Motilal Oswal Nifty 500 Momentum 50 Index Fund - Growth - Regular Plan

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  • (-0.66%)Nav, as on 11-06-2025

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  • Net Change on 11-06-2025

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Nifty500 Momentum 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal Nifty 500 Index Fund - Regular Plan Sep 06, 2019 7.03 19.07 22.75 0.88 2,358.60
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 9.48 27.86 31.43 1.00 2,311.95
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Sep 06, 2019 7.00 26.59 33.82 1.04 919.21
Motilal Oswal Nifty Bank Index - Regular Plan Sep 06, 2019 13.31 17.70 21.24 0.99 642.44
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth Jul 27, 1999 3.13 20.29 22.84 1.08 106.22

Fund Holdings as on 31-May-2025

  • Divi's Laboratories Limited

  • BSE Limited

  • Mahindra & Mahindra Limited

  • Tech Mahindra Limited

  • Persistent Systems Limited

  • Eternal Limited

  • The Indian Hotels Company Limited

  • Dixon Technologies (India) Limited

  • Trent Limited

  • Coforge Limited

  • PB Fintech Limited

  • Info Edge (India) Limited

  • Lupin Limited

  • United Spirits Limited

  • Multi Commodity Exchange of India Limited

  • Fortis Healthcare Limited

  • Kalyan Jewellers India Limited

  • Voltas Limited

  • Oracle Financial Services Software Limited

  • Coromandel International Limited

  • Siemens Limited

  • Glenmark Pharmaceuticals Limited

  • Cohance Lifesciences Limited

  • Radico Khaitan Limited

  • Kaynes Technology India Limited

  • Oil India Limited

  • 360 One WAM Limited

  • Lloyds Metals And Energy Limited

  • Cholamandalam Financial Holdings Limited

  • Mazagon Dock Shipbuilders Limited

  • Hitachi Energy India Limited

  • Piramal Pharma Limited

  • Siemens Energy India Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • Motilal Oswal Financial Services Limited

  • Firstsource Solutions Limited

  • National Aluminium Company Limited

  • Jubilant Pharmova Limited

  • KFin Technologies Limited

  • Amber Enterprises India Limited

  • Godfrey Phillips India Limited

  • Himadri Speciality Chemical Limited

  • KEC International Limited

  • Anant Raj Limited

  • Poly Medicure Limited

  • Natco Pharma Limited

  • Aditya Birla Sun Life AMC Limited

  • PCBL Chemical Limited

  • Caplin Point Laboratories Limited

  • The India Cements Limited

  • Netweb Technologies India Limited

  • Collateralized Borrowing & Lending Obligation

  • Net Receivables / (Payables)

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  • IT - Software

  • Pharmaceuticals & Drugs

  • Finance - Others

  • Automobiles - Passenger Cars

  • BPO/ITeS

  • e-Commerce

  • Hotel, Resort & Restaurants

  • Consumer Durables - Electronics

  • Retailing

  • Breweries & Distilleries

  • Fintech

  • Finance - Stock Broking

  • Electric Equipment

  • Air Conditioners

  • Hospital & Healthcare Services

  • Diamond & Jewellery

  • Chemicals

  • Fertilizers

  • Electronics - Components

  • Oil Exploration

  • Steel/Sponge Iron/Pig Iron

  • Finance - Investment

  • Ship Building

  • Unspecified

  • Aluminium & Aluminium Products

  • Depository Services

  • Cigarettes/Tobacco

  • Construction - Real Estate

  • Engineering - Construction

  • Medical Equipment/Supplies/Accessories

  • Finance - Asset Management

  • Carbon Black

  • Cement & Construction Materials

  • IT - Hardware

  • Miscellaneous

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Fund Manager

  • Cash

  • Equity

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About Motilal Oswal Nifty 500 Momentum 50 Index Fund

Scheme Analysis

Motilal Oswal Nifty 500 Momentum 50 Index Fund is a Index Funds - Other fund and belongs to Motilal Oswal Mutual Fund. It was launched on 24-Sep-2024 and currently has an AUM of ₹656.25 crore. Motilal Oswal Nifty 500 Momentum 50 Index Fund is benchmarked against Nifty500 Momentum 50 - TRI as primary index.

The NAV of Motilal Oswal Nifty 500 Momentum 50 Index Fund ended down ₹-0.06(-0.66%)yesterday to ₹8.4453.

Among its top 3 holdings the fund has exposure to Divi's Laboratories Limited, and

The Motilal Oswal Nifty 500 Momentum 50 Index Fund is managed by Swapnil P Mayekar and Rakesh Shetty.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022 40548002
amc@motilaloswal.com
022-22816161