Motilal Oswal NIFTY 500 Momentum 50 Index Fund-Direct Plan-Growth
Expense Ratio: 0.41
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty 500 Momentum 50 TRI
Inception: 04-09-2024
Exit Load: Nil
Fund Size:₹777.17 Cr
Performance
1Y
Fund-0.58%
Cat. Avg.2.26%
2Y
FundN/A
Cat. Avg.3.16%
3Y
FundN/A
Cat. Avg.11.16%
5Y
FundN/A
Cat. Avg.11.31%
10Y
FundN/A
Cat. Avg.11.84%
SI
Fund-9.64%
Cat. Avg.7.39%
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% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61918 | +3.2% | +6.7% |
| SI | 07 Oct, 24 | 1.10 L. | 1.12 L. | +1.8% | +2.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 99419 | -0.6% | -0.6% |
| SI | 30 Sep, 24 | 1 L. | 83388 | -16.6% | -9.6% |
SIP Planner
Visualize how small monthly investments grow over time.
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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.