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Motilal Oswal Mutual Fund · Index Fund
Motilal Oswal Nifty 500 Momentum 50 Index Fund-Regular Plan-Growth
The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty 500 Momentum 50 Total Return Index, subject to tracking error.However, there can be no assurance or guarantee that the investment objectives of the scheme will be achieved.
Benchmark · Nifty 500 Momentum 50 TRITER · 1.13%Inception · 24-09-2024
NAV
₹8.08
+1.53% · as of 14-05-2026
Since inception
-12.09%
CAGR
Benchmark (inception)
21.74%
CAGR
Fund size
₹8 Cr
AUM
Expense ratio
1.13%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +-12.09% CAGR vs benchmark +21.74%.
Portfolio
Where the money is invested
Top holdings
EICHER MOTORS LIMITED EQ NEW FV RE. 1/-5.02%
Shriram Finance Limited5.00%
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-4.99%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.79%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.54.61%
Bajaj Finance Limited4.53%
ASIAN PAINTS LIMITED EQ NEW FV Re. 1/-4.20%
MARUTI SUZUKI INDIA LIMITED EQ4.19%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-3.71%
BSE LIMITED EQ NEW FV RS. 2/-3.62%
Sector allocation
Financial Services42.01%
Automobile and Auto Components22.12%
Healthcare6.46%
Capital Goods6.08%
Metals & Mining5.18%
Telecommunication4.79%
Services4.32%
Consumer Durables4.20%
Chemicals2.44%
Consumer Services1.62%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ -12.1% p.a.₹10,000
10 years
Projected value
₹6,91,060
Invested: ₹12,00,000
Gained: -₹5,08,940
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Swapnil Mayekar, Mr. Dishant Mehta, Mr. Rakesh Shetty
Manager since fund inception data not available
ISIN & identifiers
AMFI code
152876
ISIN (Growth)
INF247L01DM4
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
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