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  • Motilal Oswal Mutual Fund
  • Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Growth
Motilal Oswal Mutual Fund

Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Plan Growth

EquityFlexi Cap

9.2193

NAV (Nov 08)

-7.807%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

9.2193

NAV (Nov 8)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
-7.8%
6 Month CAGR
NA

Scheme Information

Investment Objective

The scheme seeks to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty 500 Momentum 50 Total Return Index, subject to tracking error.

Expense Ratio
1.01%
Launched <1Y
2024-09-24
AUM in Crores
402.1
ISIN
INF247L01DM4
Lock-in (days)
No Lock-in
Benchmark
Nifty 500 Momentum 50 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Dishant Mehta

Fund Manager

Rakesh Shetty

Fund Manager

Swapnil P Mayekar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Nifty 500 Momentum 50 Index Fund (G)70%NaN NaNNaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-09-30

Top Stock Holdings

See all holdings

Allocation by Sector

Capital Goods

34.17%
34.174696%

Automobile

14.42%
14.42317%

Services

14.31%
14.314628%

Financial

13.51%
13.509871%

Energy

12.32%
12.323128%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 17,770 cr

₹ 51,197 cr

amc-img

About the AMC

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund is a 100% wholly-owned subsidiary of Motilal Oswal Securities Limited. Motilal Oswal Mutual Fund's investment manager is Motilal Oswal Asset Management Company. Motilal Oswal AMC was incorporated in 2008 under the Companies Act, 1956. amc-img
phone-img022-39804238 / 1800-200-6626
Fund NameScripbox Opinion
Till Date CAGR

13%

24.3%

23.3%

26%

5%

4.2%

31.9%

24.6%

22.8%

18.3%

Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Plan Growth Review

Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Plan Growth is a Flexi Cap Equity fund and has delivered an annualised return of -7.81%. The fund is managed by Motilal Oswal Mutual Fund. The fund managers are Dishant Mehta, Rakesh Shetty, Swapnil P Mayekar.

Nav of Motilal Oswal Nifty 500 Momentum 50 Index Fund as of 11/8/2024 is ₹9.22 with the total AUM as of 11/10/2024 is ₹402.13. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Nifty 500 Momentum 50 Index Fund was launched on 2024-09-24. The category risk of the fund is Very High.

The minimum SIP amount for Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Growth is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 Momentum 50 Total Return Index.

Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Nifty 500 Momentum 50 Index Fund.

Frequently Asked Questions

What is Motilal Oswal Nifty 500 Momentum 50 Index Fund?

It is a Flexi Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Motilal Oswal Nifty 500 Momentum 50 Index Fund?

You can invest in Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Motilal Oswal Nifty 500 Momentum 50 Index Fund?

The minimum sip amount for Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.

What is the expense ratio of the Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Plan Growth?

The expense ratio of the Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Growth is 1.01% for regular plan.

What is the NAV of Motilal Oswal Nifty 500 Momentum 50 Index Fund?

Today's Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular Growth NAV is ₹9.22.