
| Hitachi Energy India Ltd Ordinary Shares | Equity | ₹3.42 Cr | 0.71% |
| Anant Raj Ltd | Equity | ₹3.22 Cr | 0.67% |
| KEC International Ltd | Equity | ₹3.12 Cr | 0.65% |
| Natco Pharma Ltd | Equity | ₹3.12 Cr | 0.65% |
| Poly Medicure Ltd | Equity | ₹2.66 Cr | 0.55% |
| Collateralized Borrowing & Lending Obligation | Cash - Collateral | ₹2.14 Cr | 0.45% |
| PCBL Chemical Ltd | Equity | ₹1.93 Cr | 0.40% |
| Godfrey Phillips India Ltd | Equity | ₹1.93 Cr | 0.40% |
| Aditya Birla Sun Life AMC Ltd | Equity | ₹1.87 Cr | 0.39% |
| Net Receivables / (Payables) | Cash | ₹-1.45 Cr | 0.30% |
| Caplin Point Laboratories Ltd | Equity | ₹1.32 Cr | 0.28% |
| Netweb Technologies India Ltd | Equity | ₹1 Cr | 0.21% |
| India Cements Ltd | Equity | ₹0.99 Cr | 0.21% |
Allocation By Market Cap (Equity)
Large Cap Stocks
31.27%
Mid Cap Stocks
50.37%
Small Cap Stocks
18.21%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Technology | ₹116.45 Cr | 24.24% |
| Consumer Cyclical | ₹107.04 Cr | 22.28% |
| Healthcare | ₹81.4 Cr | 16.94% |
| Financial Services | ₹64.6 Cr | 13.45% |
| Industrials | ₹34.43 Cr | 7.17% |
| Basic Materials | ₹26.62 Cr | 5.54% |
| Communication Services | ₹20.56 Cr | 4.28% |
| Consumer Defensive | ₹19.69 Cr | 4.10% |
| Energy | ₹5.79 Cr | 1.20% |
| Real Estate | ₹3.22 Cr | 0.67% |
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Swapnil Mayekar
Since September 2024
Rakesh Shetty
Since September 2024
Dishant Mehta
Since October 2024
Additional Scheme Detailsas of 31st January 2025
ISIN INF247L01DL6 | Expense Ratio 0.36% | Exit Load 1.00% | Fund Size ₹480 Cr | Age 4 months | Lumpsum Minimum ₹500 | Fund Status Open Ended Investment Company | Benchmark Nifty 500 Momentum 50 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Index Funds Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| ICICI Prudential Nifty Midcap 150 Index Fund Direct Growth Very High Risk | 0.3% | 0.0% | ₹613.55 Cr | 4.2% |
| ICICI Prudential Nifty Midcap 150 Index Fund Regular Growth Very High Risk | 0.9% | 0.0% | ₹613.55 Cr | 3.6% |
| ICICI Prudential Nifty 200 Momentum 30 Index Fund Regular Growth Very High Risk | 1.0% | 0.0% | ₹466.86 Cr | -5.5% |
| SBI Nifty Midcap 150 Index Fund Regular Growth Very High Risk | 0.9% | 0.0% | ₹716.78 Cr | 3.7% |
| DSP Nifty 50 Equal Weight Index Fund Regular Growth Very High Risk | 0.9% | 0.0% | ₹1945.75 Cr | 2.5% |
| SBI Nifty Smallcap 250 Index Fund Direct Growth Very High Risk | 0.5% | 0.0% | ₹1208.99 Cr | -2.2% |
| SBI Nifty Midcap 150 Index Fund Direct Growth Very High Risk | 0.5% | 0.0% | ₹716.78 Cr | 4.2% |
| ICICI Prudential Nifty 200 Momentum 30 Index Fund Direct Growth Very High Risk | 0.3% | 0.0% | ₹466.86 Cr | -5.0% |
| DSP Nifty 50 Equal Weight Index Fund Direct Growth Very High Risk | 0.4% | 0.0% | ₹1945.75 Cr | 3.1% |
| SBI Nifty Smallcap 250 Index Fund Regular Growth Very High Risk | 0.9% | 0.0% | ₹1208.99 Cr | -2.7% |
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth?
What is the portfolio composition of Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth?
Who manages the Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth?
- Swapnil Mayekar
- Rakesh Shetty
- Dishant Mehta
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
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