| Launch date | 21 Jan 2022 |
| Allotment date | 10 Feb 2022 |
| End date | 04 Feb 2022 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 0.31%
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%.
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
Fund management
Swapnil P MayekarJan 2022 - PresentView details
Rakesh ShettyNov 2022 - PresentView details
Dishant MehtaOct 2024 - PresentView details
Fund house & investment objective
| Rank (total assets) | #19 in India |
|---|---|
| Total AUM | ₹1,38,060.00Cr |
| Date of Incorporation | 29 Dec 2009 |
|---|
Motilal Oswal Nifty 200 Momentum 30 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. Abhiroop Mukherjee is the Current Fund Manager of Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,38,060 Cr and the Latest NAV as of 26 Dec 2025 is ₹15.61. The Motilal Oswal Nifty 200 Momentum 30 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, closely correspond to the performance of Nifty 200 Momentum 30 Total Return Index, subject to tracking error. ;
| Fund benchmark | Nifty 200 Momentum 30 Total Return Index |
|---|
Fund house contact details
Peer Comparison
| Equity, Large & MidCap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Large and Midcap Fund Direct Growth | 5 | -2.8% | 27.0% | 15,146.47 |
Bandhan Large & Mid Cap Fund Direct Growth | 5 | 8.3% | 25.3% | 11,799.16 |
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | 5 | 13.9% | 22.4% | 26,939.23 |
Nippon India Vision Large & Mid Cap Direct Growth | 4 | 5.1% | 21.9% | 6,866.18 |
SBI Large & Midcap Fund Direct Plan Growth | 4 | 10.3% | 19.1% | 37,044.60 |