Motilal Oswal Nifty 200 Momentum 30 Index Fund-Regular Plan
Fund House: Motilal Oswal Mutual Fund
Category: Index Fund
Status: Open Ended Schemes
Launch Date: 10-02-2022
Minimum Investment: 500.0
Asset Class:
Minimum Topup: 500.0
Benchmark: Nifty 200 Momentum 30 TRI
Total Assets: 947.21 As on (31-12-2025)
Expense Ratio: 1.0% As on (31-12-2025)
Turn over: 81.00% | Exit Load:
NAV as on 16-01-2026
15.0732
0.0448
CAGR Since Inception
11.8%
Nifty 200 Momentum 30 TRI 19.23%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Motilal Oswal Nifty 200 Momentum 30 Index Fund-Regular Plan | -0.07 | 16.87 | - | - | 11.8 |
| Nifty 200 Momentum 30 TRI | 1.57 | 18.37 | 18.09 | 18.97 | 19.23 |
| Index Fund | 7.6 | 13.62 | 14.1 | 13.6 | 8.42 |
Funds Manager
Mr. Swapnil Mayekar
RETURNS CALCULATORS for Motilal Oswal Nifty 200 Momentum 30 Index Fund-Regular Plan
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Motilal Oswal Nifty 200 Momentum 30 Index Fund-Regular Plan
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Motilal Oswal Nifty 200 Momentum 30 Index Fund-Regular Plan
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Nifty 200 Momentum 30 Index Fund Reg | 10-02-2022 | -0.07 | 4.83 | 16.87 | 0.0 | 0.0 |
| Motilal Oswal Nifty MidSmall Financial Services Index Fund Reg Gr | 29-10-2024 | 35.13 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Nifty200 Value 30 Index Gr | 17-10-2024 | 26.38 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential NASDAQ 100 Index Fund Gr | 01-10-2021 | 26.05 | 28.2 | 34.34 | 0.0 | 0.0 |
| Motilal Oswal BSE Enhanced Value Index Fund Reg | 22-08-2022 | 25.33 | 18.59 | 31.43 | 0.0 | 0.0 |
| Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr | 14-08-2023 | 25.14 | 18.0 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal Nifty India Defence Index Fund Reg Gr | 03-07-2024 | 24.55 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Nifty India Defence Fund Reg Gr | 30-08-2024 | 24.05 | 0.0 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal Nifty Capital Market Index Fund Reg Gr | 16-12-2024 | 23.47 | 0.0 | 0.0 | 0.0 | 0.0 |
| Tata Nifty Capital Markets Index Fund Reg Gr | 24-10-2024 | 23.25 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Motilal Oswal Nifty 200 Momentum 30 Index Fund-Regular Plan
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Motilal Oswal Nifty 200 Momentum 30 Index Fund-Regular Plan | 21.93 | - | - | - | - | - |
| Index Fund | - | - | - | - | - | - |