Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth

Equity
Flexi Cap
Very High Risk
1M
All
NAV: 14 Nov 2024₹8.76
Min. SIP amount₹500
RatingNA
Fund size₹326.79Cr

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 Flexi Cap
Absolute returns
1M3M6MAll
Fund returns-7.4%NANA-7.8%
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms

Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
5
44.8%24.2%4,531.48
4
38.1%22.4%66,225.06
4
32.4%16.4%18,251.58
5
30.9%16.2%82,441.08
4
23.7%12.1%2,354.86

Holdings (50)

NameSectorInstrumentAssets
ServicesEquity6.67%
AutomobileEquity6.01%
AutomobileEquity5.04%
ServicesEquity4.72%
Capital GoodsEquity4.43%
Capital GoodsEquity4.37%
EnergyEquity3.87%
Capital GoodsEquity3.87%
FinancialEquity3.84%
Capital GoodsEquity3.56%
FinancialEquity3.53%
Capital GoodsEquity3.37%
EnergyEquity3.07%
Capital GoodsEquity2.93%
AutomobileEquity2.91%
ServicesEquity2.54%
Capital GoodsEquity2.29%
FinancialEquity2.23%
Capital GoodsEquity2.15%
EnergyEquity1.94%
ConstructionEquity1.66%
FinancialEquity1.64%
EnergyEquity1.47%
EnergyEquity1.46%
HealthcareEquity1.42%
Capital GoodsEquity1.37%
ConstructionEquity1.29%
Capital GoodsEquity1.26%
Capital GoodsEquity1.18%
Metals & MiningEquity1.17%
ChemicalsEquity1.17%
FinancialEquity1.03%
Capital GoodsEquity1.00%
Consumer DiscretionaryEquity0.99%
Metals & MiningEquity0.99%
Capital GoodsEquity0.75%
DiversifiedEquity0.72%
Capital GoodsEquity0.69%
FinancialEquity0.62%
FinancialEquity0.62%
Capital GoodsEquity0.61%
Metals & MiningEquity0.60%
ConstructionEquity0.58%
AutomobileEquity0.46%
ConstructionEquity0.42%
EnergyEquity0.38%
ServicesEquity0.37%
Capital GoodsEquity0.35%
Metals & MiningEquity0.26%
EnergyEquity0.13%
See All

Expense ratio, exit load and tax

Expense ratio: 0.30%

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,

Compare funds

Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth
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