Mutual Funds

Motilal Oswal Nifty 500 Momentum 50 Index Fund-Direct Plan-Growth

Motilal Oswal Mutual FundIndexVery High Risk
₹8.19-0.12 (-1.39%)

NAV as on 2026-07-17 · Equity · Index

AUM

₹801 Cr

1Y Return

-1.4%

3Y CAGR

-

5Y CAGR

-

Expense

0.45%

Risk

Very High

Motilal Oswal Nifty 500 Momentum 50 Index Fund-Direct Plan-Growth
₹8.19-1.39%

1Y Return

-1.4%

3Y CAGR

-

5Y CAGR

-

Since Inception

-10.3%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹7.12
₹8.55

75% from 52W low

Fund Information

IndexEquitySince 30-09-2024

Fund House

Motilal Oswal Mutual Fund

Category

Equity - Index

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity99.9%
Cash0.1%

Market Cap Split

Large Cap46.4%
Mid Cap34.7%
Small Cap12.2%

Top Holdings

53 stocks
Weight1M Change
1

Hindalco Industries Ltd

Basic Materials

5.21%+2.3%
2

Eicher Motors Ltd

Consumer Cyclical

4.81%+2.3%
3

Shriram Finance Ltd

Financial Services

4.77%+2.3%
4

Bajaj Finance Ltd

Financial Services

4.71%+2.3%
5

Bharti Airtel Ltd

Communication Services

4.51%+2.3%
6

BSE Ltd

Financial Services

4.37%+2.2%
7

Mahindra & Mahindra Ltd

Consumer Cyclical

4.30%+2.3%
8

Asian Paints Ltd

Basic Materials

4.22%+2.3%
9

Maruti Suzuki India Ltd

Consumer Cyclical

4.04%+2.3%
10

TVS Motor Co Ltd

Consumer Cyclical

3.42%+2.3%

Sector Allocation

Weight1M Change
Financial Services
41.2%+47%
Consumer Cyclical
22.1%+18%
Basic Materials
11.9%+9%
Industrials
10.9%+16%
Healthcare
6.4%+11%
Communication Services
4.5%+2%
Technology
2.0%+5%
Consumer Defensive
0.8%+2%
Energy
0.2%+2%

Fundamentals

P/E Ratio

29.71

Cat avg: 24.47

P/B Ratio

5.65

Cat avg: 3.95

Dividend Yield

0.54%

Cat avg: 1.52%

Price/Sale

4.49

Price/Cash Flow

22.60

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Motilal Oswal Nifty 500 Momt 50 IdxDirGr8010.45-1.4%--
DSP BFSI Next Index Fund Dir Gr-0.28---
UTI Nifty 50 Index Fund Dir Gr28,6850.26-2.1%+8.3%+9.9%
HDFC Nifty 50 Index Dir23,7030.31-2.2%+8.3%+9.8%
ICICI Pru Nifty 50 Index Dir Gr16,8390.17-2.2%+8.3%+9.8%
SBI Nifty Index Dir Gr13,6460.19-2.2%+8.3%+9.9%
ICICI Pru Nifty Next 50 Index Dir Gr9,4760.26+5.0%+17.7%+13.3%
UTI Nifty200 Momentum 30 Index Dir Gr8,5410.47-2.1%+12.6%+11.2%
HDFC BSE Sensex Index Dir8,4850.22-4.2%+6.5%+9.0%
UTI Nifty Next 50 Index Dir Gr7,0020.40+5.3%+18.0%+13.4%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹801 Cr
Expense Ratio0.45%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings52

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.