Motilal Oswal NIFTY 200 Momentum 30 Index Fund-Regular Plan
Expense Ratio: 1
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty200 Momentum 30 TRI
Inception: 21-01-2022
Exit Load: Nil
Fund Size:₹957.38 Cr
Performance
1Y
Fund-3.17%
Cat. Avg.2.09%
2Y
Fund-9.54%
Cat. Avg.2.83%
3Y
Fund11.45%
Cat. Avg.10.62%
5Y
FundN/A
Cat. Avg.10.82%
10Y
FundN/A
Cat. Avg.11.51%
SI
Fund9.63%
Cat. Avg.6.93%
Fund Facts
Manager(s)
Mr. Rakesh Shetty
Beta
1
Std Dev
17.50%
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 | Shriram Finance Limited | 49.31 | 5.08% |
| 2 | Cummins India Limited | 49.11 | 5.05% |
| 3 | Multi Commodity Exchange of India Limited | 48.16 | 4.96% |
| 4 | NTPC Limited | 48.16 | 4.96% |
| 5 | BSE Limited | 47.96 | 4.94% |
| 6 | Tata Steel Limited | 47.67 | 4.91% |
| 7 | Hindalco Industries Limited | 47.23 | 4.86% |
| 8 | GE Vernova T&D India Limited | 47.18 | 4.86% |
| 9 | Adani Power Limited | 46.96 | 4.83% |
| 10 | Laurus Labs Limited | 46.47 | 4.78% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 59197 | -1.3% | -2.8% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.16 L. | -3.7% | -3.8% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.80 L. | +0.2% | +0.1% |
| SI | 07 Mar, 22 | 2.65 L. | 3.12 L. | +17.8% | +7.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 96830 | -3.2% | -3.2% |
| 2Y | 18 Jul, 24 | 1 L. | 83154 | -16.8% | -8.8% |
| 3Y | 17 Jul, 23 | 1 L. | 1.38 L. | +38.4% | +11.4% |
| SI | 16 Feb, 22 | 1 L. | 1.50 L. | +50.1% | +9.6% |
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.