Motilal Oswal NIFTY Midcap150 Momentum 50 ETF
Expense Ratio: 0.53
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: NIFTY Midcap 150 Momentum 50 TRI
Inception: N/A
Exit Load: Nil
Fund Size:₹17.46 Cr
Performance
1Y
Fund-0.85%
Cat. Avg.4.07%
2Y
FundN/A
Cat. Avg.2.74%
3Y
FundN/A
Cat. Avg.-21.08%
5Y
FundN/A
Cat. Avg.-16.99%
10Y
FundN/A
Cat. Avg.-20.03%
SI
Fund-2.33%
Cat. Avg.-5.80%
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 | Laurus Labs Limited | 2.41 | 5.22% |
| 2 | Multi Commodity Exchange of India Limited | 2.30 | 4.98% |
| 3 | BSE Limited | 2.29 | 4.96% |
| 4 | GE Vernova T&D India Limited | 2.25 | 4.88% |
| 5 | The Federal Bank Limited | 2.14 | 4.63% |
| 6 | Bharat Heavy Electricals Limited | 1.99 | 4.31% |
| 7 | Bharat Forge Limited | 1.95 | 4.22% |
| 8 | Hitachi Energy India Limited | 1.80 | 3.90% |
| 9 | Polycab India Limited | 1.68 | 3.64% |
| 10 | National Aluminium Company Limited | 1.43 | 3.10% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60933 | +1.6% | +3.2% |
| SI | 07 Jul, 25 | 65000 | 65841 | +1.3% | +2.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 99150 | -0.9% | -0.9% |
| SI | 03 Jul, 25 | 1 L. | 97581 | -2.4% | -2.3% |
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.