Motilal Oswal Nifty 500 Momentum 50 Index Fund

Motilal Oswal Nifty 500 Momentum 50 Index Fund

Get the latest NAV of Motilal Oswal Nifty 500 Momentum 50 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.

₹7.12

0.2%1D

NAV as on 23 Mar 2026

-18.37%/per year

Since Inception

Absolute Gain%

9038 people have invested ₹ 4.3Cr in Motilal Oswal Nifty 500 Momentum 50 Index Fund in the last three months

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Motilal Oswal Nifty 500 Momentum 50 Index Fund
-
725Cr
0.44%
0.49%
-
--
--
--
--
--
DSP Nifty 50 Equal Weight Index Fund
3/22
2,471Cr
0.41%
5.97%
16.97%
--
--
1.03
1.69
--
UTI Nifty200 Momentum 30 Index Fund
-
8,712Cr
0.44%
1.36%
16.95%
-0.27
1.00
0.83
1.26
-1.50
Nippon India Nifty Smallcap 250 Index Fund Dir Gr
-
2,753Cr
0.35%
-1.3%
18.72%
-0.76
0.99
0.75
1.20
-2.47

Motilal Oswal Nifty 500 Momentum 50 Index Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Total Investment

0

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Total Corpus

0

Absolute Return

Motilal Oswal Nifty 500 Momentum 50 Index Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Large cap
57.4%

Mid cap
34.3%

Small cap
8.3%

Mid Cap allocation has gone up from 34.1% to 34.3%
Mid Cap allocation has gone up from 34.1% to 34.3%
Large Cap allocation has gone down from 57.6% to 57.4%
Large Cap allocation has gone down from 57.6% to 57.4%
Small Cap allocation has gone up from 8.3% to 8.3%
Small Cap allocation has gone up from 8.3% to 8.3%
Cash allocation has gone down from 0% to -0%
Cash allocation has gone down from 0% to -0%

Motilal Oswal Nifty 500 Momentum 50 Index Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Financial Services
44.4%
Health
14.8%
Industrial
14.5%
Tech
10.8%
Basic Materials
9.8%
Consumer Defensive
2.6%
Consumer Cyclical
1.2%
Utilities
1%
Communication
1%

Top 3 Sectors in February were Financial Services, Consumer Cyclical & Basic Materials

Feb'26

Financial Services

41%

Consumer Cyclical

24%

Basic Materials

11%

Jan'26

Financial Services

42%

Consumer Cyclical

24%

Basic Materials

12%

Motilal Oswal Nifty 500 Momentum 50 Index Fund Holdings Details

as on (28-Feb-26)

Holdings
Weight%
1M Change
Shriram Finance Ltd
5.43%
-2.7%
Eicher Motors Ltd
5.36%
-2.7%
Bajaj Finance Ltd
4.95%
-2.7%
Mahindra & Mahindra Ltd
4.66%
-2.7%
Hindalco Industries Ltd
4.58%
-2.7%
Top Stocks bought last month
Eicher Motors Ltd's allocation increased from 4.91% to 5.36%
Eicher Motors Ltd's allocation increased from 4.91% to 5.36%
Cummins India Ltd's allocation increased from 2.21% to 2.56%
Cummins India Ltd's allocation increased from 2.21% to 2.56%
Hitachi Energy India Ltd Ordinary Shares's allocation increased from 0.76% to 0.99%
Hitachi Energy India Ltd Ordinary Shares's allocation increased from 0.76% to 0.99%
Top Stocks sold last month
Mahindra & Mahindra Ltd's allocation decreased from 4.85 % to 4.66 %
Mahindra & Mahindra Ltd's allocation decreased from 4.85 % to 4.66 %
Hindalco Industries Ltd's allocation decreased from 4.92 % to 4.58 %
Hindalco Industries Ltd's allocation decreased from 4.92 % to 4.58 %
Maruti Suzuki India Ltd's allocation decreased from 4.51 % to 4.45 %
Maruti Suzuki India Ltd's allocation decreased from 4.51 % to 4.45 %

Motilal Oswal Nifty 500 Momentum 50 Index Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.44%
Benchmark
Nifty 500 Momentum 50 TR INR
AUM₹725 Cr
Inception Date24 September, 2024
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
151.43%
Risk
Risk meter
pointer
Very High Risk

About Motilal Oswal Nifty 500 Momentum 50 Index Fund

Motilal Oswal Nifty 500 Momentum 50 Index Fund is an index fund that mirrors the Nifty 500 Momentum 50 Index. This index consists of top 50 companies from the Nifty 500 ranked based on their momentum score.The momentum score is calculated using a stock’s 6 month and 12 month price returns, it is then adjusted for price volatility.

 

These adjusted returns are combined to create a momentum score. This approach helps the fund invest in high momentum stocks across market capitalization. The fund invests in all the stocks present in the index in the same proportion.

 

It maintains 95% of its assets in the stocks in the index; the balance 5% can be allocated to debt and money market instruments to manage liquidity. Since the fund is passively managed, it does not take active bets into account. It aims to mirror the index as closely as possible with minimal tracking error.

Fund Manager

Dishant Mehta

Fund Manager of Motilal Oswal Nifty 500 Momentum 50 Index Fund, since 15 October 2024

Swapnil Mayekar

Fund Manager of Motilal Oswal Nifty 500 Momentum 50 Index Fund, since 24 September 2024

Rakesh Shetty

Fund Manager of Motilal Oswal Nifty 500 Momentum 50 Index Fund, since 24 September 2024

Learn more about Motilal Oswal Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 725.2 Cr
₹ 723.2 Cr
₹ 760.2 Cr
  • AUM of the fund stands at 725.2 Cr as of Feb'26
  • AUM increased by 2 Cr between Feb'26 and Jan'26

Frequently Asked Questions for Motilal Oswal Nifty 500 Momentum 50 Index Fund

How do I invest in Motilal Oswal Nifty 500 Momentum 50 Index Fund?

INDmoney makes it simple to invest in the Motilal Oswal Nifty 500 Momentum 50 Index Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Motilal Oswal Nifty 500 Momentum 50 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.

What is the current NAV of Motilal Oswal Nifty 500 Momentum 50 Index Fund?

The NAV of the fund today is ₹7.12. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Motilal Oswal Nifty 500 Momentum 50 Index Fund fund has generated a return of 0.49% in 1 year

Who is the fund manager of Motilal Oswal Nifty 500 Momentum 50 Index Fund?

The fund managers are Dishant Mehta, Swapnil Mayekar, Rakesh Shetty.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-15 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.44%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹725 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Motilal Oswal Nifty 500 Momentum 50 Index Fund?

The top 3 holdings of the fund are Shriram Finance Ltd(5.43%), Eicher Motors Ltd(5.36%), Bajaj Finance Ltd(4.95%)