Fund Overview of Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-growth
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₹710.5 CrAUM
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₹8.13NAV
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0.41%Expense Ratio
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EquityFund Category
Returns of Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -3.06% | NA | 3.06% |
| 6 Months | 17.73% | NA | 12.13% |
Asset Allocation
equities
100.01%debt instruments
0.43%Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-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 ₹710.5 crore as on Thu Jul 31, 2025. , with a 52-week NAV range between ₹6.86 and ₹10.04. The expense ratio stands at 0.41%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-growth
The portfolio allocation consists of 100.01% in equities, 0.43% in debt instruments. Managed by Rakesh Shetty, it has delivered a return of 0.00% in the last year, a total return since inception of -18.35%.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Quant Flexi Cap Fund-growth  |
₹7,011 | 3.93% | -2.50% | -7.90% | 16.46% | 25.95% |
| 360 One Focused Fund Direct-growth |
₹7,487 | 1.80% | -0.45% | -0.50% | 17.58% | 21.60% |
| Tata Retirement Savings Fund Progressive Plan Regular-growth |
₹2,085 | 0.12% | -3.49% | -1.00% | 15.12% | 15.39% |
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 Flexi Cap Fund Direct-growth
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₹13,727 | -0.34% | -1.35% | 17.54% | 1.48% | 23.09% |
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Motilal Oswal Flexi Cap Fund Regular-growth
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₹13,727 | -0.42% | -1.57% | 17.03% | 0.60% | 22.05% |
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Motilal Oswal Focused Fund Direct-growth
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₹1,531 | 3.26% | 0.91% | 21.93% | -10.39% | 10.41% |
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Motilal Oswal Focused Fund Regular-growth
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₹1,531 | 3.16% | 0.63% | 21.24% | -11.41% | 9.15% |
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Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular-growth
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₹711 | 2.38% | -3.95% | 13.71% | -16.52% | - |
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Motilal Oswal Nifty 500 Momentum 50 Etf-growth
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₹216 | 2.44% | -3.78% | 13.85% | -16.34% | - |
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Motilal Oswal Bse 1000 Index Fund Regular-growth
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₹47 | 1.50% | -1.39% | - | - | - |
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Motilal Oswal Bse 1000 Index Fund Direct-growth
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₹47 | 1.57% | -1.20% | - | - | - |
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Motilal Oswal Nifty Alpha 50 Etf-growth
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₹5 | -0.42% | - | - | - | - |
growth is based on 1-month returns of the fundsMutual 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%.
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| 360 One Focused Fund Direct-growth |
₹7,487 | ₹53.13 | 17.58% | 21.60% | 17.32% |
| Quant Flexi Cap Fund-growth |
₹7,011 | ₹97.58 | 16.46% | 25.95% | 18.72% |
| Tata Retirement Savings Fund Progressive Plan Regular-growth |
₹2,085 | ₹64.57 | 15.12% | 15.39% | 13.01% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bajaj Finance Ltd | Financial | 5.76% | ₹41.77 Cr |
| Interglobe Aviation Ltd | Industrials | 5.46% | ₹38.76 Cr |
| Bajaj Finserv Ltd | Financial | 5.34% | ₹38.70 Cr |
| Interglobe Aviation Ltd | Industrials | 5.31% | ₹38.50 Cr |
| Sbi Life Insurance Company Ltd | Financial | 5.20% | ₹37.71 Cr |
| Hdfc Life Insurance Co Ltd | Financial | 5.16% | ₹37.39 Cr |
| Sbi Life Insurance Company Ltd | Financial | 5.20% | ₹36.94 Cr |
| Bajaj Finserv Ltd | Financial | 5.04% | ₹35.81 Cr |
| Hdfc Life Insurance Co Ltd | Financial | 5.01% | ₹35.59 Cr |
| Kotak Mahindra Bank Ltd | Financial | 4.85% | ₹35.18 Cr |
| Bajaj Finance Ltd | Financial | 4.94% | ₹35.12 Cr |
| Max Healthcare Institute Ltd | Healthcare | 4.88% | ₹34.64 Cr |
| Divi's Laboratories Ltd | Healthcare | 4.76% | ₹33.85 Cr |
| Kotak Mahindra Bank Ltd | Financial | 4.69% | ₹33.29 Cr |
| Max Healthcare Institute Ltd | Healthcare | 4.49% | ₹32.52 Cr |
| Bse Ltd | Financial | 4.53% | ₹32.19 Cr |
| Divi's Laboratories Ltd | Healthcare | 4.23% | ₹30.63 Cr |
| Cholamandalam Investment & Finance Company Ltd | Financial | 4.02% | ₹29.17 Cr |
| Bse Ltd | Financial | 3.92% | ₹28.39 Cr |
| Max Financial Services Ltd | Financial | 3.81% | ₹27.60 Cr |
| Max Financial Services Ltd | Financial | 3.53% | ₹25.06 Cr |
| Cholamandalam Investment & Finance Company Ltd | Financial | 3.51% | ₹24.91 Cr |
| Solar Industries India Ltd | Materials | 2.95% | ₹20.95 Cr |
| Solar Industries India Ltd | Materials | 2.84% | ₹20.59 Cr |
| Coforge Ltd | Technology | 2.89% | ₹20.56 Cr |
| Coforge Ltd | Technology | 2.71% | ₹19.64 Cr |
| Coromandel International Ltd | Materials | 2.65% | ₹18.86 Cr |
| Srf Ltd | Materials | 2.64% | ₹18.79 Cr |
| Fortis Healthcare Ltd | Healthcare | 2.55% | ₹18.49 Cr |
| Srf Ltd | Materials | 2.53% | ₹18.31 Cr |
| One 97 Communications Ltd | Industrials | 2.49% | ₹18.07 Cr |
| Persistent Systems Ltd | Technology | 2.43% | ₹17.24 Cr |
| Persistent Systems Ltd | Technology | 2.33% | ₹16.90 Cr |
| One 97 Communications Ltd | Industrials | 2.35% | ₹16.70 Cr |
| Coromandel International Ltd | Materials | 2.28% | ₹16.53 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 2.28% | ₹16.51 Cr |
| Fortis Healthcare Ltd | Healthcare | 2.19% | ₹15.58 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 2.19% | ₹15.53 Cr |
| Sbi Cards & Payments Services Ltd | Financial | 2.08% | ₹15.11 Cr |
| Hitachi Energy India Ltd | Industrials | 1.87% | ₹13.28 Cr |
| Sbi Cards & Payments Services Ltd | Financial | 1.87% | ₹13.26 Cr |
| Muthoot Finance Ltd | Financial | 1.74% | ₹12.61 Cr |
| Hitachi Energy India Ltd | Industrials | 1.72% | ₹12.48 Cr |
| Mazagon Dock Shipbuilders Ltd | Industrials | 1.55% | ₹11.20 Cr |
| Lloyds Metals And Energy Ltd | Materials | 1.54% | ₹10.94 Cr |
| Mazagon Dock Shipbuilders Ltd | Industrials | 1.51% | ₹10.71 Cr |
| Muthoot Finance Ltd | Financial | 1.44% | ₹10.20 Cr |
| Lloyds Metals And Energy Ltd | Materials | 1.29% | ₹9.34 Cr |
| Reliance Power Ltd | Energy & Utilities | 1.20% | ₹8.49 Cr |
| Radico Khaitan Ltd | Consumer Staples | 1.15% | ₹8.37 Cr |
| Manappuram Finance Ltd | Financial | 1.14% | ₹8.29 Cr |
| Bharat Dynamics Ltd | Industrials | 1.09% | ₹7.72 Cr |
| Radico Khaitan Ltd | Consumer Staples | 1.06% | ₹7.55 Cr |
| Narayana Hrudayalaya Ltd | Healthcare | 1.05% | ₹7.47 Cr |
| Bharat Dynamics Ltd | Industrials | 1.03% | ₹7.47 Cr |
| Reliance Power Ltd | Energy & Utilities | 1.03% | ₹7.46 Cr |
| Godfrey Phillips India Ltd | Consumer Staples | 1.02% | ₹7.36 Cr |
| Manappuram Finance Ltd | Financial | 1.00% | ₹7.12 Cr |
| Narayana Hrudayalaya Ltd | Healthcare | 0.98% | ₹7.11 Cr |
| Navin Fluorine International Ltd | Materials | 0.97% | ₹6.90 Cr |
| Bharti Hexacom Ltd. | Technology | 0.96% | ₹6.83 Cr |
| Navin Fluorine International Ltd | Materials | 0.92% | ₹6.63 Cr |
| Redington Ltd | Technology | 0.89% | ₹6.44 Cr |
| Bharti Hexacom Ltd. | Technology | 0.89% | ₹6.44 Cr |
| Godfrey Phillips India Ltd | Consumer Staples | 0.89% | ₹6.30 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 0.83% | ₹6.05 Cr |
| Kaynes Technology India Ltd | Technology | 0.83% | ₹6.00 Cr |
| Berger Paints India Ltd | Materials | 0.84% | ₹5.96 Cr |
| Pg Electroplast Ltd | Industrials | 0.84% | ₹5.95 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 0.81% | ₹5.86 Cr |
| Berger Paints India Ltd | Materials | 0.79% | ₹5.71 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 0.78% | ₹5.56 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 0.77% | ₹5.50 Cr |
| Redington Ltd | Technology | 0.76% | ₹5.42 Cr |
| Deepak Fertilisers & Petrochemicals Corporation Ltd | Materials | 0.76% | ₹5.42 Cr |
| Deepak Fertilisers & Petrochemicals Corporation Ltd | Materials | 0.74% | ₹5.34 Cr |
| Welspun Corp Ltd | Materials | 0.72% | ₹5.11 Cr |
| Glaxosmithkline Pharmaceuticals Ltd | Healthcare | 0.72% | ₹5.09 Cr |
| Kaynes Technology India Ltd | Technology | 0.70% | ₹5.00 Cr |
| Welspun Corp Ltd | Materials | 0.68% | ₹4.94 Cr |
| Glaxosmithkline Pharmaceuticals Ltd | Healthcare | 0.62% | ₹4.49 Cr |
| Intellect Design Arena Ltd | Technology | 0.63% | ₹4.47 Cr |
| Intellect Design Arena Ltd | Technology | 0.62% | ₹4.47 Cr |
| Garden Reach Shipbuilders & Engineers Ltd | Industrials | 0.62% | ₹4.46 Cr |
| Garden Reach Shipbuilders & Engineers Ltd | Industrials | 0.62% | ₹4.39 Cr |
| Eris Lifesciences Ltd | Healthcare | 0.59% | ₹4.20 Cr |
| Firstsource Solutions Ltd | Industrials | 0.57% | ₹4.15 Cr |
| Firstsource Solutions Ltd | Industrials | 0.58% | ₹4.11 Cr |
| Ptc Industries Ltd | Materials | 0.54% | ₹3.95 Cr |
| Eris Lifesciences Ltd | Healthcare | 0.54% | ₹3.88 Cr |
| Home First Finance Company India Ltd | Financial | 0.54% | ₹3.88 Cr |
| Pg Electroplast Ltd | Industrials | 0.53% | ₹3.87 Cr |
| Home First Finance Company India Ltd | Financial | 0.52% | ₹3.69 Cr |
| Ptc Industries Ltd | Materials | 0.51% | ₹3.62 Cr |
| Ceat Ltd | Consumer Discretionary | 0.46% | ₹3.36 Cr |
| Ceat Ltd | Consumer Discretionary | 0.44% | ₹3.14 Cr |
| Others Cblo | Unspecified | 0.43% | ₹3.13 Cr |
| Lt Foods Ltd | Consumer Staples | 0.44% | ₹3.10 Cr |
| Zen Technologies Ltd | Technology | 0.39% | ₹2.85 Cr |
| Zen Technologies Ltd | Technology | 0.39% | ₹2.78 Cr |
| Lt Foods Ltd | Consumer Staples | 0.37% | ₹2.71 Cr |
| Reverse Repo/cblo | Unspecified | 0.10% | ₹0.74 Cr |
| Net Receivables | Unspecified | 0.02% | ₹0.12 Cr |
| Net Payables | Unspecified | -0.45% | ₹-3.23 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Quant Flexi Cap Fund-growth |
₹97.58 | 16.46% | 25.95% | - |
| 360 One Focused Fund Direct-growth |
₹53.13 | 17.58% | 21.60% | - |
| Tata Retirement Savings Fund Progressive Plan Regular-growth |
₹64.57 | 15.12% | 15.39% | - |
growth is based on 5Y returns of the funds
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-growth
What is the current AUM of Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-growth?
As of Thu Jul 31, 2025, Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-growth manages assets worth ₹710.5 crore
How has Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-growth performed recently?
- 3 Months: -3.06%
- 6 Months: 17.73%
What is the portfolio composition of Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-growth?
Equity: 100.01%, Debt: 0.43%, Others: -0.45%.
Who manages Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-growth?
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-growth is managed by Rakesh Shetty from Motilal Oswal Mutual Fund.
What is the market-cap allocation of Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-growth?
Large Cap: 48.75%, Mid Cap: 39.03%, Small Cap: 12.22%.
Which are the top companies Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-growth has invested in?
- Bajaj Finance Ltd – 5.76% of the fund's portfolio
- Interglobe Aviation Ltd – 5.46% of the fund's portfolio
- Bajaj Finserv Ltd – 5.34% of the fund's portfolio
- Interglobe Aviation Ltd – 5.31% of the fund's portfolio
- SBI Life Insurance Company Ltd – 5.20% of the fund's portfolio
Which are the major sectors Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-growth focuses on?
- Financial – 89.30% of the fund's portfolio
- Healthcare – 29.21% of the fund's portfolio
- Industrials – 28.13% of the fund's portfolio
- Materials – 26.19% of the fund's portfolio
- Technology – 17.43% of the fund's portfolio
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