Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth

Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth

Equity
Flexi Cap
Very High Risk
1M
6M
1Y
All
NAV: 19 Jan '26
₹8.09
Min. SIP amount
₹500
Fund size
₹760.24 Cr
Expense ratio
0.41%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,091
+1.82%

Holdings (50)

NameSectorInstrumentsAssets
Mahindra & Mahindra Ltd.AutomobileEquity5.06%
Shriram Finance LtdFinancialEquity4.98%
Maruti Suzuki India Ltd.AutomobileEquity4.97%
Bharti Airtel Ltd.CommunicationEquity4.94%
Eicher Motors Ltd.AutomobileEquity4.86%
Bajaj Finance Ltd.FinancialEquity4.83%
Asian Paints Ltd.ChemicalsEquity4.69%
Hindalco Industries Ltd.Metals & MiningEquity4.37%
TVS Motor Company Ltd.AutomobileEquity3.58%
Hero Motocorp Ltd.AutomobileEquity3.38%
Interglobe Aviation Ltd.ServicesEquity3.36%
BSE Ltd.ServicesEquity3.08%
Muthoot Finance Ltd.FinancialEquity2.73%
AU Small Finance Bank Ltd.FinancialEquity2.60%
Laurus Labs Ltd.HealthcareEquity2.50%
Multi Commodity Exchange Of India Ltd.ServicesEquity2.48%
The Federal Bank Ltd.FinancialEquity2.39%
Cummins India Ltd.Capital GoodsEquity2.30%
Canara BankFinancialEquity2.17%
L&T Finance Ltd.FinancialEquity2.09%
One97 Communications Ltd.ServicesEquity2.04%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity1.90%
Max Financial Services Ltd.FinancialEquity1.68%
Aditya Birla Capital Ltd.FinancialEquity1.66%
Fortis Healthcare Ltd.HealthcareEquity1.65%
FSN E-Commerce Ventures Ltd.ServicesEquity1.60%
UPL Ltd.ChemicalsEquity1.58%
GMR Airports Ltd.ConstructionEquity1.40%
Indian BankFinancialEquity1.39%
GE Vernova T&D India LtdCapital GoodsEquity1.36%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity1.16%
Glenmark Pharmaceuticals Ltd.HealthcareEquity1.05%
RBL Bank Ltd.FinancialEquity1.01%
Navin Fluorine International Ltd.ChemicalsEquity0.96%
City Union Bank Ltd.FinancialEquity0.90%
Karur Vysya Bank Ltd.FinancialEquity0.88%
Radico Khaitan Ltd.Consumer StaplesEquity0.80%
Manappuram Finance Ltd.FinancialEquity0.70%
Hitachi Energy India Ltd.Capital GoodsEquity0.70%
Anand Rathi Wealth Ltd.FinancialEquity0.59%
Force Motors Ltd.AutomobileEquity0.50%
Asahi India Glass Ltd.ConstructionEquity0.47%
IIFL Finance Ltd.FinancialEquity0.45%
Aster DM Healthcare Ltd.HealthcareEquity0.43%
Narayana Hrudayalaya Ltd.HealthcareEquity0.39%
HBL Engineering Ltd.Capital GoodsEquity0.33%
PTC Industries Ltd.Metals & MiningEquity0.32%
Choice International Ltd.FinancialEquity0.22%
Syrma SGS Technology Ltd.Capital GoodsEquity0.19%
Gujarat Mineral Development Corporation Ltd.EnergyEquity0.17%
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
Name3M6M1YAll
Fund returns-3.7%-3.4%-1.9%-19.3%
Category average (Equity Flexi Cap)----+2.2%--
Rank (Equity Flexi Cap)927990--

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

Fund management

SPM
Swapnil P Mayekar
Sep 2024 - 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
Sep 2024 - 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

About Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth

Motilal Oswal Nifty 500 Momentum 50 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 500 Momentum 50 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,37,515 Cr and the Latest NAV as of 19 Jan 2026 is ₹8.09. The Motilal Oswal Nifty 500 Momentum 50 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, correspond to the total returns of the securities as represented by Nifty 500 Momentum 50 Total Return Index, subject to tracking error.
Fund benchmarkNifty 500 Momentum 50 Total Return Index

Fund house

Rank (total assets)#19 in India
Total AUM₹1,37,514.94 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mailNA
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,