Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

Equity
Large & MidCap
Very High Risk
1M
6M
1Y
All
NAV: 13 Jan 2025₹15.07
Min. SIP amount₹500
RatingNA
Fund size₹871.24Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large & MidCap
Absolute returns
3M6M1YAll
Fund returns-16.0%-13.9%13.2%56.4%
Category averageNANA11.6%NA
Rank with in category423732NA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
HealthcareEquity5.07%
ServicesEquity5.04%
AutomobileEquity5.00%
TechnologyEquity4.99%
ServicesEquity4.99%
Capital GoodsEquity4.92%
CommunicationEquity4.91%
TechnologyEquity4.91%
TechnologyEquity4.88%
HealthcareEquity4.55%
TechnologyEquity4.47%
ServicesEquity4.19%
Capital GoodsEquity3.75%
TechnologyEquity3.67%
ServicesEquity3.66%
ServicesEquity3.66%
ServicesEquity3.12%
HealthcareEquity2.62%
Metals & MiningEquity2.49%
Capital GoodsEquity2.39%
Consumer StaplesEquity2.22%
Consumer DiscretionaryEquity2.15%
TechnologyEquity2.00%
FinancialEquity1.94%
Consumer DiscretionaryEquity1.94%
AutomobileEquity1.51%
ServicesEquity1.42%
HealthcareEquity1.40%
AutomobileEquity1.18%
EnergyEquity0.93%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

Lower expense ratio: 0.31%

Cons

1Y annualised returns lower than category average by 2.86%

Expense ratio, exit load and tax

Expense ratio: 0.31%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 15 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

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

Fund house & investment objective

Fund house contact details

Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
NA
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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