Motilal Oswal NIFTY 500 Momentum 50 Index Fund-Regular Plan-Growth
Expense Ratio: 1.1
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty 500 Momentum 50 TRI
Inception: 04-09-2024
Exit Load: Nil
Fund Size:₹777.17 Cr
Performance
1Y
Fund-1.24%
Cat. Avg.1.75%
2Y
FundN/A
Cat. Avg.2.72%
3Y
FundN/A
Cat. Avg.10.69%
5Y
FundN/A
Cat. Avg.10.71%
10Y
FundN/A
Cat. Avg.11.39%
SI
Fund-10.26%
Cat. Avg.6.89%
Fund Facts
Manager(s)
Mr. Rakesh Shetty
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 | Eicher Motors Limited | 32.98 | 5.02% |
| 2 | Shriram Finance Limited | 32.85 | 5.00% |
| 3 | Hindalco Industries Limited | 32.82 | 4.99% |
| 4 | Bharti Airtel Limited | 31.50 | 4.79% |
| 5 | Mahindra & Mahindra Limited | 30.34 | 4.61% |
| 6 | Bajaj Finance Limited | 29.82 | 4.53% |
| 7 | Asian Paints Limited | 27.63 | 4.20% |
| 8 | Maruti Suzuki India Limited | 27.58 | 4.19% |
| 9 | TVS Motor Company Limited | 24.38 | 3.71% |
| 10 | BSE Limited | 23.82 | 3.62% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61723 | +2.9% | +6.1% |
| SI | 07 Oct, 24 | 1.10 L. | 1.11 L. | +1.2% | +1.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 98756 | -1.2% | -1.2% |
| SI | 30 Sep, 24 | 1 L. | 82370 | -17.6% | -10.3% |
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.