Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth

Equity
Flexi Cap
Very High Risk
1M
All
NAV: 13 Dec 2024₹9.61
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 returns1.2%NANA-4.1%
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms

Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
5
42.9%28.6%4,531.48
4
31.6%25.5%66,225.06
4
31.5%20.8%18,251.58
5
29.3%17.5%82,441.08
4
24.7%16.2%2,354.86

Holdings (50)

NameSectorInstrumentAssets
ServicesEquity6.50%
AutomobileEquity5.20%
Capital GoodsEquity5.08%
Capital GoodsEquity4.98%
AutomobileEquity4.77%
Capital GoodsEquity4.25%
ServicesEquity4.17%
FinancialEquity3.96%
FinancialEquity3.84%
Capital GoodsEquity3.63%
EnergyEquity3.56%
ServicesEquity3.46%
Capital GoodsEquity3.35%
Capital GoodsEquity2.99%
EnergyEquity2.78%
AutomobileEquity2.40%
Capital GoodsEquity2.27%
FinancialEquity2.25%
Capital GoodsEquity2.07%
EnergyEquity1.76%
FinancialEquity1.72%
ConstructionEquity1.46%
HealthcareEquity1.39%
EnergyEquity1.35%
Capital GoodsEquity1.31%
EnergyEquity1.27%
ConstructionEquity1.24%
Metals & MiningEquity1.22%
Capital GoodsEquity1.22%
ChemicalsEquity1.18%
Capital GoodsEquity1.14%
Metals & MiningEquity1.10%
FinancialEquity1.09%
Consumer DiscretionaryEquity1.06%
Capital GoodsEquity0.89%
DiversifiedEquity0.82%
Capital GoodsEquity0.81%
FinancialEquity0.81%
Capital GoodsEquity0.72%
FinancialEquity0.71%
Capital GoodsEquity0.62%
ConstructionEquity0.52%
Metals & MiningEquity0.52%
AutomobileEquity0.49%
Capital GoodsEquity0.39%
ServicesEquity0.39%
ConstructionEquity0.39%
EnergyEquity0.36%
Metals & MiningEquity0.24%
EnergyEquity0.12%
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,

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