Motilal Oswal NIFTY 200 Momentum 30 ETF
Expense Ratio: 0.3
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty200 Momentum 30 TRI
Inception: 21-01-2022
Exit Load: Nil
Fund Size:₹129.59 Cr
Performance
1Y
Fund-2.00%
Cat. Avg.3.39%
2Y
Fund-8.36%
Cat. Avg.2.48%
3Y
Fund12.71%
Cat. Avg.-21.07%
5Y
FundN/A
Cat. Avg.-17.20%
10Y
FundN/A
Cat. Avg.-20.12%
SI
Fund-23.10%
Cat. Avg.-5.90%
Fund Facts
Manager(s)
Mr. Rakesh Shetty
Beta
1
Std Dev
17.60%
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | State Bank of India | 6.38 | 5.76% |
| 2 | Hindalco Industries Limited | 6.38 | 5.76% |
| 3 | Shriram Finance Limited | 5.71 | 5.16% |
| 4 | Eicher Motors Limited | 5.66 | 5.11% |
| 5 | Bharti Airtel Limited | 5.33 | 4.81% |
| 6 | TVS Motor Company Limited | 5.10 | 4.61% |
| 7 | Bajaj Finance Limited | 5.04 | 4.55% |
| 8 | Asian Paints Limited | 4.96 | 4.48% |
| 9 | BSE Limited | 4.84 | 4.37% |
| 10 | Hero MotoCorp Limited | 4.70 | 4.24% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60119 | +0.2% | +0.4% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.18 L. | -1.9% | -1.9% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.84 L. | +2.5% | +1.7% |
| SI | 07 Mar, 22 | 2.65 L. | 2.81 L. | +5.9% | +2.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 98005 | -2.0% | -2.0% |
| 2Y | 16 Jul, 24 | 1 L. | 83984 | -16.0% | -8.4% |
| 3Y | 17 Jul, 23 | 1 L. | 1.43 L. | +43.0% | +12.7% |
| SI | 16 Feb, 22 | 1 L. | 31376 | -68.6% | -23.1% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.