Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth
Get the latest NAV of Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth. 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.
₹8.06
▲1.2%1D
NAV as on 14 May 2025
/per year
Since Inception
▲▼
10747 people have invested ₹ 5.8Cr in Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth in the last three months
Peer comparison
Motilal Oswal Nifty 500 Momentum 50 Index Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Motilal Oswal Nifty 500 Momentum 50 Index Fund Asset Allocation
See fund asset allocation details as on (13-May-25)
Fund Distribution
as on (13-May-25)
Equity 100%
Motilal Oswal Nifty 500 Momentum 50 Index Fund Sector Allocation
See fund sector allocation details as on (13-May-25)
Sector Allocation
Equity 100%
Top 3 Sectors in April were Consumer Cyclical, Tech & Health
Consumer Cyclical
24%
Tech
23%
Health
18%
Consumer Cyclical
24%
Tech
22%
Health
18%
Motilal Oswal Nifty 500 Momentum 50 Index Fund Holdings Details
as on (30-Apr-25)
Equity
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.37% |
Benchmark | Nifty 500 Momentum 50 TR INR |
| AUM | ₹596 Cr |
| Inception Date | 24 September, 2024 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund 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 |
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.
Currently, the fund's portfolio comprises 16.4% small-cap stocks, 33.54% large-cap stocks, and 48.93% mid-cap stocks.
Fund Manager
Swapnil Mayekar
Fund Manager of Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth, since 24 September 2024
- AUM of the fund stands at 596 Cr as of Apr'25
- AUM increased by 58.5 Cr between Apr'25 and Mar'25
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Frequently Asked Questions for Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth
What is the current NAV of Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth?
What are the average returns of Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth?
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 12.94% | 12.94% |
6 Month Returns | -7.99% | -7.99% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
How do I invest in Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth?
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
What is the expense ratio of Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth?
What is net assets under management (AUM) of Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth?
What are the top 5 holdings of Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth?
What are the top 3 sectors that this Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth has invested in?
What is the alpha of Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth?
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth | - | - | - |
What is the beta of 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 | - | - | - |
What is the sharpe ratio of 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 | - | - | - |
What is the standard deviation of 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 | - | - | - |