Mutual Fund Details – Invest Smart, Grow Wealth
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Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular-Growth
Equity, Flexi Cap, Principal at very high risk
1 Year Return 10.62%
Fund Details
NAV 8.0696
Sub-Type Flexi Cap
Rating Not Rated
Min. SIP Amount 500.0
Fund Age(Year) 1.4
Fund Size 723.21
Fund Performance
1 Month 0.94%
3 Month -4.33%
6 Month 1.5%
1 Year 10.62%
3 Year 0.0%
5 Year 0.0%
Comparison with same funds
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - Growth Ret 1M 1.26% Ret 1Y 10.62% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Payout Ret 1M 1.26% Ret 1Y 10.62% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Reinvestment Ret 1M 1.26% Ret 1Y 10.62% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-Growth Ret 1M 2.2% Ret 1Y 11.17% Ret 3Y 15.53% Ret 5Y 13.97%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Ret 1M 2.2% Ret 1Y 11.17% Ret 3Y 15.53% Ret 5Y 13.97%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Reinvestment Ret 1M 2.2% Ret 1Y 11.17% Ret 3Y 15.53% Ret 5Y 13.97%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - Growth Ret 1M 1.36% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Payout Ret 1M 1.36% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Reinvestment Ret 1M 1.36% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-Growth Ret 1M -0.73% Ret 1Y 15.89% Ret 3Y 14.92% Ret 5Y 9.25%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-IDCW Ret 1M -0.73% Ret 1Y 15.89% Ret 3Y 14.92% Ret 5Y 9.25%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.11%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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.
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) 40
Date of Incorporation 2024-09-24
Total AUM 2026-01-31
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.
Know This Fund
As on 18 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.97%) Market Cap Small Cap 8.25 Mid Cap 29.1 Large Cap 62.61 Top Sectors Financial 35.13 Automobile 21.77 Services 12.9 Healthcare 5.78 Metals & Mining 5.24 Capital Goods 4.92 Materials 4.92 Communication 4.79 Chemicals 2.49 Construction 1.31 Consumer Staples 0.72 Top Holding Hindalco Industries 4.92 City Union Bank 0.96 IIFL Finance 0.4 Indian Bank 1.57 Muthoot Finance 2.86 Hitachi Energy India 0.76 Canara Bank 2.14 Gujarat Mineral Development Corporation 0.17 Radico Khaitan 0.72 Maruti Suzuki India 4.51 TVS Motor Company 3.67 Interglobe Aviation 3.19 Navin Fluorine International 1.03 Cummins India 2.21 Bharti Airtel 4.79 Manappuram Finance 0.68 Aster DM Healthcare 0.4 Force Motors 0.48 Karur Vysya Bank 1.05 Fortis Healthcare 1.66 Laurus Labs 2.26 HBL Engineering 0.29 FSN E-Commerce Ventures 1.48 Glenmark Pharmaceuticals 1.08 UPL 1.45 Asahi India Glass 0.48 Shriram Finance 5.29 One97 Communications 1.86 RBL Bank 0.99 The Federal Bank 2.67 Mahindra & Mahindra 4.85 Anand Rathi Wealth 0.57 Aditya Birla Capital 1.63 Choice International 0.21 MCX 2.94 GE Vernova T&D 1.46 Syrma SGS Technology 0.21 Max Financial Services 1.69 Bajaj Finance 4.76 BSE 3.42 PTC Industries 0.32 AU Small Finance Bank 2.66 GMR Airports 1.31 Eicher Motors 4.91 L&T Fin 1.96 Asian Paints 4.27 Mahindra & Mahindra Financial Services 1.12 Narayana Hrudayalaya 0.38 Cholamandalam Investment and Finance Company 1.9 Hero Motocorp 3.36
Debt & Others (0.03%) Sector Allocation Net Payables -0.13 Reverse Repo/CBLO 0.16 Debt Credit Ratings Debt Category Others 0.03
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