Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth

Equity
Flexi Cap
Very High Risk
1M
6M
All
NAV: 15 Sep 2025
₹8.12
Rating
NA
Min. SIP amount
₹500
Fund size
₹707.96Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (50)

NameSectorInstrumentAssets
ServicesEquity5.39%
InsuranceEquity5.30%
InsuranceEquity5.28%
FinancialEquity5.12%
FinancialEquity5.10%
FinancialEquity4.80%
HealthcareEquity4.67%
HealthcareEquity4.58%
ServicesEquity4.05%
FinancialEquity3.90%
FinancialEquity3.57%
ChemicalsEquity2.96%
TechnologyEquity2.95%
ServicesEquity2.70%
TechnologyEquity2.58%
DiversifiedEquity2.55%
HealthcareEquity2.41%
ChemicalsEquity2.36%
ServicesEquity2.17%
FinancialEquity1.92%
Capital GoodsEquity1.84%
FinancialEquity1.50%
Capital GoodsEquity1.47%
Metals & MiningEquity1.36%
Consumer StaplesEquity1.15%
Consumer StaplesEquity1.11%
FinancialEquity1.07%
EnergyEquity1.03%
Capital GoodsEquity1.00%
HealthcareEquity1.00%
CommunicationEquity0.96%
ChemicalsEquity0.93%
ChemicalsEquity0.82%
HealthcareEquity0.81%
ServicesEquity0.76%
Consumer DiscretionaryEquity0.73%
Capital GoodsEquity0.72%
ChemicalsEquity0.69%
Metals & MiningEquity0.67%
HealthcareEquity0.65%
TechnologyEquity0.62%
ServicesEquity0.61%
HealthcareEquity0.61%
Capital GoodsEquity0.58%
Capital GoodsEquity0.57%
FinancialEquity0.54%
Metals & MiningEquity0.49%
AutomobileEquity0.43%
OthersEquity0.40%
Consumer StaplesEquity0.39%
See All

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Returns and rankings

Category: Equity Flexi Cap
Absolute returns
1M3M6MAll
Fund returns2.3%-3.1%16.0%-19.0%
Category averageNANANANA
Rank with in categoryNA9739NA
Understand terms

Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
5
3.3%24.1%3,666.47
5
5.8%22.5%81,935.61
5
8.0%21.0%1,15,040.08
4
-1.2%19.7%4,975.41
4
-1.8%18.5%18,726.71

Expense ratio, exit load and tax

Expense ratio: 0.41%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 15 days.

Stamp duty

0.005% (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%.

Understand terms
Check past data

Fund management

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

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
VS
Add mutual fund to compare