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Fund Overview

Fund Size

Fund Size

₹538 Cr

Expense Ratio

Expense Ratio

1.07%

ISIN

ISIN

INF247L01DM4

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

24 Sep 2024

About this fund

This fund has been in existence for 6 months and 26 days, having been launched on 24-Sep-24.
As of 17-Apr-25, it has a Net Asset Value (NAV) of ₹7.43, Assets Under Management (AUM) of 537.50 Crores, and an expense ratio of 1.07%.
  • Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Growth has given a CAGR return of -25.70% since inception.
  • The fund's asset allocation comprises around 99.88% in equities, 0.00% in debts, and 0.12% in cash & cash equivalents.
  • You can start investing in Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular 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

-25.70%

(Cat Avg.)

Portfolio Summaryas of 31st March 2025

Equity536.84 Cr99.88%
Others0.67 Cr0.12%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Divi's Laboratories LtdEquity31.08 Cr5.78%
Mahindra & Mahindra LtdEquity28.38 Cr5.28%
Indian Hotels Co LtdEquity27.74 Cr5.16%
Persistent Systems LtdEquity27.31 Cr5.08%
Tech Mahindra LtdEquity26.45 Cr4.92%
Trent LtdEquity23.88 Cr4.44%
BSE LtdEquity23.44 Cr4.36%
Eternal LtdEquity23.39 Cr4.35%
Dixon Technologies (India) LtdEquity23.14 Cr4.30%
Coforge LtdEquity22.43 Cr4.17%
Info Edge (India) LtdEquity22.29 Cr4.15%
PB Fintech LtdEquity20.42 Cr3.80%
Lupin LtdEquity16.58 Cr3.08%
Siemens LtdEquity14.36 Cr2.67%
United Spirits LtdEquity13.99 Cr2.60%
Fortis Healthcare LtdEquity13.33 Cr2.48%
Voltas LtdEquity11.74 Cr2.18%
Multi Commodity Exchange of India LtdEquity11.07 Cr2.06%
Kalyan Jewellers India LtdEquity9.65 Cr1.80%
Glenmark Pharmaceuticals LtdEquity9.14 Cr1.70%
Oracle Financial Services Software LtdEquity9.13 Cr1.70%
Suven Pharmaceuticals LtdEquity8.66 Cr1.61%
Coromandel International LtdEquity7.78 Cr1.45%
Radico Khaitan LtdEquity7.23 Cr1.35%
Piramal Pharma LtdEquity6.42 Cr1.19%
360 One Wam Ltd Ordinary SharesEquity6.37 Cr1.18%
Oil India LtdEquity6.21 Cr1.16%
Lloyds Metals & Energy LtdEquity6.04 Cr1.12%
Cholamandalam Financial Holdings LtdEquity5.92 Cr1.10%
Kaynes Technology India LtdEquity5.45 Cr1.01%
National Aluminium Co LtdEquity5.33 Cr0.99%
Firstsource Solutions LtdEquity5.04 Cr0.94%
Amber Enterprises India Ltd Ordinary SharesEquity4.91 Cr0.91%
Mazagon Dock Shipbuilders LtdEquity4.58 Cr0.85%
KFin Technologies LtdEquity4.5 Cr0.84%
Deepak Fertilisers & Petrochemicals Corp LtdEquity4.26 Cr0.79%
Motilal Oswal Financial Services LtdEquity4.23 Cr0.79%
Hitachi Energy India Ltd Ordinary SharesEquity3.94 Cr0.73%
Jubilant Pharmova LtdEquity3.84 Cr0.72%
Himadri Speciality Chemical LtdEquity3.64 Cr0.68%
KEC International LtdEquity3.39 Cr0.63%
Godfrey Phillips India LtdEquity3.35 Cr0.62%
Anant Raj LtdEquity3.12 Cr0.58%
Poly Medicure LtdEquity2.99 Cr0.56%
Collateralized Borrowing & Lending ObligationCash - Collateral2.89 Cr0.54%
PCBL Chemical LtdEquity2.51 Cr0.47%
Natco Pharma LtdEquity2.47 Cr0.46%
Net Receivables / (Payables)Cash-2.22 Cr0.41%
Aditya Birla Sun Life AMC LtdEquity2.03 Cr0.38%
Caplin Point Laboratories LtdEquity1.49 Cr0.28%
India Cements LtdEquity1.21 Cr0.23%
Netweb Technologies India LtdEquity0.99 Cr0.18%

Allocation By Market Cap (Equity)

Large Cap Stocks

34.20%

Mid Cap Stocks

49.11%

Small Cap Stocks

16.57%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Consumer Cyclical129.69 Cr24.13%
Technology118.99 Cr22.14%
Healthcare96 Cr17.86%
Financial Services73.48 Cr13.67%
Industrials31.71 Cr5.90%
Basic Materials30.77 Cr5.72%
Consumer Defensive24.58 Cr4.57%
Communication Services22.29 Cr4.15%
Energy6.21 Cr1.16%
Real Estate3.12 Cr0.58%

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

SM

Swapnil Mayekar

Since September 2024

Rakesh Shetty

Rakesh Shetty

Since September 2024

DM

Dishant Mehta

Since October 2024

Additional Scheme Detailsas of 31st March 2025

ISIN
INF247L01DM4
Expense Ratio
1.07%
Exit Load
1.00%
Fund Size
₹538 Cr
Age
6 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
Nifty 500 Momentum 50 TR INR

Investment ObjectiveInvestment 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

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

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 nameExpense RatioExit LoadFund size
1Y
SBI BSE PSU Bank Index Fund Direct Growth

Very High Risk

0.3%0.0%₹8.42 Cr-
SBI BSE PSU Bank Index Fund Regular Growth

Very High Risk

0.8%0.0%₹8.42 Cr-
SBI BSE PSU Bank ETF

Very High Risk

0.3%-₹205.39 Cr-
Tata BSE Quality Index Fund Direct Growth

Very High Risk

-0.0%--
Tata BSE Quality Index Fund Regular Growth

Very High Risk

-0.0%--
HDFC Nifty Top 20 Equal Weight Index Fund Direct Growth

Very High Risk

-0.0%₹70.51 Cr-
HDFC Nifty Top 20 Equal Weight Index Fund Regular Growth

Very High Risk

-0.0%₹70.51 Cr-
Kotak Nifty Midcap 150 Index Fund Regular Growth

Very High Risk

0.3%0.0%₹7.20 Cr-
Kotak Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

0.8%0.0%₹7.20 Cr-
Mirae Asset BSE 200 Equal Weight ETF

Very High Risk

--₹14.21 Cr-

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Growth, as of 17-Apr-2025, is ₹7.43.
The fund's allocation of assets is distributed as 99.88% in equities, 0.00% in bonds, and 0.12% in cash and cash equivalents.
The fund managers responsible for Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Growth are:-
  1. Swapnil Mayekar
  2. Rakesh Shetty
  3. Dishant Mehta

Fund Overview

Fund Size

Fund Size

₹538 Cr

Expense Ratio

Expense Ratio

1.07%

ISIN

ISIN

INF247L01DM4

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

24 Sep 2024

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

This fund has been in existence for 6 months and 26 days, having been launched on 24-Sep-24.
As of 17-Apr-25, it has a Net Asset Value (NAV) of ₹7.43, Assets Under Management (AUM) of 537.50 Crores, and an expense ratio of 1.07%.
  • Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Growth has given a CAGR return of -25.70% since inception.
  • The fund's asset allocation comprises around 99.88% in equities, 0.00% in debts, and 0.12% in cash & cash equivalents.
  • You can start investing in Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular 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

-25.70%

(Cat Avg.)

Portfolio Summaryas of 31st March 2025

Equity536.84 Cr99.88%
Others0.67 Cr0.12%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Divi's Laboratories LtdEquity31.08 Cr5.78%
Mahindra & Mahindra LtdEquity28.38 Cr5.28%
Indian Hotels Co LtdEquity27.74 Cr5.16%
Persistent Systems LtdEquity27.31 Cr5.08%
Tech Mahindra LtdEquity26.45 Cr4.92%
Trent LtdEquity23.88 Cr4.44%
BSE LtdEquity23.44 Cr4.36%
Eternal LtdEquity23.39 Cr4.35%
Dixon Technologies (India) LtdEquity23.14 Cr4.30%
Coforge LtdEquity22.43 Cr4.17%
Info Edge (India) LtdEquity22.29 Cr4.15%
PB Fintech LtdEquity20.42 Cr3.80%
Lupin LtdEquity16.58 Cr3.08%
Siemens LtdEquity14.36 Cr2.67%
United Spirits LtdEquity13.99 Cr2.60%
Fortis Healthcare LtdEquity13.33 Cr2.48%
Voltas LtdEquity11.74 Cr2.18%
Multi Commodity Exchange of India LtdEquity11.07 Cr2.06%
Kalyan Jewellers India LtdEquity9.65 Cr1.80%
Glenmark Pharmaceuticals LtdEquity9.14 Cr1.70%
Oracle Financial Services Software LtdEquity9.13 Cr1.70%
Suven Pharmaceuticals LtdEquity8.66 Cr1.61%
Coromandel International LtdEquity7.78 Cr1.45%
Radico Khaitan LtdEquity7.23 Cr1.35%
Piramal Pharma LtdEquity6.42 Cr1.19%
360 One Wam Ltd Ordinary SharesEquity6.37 Cr1.18%
Oil India LtdEquity6.21 Cr1.16%
Lloyds Metals & Energy LtdEquity6.04 Cr1.12%
Cholamandalam Financial Holdings LtdEquity5.92 Cr1.10%
Kaynes Technology India LtdEquity5.45 Cr1.01%
National Aluminium Co LtdEquity5.33 Cr0.99%
Firstsource Solutions LtdEquity5.04 Cr0.94%
Amber Enterprises India Ltd Ordinary SharesEquity4.91 Cr0.91%
Mazagon Dock Shipbuilders LtdEquity4.58 Cr0.85%
KFin Technologies LtdEquity4.5 Cr0.84%
Deepak Fertilisers & Petrochemicals Corp LtdEquity4.26 Cr0.79%
Motilal Oswal Financial Services LtdEquity4.23 Cr0.79%
Hitachi Energy India Ltd Ordinary SharesEquity3.94 Cr0.73%
Jubilant Pharmova LtdEquity3.84 Cr0.72%
Himadri Speciality Chemical LtdEquity3.64 Cr0.68%
KEC International LtdEquity3.39 Cr0.63%
Godfrey Phillips India LtdEquity3.35 Cr0.62%
Anant Raj LtdEquity3.12 Cr0.58%
Poly Medicure LtdEquity2.99 Cr0.56%
Collateralized Borrowing & Lending ObligationCash - Collateral2.89 Cr0.54%
PCBL Chemical LtdEquity2.51 Cr0.47%
Natco Pharma LtdEquity2.47 Cr0.46%
Net Receivables / (Payables)Cash-2.22 Cr0.41%
Aditya Birla Sun Life AMC LtdEquity2.03 Cr0.38%
Caplin Point Laboratories LtdEquity1.49 Cr0.28%
India Cements LtdEquity1.21 Cr0.23%
Netweb Technologies India LtdEquity0.99 Cr0.18%

Allocation By Market Cap (Equity)

Large Cap Stocks

34.20%

Mid Cap Stocks

49.11%

Small Cap Stocks

16.57%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Consumer Cyclical129.69 Cr24.13%
Technology118.99 Cr22.14%
Healthcare96 Cr17.86%
Financial Services73.48 Cr13.67%
Industrials31.71 Cr5.90%
Basic Materials30.77 Cr5.72%
Consumer Defensive24.58 Cr4.57%
Communication Services22.29 Cr4.15%
Energy6.21 Cr1.16%
Real Estate3.12 Cr0.58%

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

SM

Swapnil Mayekar

Since September 2024

Rakesh Shetty

Rakesh Shetty

Since September 2024

DM

Dishant Mehta

Since October 2024

Additional Scheme Detailsas of 31st March 2025

ISIN
INF247L01DM4
Expense Ratio
1.07%
Exit Load
1.00%
Fund Size
₹538 Cr
Age
6 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
Nifty 500 Momentum 50 TR INR

Investment ObjectiveInvestment 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

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

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 nameExpense RatioExit LoadFund size
1Y
SBI BSE PSU Bank Index Fund Direct Growth

Very High Risk

0.3%0.0%₹8.42 Cr-
SBI BSE PSU Bank Index Fund Regular Growth

Very High Risk

0.8%0.0%₹8.42 Cr-
SBI BSE PSU Bank ETF

Very High Risk

0.3%-₹205.39 Cr-
Tata BSE Quality Index Fund Direct Growth

Very High Risk

-0.0%--
Tata BSE Quality Index Fund Regular Growth

Very High Risk

-0.0%--
HDFC Nifty Top 20 Equal Weight Index Fund Direct Growth

Very High Risk

-0.0%₹70.51 Cr-
HDFC Nifty Top 20 Equal Weight Index Fund Regular Growth

Very High Risk

-0.0%₹70.51 Cr-
Kotak Nifty Midcap 150 Index Fund Regular Growth

Very High Risk

0.3%0.0%₹7.20 Cr-
Kotak Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

0.8%0.0%₹7.20 Cr-
Mirae Asset BSE 200 Equal Weight ETF

Very High Risk

--₹14.21 Cr-

Still got questions?
We're here to help.

The NAV of Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Growth, as of 17-Apr-2025, is ₹7.43.
The fund's allocation of assets is distributed as 99.88% in equities, 0.00% in bonds, and 0.12% in cash and cash equivalents.
The fund managers responsible for Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Growth are:-
  1. Swapnil Mayekar
  2. Rakesh Shetty
  3. Dishant Mehta
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