Pros | - | ![]() 3Y returns in the top 25% of the category. ![]() Among most bought funds within the category. | ||
Cons | - | - |
INDMoney rank | - | - | ||
Category,Subcateogry | Equity,Index Funds | Equity,Index Funds | ||
Fund Age | 0 Years | 4 Years | ||
Fund Size | 711 Cr | 2479 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹500 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.41% | 0.35% | ||
Exit Load | 1% | 0% | ||
Benchmark Index | Nifty 500 Momentum 50 TR INR | Nifty Smallcap 250 TR INR |
No of Holdings | 51 | 256 | ||
Top 5 Holdings | InterGlobe Aviation Ltd (5.46%) SBI Life Insurance Co Ltd (5.2%) Bajaj Finserv Ltd (5.04%) HDFC Life Insurance Co Ltd (5.01%) Bajaj Finance Ltd (4.94%) | Multi Commodity Exchange of India Ltd (2.01%) Laurus Labs Ltd (1.75%) Central Depository Services (India) Ltd (1.35%) Delhivery Ltd (1.12%) Radico Khaitan Ltd (1.09%) | ||
No of Sectors | 9 | 11 | ||
Top 3 Sectors | Financial Services (43.5%) Health (14.99%) Industrial (14.8%) | Industrial (22.74%) Financial Services (19.89%) Health (13.98%) | ||
Equity % | 99.88% | 99.96% | ||
Debt % | - | - | ||
P/E | 38.93 | 28.79 | ||
P/B | 6.9 | 3.46 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -2.68% | -3.38% | ||
3-Month Return | -2.92% | -0.67% | ||
6-Month Return | 12.29% | 19.06% | ||
1-Year Return | - | -9.39% | ||
3-Year Return | - | 21.3% | ||
5-Year Return | - | - |
Sharpe | - | 0.91 | ||
Alpha | - | -0.78 | ||
Beta | - | 0.99 | ||
Standard Deviation | - | 19.2 | ||
Information Ratio | - | -2.64 |
Description | Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Nippon India Nifty Smallcap 250 Index Fund Dir Gr is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Rakesh Shetty,Dishant Mehta,Swapnil Mayekar | Himanshu Mange |