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Index Fund📊 NIFTY 500 MOMENTUM 50 TOTAL RETURN INDEX

Motilal Oswal Nifty 500 Momentum 50 Index Fund · Regular · Growth

Motilal Oswal Mutual Fund

#161 of 243 (1Y)

NAV

₹8.2727

as of 17 Jun 2026

Expense Ratio

1.11%

AUM

₹721 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
-0.92%
3Y
—
5Y
—
Since Inception
-10.40%

SIP returns (XIRR)

1Y
+6.65%
3Y
—
5Y
—
Since Inception
+1.48%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹10,500

Invested

₹10,200

Value today

-3.3%

XIRR (p.a.)

₹500/month SIP from fund inception · Current value as of today

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₹1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹786

Value today

-13.1%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹5,95,801

Value today

+26.3%

vs lumpsum

STP beat direct lumpsum by 26.3% — reduced timing risk paid off

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

-0.49

Sharpe Ratio

—

Alpha

—

Beta

-0.47

Sortino

20.93%

Std Dev

-24.98%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 Mar 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseMotilal Oswal Mutual Fund
CategoryIndex Fund
BenchmarkNIFTY 500 MOMENTUM 50 TOTAL RETURN INDEX
Launch Date24 Sept 2024
AMFI Code152876
Transaction facts
Min. Lumpsum₹500
Min. SIP₹100
Exit Load1% If redeemed on or before 15 days from the date of allotment Nil If redeemed after 15 days from the date of allotment

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

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 1 years. It manages assets worth ₹721 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 1.11%.

Who Should Invest?

  • •Investors with a high risk appetite seeking long-term wealth creation
  • •Investors with an investment horizon of 5 years or more
  • •Cost-conscious investors who prefer passive investing with low expense ratios
  • •SIP investors who can benefit from rupee cost averaging during market fluctuations