Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

+12.21%
3Y annualised
-1.13% 1D
1M
6M
1Y
3Y
All
NAV: 17 Jul '26
₹15.06
Min. for SIP
₹500
Fund size (AUM)
₹971.62 Cr
Expense ratio
1.15%
Rating
1

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹14,932
-0.45%
6 months₹30,000₹30,266
+0.89%
1 year₹60,000₹59,653
-0.58%
3 years₹1,80,000₹1,82,532
+1.41%

Holdings (32)

NameSectorInstrumentsAssets
Shriram Transport Finance Company LtdFinancialEquity5.08%
Cummins India LtdIndustrialsEquity5.05%
Multi Commodity Exchange Of India LtdFinancialEquity4.96%
NTPC LtdEnergy & UtilitiesEquity4.96%
BSE LtdFinancialEquity4.94%
Tata Steel LtdMaterialsEquity4.91%
Hindalco Industries LtdMaterialsEquity4.86%
GE T&D India LtdIndustrialsEquity4.86%
Adani Power LtdEnergy & UtilitiesEquity4.83%
Laurus Labs LtdHealthcareEquity4.78%
Vedanta LtdMaterialsEquity4.40%
The Federal Bank LtdFinancialEquity3.71%
Bharat Heavy Electricals LtdIndustrialsEquity3.46%
Bharat Forge LtdConsumer DiscretionaryEquity3.39%
CG Power & Industrial Solutions LtdIndustrialsEquity3.23%
Hitachi Energy India LtdIndustrialsEquity3.16%
Adani Transmission LtdEnergy & UtilitiesEquity3.02%
Polycab India LtdIndustrialsEquity2.93%
Samvardhana Motherson International LtdConsumer DiscretionaryEquity2.89%
Torrent Pharmaceuticals LtdHealthcareEquity2.61%
National Aluminium Company LtdMaterialsEquity2.52%
Adani Green Energy LtdEnergy & UtilitiesEquity2.31%
Vodafone Idea LtdTechnologyEquity2.15%
Solar Industries India LtdMaterialsEquity1.95%
ABB India LtdIndustrialsEquity1.83%
Kei Industries LtdIndustrialsEquity1.65%
Glenmark Pharmaceuticals LtdHealthcareEquity1.58%
Steel Authority Of India LtdMaterialsEquity1.53%
Reverse Repo/CBLOUnspecifiedReverse Repo/CBLO1.42%
Aditya Birla Capital LtdFinancialEquity1.32%
L&T Finance Holdings LtdFinancialEquity0.98%
Net PayablesUnspecifiedNet Payables-1.27%
See All

Minimum investments

Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name6M1Y3YAll
Fund returns-2.7%-2.5%+12.2%+9.7%
Category average (Equity Large & MidCap)--+0.9%+17.5%--
Rank (Equity Large & MidCap)--427--

Exit load, stamp duty and tax

Exit load

Exit load of 1% if redeemed within 15 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

SPM
Swapnil P Mayekar
Jan 2022 - Present
View details

Education
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience
Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Also manages these schemes

RS
Rakesh Shetty
Nov 2022 - Present
View details

Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Also manages these schemes

DM
Dishant Mehta
Oct 2024 - Present
View details

Education
Bachelors of Science (B.SC)
Experience
Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies
Also manages these schemes

About Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Swapnil P Mayekar is the Current Fund Manager of Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,50,688 Cr and the Latest NAV as of 17 Jul 2026 is ₹15.06. The Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 1% if redeemed within 15 days. ;

Investment Objective

The scheme seeks to provide returns that, before expenses, closely correspond to the performance of Nifty 200 Momentum 30 Total Return Index, subject to tracking error.
Fund benchmarkNifty 200 Momentum 30 Total Return Index

Fund house

Rank (total assets)#19 in India
Total AUM₹1,50,688.38 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mail--
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,