Motilal Oswal Nifty 500 Momentum 50 Index
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.
Growthvine rating: 1/5 — ranked #215 of 245 in category.
Fund basics
| Category | Equity: Index |
|---|
| NAV | ₹7.69 (as of 2026-10-22) |
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| AUM | ₹785 Cr |
|---|
| Expense ratio | 0.90% |
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| Riskometer | Very High |
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| Fund manager | Swapnil P Mayekar |
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| Exit load | 1% for redemption within 15 days |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | −31.85% |
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| Alpha | 0 |
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| Beta | 0 |
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Market cap allocation
| Large cap | 42.9% |
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| Mid cap | 35.7% |
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| Small cap | 21.4% |
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Concentration
| Top 5 holdings | 26.3% |
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| Top 10 holdings | 45.8% |
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| Total holdings | 50 |
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Top holdings
- Laurus Labs Limited — 6.2%
- Multi Commodity Exchange of India Ltd — 5.9%
- Shriram Finance Limited — 4.9%
- Hindalco Industries Ltd. — 4.9%
- Adani Power Limited — 4.5%
- Cummins India Ltd. — 4.3%
- GE Vernova T&D India Limited — 4.2%
- BSE Ltd. — 4.0%
- Federal Bank Ltd. — 3.5%
- Bharat Heavy Electricals Ltd. — 3.4%
Top sectors
- Electricals — 17.8%
- Banking & Financial — 17.6%
- Pharma & Biotech — 13.7%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −5.0% | — | — |
| 2025 | −9.0% | — | — |