Motilal Oswal Nifty 500 Momentum 50 Index Fund · Regular · Growth
NAV
₹8.0832
as of 29 Sept 2026
Expense Ratio
1.45%
AUM
₹769 Cr
Lumpsum returns (CAGR)
- 1Y
- +3.17%
- 3Y
- —
- 5Y
- —
- Since Inception
- -10.03%
SIP returns (XIRR)
- 1Y
- +1.63%
- 3Y
- —
- 5Y
- —
- Since Inception
- -1.05%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.28
Sharpe Ratio
—
Alpha
—
Beta
0.28
Sortino
17.95%
Std Dev
-17.70%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Electrical Equipment18.08%
- Pharmaceuticals & Biotechnology12.87%
- Industrial Products12.58%
- Capital Markets11.28%
- Non - Ferrous Metals8.58%
- Power7.26%
- Finance6.48%
- Banks6.30%
- Telecom - Services4.42%
- Auto Components4.31%
- Automobiles2.39%
- Ferrous Metals1.61%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
What this fund does
Motilal Oswal Nifty 500 Momentum 50 Index Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
Motilal Oswal Nifty 500 Momentum 50 Index Fund · Regular · Growth is a Index Fund mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹769 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 MOMENTUM 50 TOTAL RETURN INDEX. The current expense ratio is 1.45%.
Who Should Invest?
- •Cost-conscious investors who prefer passive investing with low expense ratios