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Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth
NAV: 20 Jul '26
₹8.26
Min. for SIP
₹500
Fund size (AUM)
₹801.48 Cr
Expense ratio
1.16%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,114 | +0.76% | |
| 6 months | ₹30,000 | ₹31,094 | +3.65% | |
| 1 year | ₹60,000 | ₹61,587 | +2.65% |
Holdings (52)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Shriram Transport Finance Company Ltd | Financial | Equity | 5.06% |
| Cummins India Ltd | Industrials | Equity | 5.04% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 4.94% |
| BSE Ltd | Financial | Equity | 4.92% |
| Hindalco Industries Ltd | Materials | Equity | 4.84% |
| GE T&D India Ltd | Industrials | Equity | 4.84% |
| Adani Power Ltd | Energy & Utilities | Equity | 4.82% |
| Laurus Labs Ltd | Healthcare | Equity | 4.63% |
| The Federal Bank Ltd | Financial | Equity | 3.61% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 3.36% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 3.29% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 3.13% |
| Hitachi Energy India Ltd | Industrials | Equity | 3.05% |
| Adani Transmission Ltd | Energy & Utilities | Equity | 2.93% |
| Polycab India Ltd | Industrials | Equity | 2.85% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 2.54% |
| National Aluminium Company Ltd | Materials | Equity | 2.44% |
| HFCL Ltd | Technology | Equity | 2.15% |
| Vodafone Idea Ltd | Technology | Equity | 2.09% |
| ABB India Ltd | Industrials | Equity | 1.77% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 1.65% |
| Kei Industries Ltd | Industrials | Equity | 1.60% |
| Ami Organics Ltd | Healthcare | Equity | 1.55% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 1.53% |
| Steel Authority Of India Ltd | Materials | Equity | 1.49% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 1.46% |
| Navin Fluorine International Ltd | Materials | Equity | 1.44% |
| Thermax Ltd | Industrials | Equity | 1.31% |
| Apar Industries Ltd | Diversified | Equity | 1.29% |
| Aditya Birla Capital Ltd | Financial | Equity | 1.28% |
| Karur Vysya Bank Ltd | Financial | Equity | 1.20% |
| Welspun Corp Ltd | Materials | Equity | 1.19% |
| Anand Rathi Wealth Ltd | Financial | Equity | 1.08% |
| Hindustan Copper Ltd | Materials | Equity | 0.97% |
| Bank of Maharashtra | Financial | Equity | 0.91% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 0.82% |
| The Great Eastern Shipping Company Ltd | Energy & Utilities | Equity | 0.70% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 0.68% |
| Granules India Ltd | Healthcare | Equity | 0.65% |
| Syrma SGS Technology Ltd | Technology | Equity | 0.62% |
| NLC India Ltd | Energy & Utilities | Equity | 0.58% |
| Schneider Electric Infrastructure Ltd | Energy & Utilities | Equity | 0.53% |
| Netweb Technologies India Ltd. | Technology | Equity | 0.47% |
| Belrise Industries Ltd. | Consumer Discretionary | Equity | 0.46% |
| Aditya Birla Sun Life AMC Ltd | Financial | Equity | 0.43% |
| Finolex Cables Ltd | Industrials | Equity | 0.43% |
| R R Kabel Ltd. | Industrials | Equity | 0.41% |
| RBL Bank Ltd | Financial | Equity | 0.40% |
| Honasa Consumer Ltd. | Consumer Staples | Equity | 0.30% |
| Gujarat Mineral Development Corporation Ltd | Materials | Equity | 0.21% |
| Reverse Repo/CBLO | Unspecified | Reverse Repo/CBLO | 0.19% |
| Net Payables | Unspecified | Net Payables | -0.09% |
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 | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | +1.4% | +1.5% | -1.4% | -18.1% |
| Category average (Equity Flexi Cap) | -- | -- | +2.2% | -- |
| Rank (Equity Flexi Cap) | 36 | 27 | 32 | -- |
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) | |
|---|---|---|---|---|
 | +9.82% | +21.74% | 2,615.05 | |
 | +10.09% | +19.71% | 1,412.22 | |
 | +3.81% | +17.07% | 1,06,495.63 | |
 | -0.95% | +14.56% | 1,43,388.43 | |
 | -1.24% | +13.77% | 19,274.14 | |
| Compare | ||||
Fund management
SPMSwapnil P MayekarSep 2024 - PresentView details
SPM
Swapnil P Mayekar
Sep 2024 - Present
View details
RSRakesh ShettySep 2024 - PresentView details
RS
Rakesh Shetty
Sep 2024 - Present
View details
DMDishant MehtaOct 2024 - PresentView details
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 ₹1,50,688 Cr and the Latest NAV as of 20 Jul 2026 is ₹8.26.
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.
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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₹1,50,688.38 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,