Motilal Oswal Nifty 500 Momentum 50 Etf-growth

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  • RSI
Fund NAV

Fund Overview

  • ₹216.3 Cr
    AUM
  • ₹52.13
    NAV
  • 0.41%
    Expense Ratio
  • Equity
    Fund Category
As on Fri Sep 19, 2025

Returns of Motilal Oswal Nifty 500 Momentum 50 Etf-growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -3.33% NA 3.06%
6 Months 17.46% NA 12.13%
As on Fri Sep 19, 2025

Asset Allocation

equities

99.91%

other assets or cash equivalents

0.09%
Large Cap: 35.25%
Mid Cap: 27.40%
Small Cap: 0.54%
Other: 36.80%
Top Holdings
Interglobe Aviation Ltd
5.46%
Sbi Life Insurance Company Ltd
5.20%
Bajaj Finserv Ltd
5.04%
Hdfc Life Insurance Co Ltd
5.01%
Bajaj Finance Ltd
4.94%
Top Sectors
Financial
43.46%
Healthcare
14.98%
Industrials
14.31%
Materials
13.60%
Technology
8.77%
Detailed Portfolio Analysis
As on Fri Sep 19, 2025
Invest Now

About Fund
Motilal Oswal Nifty 500 Momentum 50 Etf-growth

Motilal Oswal Nifty 500 Momentum 50 Etf-growth is one Equity mutual fund offered by Motilal Oswal Mutual Fund. Launched on 24 Sep 2024, the fund aims Return that corresponds to the returns of the Nifty Nifty 500 Momentum 50 Total Return Index, subject to tracking error. Long term capital growth. It manages assets worth ₹216.3 crore as on Thu Jul 31, 2025. , with a 52-week NAV range between ₹43.89 and ₹64.37. The expense ratio stands at 0.41%.
The portfolio allocation consists of 99.91% in equities, 0.09% in other assets or cash equivalents. Managed by Rakesh Shetty, it has delivered a return of 0.00% in the last year, a total return since inception of -18.42%.

Read more
  • Dishant Mehta

    Fund Manager

  • Bachelors of Science (B.SC)

    Manager Education

  • Swapnil P Mayekar

    Fund Manager

  • Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.

    Manager Education

  • Rakesh Shetty

    Fund Manager

  • Mr. Shetty has done B.Com

    Manager Education

Fund Details

  • Fund Names
    Motilal Oswal Nifty 500 Momentum 50 Etf-growth
  • Inception Date
    24 Sep 2024
  • Lock In
    No Lock-in
  • Risk
    Principal at very high risk
  • Category Average Annual Returns
    0.23
  • 52 Weeks High
    64.37
  • 52 Weeks Low
    43.89
More Details

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Uti Conservative Hybrid Fund trend ₹1,707.10 Cr 0.81% 1.06% 4.40% 9.75% 10.75%
Uti Credit Risk Fund trend ₹277.27 Cr 0.72% 1.61% 8.19% 8.05% 10.28%
Uti Dynamic Bond Fund trend ₹481.67 Cr 0.60% 0.37% 7.02% 7.73% 9.19%
Uti Low Duration Fund trend ₹3,211.14 Cr 0.48% 1.45% 7.81% 7.38% 7.07%
Uti Short Duration Fund trend ₹3,295.53 Cr 0.47% 1.12% 7.79% 7.39% 7.04%
Aditya Birla Sun Life Corporate Bond Fund trend ₹28,596.86 Cr 0.51% 0.89% 7.80% 7.90% 6.67%
Uti Money Market Fund trend ₹20,553.67 Cr 0.48% 1.54% 7.95% 7.64% 6.22%
Uti Liquid Fund trend ₹29,013.49 Cr 0.48% 1.45% 6.96% 7.09% 5.72%
Sbi Magnum Ultra Short Duration Fund trend ₹15,902.29 Cr 0.46% 1.46% 7.28% 7.09% 5.71%
Uti Liquid Fund trend ₹29,013.49 Cr 0.47% 1.43% 6.87% 7.00% 5.63%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Motilal Oswal Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Motilal Oswal Ultra Short Term Fund Regular-growth increase ₹564 Cr 0.41% 1.18% 2.83% 5.64% 5.75%
Motilal Oswal Ultra Short Term Fund Direct-growth increase ₹564 Cr 0.61% 1.52% 3.34% 6.51% 6.45%
Motilal Oswal Innovation Opportunities Fund Regular-growth increase ₹284 Cr 4.35% 10.53% 25.95% - -
Motilal Oswal Nifty 50 Equal Weight Etf-growth increase ₹25 Cr 2.39% 4.98% - - -
Motilal Oswal Nifty Midcap150 Momentum 50 Etf-growth increase ₹6 Cr -0.28% - - - -
Motilal Oswal Bse India Infrastructure Etf-growth increase ₹2 Cr 1.79% 2.40% - - -
Motilal Oswal Nifty Pse Etf-growth increase ₹1 Cr 3.48% 2.03% - - -
Motilal Oswal Nifty India Manufacturing Etf-growth increase ₹1 Cr 4.64% 8.64% - - -
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increase growth is based on 1-month returns of the funds

Mutual Fund Calculator

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Tax Information

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

More Details
You can also get Tax Free Maturity/ Returns? You can also get Tax Free Maturity/ Returns?

Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Uti Liquid Regular Plan-flexi Idcw trend ₹29,013.49 Cr ₹1,576.78 7.00% 5.63% 6.19%
Uti Liquid Direct-flexi Idcw trend ₹29,013.49 Cr ₹1,586.16 7.09% 5.72% 6.27%
Aditya Birla Sun Life Corporate Bond Fund Direct-discipline Advantage Plan trend ₹28,596.86 Cr ₹10.81 7.90% 6.67% 7.85%
Uti Money Market Fund Direct-flexi Idcw trend ₹20,553.67 Cr ₹1,625.31 7.64% 6.22% 6.88%
Sbi Magnum Ultra Short Duration Fund Regular ( Automatic Reinvestment) trend ₹15,902.29 Cr ₹1,264.64 7.09% 5.71% 6.55%
Uti Short Duration Regular Plan-flexi Idcw trend ₹3,295.53 Cr ₹18.35 7.39% 7.04% 6.34%
Uti Low Duration Fund Regular Plan-bonus trend ₹3,211.14 Cr ₹3,009.68 7.38% 7.07% 6.20%
Uti Conservative Hybrid Fund Regular Plan-flexi Idcw trend ₹1,707.10 Cr ₹45.56 9.75% 10.75% 8.28%
Uti Dynamic Bond Fund Direct-flexi Idcw trend ₹481.67 Cr ₹16.98 7.73% 9.19% 7.44%
Uti Credit Risk Fund Direct-flexi Idcw trend ₹277.27 Cr ₹12.44 8.05% 10.28% 3.91%
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Interglobe Aviation LtdIndustrials5.46%₹11.80 Cr
Sbi Life Insurance Company LtdFinancial5.20%₹11.25 Cr
Bajaj Finserv LtdFinancial5.04%₹10.90 Cr
Hdfc Life Insurance Co LtdFinancial5.01%₹10.84 Cr
Bajaj Finance LtdFinancial4.94%₹10.69 Cr
Max Healthcare Institute LtdHealthcare4.88%₹10.55 Cr
Divi's Laboratories LtdHealthcare4.77%₹10.31 Cr
Kotak Mahindra Bank LtdFinancial4.69%₹10.14 Cr
Bse LtdFinancial4.53%₹9.80 Cr
Max Financial Services LtdFinancial3.53%₹7.63 Cr
Cholamandalam Investment & Finance Company LtdFinancial3.51%₹7.58 Cr
Solar Industries India LtdMaterials2.95%₹6.38 Cr
Coforge LtdTechnology2.89%₹6.26 Cr
Coromandel International LtdMaterials2.66%₹5.74 Cr
Srf LtdMaterials2.65%₹5.72 Cr
Persistent Systems LtdTechnology2.43%₹5.25 Cr
One 97 Communications LtdIndustrials2.35%₹5.08 Cr
Fortis Healthcare LtdHealthcare2.19%₹4.74 Cr
Multi Commodity Exchange Of India LtdFinancial2.19%₹4.73 Cr
Hitachi Energy India LtdIndustrials1.87%₹4.05 Cr
Sbi Cards & Payments Services LtdFinancial1.87%₹4.04 Cr
Lloyds Metals And Energy LtdMaterials1.54%₹3.33 Cr
Mazagon Dock Shipbuilders LtdIndustrials1.51%₹3.26 Cr
Muthoot Finance LtdFinancial1.44%₹3.11 Cr
Reliance Power LtdEnergy & Utilities1.20%₹2.59 Cr
Bharat Dynamics LtdIndustrials1.09%₹2.35 Cr
Radico Khaitan LtdConsumer Staples1.06%₹2.30 Cr
Narayana Hrudayalaya LtdHealthcare1.05%₹2.27 Cr
Manappuram Finance LtdFinancial1.00%₹2.17 Cr
Navin Fluorine International LtdMaterials0.97%₹2.10 Cr
Bharti Hexacom Ltd.Technology0.96%₹2.08 Cr
Godfrey Phillips India LtdConsumer Staples0.89%₹1.92 Cr
Berger Paints India LtdMaterials0.84%₹1.82 Cr
Pg Electroplast LtdIndustrials0.84%₹1.81 Cr
Aster Dm Healthcare LtdHealthcare0.78%₹1.69 Cr
Amber Enterprises India LtdConsumer Discretionary0.77%₹1.68 Cr
Redington LtdTechnology0.76%₹1.65 Cr
Deepak Fertilisers & Petrochemicals Corporation LtdMaterials0.76%₹1.65 Cr
Welspun Corp LtdMaterials0.72%₹1.56 Cr
Glaxosmithkline Pharmaceuticals LtdHealthcare0.72%₹1.55 Cr
Kaynes Technology India LtdTechnology0.70%₹1.52 Cr
Intellect Design Arena LtdTechnology0.63%₹1.36 Cr
Garden Reach Shipbuilders & Engineers LtdIndustrials0.62%₹1.34 Cr
Eris Lifesciences LtdHealthcare0.59%₹1.28 Cr
Firstsource Solutions LtdIndustrials0.58%₹1.25 Cr
Home First Finance Company India LtdFinancial0.52%₹1.12 Cr
Ptc Industries LtdMaterials0.51%₹1.10 Cr
Ceat LtdConsumer Discretionary0.44%₹0.96 Cr
Lt Foods LtdConsumer Staples0.44%₹0.94 Cr
Zen Technologies LtdTechnology0.39%₹0.85 Cr
Net ReceivablesUnspecified0.09%₹0.19 Cr
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Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Quant Flexi Cap Fund Direct-growth increase ₹110.04 17.44% 27.18% 123.24
Quant Flexi Cap Fund-growth increase ₹98.82 15.94% 25.97% 111.94
Kotak Focused Fund Direct - Growth increase ₹28.77 17.82% 21.88% -
increase growth is based on 5Y returns of the funds

Frequently Asked Questions
Motilal Oswal Nifty 500 Momentum 50 Etf-growth
As of Thu Jul 31, 2025, Motilal Oswal Nifty 500 Momentum 50 Etf-growth manages assets worth ₹216.3 crore
  • 3 Months: -3.33%
  • 6 Months: 17.46%
Equity: 99.91%, Others: 0.09%.
Motilal Oswal Nifty 500 Momentum 50 Etf-growth is managed by Rakesh Shetty from Motilal Oswal Mutual Fund.
Large Cap: 35.25%, Mid Cap: 27.40%, Small Cap: 0.54%.
  • Interglobe Aviation Ltd – 5.46% of the fund's portfolio
  • SBI Life Insurance Company Ltd – 5.20% of the fund's portfolio
  • Bajaj Finserv Ltd – 5.04% of the fund's portfolio
  • HDFC Life Insurance Co Ltd – 5.01% of the fund's portfolio
  • Bajaj Finance Ltd – 4.94% of the fund's portfolio
  • Financial – 43.46% of the fund's portfolio
  • Healthcare – 14.98% of the fund's portfolio
  • Industrials – 14.31% of the fund's portfolio
  • Materials – 13.60% of the fund's portfolio
  • Technology – 8.77% of the fund's portfolio
View more FAQ's

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