Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth

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.

₹8.61

0.4%1D

NAV as on 30 Jun 2025

-13.93%/per year

Since Inception

Absolute Gain%

10678 people have invested ₹ 5.4Cr in Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth in the last three months

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Motilal Oswal Nifty 500 Momentum 50 Index Fund
-
656Cr
0.4%
-
-
-13.93%
HDFC BSE Sensex Index Fund Direct Growth
1/7
8,290Cr
0.2%
9.76%
15.92%
13.37%
Kotak Nifty Next 50 Index Fund Direct Growth
1/12
596Cr
0.1%
-1.87%
21.86%
17.28%
Navi Nifty 50 Index Fund Direct Growth
1/17
2,922Cr
0.06%
9.82%
16.69%
13.37%

Motilal Oswal Nifty 500 Momentum 50 Index Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

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Total Investment

0

Profit


Total Corpus

0

Absolute Return

Motilal Oswal Nifty 500 Momentum 50 Index Fund Asset Allocation

See fund asset allocation details as on (14-Jun-25)

Fund Distribution

as on (14-Jun-25)

Equity 99.9%

Debt & Cash 0.1%

Mid cap
49.2%

Large cap
33.2%

Small cap
16.5%

Small Cap allocation has gone up from 16.4% to 16.5%
Small Cap allocation has gone up from 16.4% to 16.5%
Mid Cap allocation has gone up from 48.9% to 49.2%
Mid Cap allocation has gone up from 48.9% to 49.2%
Large Cap allocation has gone down from 33.5% to 33.2%
Large Cap allocation has gone down from 33.5% to 33.2%
Cash allocation has gone up from -0% to 0.1%
Cash allocation has gone up from -0% to 0.1%

Motilal Oswal Nifty 500 Momentum 50 Index Fund Sector Allocation

See fund sector allocation details as on (14-Jun-25)

Sector Allocation

Equity 99.9%

Debt & Cash 0.1%

Industrial
38%
Consumer Cyclical
21.1%
Financial Services
17.9%
Utilities
9.3%
Tech
4.5%
Basic Materials
4.3%
Energy
1.9%
Real Estate
1.6%
Health
1.4%

Top 3 Sectors in May were Consumer Cyclical, Tech & Health

May'25

Consumer Cyclical

24%

Tech

22%

Health

17%

Apr'25

Consumer Cyclical

24%

Tech

23%

Health

18%

Motilal Oswal Nifty 500 Momentum 50 Index Fund Holdings Details

as on (31-May-25)

Equity

Holdings
Weight%
1M Change
Divi's Laboratories Ltd
6.04%
4.5%
BSE Ltd
5.82%
4.5%
Mahindra & Mahindra Ltd
5.38%
4.5%
Tech Mahindra Ltd
4.98%
4.5%
Persistent Systems Ltd
4.74%
4.5%
Top Stocks bought last month
BSE Ltd's allocation increased from 4.86% to 5.82%
BSE Ltd's allocation increased from 4.86% to 5.82%
Coforge Ltd's allocation increased from 3.61% to 4.01%
Coforge Ltd's allocation increased from 3.61% to 4.01%
Hitachi Energy India Ltd Ordinary Shares's allocation increased from 0.81% to 1.02%
Hitachi Energy India Ltd Ordinary Shares's allocation increased from 0.81% to 1.02%
Top Stocks sold last month
Mahindra & Mahindra Ltd's allocation decreased from 5.58 % to 5.38 %
Mahindra & Mahindra Ltd's allocation decreased from 5.58 % to 5.38 %
Tech Mahindra Ltd's allocation decreased from 5.01 % to 4.98 %
Tech Mahindra Ltd's allocation decreased from 5.01 % to 4.98 %
Eternal Ltd's allocation decreased from 4.82 % to 4.69 %
Eternal Ltd's allocation decreased from 4.82 % to 4.69 %

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 ratio0.4%
Benchmark
Nifty 500 Momentum 50 TR INR
AUM₹656 Cr
Inception Date24 September, 2024
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
0%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
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.

Currently, the fund's portfolio comprises 16.5% small-cap stocks, 33.22% large-cap stocks, and 49.23% mid-cap stocks.

Fund Manager

Swapnil Mayekar

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

Learn more about Motilal Oswal Mutual Fund
Parameters
May'25
Apr'25
Mar'25
AUM
₹ 656.3 Cr
₹ 596 Cr
₹ 537.5 Cr
  • AUM of the fund stands at 656.3 Cr as of May'25
  • AUM increased by 60.2 Cr between May'25 and Apr'25

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

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 ₹8.61. 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.

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

The fund managers are Swapnil Mayekar.

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 0.40%. 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 ₹656 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 Divi's Laboratories Ltd(6.04%), BSE Ltd(5.82%), Mahindra & Mahindra Ltd(5.38%)