Motilal Oswal Nifty 500 Momentum 50 Index Fund-Regular Plan-Growth
Fund House: Motilal Oswal Mutual Fund
Category: Index Fund
Status: Open Ended Schemes
Launch Date: 24-09-2024
Minimum Investment: 500.0
Asset Class:
Minimum Topup: 500.0
Benchmark: Nifty 500 Momentum 50 TRI
Total Assets: 724.74 As on (30-09-2025)
Expense Ratio: 1.1% As on (29-09-2025)
Turn over: 81.00% | Exit Load: 1%- If redeemed on or before 15 days from the date of allotment. Nil- If redeemed after 15 days from the date of allotment.
NAV as on 31-10-2025
8.2572
-0.0526
CAGR Since Inception
-15.85%
Nifty 500 Momentum 50 TRI 22.47%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Motilal Oswal Nifty 500 Momentum 50 Index Fund-Regular Plan-Growth | -10.39 | - | - | - | -15.85 |
| Benchmark | - | - | - | - | - |
| Index Fund | 4.93 | 14.25 | 19.32 | 12.73 | 9.3 |
Funds Manager
RETURNS CALCULATORS for Motilal Oswal Nifty 500 Momentum 50 Index Fund-Regular Plan-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
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PORTFOLIO ANALYSIS of Motilal Oswal Nifty 500 Momentum 50 Index Fund-Regular Plan-Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Motilal Oswal Nifty 500 Momentum 50 Index Fund-Regular Plan-Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Nifty 500 Momentum 50 Index Fund Reg Gr | 24-09-2024 | -10.39 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential NASDAQ 100 Index Fund Gr | 01-10-2021 | 32.51 | 37.62 | 33.13 | 0.0 | 0.0 |
| Motilal Oswal Nifty India Defence Index Fund Reg Gr | 03-07-2024 | 27.48 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Nifty India Defence Fund Reg Gr | 30-08-2024 | 26.73 | 0.0 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal S&P 500 Index Reg Gr | 05-04-2020 | 23.32 | 31.56 | 24.2 | 19.29 | 0.0 |
| Tata Nifty Capital Markets Index Fund Reg Gr | 24-10-2024 | 21.09 | 0.0 | 0.0 | 0.0 | 0.0 |
| Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr | 14-08-2023 | 19.89 | 23.71 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal BSE Financials ex Bank 30 Index Fund Reg Gr | 29-07-2022 | 15.68 | 21.49 | 20.81 | 0.0 | 0.0 |
| ICICI Pru Nifty Auto Index Fund Gr | 05-10-2022 | 13.89 | 29.39 | 25.55 | 0.0 | 0.0 |
| Tata Nifty Auto Index Fund Reg Gr | 26-04-2024 | 13.67 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Motilal Oswal Nifty 500 Momentum 50 Index Fund-Regular Plan-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Motilal Oswal Nifty 500 Momentum 50 Index Fund-Regular Plan-Growth | - | - | - | - | - | - |
| Index Fund | - | - | - | - | - | - |