
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth
as on 09 Nov 2026
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth is a mutual fund scheme launched on 24 Sep 2024. The current NAV stands at ₹8.3149 as of 09 Nov 2026. From the funds total AUM, its top holdings include Hindalco Industries at 5.51%, BSE at 4.85%, Eicher Motors at 4.74%, Shriram Finance at 4.70%, Asian Paints at 4.49%
Scheme Overview
- Inception Date : 24 Sep 2024
- AUM : ₹771.55 Cr
- 1Y Returns (CAGR) : -0.74%
- Expense Ratio : 0.85%
- Min. SIP : ₹500
- Min. Lumpsum : ₹500
Returns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
1Y
₹ 6.10 L
3.50%
₹ 6.27 L
8.00%
₹ 5.98 L
-0.74%
Total Investment
₹ 6,00,000
Returns
₹ -2,400 (-0.74%)
Maturity Value
₹ 5,97,600
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Direct vs Regular Returns
Sorry, No Data Available at this Moment!
Returns vs Category
Sorry, No Data Available at this Moment!
*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
Sorry, No Data Available at this Moment!
Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 771.55 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Asset Allocation
AUM
₹771.55 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
as of 31 May 2026
| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Financial Services | 40.58% | ||
| Consumer Cyclical | 21.24% | ||
| Basic Materials | 12.43% | ||
| Industrials | 11.56% | ||
| Healthcare | 6.85% | ||
| Communication Services | 4.26% | ||
| Technology | 2.04% | ||
| Consumer Defensive | 0.85% | ||
| Energy | 0.19% | ||
| Other | -0.01% |
Stock Holdings
as of 31 May 2026
Fund Comparison
Fund Details
52W High NAV
₹ 8.6901
Min. SIP Amount
₹ 500.00
Min. Lumpsum Amount
₹ 500.00
AUM (in Cr.)
₹ 771.55
Expense Ratio
0.85%
Lock-in Period
No Lock in Period
52W Low NAV
₹ 7.1185
Inception Date
24 Sep 2024
Fund Age
2 Yrs
Benchmark
Nifty 500 Momentum 50 TRI
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- Exit load of 1%, if redeemed within 15 days.
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
| Name | Qualification |
|---|---|
| Swapnil Mayekar | M.Com from Mumbai University and Advanced Diploma in Business Administration from Welingkar, Mumbai |
| Rakesh Shetty | Bachelors of Commerce |
| Dishant Mehta | Bachelors of Science (B.SC) |
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.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Motilal Oswal Mutual Fund
No. of Schemes
53
Total AUM
₹ 1,30,768.31 Cr
Contact Details
Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
Contact Details
Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
FAQs
When was Motilal Oswal Nifty 500 Momentum 50 Index Fund launched?
What is the current NAV of Motilal Oswal Nifty 500 Momentum 50 Index Fund?
What is the AUM of Motilal Oswal Nifty 500 Momentum 50 Index Fund?
What is the rate of return of Motilal Oswal Nifty 500 Momentum 50 Index Fund?
- In the past 1Y: -0.74%
- In the past 3Y: 0.00%
- In the past 5Y: 0.00%
What is the expense ratio of Motilal Oswal Nifty 500 Momentum 50 Index Fund?
What is exit load of Motilal Oswal Nifty 500 Momentum 50 Index Fund?
What is the portfolio of Motilal Oswal Nifty 500 Momentum 50 Index Fund?
- Hindalco Industries: 5.51%
- BSE: 4.85%
- Eicher Motors: 4.74%
- Shriram Finance: 4.70%
- Asian Paints: 4.49%
Top 3 sectoral holdings include:
- Financial Services: 40.58%
- Consumer Cyclical: 21.24%
- Basic Materials: 12.43%
How risky is investing in Motilal Oswal Nifty 500 Momentum 50 Index Fund?
Who is the fund manager Motilal Oswal Nifty 500 Momentum 50 Index Fund?
What is the minimum investment required in Motilal Oswal Nifty 500 Momentum 50 Index Fund?
How to invest in Motilal Oswal Nifty 500 Momentum 50 Index Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.

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