Motilal Oswal Nifty 500 Momentum 50 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

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)

801 Cr

Lock In Period

N/A

Expense Ratio

1.06

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

Motilal Oswal Nifty 500 Momentum 50 Index Fund Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.161.1114.25
6M5.754.5029.55
1Y-0.413.5794.73
3Y0.0017.93190.97

Portfolio Analysis

  • Equity: 99.94%
  • Debt: 0.10%
  • Others
As on: 2026-06-30
View allocation % by

1. Laurus Labs Limited4.63%
2. Torrent Pharmaceuticals Ltd2.54%
3. Acutaas Chemicals Limited1.55%
4. Glenmark Pharmaceuticals Ltd1.53%
5. Sai Life Sciences Limited0.82%
6. Granules India Limited0.65%

1. Multi Commodity Exchange of India Ltd4.94%
2. BSE Limited4.92%

1. GE Vernova T&D India Limited4.84%
2. Adani Energy Solutions Limited2.93%

1. Hindalco Industries Ltd4.84%
2. National Aluminium Company Ltd2.44%

1. Cummins India Ltd5.04%
2. Kirloskar Oil Engines Ltd1.46%

1. CG Power and Industrial Solutions Limited3.13%
2. ABB India Ltd1.77%
3. Schneider Electric Infrastructure Ltd0.53%

1. Adani Power Ltd4.82%
2. NLC India Limited0.58%

1. Polycab India Limited2.85%
2. KEI Industries Limited1.60%
3. Finolex Cables Ltd0.43%
4. R R Kabel Limited0.41%

1. The Federal Bank Limited3.61%
2. Karur Vysya Bank Ltd1.20%
3. RBL Bank Limited0.40%

1. Shriram Finance Limited5.06%

1. Bharat Heavy Electricals Ltd3.36%

1. Bharat Forge Ltd3.29%

1. Hitachi Energy India Limited3.05%

1. Aditya Birla Capital Limited1.28%
2. Anand Rathi Wealth Limited1.08%

1. HFCL Limited2.15%

1. Vodafone Idea Limited2.09%

1. Thermax Ltd1.31%
2. Craftsman Automation Limited0.68%

1. Ather Energy Limited1.65%

1. Steel Authority of India Ltd1.49%

1. Navin Fluorine International Ltd1.44%

1. Apar Industries Ltd1.29%

1. Welspun Corp Ltd1.19%

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 ₹801 Crore. The fund benchmarks its performance against the Nifty500 Momentum 50 Total Return while maintaining an expense ratio of 1.06. 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 FundMirae Asset Nifty Top 20 Equal Weight ETF Growth00
This FundMotilal Oswal Nifty 500 Momentum 50 ETF Growth0.32240
This FundMotilal Oswal Nifty 500 Momentum 50 Index Fund Growth-0.4130
This FundKotak Silver ETF Growth94.2962190.3375
This FundICICI Prudential Silver ETF Growth94.5842190.9679

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 1.06. 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 : -1.16%
  • 6 Months : 5.75%
  • 1 Year : -0.41%
  • 3 Years : 0.00%
Returns of Motilal Oswal Nifty 500 Momentum 50 Index Fund Growth are updated daily based on NAV of ₹ 8.1791 as on Jul 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 ₹801 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.