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Motilal Oswal Mutual Fund · Index Fund
Motilal Oswal Nifty 500 Momentum 50 Index Fund-Regular Plan-Growth
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.However, there can be no assurance or guarantee that the investment objectives of the scheme will be achieved.
EquityBenchmark · Nifty 500 Momentum 50 TRITER · 1.45%Inception · 24-09-2024
NAV
₹8.11
+0.75% · as of 12-10-2026
Since inception
-9.60%
CAGR
Benchmark (inception)
21.33%
CAGR
Fund size
₹785 Cr
AUM
Expense ratio
1.45%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +-9.60% CAGR vs benchmark +21.33%.
Portfolio
Where the money is invested
Top holdings
Shriram Finance Limited5.06%
CUMMINS INDIA LIMITED EQ FV RS.25.04%
Multi Commodity Exchange of India L4.94%
BSE LIMITED EQ NEW FV RS. 2/-4.92%
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-4.84%
GE T&D INDIA LIMITED EQ NEW RS. 2/-4.84%
Adani Power Limited4.82%
LAURUS LABS LIMITED EQ NEW FV RS. 2/-4.63%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-3.61%
BHARAT HEAVY ELECTRICALS LIMITED EQ NEW FV RS. 2/-3.36%
Sector allocation
Capital Goods32.88%
Financial Services23.83%
Healthcare11.72%
Metals & Mining9.95%
Power8.33%
Automobile and Auto Components6.08%
Telecommunication4.24%
Chemicals1.44%
Services0.70%
Information Technology0.47%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ -9.6% p.a.₹10,000
10 years
Projected value
₹7,67,042
Invested: ₹12,00,000
Gained: -₹4,32,958
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
152876
ISIN (Growth)
INF247L01DM4
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
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