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-0.56%
Cat. Avg.2.61%
2Y
FundN/A
Cat. Avg.3.39%
3Y
FundN/A
Cat. Avg.10.42%
5Y
FundN/A
Cat. Avg.11.16%
10Y
FundN/A
Cat. Avg.11.44%
SI
Fund-10.47%
Cat. Avg.7.02%
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 | Shriram Finance Limited | 40.52 | 5.06% |
| 2 | Cummins India Limited | 40.36 | 5.04% |
| 3 | Multi Commodity Exchange of India Limited | 39.58 | 4.94% |
| 4 | BSE Limited | 39.41 | 4.92% |
| 5 | Hindalco Industries Limited | 38.81 | 4.84% |
| 6 | GE Vernova T&D India Limited | 38.77 | 4.84% |
| 7 | Adani Power Limited | 38.64 | 4.82% |
| 8 | Laurus Labs Limited | 37.10 | 4.63% |
| 9 | The Federal Bank Limited | 28.95 | 3.61% |
| 10 | Bharat Heavy Electricals Limited | 26.91 | 3.36% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61390 | +2.3% | +4.8% |
| SI | 07 Oct, 24 | 1.10 L. | 1.11 L. | +0.7% | +0.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 98789 | -1.2% | N/A |
| SI | 30 Sep, 24 | 1 L. | 81925 | -18.1% | -10.5% |
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.