Equity
Direct
Index Funds
NAV as on 01-10-2024
₹ 9.75
▲0.4%
1D
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth is an equity fund. This fund was started on 24 September, 2024. The fund is managed by . The fund could potentially beat inflation in the long-run.
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth has given a CAGR return of -0.02% since inception.
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth has allocated its funds majorly in . Its top holdings are
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 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitDividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.
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.
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth has no lock in period.
Expense ratio | -- |
Benchmark | Nifty 500 Momentum 50 TR INR |
AUM | ₹0 Cr |
Inception Date | 24 September, 2024 |
Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
Lock In | No Lock-in |
TurnOver | 0% |
STCG | Redeeming before 1 year, returns taxed at 20%. |
LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
Risk | Very High Risk |
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0% | 0% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth | - | - | - |