Motilal Oswal Nifty 500 Momentum 50 Index Fund
Multi Cap IndexVery HighOPEN-ENDED
- NAV as on 9 Nov 2026
- ₹8.20+1.16%1 day
- Return since launch
- -9.3%
- 52-week range
- ₹7.04 — ₹8.58
- AUM
- ₹785 Cr
Motilal Oswal Nifty 500 Momentum 50 Index Fund is a Multi Cap Index equity fund from Motilal Oswal Mutual Fund with ₹785 Cr under management, launched in 2024. The expense ratio is 1.39% and the SEBI riskometer reading is Very High.
Performance
Motilal Oswal Nifty 500 Momentum 50 Index Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned -1.4% against -2.2% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 2.1% | +2.1 pts | -0.0% | 2.4% |
| 2Y | 1.1% | −2.3 pts | 3.4% | 2.1% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 1.1% | −3.3 pts | 4.3% | 4.6% |
| 3M | -2.4% | +0.4 pts | -2.7% | -2.3% |
| 6M | 1.0% | +0.2 pts | 0.8% | 2.4% |
| 1Y | -1.6% | −1.6 pts | -0.0% | -1.8% |
| 2Y | -5.7% | −6.1 pts | 0.4% | -0.2% |
Since launch (4 Sep 2024): -9.3%
Calendar-year returns
Category average-9.0%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | -9.0% | −12.0 pts | 3.0% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
1.34%
Expense ratio as on 6 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 0.90%
- Brokerage
- 0.04%
- Transaction charges
- 0.01%
- Statutory levies
- 0.39%
- Exit load
- Exit load of 1%, if redeemed within 15 days.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- Nifty 500 Momentum 50 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
Portfolio
Motilal Oswal Nifty 500 Momentum 50 Index Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity100.0%
Market cap split
- Large42.9%
- Mid35.7%
- Small21.4%
- P/E
- 27.33
- P/B
- 4.72
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Laurus Labs Ltd. | Healthcare | 6.17% | ₹48.42 Cr | +4.63% | +2.57% | — |
| Multi Commodity Exchange Of India Ltd. | Services | 5.87% | ₹46.04 Cr | +4.94% | +3.07% | +2.28% |
| Hindalco Industries Ltd. | Metals & Mining | 4.87% | ₹38.21 Cr | +4.84% | +4.99% | — |
| Shriram Finance Ltd | Financial | 4.87% | ₹38.21 Cr | +5.06% | +5.00% | — |
| Adani Power Ltd. | Energy | 4.48% | ₹35.18 Cr | +4.82% | — | — |
| Cummins India Ltd. | Capital Goods | 4.33% | ₹33.95 Cr | +5.04% | +2.67% | — |
| GE Vernova T&D India Ltd | Capital Goods | 4.20% | ₹32.95 Cr | +4.84% | +1.81% | — |
| BSE Ltd. | Services | 4.02% | ₹31.52 Cr | +4.92% | +3.62% | +3.92% |
| The Federal Bank Ltd. | Financial | 3.55% | ₹27.84 Cr | +3.61% | +2.66% | — |
| Bharat Heavy Electricals Ltd. | Capital Goods | 3.44% | ₹26.96 Cr | +3.36% | — | — |
| Bharat Forge Ltd. | Automobile | 3.01% | ₹23.66 Cr | +3.29% | — | — |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 2.87% | ₹22.49 Cr | +3.13% | — | — |
| Hitachi Energy India Ltd. | Capital Goods | 2.73% | ₹21.44 Cr | +3.05% | +1.07% | +1.72% |
| Torrent Pharmaceuticals Ltd. | Healthcare | 2.69% | ₹21.11 Cr | +2.54% | — | — |
| Adani Energy Solutions Ltd. | Energy | 2.63% | ₹20.65 Cr | +2.93% | — | — |
| National Aluminium Company Ltd. | Metals & Mining | 2.50% | ₹19.60 Cr | +2.44% | — | — |
| HFCL Ltd. | Communication | 2.34% | ₹18.34 Cr | +2.15% | — | — |
| Polycab India Ltd. | Capital Goods | 2.34% | ₹18.37 Cr | +2.85% | — | — |
| Welspun Corp Ltd. | Metals & Mining | 2.16% | ₹16.97 Cr | +1.19% | — | +0.68% |
| Ather Energy Ltd. | Automobile | 2.10% | ₹16.46 Cr | +1.65% | — | — |
| Vodafone Idea Ltd. | Communication | 1.91% | ₹14.99 Cr | +2.09% | — | — |
| ABB India Ltd. | Capital Goods | 1.74% | ₹13.68 Cr | +1.77% | — | — |
| Glenmark Pharmaceuticals Ltd. | Healthcare | 1.66% | ₹13.01 Cr | +1.53% | +1.26% | — |
| Navin Fluorine International Ltd. | Chemicals | 1.58% | ₹12.37 Cr | +1.44% | +1.15% | +0.92% |
| Steel Authority Of India Ltd. | Metals & Mining | 1.58% | ₹12.44 Cr | +1.49% | — | — |
| Acutaas Chemicals Ltd. | Healthcare | 1.48% | ₹11.58 Cr | +1.55% | — | — |
| Apar Industries Ltd. | Consumer Staples | 1.46% | ₹11.47 Cr | +1.29% | — | — |
| Kirloskar Oil Engines Ltd. | Capital Goods | 1.45% | ₹11.41 Cr | +1.46% | — | — |
| Karur Vysya Bank Ltd. | Financial | 1.34% | ₹10.54 Cr | +1.20% | +1.11% | — |
| Kei Industries Ltd. | Capital Goods | 1.34% | ₹10.50 Cr | +1.60% | — | — |
| Aditya Birla Capital Ltd. | Financial | 1.27% | ₹10.00 Cr | +1.28% | +1.55% | — |
| Anand Rathi Wealth Ltd. | Financial | 1.18% | ₹9.25 Cr | +1.08% | +0.66% | — |
| Sai Life Sciences Ltd. | Healthcare | 1.03% | ₹8.07 Cr | +0.82% | — | — |
| Hindustan Copper Ltd. | Metals & Mining | 0.93% | ₹7.29 Cr | +0.97% | — | — |
| Thermax Ltd. | Capital Goods | 0.88% | ₹6.92 Cr | +1.31% | — | — |
| Bank of Maharashtra | Financial | 0.81% | ₹6.33 Cr | +0.91% | — | — |
| Syrma SGS Technology Ltd. | Capital Goods | 0.80% | ₹6.30 Cr | +0.62% | +0.23% | — |
| Craftsman Automation Ltd. | Automobile | 0.76% | ₹5.96 Cr | +0.68% | — | — |
| The Great Eastern Shipping Company Ltd. | Energy | 0.75% | ₹5.91 Cr | +0.70% | — | — |
| Granules India Ltd. | Healthcare | 0.69% | ₹5.38 Cr | +0.65% | — | — |
| Finolex Cables Ltd. | Capital Goods | 0.55% | ₹4.29 Cr | +0.43% | — | — |
| NLC India Ltd. | Energy | 0.48% | ₹3.80 Cr | +0.58% | — | — |
| Netweb Technologies India Ltd. | Technology | 0.48% | ₹3.75 Cr | +0.47% | — | — |
| Schneider Electric Infrastructure Ltd. | Capital Goods | 0.48% | ₹3.75 Cr | +0.53% | — | — |
| Belrise Industries Ltd. | Automobile | 0.47% | ₹3.69 Cr | +0.46% | — | — |
| R R Kabel Ltd. | Consumer Discretionary | 0.44% | ₹3.45 Cr | +0.41% | — | — |
| RBL Bank Ltd. | Financial | 0.44% | ₹3.46 Cr | +0.40% | +1.06% | — |
| Aditya Birla Sun Life AMC Ltd. | Financial | 0.38% | ₹2.98 Cr | +0.43% | — | — |
| Honasa Consumer Ltd. | Consumer Staples | 0.29% | ₹2.27 Cr | +0.30% | — | — |
| Gujarat Mineral Development Corporation Ltd. | Materials | 0.18% | ₹1.43 Cr | +0.21% | +0.19% | — |
| Others | Others | 0.00% | ₹0.15 Cr | -0.18% | +0.59% | +0.86% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Laurus Labs Ltd. | 5.63% | 6.17% | +0.54% |
| Adani Power Ltd. | 4.11% | 4.48% | +0.37% |
| Welspun Corp Ltd. | 1.80% | 2.16% | +0.36% |
| Shriram Finance Ltd | 5.19% | 4.87% | -0.32% |
| Ather Energy Ltd. | 2.39% | 2.10% | -0.29% |
| Kei Industries Ltd. | 1.63% | 1.34% | -0.29% |
| Polycab India Ltd. | 2.60% | 2.34% | -0.26% |
| The Federal Bank Ltd. | 3.76% | 3.55% | -0.21% |
| Kirloskar Oil Engines Ltd. | 1.25% | 1.45% | +0.20% |
| Syrma SGS Technology Ltd. | 0.61% | 0.80% | +0.19% |
| Multi Commodity Exchange Of India Ltd. | 5.71% | 5.87% | +0.16% |
| The Great Eastern Shipping Company Ltd. | 0.59% | 0.75% | +0.16% |
| National Aluminium Company Ltd. | 2.64% | 2.50% | -0.14% |
| Acutaas Chemicals Ltd. | 1.34% | 1.48% | +0.14% |
| ABB India Ltd. | 1.86% | 1.74% | -0.12% |
| Finolex Cables Ltd. | 0.44% | 0.55% | +0.11% |
| Hitachi Energy India Ltd. | 2.84% | 2.73% | -0.11% |
| Bharat Forge Ltd. | 3.11% | 3.01% | -0.10% |
| Sai Life Sciences Ltd. | 0.93% | 1.03% | +0.10% |
| Vodafone Idea Ltd. | 2.00% | 1.91% | -0.09% |
| Hindalco Industries Ltd. | 4.96% | 4.87% | -0.09% |
| HFCL Ltd. | 2.42% | 2.34% | -0.08% |
| Thermax Ltd. | 0.96% | 0.88% | -0.08% |
| Granules India Ltd. | 0.63% | 0.69% | +0.06% |
| Adani Energy Solutions Ltd. | 2.68% | 2.63% | -0.05% |
| Apar Industries Ltd. | 1.41% | 1.46% | +0.05% |
| RBL Bank Ltd. | 0.39% | 0.44% | +0.05% |
| Hindustan Copper Ltd. | 0.98% | 0.93% | -0.05% |
| Cummins India Ltd. | 4.38% | 4.33% | -0.05% |
| Netweb Technologies India Ltd. | 0.52% | 0.48% | -0.04% |
| Others | -0.10% | -0.14% | -0.04% |
| Belrise Industries Ltd. | 0.43% | 0.47% | +0.04% |
| R R Kabel Ltd. | 0.48% | 0.44% | -0.04% |
| Steel Authority Of India Ltd. | 1.61% | 1.58% | -0.03% |
| CG Power and Industrial Solutions Ltd. | 2.90% | 2.87% | -0.03% |
| Aditya Birla Capital Ltd. | 1.29% | 1.27% | -0.02% |
| Anand Rathi Wealth Ltd. | 1.16% | 1.18% | +0.02% |
| Bank of Maharashtra | 0.79% | 0.81% | +0.02% |
| Bharat Heavy Electricals Ltd. | 3.46% | 3.44% | -0.02% |
| Karur Vysya Bank Ltd. | 1.36% | 1.34% | -0.02% |
| Schneider Electric Infrastructure Ltd. | 0.46% | 0.48% | +0.02% |
| BSE Ltd. | 4.03% | 4.02% | -0.01% |
| Craftsman Automation Ltd. | 0.77% | 0.76% | -0.01% |
| Gujarat Mineral Development Corporation Ltd. | 0.19% | 0.18% | -0.01% |
| Honasa Consumer Ltd. | 0.30% | 0.29% | -0.01% |
| NLC India Ltd. | 0.47% | 0.48% | +0.01% |
| Navin Fluorine International Ltd. | 1.57% | 1.58% | +0.01% |
| GE Vernova T&D India Ltd | 4.19% | 4.20% | +0.01% |
| Torrent Pharmaceuticals Ltd. | 2.68% | 2.69% | +0.01% |
| Aditya Birla Sun Life AMC Ltd. | 0.38% | 0.38% | 0.00% |
| Glenmark Pharmaceuticals Ltd. | 1.66% | 1.66% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹255 Cr | 1.26% | 0.6% | 7.6% | — |
 UTI Nifty 500 Value 50 Index Fund | ₹838 Cr | 1.17% | -1.5% | 7.6% | — |
 Axis Nifty500 Value 50 Index Fund | ₹230 Cr | 1.21% | -1.4% | — | — |
 Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund | ₹108 Cr | 1.48% | 6.3% | — | — |
| Aditya Birla Sun Life BSE 500 Quality 50 Index Fund | ₹61.31 Cr | 1.14% | 1.2% | — | — |
 Bandhan Nifty 500 Value 50 Index Fund | ₹38.85 Cr | 1.31% | -1.8% | — | — |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty 500 Momentum 50 Total Return Index, subject to tracking error.
Fund managers
- Dishant MehtaBachelors of Science (B.SC)Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies
- Rakesh ShettyMr. Shetty has done B.ComPrior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
- Swapnil P MayekarMr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months1.04% absolute | ₹60,000 | ₹60,624 | 1.04% | |
| 1 year−1.64% annualised | ₹1,20,000 | ₹1,18,939 | −0.88% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of Motilal Oswal Nifty 500 Momentum 50 Index Fund?
The NAV of Motilal Oswal Nifty 500 Momentum 50 Index Fund is ₹8.20 as on 9 Nov 2026.
What is the expense ratio of Motilal Oswal Nifty 500 Momentum 50 Index Fund?
The expense ratio of Motilal Oswal Nifty 500 Momentum 50 Index Fund is 1.39% per year.
What is the minimum SIP amount for Motilal Oswal Nifty 500 Momentum 50 Index Fund?
You can start a SIP in Motilal Oswal Nifty 500 Momentum 50 Index Fund with ₹3,000 a month.
Is there a lock-in or exit load on Motilal Oswal Nifty 500 Momentum 50 Index Fund?
Lock-in: None. Exit load: Exit load of 1%, if redeemed within 15 days..
How risky is Motilal Oswal Nifty 500 Momentum 50 Index Fund?
Motilal Oswal Nifty 500 Momentum 50 Index Fund is rated Very High on the SEBI riskometer and belongs to the Multi Cap Index category.
Which fund house manages Motilal Oswal Nifty 500 Momentum 50 Index Fund?
Motilal Oswal Nifty 500 Momentum 50 Index Fund is managed by Motilal Oswal Mutual Fund, which runs 57 schemes with ₹1,70,273 Cr under management.