Motilal Oswal Nifty 500 Momentum 50 Index Fund · Regular · Growth
NAV
₹8.2259
as of 15 Jul 2026
Expense Ratio
1.11%
AUM
₹721 Cr
Lumpsum returns (CAGR)
- 1Y
- -1.14%
- 3Y
- —
- 5Y
- —
- Since Inception
- -10.60%
SIP returns (XIRR)
- 1Y
- +4.20%
- 3Y
- —
- 5Y
- —
- Since Inception
- +0.09%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised-0.22
Sharpe Ratio
—
Alpha
—
Beta
-0.22
Sortino
20.30%
Std Dev
-17.70%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Mar 2026- Automobiles21.00%
- Finance19.00%
- Banks12.00%
- Capital Markets7.00%
- Non - Ferrous Metals5.00%
- Telecom - Services5.00%
- Pharmaceuticals & Biotechnology4.00%
- Consumer Durables4.00%
- Healthcare Services3.00%
- Transport Services3.00%
- Industrial Products3.00%
- Electrical Equipment3.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
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