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.

₹8.14

-0.8%1D

NAV as on 17 Dec 2025

-14.82%/per year

Since Inception

Absolute Gain%

10763 people have invested ₹ 4.4Cr 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
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Motilal Oswal Nifty 500 Momentum 50 Index Fund
-
785Cr
0.41%
-15.11%
-
--
--
--
--
--
DSP Nifty 50 Equal Weight Index Fund Direct Growth
3/22
2,390Cr
0.41%
8.26%
16.95%
--
--
0.76
1.21
--
UTI Nifty200 Momentum 30 Index Fund Direct Growth
-
8,943Cr
0.45%
-11.5%
17.02%
-0.16
1.00
0.63
0.93
-1.04
Nippon India Nifty Smallcap 250 Index Fund Dir Gr Direct Growth
-
2,653Cr
0.35%
-11.38%
18.58%
-0.77
0.99
0.70
1.13
-2.46

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

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Absolute Return

Motilal Oswal Nifty 500 Momentum 50 Index Fund Asset Allocation

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

Fund Distribution

as on (14-Dec-25)

Large cap
47.5%

Mid cap
40.9%

Small cap
11.7%

Mid Cap allocation has gone up from 39.6% to 40.9%
Mid Cap allocation has gone up from 39.6% to 40.9%
Large Cap allocation has gone down from 48.3% to 47.5%
Large Cap allocation has gone down from 48.3% to 47.5%
Small Cap allocation has gone down from 12.2% to 11.7%
Small Cap allocation has gone down from 12.2% to 11.7%
Cash allocation has gone up from -0.1% to 0%
Cash allocation has gone up from -0.1% to 0%

Motilal Oswal Nifty 500 Momentum 50 Index Fund Sector Allocation

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

Sector Allocation

Consumer Cyclical
23.7%
Tech
22%
Health
17.1%
Financial Services
15.7%
Basic Materials
5.9%
Industrial
5.4%
Consumer Defensive
4.6%
Communication
3.8%
Energy
1.2%
Real Estate
0.6%

Top 3 Sectors in November were Financial Services, Health & Industrial

Nov'25

Financial Services

47%

Health

14%

Industrial

13%

Oct'25

Financial Services

46%

Health

15%

Industrial

13%

Motilal Oswal Nifty 500 Momentum 50 Index Fund Holdings Details

as on (30-Nov-25)

Holdings
Weight%
1M Change
Bajaj Finance Ltd
5.52%
-0.8%
SBI Life Insurance Co Ltd
5.27%
-0.8%
InterGlobe Aviation Ltd
5.17%
-0.8%
BSE Ltd
5.14%
-0.8%
Bajaj Finserv Ltd
5.14%
-0.8%
Top Stocks bought last month
Mazagon Dock Shipbuilders Ltd's allocation increased from 0.72% to 1.38%
Mazagon Dock Shipbuilders Ltd's allocation increased from 0.72% to 1.38%
BSE Ltd's allocation increased from 4.5% to 5.14%
BSE Ltd's allocation increased from 4.5% to 5.14%
Hitachi Energy India Ltd Ordinary Shares's allocation increased from 1.61% to 1.95%
Hitachi Energy India Ltd Ordinary Shares's allocation increased from 1.61% to 1.95%
Top Stocks sold last month
Bajaj Finance Ltd's allocation decreased from 5.69 % to 5.52 %
Bajaj Finance Ltd's allocation decreased from 5.69 % to 5.52 %
SBI Life Insurance Co Ltd's allocation decreased from 5.38 % to 5.27 %
SBI Life Insurance Co Ltd's allocation decreased from 5.38 % to 5.27 %
Bajaj Finserv Ltd's allocation decreased from 5.26 % to 5.14 %
Bajaj Finserv Ltd's allocation decreased from 5.26 % to 5.14 %

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 ratio0.41%
Benchmark
Nifty 500 Momentum 50 TR INR
AUM₹785 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 Direct Growth, since 15 October 2024

Swapnil Mayekar

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

Rakesh Shetty

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
Nov'25
Oct'25
Sep'25
AUM
₹ 785.4 Cr
₹ 772.5 Cr
₹ 724.7 Cr
  • AUM of the fund stands at 785.4 Cr as of Nov'25
  • AUM increased by 12.9 Cr between Nov'25 and Oct'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 ₹8.14. 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 -15.11% 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 0.41%. 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 ₹785 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 Bajaj Finance Ltd(5.52%), SBI Life Insurance Co Ltd(5.27%), InterGlobe Aviation Ltd(5.17%)