Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-Growth

Fund Details

NAV 8.0348

Sub-Type Flexi Cap

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 1.37

Fund Size(in Crores) 760.24

Fund Performance

1 Month -2.77%

3 Month -3.91%

6 Month -0.28%

1 Year 1.65%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 05 Feb 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (99.83%) Market Cap Large Cap 62.58 Mid Cap 26.65 Small Cap 10.61 Top Sectors Financial 34.33 Automobile 22.34 Services 12.55 Healthcare 6.02 Materials 5.33 Communication 4.94 Capital Goods 4.89 Metals & Mining 4.69 Chemicals 2.54 Construction 1.4 Consumer Staples 0.8 Top Holding Shriram Finance 4.98 Navin Fluorine International 0.96 L&T Fin 2.09 Max Financial Services 1.68 Asian Paints 4.69 Radico Khaitan 0.8 AU Small Finance Bank 2.6 Fortis Healthcare 1.65 Aster DM Healthcare 0.43 HBL Engineering 0.33 Glenmark Pharmaceuticals 1.05 Aditya Birla Capital 1.66 Asahi India Glass 0.47 One97 Communications 2.04 City Union Bank 0.9 BSE 3.08 Syrma SGS Technology 0.19 GMR Airports 1.4 Bajaj Finance 4.83 Gujarat Mineral Development Corporation 0.17 The Federal Bank 2.39 Mahindra & Mahindra 5.06 Bharti Airtel 4.94 GE Vernova T&D 1.36 Indian Bank 1.39 IIFL Finance 0.45 Mahindra & Mahindra Financial Services 1.16 Cholamandalam Investment and Finance Company 1.9 Karur Vysya Bank 0.88 Eicher Motors 4.86 Hero Motocorp 3.38 Canara Bank 2.17 RBL Bank 1.01 TVS Motor Company 3.58 PTC Industries 0.32 Hitachi Energy India 0.7 Manappuram Finance 0.7 FSN E-Commerce Ventures 1.6 Cummins India 2.3 MCX 2.48 Hindalco Industries 4.37 Laurus Labs 2.5 Interglobe Aviation 3.36 Force Motors 0.5 UPL 1.58 Anand Rathi Wealth 0.59 Maruti Suzuki India 4.97 Choice International 0.22 Muthoot Finance 2.73 Narayana Hrudayalaya 0.39

Debt & Others (0.16999999999999998%) Sector Allocation CBLO 0.24 Net Payables -0.07 Debt Credit Ratings Debt Category Others 0.17

Comparison with same funds

Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - Growth Ret 1M -2.44% Ret 1Y 5.01% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Payout Ret 1M -2.44% Ret 1Y 5.01% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Reinvestment Ret 1M -2.44% Ret 1Y 5.01% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE Focused Fund Regular-Growth Ret 1M -1.4% Ret 1Y 6.95% Ret 3Y 15.79% Ret 5Y 14.35%

Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Ret 1M -1.4% Ret 1Y 6.95% Ret 3Y 15.79% Ret 5Y 14.35%

Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Reinvestment Ret 1M -1.4% Ret 1Y 6.95% Ret 3Y 15.79% Ret 5Y 14.35%

Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - Growth Ret 1M 0.05% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Payout Ret 1M 0.05% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Reinvestment Ret 1M 0.05% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-Growth Ret 1M -2.91% Ret 1Y 9.96% Ret 3Y 14.82% Ret 5Y 9.75%

Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-IDCW Ret 1M -2.91% Ret 1Y 9.96% Ret 3Y 14.82% Ret 5Y 9.75%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.44%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Rakesh Shetty

Education Mr. Shetty has done B.Com

Experience Prior 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 Mayekar

Education Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.

Experience Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.

Dishant Mehta

Education Bachelors of Science (B.SC)

Experience Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 88

Date of Incorporation 2024-09-24

Total AUM 2025-12-31

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.