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.
₹8.11
1D
NAV as on 22 Aug 2025
/per year
Since Inception
▲▼
12503 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 (14-Aug-25)
Fund Distribution
as on (14-Aug-25)
Equity 99.9%
Debt & Cash 0.1%
Motilal Oswal Nifty 500 Momentum 50 Index Fund Sector Allocation
See fund sector allocation details as on (14-Aug-25)
Sector Allocation
Equity 99.9%
Debt & Cash 0.1%
Top 3 Sectors in July were Financial Services, Industrial & Health
Financial Services
43%
Health
15%
Industrial
15%
Financial Services
44%
Industrial
15%
Health
14%
Motilal Oswal Nifty 500 Momentum 50 Index Fund Holdings Details
as on (31-Jul-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 | 0.41% |
Benchmark | Nifty 500 Momentum 50 TR INR |
| AUM | ₹711 Cr |
| Inception Date | 24 September, 2024 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 151.43% |
| 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 12.5% small-cap stocks, 47.93% large-cap stocks, and 39.42% mid-cap stocks.
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
- AUM of the fund stands at 710.5 Cr as of Jul'25
- AUM decreased by 5.8 Cr between Jul'25 and Jun'25
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5Y CAGR
▲ 34.93
5Y CAGR
▲ 29.75
5Y CAGR
▲ 26.64
5Y CAGR
▲ 18.31
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?
- 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.