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Motilal Oswal Mutual Fund
Motilal Oswal Mutual Fund · Index Fund

Motilal Oswal Nifty 200 Momentum 30 Index Fund-Regular Plan

The investment objective of the scheme is to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the Nifty 200 Momentum 30 Total Return Index, subject to tracking error.

EquityBenchmark · Nifty 200 Momentum 30 TRITER · 1.53%Inception · 10-02-2022
NAV
₹14.21
-0.04% · as of 14-10-2026
Since inception
8.45%
CAGR
Benchmark (inception)
18.24%
CAGR
Fund size
₹882 Cr
AUM
Expense ratio
1.53%
29-09-2026
Performance

Returns vs benchmark & category

Since inception: +8.45% CAGR vs benchmark +18.24%.

Portfolio

Where the money is invested

Top holdings

Shriram Finance Limited5.08%
CUMMINS INDIA LIMITED EQ FV RS.25.05%
NTPC LIMITED EQ4.96%
Multi Commodity Exchange of India L4.96%
BSE LIMITED EQ NEW FV RS. 2/-4.94%
TATA STEEL LIMITED EQ NEW FV RE.1/-4.91%
GE T&D INDIA LIMITED EQ NEW RS. 2/-4.86%
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-4.86%
Adani Power Limited4.83%
LAURUS LABS LIMITED EQ NEW FV RS. 2/-4.78%

Sector allocation

Capital Goods26.17%
Financial Services20.99%
Metals & Mining18.22%
Power15.12%
Healthcare8.97%
Automobile and Auto Components6.28%
Telecommunication2.15%
Chemicals1.95%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 8.4% p.a.
₹10,000
10 years
Projected value
₹18,89,321
Invested: ₹12,00,000
Gained: ₹6,89,321
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr. Swapnil Mayekar, Mr. Dishant Mehta, Mr. Rakesh Shetty
Manager since fund inception data not available
ISIN & identifiers
AMFI code
149799
ISIN (Growth)
INF247L01AW9
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers

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