Motilal Oswal Nifty 500 Momentum 50 Index Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Motilal Oswal Nifty 500 Momentum 50 Index Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

756 Cr

Lock In Period

N/A

Expense Ratio

1.13

Exit Load

1%- If redeemed on or before 15 days from the date of allotment. Nil- If redeemed after 15 days from the date of allotment.

Benchmark

Nifty500 Momentum 50 Total Return

Summary

Motilal Oswal Nifty 500 Momentum 50 Index Fund Growth NAV is ₹8.0877 as of 23 May, 2026. Motilal Oswal Nifty 500 Momentum 50 Index Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Motilal Oswal Nifty 500 Momentum 50 Index Fund Growth is ₹500. The AUM of Motilal Oswal Nifty 500 Momentum 50 Index Fund Growth is ₹756 Cr. The expense ratio of the fund is 1.13%, and its benchmark is Nifty500 Momentum 50 Total Return. The current exit load of the fund is 1%- If redeemed on or before 15 days from the date of allotment. Nil- If redeemed after 15 days from the date of allotment.. In the last 1M months, Motilal Oswal Nifty 500 Momentum 50 Index Fund Growth has delivered 0.09% returns.

Motilal Oswal Nifty 500 Momentum 50 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.09-0.4714.29
6M-3.721.6774.90
1Y0.094.89166.97
3Y0.0014.24257.30

Portfolio Analysis

  • Equity: 100.04%
  • Debt: -0.08%
  • Others
As on: 2026-04-30
View allocation % by

1. Shriram Finance Limited4.77%
2. Bajaj Finance Ltd4.71%
3. Muthoot Finance Ltd2.51%
4. L&T Finance Limited1.88%
5. Cholamandalam Investment and Finance Company Ltd1.79%
6. Mahindra & Mahindra Financial Services Ltd0.91%
7. Manappuram Finance Ltd0.69%
8. IIFL Finance Limited0.34%

1. Eicher Motors Limited4.81%
2. TVS Motor Company Ltd3.42%
3. Hero MotoCorp Ltd3.04%

1. Mahindra & Mahindra Ltd4.30%
2. Maruti Suzuki India Ltd4.04%

1. AU Small Finance Bank Limited2.70%
2. The Federal Bank Limited2.62%
3. RBL Bank Limited1.10%
4. Karur Vysya Bank Ltd1.00%
5. City Union Bank Ltd0.85%

1. BSE Limited4.37%
2. Multi Commodity Exchange of India Ltd3.40%

1. Hindalco Industries Ltd5.21%

1. Bharti Airtel Ltd4.51%

1. Asian Paints Ltd4.22%

1. Max Financial Services Limited1.64%
2. Aditya Birla Capital Limited1.63%
3. Anand Rathi Wealth Limited0.69%

1. Laurus Labs Limited2.53%
2. Glenmark Pharmaceuticals Ltd1.26%

1. Canara Bank Ltd1.92%
2. Indian Bank1.44%

1. Interglobe Aviation Ltd2.92%

1. Cummins India Ltd2.78%

1. Fortis Healthcare Ltd1.77%
2. Aster DM Healthcare Limited0.50%
3. Narayana Hrudayalaya Limited0.37%

1. GE Vernova T&D India Limited1.98%

1. One 97 Communications Limited1.76%

1. FSN E-Commerce Ventures Limited1.63%

1. GMR Airports Limited1.32%

1. Hitachi Energy India Limited1.32%

1. UPL Limited1.30%

1. Navin Fluorine International Ltd1.13%

About Fund Motilal Oswal Nifty 500 Momentum 50 Index Fund Growth

Motilal Oswal Nifty 500 Momentum 50 Index Fund Growth managed by Motilal Oswal Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹756 Crore. The fund benchmarks its performance against the Nifty500 Momentum 50 Total Return while maintaining an expense ratio of 1.13. Under the expert guidance of Swapnil P Mayekar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Swapnil P Mayekar

Mr. Swapnil has done M.Com from Mumbai University and Advanced Diploma in Business Administration. He is associated with Motilal Oswal Asset Management Company Limited from March 2010 till date. Prior to this,he has worked with Business Standard Limited from Aug 2005 to Feb 2010.

Peer Comparison

Fund Name1Y3Y
This FundZerodha Nifty Smallcap 100 ETF Growth00
This FundMirae Asset Nifty 200 Alpha 30 ETF Growth6.06930
This FundMotilal Oswal Nifty 500 Momentum 50 Index Fund Growth0.08940
This FundICICI Prudential Silver ETF Growth166.9719256.4087
This FundHDFC Silver ETF Growth165.3335257.2992

Motilal Oswal Nifty 500 Momentum 50 Index Fund Growth FAQs

Motilal Oswal Nifty 500 Momentum 50 Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Motilal Oswal Nifty 500 Momentum 50 Index Fund Growth is 1.13. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Motilal Oswal Nifty 500 Momentum 50 Index Fund Growth’s fund performance is as follows:
  • 1 Month : 0.09%
  • 6 Months : -3.72%
  • 1 Year : 0.09%
  • 3 Years : 0.00%
Returns of Motilal Oswal Nifty 500 Momentum 50 Index Fund Growth are updated daily based on NAV of ₹ 8.0877 as on May 22,2026. Since inception, the return has been 0.00%.

You can invest in Motilal Oswal Nifty 500 Momentum 50 Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Motilal Oswal Nifty 500 Momentum 50 Index Fund Growth is ₹756 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Motilal Oswal Nifty 500 Momentum 50 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.