Motilal Oswal Nifty 200 Momentum 30 Index Fund
Get the latest NAV of Motilal Oswal Nifty 200 Momentum 30 Index Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹14.33
▲2.5%1D
NAV as on 25 Mar 2026
8.44%/per year
Since Inception
▲▼
4610 people have invested ₹ 2.2Cr in Motilal Oswal Nifty 200 Momentum 30 Index Fund in the last three months
Peer comparison
Motilal Oswal Nifty 200 Momentum 30 Index Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Motilal Oswal Nifty 200 Momentum 30 Index Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Motilal Oswal Nifty 200 Momentum 30 Index Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Consumer Cyclical & Basic Materials
Financial Services
47%
Corporate
45%
Consumer Cyclical
20%
Financial Services
47%
Consumer Cyclical
20%
Basic Materials
12%
Motilal Oswal Nifty 200 Momentum 30 Index Fund Holdings Details
as on (28-Feb-26)
Motilal Oswal Nifty 200 Momentum 30 Index Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.32% |
Benchmark | Nifty 200 Momentum 30 TR INR |
| AUM | ₹974 Cr |
| Inception Date | 10 February, 2022 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 128.61% |
| Risk |   Very High Risk |
About Motilal Oswal Nifty 200 Momentum 30 Index Fund
Motilal Oswal Nifty 200 Momentum 30 Index Fund is an equity fund. This fund was started on 10 February, 2022. The fund is managed by Swapnil Mayekar, Dishant Mehta, Rakesh Shetty. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal Nifty 200 Momentum 30 Index Fund has ₹974 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.3.
Returns
Motilal Oswal Nifty 200 Momentum 30 Index Fund has given a CAGR return of 8.44% since inception. Over the last 1 and 3 years the fund has given a CAGR return of -2.31% and 16.38% respectively.
Holdings
Motilal Oswal Nifty 200 Momentum 30 Index Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Corporate, Consumer Cyclical, Industrial, Basic Materials, Communication, Health, Tech. Its top holdings are State Bank of India, Shriram Finance Ltd, Eicher Motors Ltd, Hindalco Industries Ltd, Bajaj Finance Ltd
Taxation
As it is a index funds mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Motilal Oswal Nifty 200 Momentum 30 Index Fund
The investment objective of the scheme is to provide returns that, before expenses, closely correspond to the performance of Nifty 200 Momentum 30 Total Return Index, subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Nifty 200 Momentum 30 Index Fund has no lock in period.
Fund Manager
Swapnil Mayekar
Fund Manager of Motilal Oswal Nifty 200 Momentum 30 Index Fund, since 10 February 2022
Dishant Mehta
Fund Manager of Motilal Oswal Nifty 200 Momentum 30 Index Fund, since 15 October 2024
Rakesh Shetty
Fund Manager of Motilal Oswal Nifty 200 Momentum 30 Index Fund, since 22 November 2022
- AUM of the fund stands at 974.4 Cr as of Feb'26
- AUM increased by 43.6 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Motilal Oswal Nifty 200 Momentum 30 Index Fund
How do I invest in Motilal Oswal Nifty 200 Momentum 30 Index Fund?
- Download the INDmoney app.
- Search for ‘Motilal Oswal Nifty 200 Momentum 30 Index Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.