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Fund Overview of Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-growth
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₹782.2 CrAUM
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₹8.42NAV
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0.44%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 9.49% | NA | 3.06% |
| 6 Months | 2.68% | NA | 12.13% |
| 1 Year | 0.13% | 0.13% | 0.23% |
Asset Allocation
equities
100.00%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 ₹782.2 crore as on Sun May 31, 2026. The expense ratio stands at 0.44%. 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 100.00% in equities.Managed by Rakesh Shetty, it has delivered a return of 0.13% in the last year, a total return since inception of -9.60%.
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Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Retirement Fund - Pure Equity Plan Direct-growth  |
₹1,924 | 3.58% | 7.90% | 11.13% | 23.96% | 23.05% |
| ICICI Prudential Retirement Fund - Pure Equity Plan Direct-idcw |
₹1,924 | 3.58% | 7.90% | 11.13% | 23.96% | 23.05% |
| ICICI Prudential Retirement Fund - Pure Equity Plan-growth |
₹1,924 | 3.43% | 7.53% | 9.62% | 22.26% | 21.38% |
| ICICI Prudential Retirement Fund - Pure Equity Plan-idcw |
₹1,924 | 3.43% | 7.53% | 9.62% | 22.26% | 21.38% |
| HDFC Focused Fund Direct-growth |
₹26,082 | 3.99% | 2.91% | 2.09% | 18.01% | 20.33% |
| HDFC Focused Fund Direct-idcw |
₹26,082 | 3.99% | 2.91% | 2.09% | 18.01% | 20.33% |
| HDFC Focused Fund Regular-growth |
₹26,082 | 3.91% | 2.67% | 1.08% | 16.72% | 18.90% |
| HDFC Focused Fund Regular-idcw |
₹26,082 | 3.91% | 2.67% | 1.08% | 16.72% | 18.90% |
| HDFC Flexi Cap Direct Plan-growth |
₹101,822 | 3.65% | 3.88% | 3.13% | 18.14% | 18.64% |
| HDFC Flexi Cap Direct Plan-idcw |
₹101,822 | 3.65% | 3.88% | 3.13% | 18.14% | 18.64% |
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 Regular-growth
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₹12,937 | 5.82% | 8.03% | -3.58% | -3.57% | 18.10% |
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Motilal Oswal Flexi Cap Fund Direct-growth
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₹12,937 | 5.90% | 8.26% | -3.16% | -2.74% | 19.11% |
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Motilal Oswal Flexi Cap Fund Regular-idcw
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₹12,937 | 5.82% | 8.03% | -3.58% | -3.57% | 18.10% |
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Motilal Oswal Flexi Cap Fund Direct-idcw
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₹12,937 | 5.90% | 8.26% | -3.16% | -2.74% | 19.11% |
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Motilal Oswal Nifty 500 Index Fund Direct-growth
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₹2,967 | 3.44% | 6.08% | -0.93% | 2.07% | 13.47% |
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Motilal Oswal Nifty 500 Index Fund Regular-growth
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₹2,967 | 3.37% | 5.86% | -1.30% | 1.30% | 12.67% |
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Motilal Oswal Focused Fund Direct-growth
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₹1,557 | 7.21% | 16.79% | 11.48% | 13.74% | 11.72% |
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Motilal Oswal Focused Fund Regular-growth
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₹1,557 | 7.11% | 16.46% | 10.85% | 12.46% | 10.46% |
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Motilal Oswal Focused Fund Direct-idcw
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₹1,557 | 7.21% | 16.79% | 11.48% | 13.74% | 11.72% |
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Motilal Oswal Focused Fund Regular-idcw
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₹1,557 | 7.11% | 16.46% | 10.85% | 12.46% | 10.46% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Parag Parikh Flexi Cap Fund Regular-growth |
₹141,447 | ₹82.58 | 14.50% | 14.38% | 16.90% |
| Parag Parikh Flexi Cap Fund Direct-growth |
₹141,447 | ₹90.52 | 15.29% | 15.30% | 17.80% |
| Parag Parikh Flexi Cap Fund Regular-idcw |
₹141,447 | ₹82.58 | 14.50% | 14.38% | 16.90% |
| Parag Parikh Flexi Cap Fund Direct-idcw |
₹141,447 | ₹90.52 | 15.29% | 15.30% | 17.80% |
| HDFC Flexi Cap Direct Plan-growth |
₹101,822 | ₹2,199.96 | 18.14% | 18.64% | 16.80% |
| HDFC Flexi Cap Fund Regular-growth |
₹101,822 | ₹2,000.15 | 17.37% | 17.87% | 15.99% |
| HDFC Flexi Cap Direct Plan-idcw |
₹101,822 | ₹88.95 | 18.14% | 18.64% | 16.80% |
| HDFC Flexi Cap Fund Regular-idcw |
₹101,822 | ₹72.28 | 17.37% | 17.87% | 15.99% |
| Kotak Flexicap Fund Direct-growth |
₹54,801 | ₹96.53 | 14.65% | 13.16% | 14.70% |
| Kotak Flexicap Fund Regular-growth |
₹54,801 | ₹85.03 | 13.68% | 12.16% | 13.60% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hindalco Industries Ltd | Materials | 5.51% | ₹43.10 Cr |
| Bse Ltd | Financial | 4.85% | ₹37.93 Cr |
| Eicher Motors Ltd | Consumer Discretionary | 4.74% | ₹37.06 Cr |
| Shriram Transport Finance Company Ltd | Financial | 4.70% | ₹36.79 Cr |
| Asian Paints Ltd | Materials | 4.49% | ₹35.14 Cr |
| Bajaj Finance Ltd | Financial | 4.45% | ₹34.84 Cr |
| Bharti Airtel Ltd | Technology | 4.26% | ₹33.32 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 4.12% | ₹32.24 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 3.88% | ₹30.34 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.29% | ₹25.77 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 3.21% | ₹25.08 Cr |
| Laurus Labs Ltd | Healthcare | 3.05% | ₹23.86 Cr |
| Cummins India Ltd | Industrials | 3.03% | ₹23.70 Cr |
| Interglobe Aviation Ltd | Industrials | 2.92% | ₹22.87 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 2.85% | ₹22.28 Cr |
| The Federal Bank Ltd | Financial | 2.57% | ₹20.11 Cr |
| Au Small Finance Bank Ltd | Financial | 2.55% | ₹19.96 Cr |
| Muthoot Finance Ltd | Financial | 2.39% | ₹18.72 Cr |
| Ge T&d India Ltd | Industrials | 2.22% | ₹17.39 Cr |
| L&t Finance Holdings Ltd | Financial | 1.88% | ₹14.72 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Retirement Fund - Pure Equity Plan Direct-growth |
₹38.94 | 23.96% | 23.05% | - |
| ICICI Prudential Retirement Fund - Pure Equity Plan Direct-idcw |
₹38.93 | 23.96% | 23.05% | - |
| ICICI Prudential Retirement Fund - Pure Equity Plan-growth |
₹34.90 | 22.26% | 21.38% | - |
| ICICI Prudential Retirement Fund - Pure Equity Plan-idcw |
₹34.90 | 22.26% | 21.38% | - |
| HDFC Focused Fund Direct-growth |
₹261.30 | 18.01% | 20.33% | - |
| HDFC Focused Fund Direct-idcw |
₹31.08 | 18.01% | 20.33% | - |
| HDFC Focused Fund Regular-growth |
₹228.38 | 16.72% | 18.90% | - |
| HDFC Focused Fund Regular-idcw |
₹23.22 | 16.72% | 18.90% | - |
| HDFC Flexi Cap Direct Plan-growth |
₹2,199.96 | 18.14% | 18.64% | - |
| HDFC Flexi Cap Direct Plan-idcw |
₹88.95 | 18.14% | 18.64% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
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 Sun May 31, 2026, Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-growth manages assets worth ₹782.2 crore
How has Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-growth performed recently?
- 3 Months: 9.49%
- 6 Months: 2.68%
What is the portfolio composition of Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-growth?
Equity: 100.00%.
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: 54.09%, Mid Cap: 37.57%, Small Cap: 8.34%.
Which are the top companies Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-growth has invested in?
- Hindalco Industries Ltd – 5.51% of the fund's portfolio
- BSE Ltd – 4.85% of the fund's portfolio
- Eicher Motors Ltd – 4.74% of the fund's portfolio
- Shriram Transport Finance Company Ltd – 4.70% of the fund's portfolio
- Asian Paints Ltd – 4.49% of the fund's portfolio
Which are the major sectors Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-growth focuses on?
- Financial – 26.68% of the fund's portfolio
- Consumer Discretionary – 18.80% of the fund's portfolio
- Materials – 10.00% of the fund's portfolio
- Industrials – 8.17% of the fund's portfolio
- Technology – 4.26% of the fund's portfolio
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