Motilal Oswal Nifty 500 Momentum 50 Index Fund
Multi Cap IndexVery HighOPEN-ENDED
- NAV as on 24 Sep 2026
- ₹8.25-1.33%1 day
- Return since launch
- -8.4%
- 52-week range
- ₹7.04 — ₹8.58
- AUM
- ₹827 Cr
Motilal Oswal Nifty 500 Momentum 50 Index Fund is a Multi Cap Index equity fund from Motilal Oswal Mutual Fund with ₹827 Cr under management, launched in 2024. The expense ratio is 1.60% 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 +3.7% against -0.9% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 3.7% | +2.4 pts | 1.4% | -1.3% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -2.5% | +1.2 pts | -3.8% | -3.3% |
| 3M | -0.7% | +0.8 pts | -1.5% | -0.7% |
| 6M | 10.9% | +3.2 pts | 7.6% | 8.0% |
| 1Y | 3.7% | +2.4 pts | 1.4% | -0.9% |
Since launch (4 Sep 2024): -8.4%
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
1.45%
Expense ratio as on 23 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 0.90%
- Brokerage
- 0.05%
- Transaction charges
- 0.01%
- Statutory levies
- 0.49%
- 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 31 Aug 2026
Asset allocation
- Equity99.9%
- Other0.1%
Market cap split
- Large43.7%
- Mid35.9%
- Small20.4%
- P/E
- 26.24
- P/B
- 5.74
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Multi Commodity Exchange Of India Ltd. | Services | 5.71% | ₹47.17 Cr | +3.29% | +2.76% | +2.17% |
| Laurus Labs Ltd. | Healthcare | 5.63% | ₹46.57 Cr | +3.05% | +2.44% | — |
| Shriram Finance Ltd | Financial | 5.19% | ₹42.92 Cr | +4.70% | +5.43% | — |
| Hindalco Industries Ltd. | Metals & Mining | 4.96% | ₹40.98 Cr | +5.51% | +4.58% | — |
| Cummins India Ltd. | Capital Goods | 4.38% | ₹36.21 Cr | +3.03% | +2.56% | — |
| GE Vernova T&D India Ltd | Capital Goods | 4.19% | ₹34.67 Cr | +2.22% | +1.69% | — |
| Adani Power Ltd. | Energy | 4.11% | ₹33.96 Cr | — | — | — |
| BSE Ltd. | Services | 4.03% | ₹33.28 Cr | +4.85% | +3.21% | +4.05% |
| The Federal Bank Ltd. | Financial | 3.76% | ₹31.12 Cr | +2.57% | +2.70% | — |
| Bharat Heavy Electricals Ltd. | Capital Goods | 3.46% | ₹28.57 Cr | — | — | — |
| Bharat Forge Ltd. | Automobile | 3.11% | ₹25.71 Cr | — | — | — |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 2.90% | ₹23.98 Cr | — | — | — |
| Hitachi Energy India Ltd. | Capital Goods | 2.84% | ₹23.50 Cr | +1.48% | +0.99% | +1.84% |
| Adani Energy Solutions Ltd. | Energy | 2.68% | ₹22.15 Cr | — | — | — |
| Torrent Pharmaceuticals Ltd. | Healthcare | 2.68% | ₹22.16 Cr | — | — | — |
| National Aluminium Company Ltd. | Metals & Mining | 2.64% | ₹21.82 Cr | — | — | — |
| Polycab India Ltd. | Capital Goods | 2.60% | ₹21.50 Cr | — | — | — |
| HFCL Ltd. | Communication | 2.42% | ₹20.03 Cr | — | — | — |
| Ather Energy Ltd. | Automobile | 2.39% | ₹19.73 Cr | — | — | — |
| Vodafone Idea Ltd. | Communication | 2.00% | ₹16.50 Cr | — | — | — |
| ABB India Ltd. | Capital Goods | 1.86% | ₹15.34 Cr | — | — | — |
| Welspun Corp Ltd. | Metals & Mining | 1.80% | ₹14.85 Cr | — | — | +0.67% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | 1.66% | ₹13.74 Cr | +1.17% | +1.11% | — |
| Kei Industries Ltd. | Capital Goods | 1.63% | ₹13.46 Cr | — | — | — |
| Steel Authority Of India Ltd. | Metals & Mining | 1.61% | ₹13.29 Cr | — | — | — |
| Navin Fluorine International Ltd. | Chemicals | 1.57% | ₹12.95 Cr | +1.16% | +1.03% | +0.93% |
| Apar Industries Ltd. | Consumer Staples | 1.41% | ₹11.61 Cr | — | — | — |
| Karur Vysya Bank Ltd. | Financial | 1.36% | ₹11.22 Cr | +0.96% | +1.10% | — |
| Acutaas Chemicals Ltd. | Healthcare | 1.34% | ₹11.10 Cr | — | — | — |
| Aditya Birla Capital Ltd. | Financial | 1.29% | ₹10.70 Cr | +1.67% | +1.60% | — |
| Kirloskar Oil Engines Ltd. | Capital Goods | 1.25% | ₹10.34 Cr | — | — | — |
| Anand Rathi Wealth Ltd. | Financial | 1.16% | ₹9.56 Cr | +0.65% | +0.58% | — |
| Hindustan Copper Ltd. | Metals & Mining | 0.98% | ₹8.06 Cr | — | — | — |
| Thermax Ltd. | Capital Goods | 0.96% | ₹7.91 Cr | — | — | — |
| Sai Life Sciences Ltd. | Healthcare | 0.93% | ₹7.69 Cr | — | — | — |
| Bank of Maharashtra | Financial | 0.79% | ₹6.50 Cr | — | — | — |
| Craftsman Automation Ltd. | Automobile | 0.77% | ₹6.37 Cr | — | — | — |
| Granules India Ltd. | Healthcare | 0.63% | ₹5.24 Cr | — | — | — |
| Syrma SGS Technology Ltd. | Capital Goods | 0.61% | ₹5.05 Cr | +0.28% | +0.22% | — |
| The Great Eastern Shipping Company Ltd. | Energy | 0.59% | ₹4.91 Cr | — | — | — |
| Netweb Technologies India Ltd. | Technology | 0.52% | ₹4.26 Cr | — | — | — |
| R R Kabel Ltd. | Consumer Discretionary | 0.48% | ₹3.99 Cr | — | — | — |
| NLC India Ltd. | Energy | 0.47% | ₹3.86 Cr | — | — | — |
| Schneider Electric Infrastructure Ltd. | Capital Goods | 0.46% | ₹3.78 Cr | — | — | — |
| Finolex Cables Ltd. | Capital Goods | 0.44% | ₹3.67 Cr | — | — | — |
| Belrise Industries Ltd. | Automobile | 0.43% | ₹3.55 Cr | — | — | — |
| RBL Bank Ltd. | Financial | 0.39% | ₹3.25 Cr | +1.10% | +1.03% | — |
| Aditya Birla Sun Life AMC Ltd. | Financial | 0.38% | ₹3.13 Cr | — | — | — |
| Honasa Consumer Ltd. | Consumer Staples | 0.30% | ₹2.51 Cr | — | — | — |
| Gujarat Mineral Development Corporation Ltd. | Materials | 0.19% | ₹1.58 Cr | +0.19% | +0.17% | — |
| Others | Others | 0.06% | ₹0.54 Cr | -0.34% | +0.41% | +0.75% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Multi Commodity Exchange Of India Ltd. | 4.74% | 5.71% | +0.97% |
| BSE Ltd. | 4.69% | 4.03% | -0.66% |
| Cummins India Ltd. | 4.97% | 4.38% | -0.59% |
| Adani Energy Solutions Ltd. | 3.26% | 2.68% | -0.58% |
| Ather Energy Ltd. | 1.84% | 2.39% | +0.55% |
| Welspun Corp Ltd. | 1.30% | 1.80% | +0.50% |
| Adani Power Ltd. | 4.60% | 4.11% | -0.49% |
| HFCL Ltd. | 1.98% | 2.42% | +0.44% |
| Bharat Forge Ltd. | 3.41% | 3.11% | -0.30% |
| Apar Industries Ltd. | 1.19% | 1.41% | +0.22% |
| The Federal Bank Ltd. | 3.97% | 3.76% | -0.21% |
| Torrent Pharmaceuticals Ltd. | 2.84% | 2.68% | -0.16% |
| Steel Authority Of India Ltd. | 1.46% | 1.61% | +0.15% |
| Thermax Ltd. | 1.11% | 0.96% | -0.15% |
| Navin Fluorine International Ltd. | 1.43% | 1.57% | +0.14% |
| Kei Industries Ltd. | 1.49% | 1.63% | +0.14% |
| Bharat Heavy Electricals Ltd. | 3.33% | 3.46% | +0.13% |
| Kirloskar Oil Engines Ltd. | 1.37% | 1.25% | -0.12% |
| National Aluminium Company Ltd. | 2.54% | 2.64% | +0.10% |
| Vodafone Idea Ltd. | 1.90% | 2.00% | +0.10% |
| GE Vernova T&D India Ltd | 4.28% | 4.19% | -0.09% |
| Glenmark Pharmaceuticals Ltd. | 1.57% | 1.66% | +0.09% |
| NLC India Ltd. | 0.55% | 0.47% | -0.08% |
| Finolex Cables Ltd. | 0.37% | 0.44% | +0.07% |
| Schneider Electric Infrastructure Ltd. | 0.53% | 0.46% | -0.07% |
| Craftsman Automation Ltd. | 0.71% | 0.77% | +0.06% |
| The Great Eastern Shipping Company Ltd. | 0.65% | 0.59% | -0.06% |
| Shriram Finance Ltd | 5.14% | 5.19% | +0.05% |
| Aditya Birla Capital Ltd. | 1.34% | 1.29% | -0.05% |
| Netweb Technologies India Ltd. | 0.47% | 0.52% | +0.05% |
| Sai Life Sciences Ltd. | 0.88% | 0.93% | +0.05% |
| Others | -0.15% | -0.10% | +0.05% |
| Acutaas Chemicals Ltd. | 1.38% | 1.34% | -0.04% |
| Karur Vysya Bank Ltd. | 1.40% | 1.36% | -0.04% |
| Hindalco Industries Ltd. | 4.99% | 4.96% | -0.03% |
| Laurus Labs Ltd. | 5.60% | 5.63% | +0.03% |
| Belrise Industries Ltd. | 0.46% | 0.43% | -0.03% |
| Granules India Ltd. | 0.66% | 0.63% | -0.03% |
| R R Kabel Ltd. | 0.45% | 0.48% | +0.03% |
| CG Power and Industrial Solutions Ltd. | 2.87% | 2.90% | +0.03% |
| Polycab India Ltd. | 2.63% | 2.60% | -0.03% |
| Anand Rathi Wealth Ltd. | 1.14% | 1.16% | +0.02% |
| Hindustan Copper Ltd. | 0.96% | 0.98% | +0.02% |
| RBL Bank Ltd. | 0.41% | 0.39% | -0.02% |
| Bank of Maharashtra | 0.80% | 0.79% | -0.01% |
| Gujarat Mineral Development Corporation Ltd. | 0.20% | 0.19% | -0.01% |
| ABB India Ltd. | 1.86% | 1.86% | 0.00% |
| Aditya Birla Sun Life AMC Ltd. | 0.38% | 0.38% | 0.00% |
| Hitachi Energy India Ltd. | 2.84% | 2.84% | 0.00% |
| Honasa Consumer Ltd. | 0.30% | 0.30% | 0.00% |
| Syrma SGS Technology Ltd. | 0.61% | 0.61% | 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 | ₹359 Cr | 1.29% | 4.8% | 9.7% | — |
 UTI Nifty 500 Value 50 Index Fund | ₹846 Cr | 1.21% | -0.2% | 9.7% | — |
 Bandhan Nifty Alpha 50 Index Fund | ₹629 Cr | 1.26% | 12.5% | — | — |
 Axis Nifty500 Value 50 Index Fund | ₹236 Cr | 1.29% | -0.2% | — | — |
 Kotak Nifty Alpha 50 Index Fund | ₹49.06 Cr | 1.38% | 12.4% | — | — |
| Bandhan Nifty 500 Value 50 Index Fund | ₹35.55 Cr | 1.30% | -0.5% | — | — |
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 months10.87% absolute | ₹60,000 | ₹66,522 | 10.87% | |
| 1 year3.74% annualised | ₹1,20,000 | ₹1,22,459 | 2.05% |
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 ₹8.25 as on 24 Sep 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 1.60% 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 55 schemes with ₹1,53,489 Cr under management.