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Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
+7.96%
3Y annualised
-2.85% 1D
NAV: 09 Oct '26
₹14.57
Min. for SIP
₹500
Fund size (AUM)
₹957.60 Cr
Expense ratio
0.76%
Rating
1
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,424 | -3.84% | |
| 6 months | ₹30,000 | ₹28,657 | -4.48% | |
| 1 year | ₹60,000 | ₹57,023 | -4.96% | |
| 3 years | ₹1,80,000 | ₹1,69,627 | -5.76% |
Holdings (32)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Laurus Labs Ltd | Healthcare | Equity | 5.94% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 5.85% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 5.32% |
| Hindalco Industries Ltd | Materials | Equity | 5.08% |
| Tata Steel Ltd | Materials | Equity | 4.74% |
| Cummins India Ltd | Industrials | Equity | 4.49% |
| NTPC Ltd | Energy & Utilities | Equity | 4.48% |
| GE T&D India Ltd | Industrials | Equity | 4.30% |
| Vedanta Ltd | Materials | Equity | 4.29% |
| Adani Power Ltd | Energy & Utilities | Equity | 4.21% |
| BSE Ltd | Financial | Equity | 4.13% |
| The Federal Bank Ltd | Financial | Equity | 3.95% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 3.65% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 3.28% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 3.28% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 3.06% |
| Hitachi Energy India Ltd | Industrials | Equity | 3.00% |
| Adani Transmission Ltd | Energy & Utilities | Equity | 2.83% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 2.82% |
| National Aluminium Company Ltd | Materials | Equity | 2.79% |
| Polycab India Ltd | Industrials | Equity | 2.74% |
| Vodafone Idea Ltd | Technology | Equity | 2.10% |
| Solar Industries India Ltd | Materials | Equity | 2.07% |
| ABB India Ltd | Industrials | Equity | 1.96% |
| Adani Green Energy Ltd | Energy & Utilities | Equity | 1.85% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 1.75% |
| Kei Industries Ltd | Industrials | Equity | 1.71% |
| Steel Authority Of India Ltd | Materials | Equity | 1.70% |
| Aditya Birla Capital Ltd | Financial | Equity | 1.35% |
| L&T Finance Holdings Ltd | Financial | Equity | 1.00% |
| Net Receivables | Unspecified | Net Receivables | 0.17% |
| Repo | Unspecified | Repo | 0.11% |
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
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | -3.5% | -6.4% | +8.0% | +8.1% |
| Category average (Equity Large & MidCap) | +7.3% | -0.7% | +9.7% | +13.5% |
| Rank (Equity Large & MidCap) | -- | 40 | 7 | -- |
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
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +3.67% | +20.61% | 12,199.57 | |
| +4.52% | +20.31% | 20,159.10 | |
 | -0.26% | +15.82% | 21,020.49 | |
 | -4.61% | +12.76% | 7,903.49 | |
 | -6.11% | +12.65% | 33,591.78 | |
| Compare | ||||
Fund management
SPMSwapnil P MayekarJan 2022 - PresentView details
SPM
Swapnil P Mayekar
Jan 2022 - Present
View details
RSRakesh ShettyNov 2022 - PresentView details
RS
Rakesh Shetty
Nov 2022 - Present
View details
DMDishant MehtaOct 2024 - PresentView details
DM
Dishant Mehta
Oct 2024 - Present
View details
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 ₹1,64,210 Cr and the Latest NAV as of 09 Oct 2026 is ₹14.57.
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.
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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₹1,64,209.61 Cr
Date of Incorporation29 Dec 2009
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,