Motilal Oswal Nifty 500 Momentum 50 Index Fund Regular-Growth
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Equity, Flexi Cap, Principal at very high risk
1 Year Return -12.5% at 22 Dec 2025 06:27 PM
Fund Details
NAV 8.1981
Sub-Type Flexi Cap
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 1.24
Fund Size(in Crores) 785.39
Fund Performance
1 Month -2.47%
3 Month 1.06%
6 Month -0.7%
1 Year -12.5%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.98%) Market Cap Small Cap 12.26 Mid Cap 38.88 Large Cap 48.84 Top Sectors Financial 28.65 Services 17.1 Healthcare 13.87 Insurance 10.08 Chemicals 8.93 Technology 6.84 Capital Goods 6.1 Metals & Mining 2.4 Consumer Staples 2.33 Communication 0.87 Energy 0.86 Materials 0.8 Consumer Discretionary 0.66 Automobile 0.49 Top Holding Solar Industries India 2.61 Redington 0.81 Narayana Hrudayalaya 1.01 Intellect Design Arena 0.65 Cholamandalam Investment and Finance Company 4 Berger Paints India 0.8 Muthoot Finance 1.95 Eris Lifesciences 0.5 Hitachi Energy India 1.95 Bajaj Finserv 5.14 Divi's Laboratories 4.44 Radico Khaitan 1.18 LT Foods 0.35 Bharat Dynamics 0.96 Persistent Systems 2.84 Navin Fluorine International 1.05 Interglobe Aviation 5.17 Manappuram Finance 1.07 Godfrey Phillips India 0.8 Aster DM Healthcare 0.82 Ceat 0.49 SBI Life Insurance Company 5.27 Mazagon Dock Shipbuilders 1.38 HDFC Life Insurance 4.81 Fortis Healthcare 2.23 Zen Technologies 0.36 Firstsource Solutions 0.56 Home First Finance Company India 0.45 Coromandel International 2.23 Garden Reach Shipbuilders & Engineers 0.63 Max Healthcare Institute 4.32 SBI Cards 1.93 Lloyds Metals & Energy 1.18 Reliance Power 0.86 PG Electroplast 0.58 One97 Communications 2.7 Deepak Fertilisers And Petrochemicals Corporation 0.62 Kaynes Technology India 0.59 Welspun Corp 0.63 Glaxosmithkline Pharma 0.55 Coforge 3 Amber Enterprises India 0.66 MCX 2.72 Bharti Hexacom 0.87 SRF 2.42 Max Financial Services 3.8 Bajaj Finance 5.52 BSE 5.14 PTC Industries 0.59 Kotak Mahindra Bank 4.77
Debt & Others (0.02%) Sector Allocation Net Payables -0.14 Reverse Repo/CBLO 0.16 Debt Credit Ratings Debt Category Others 0.02
Comparison with same funds
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - Growth Ret 1M -1.95% Ret 1Y -1.61% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Payout Ret 1M -1.95% Ret 1Y -1.61% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Reinvestment Ret 1M -1.95% Ret 1Y -1.61% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-Growth Ret 1M -1.03% Ret 1Y 2.45% Ret 3Y 14.94% Ret 5Y 16.3%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Ret 1M -1.03% Ret 1Y 2.45% Ret 3Y 14.94% Ret 5Y 16.3%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Reinvestment Ret 1M -1.03% Ret 1Y 2.45% Ret 3Y 14.94% Ret 5Y 16.3%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Payout Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Reinvestment Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-Growth Ret 1M -0.24% Ret 1Y 4.26% Ret 3Y 13.68% Ret 5Y 11.4%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-IDCW Ret 1M -0.24% Ret 1Y 4.26% Ret 3Y 13.68% Ret 5Y 11.4%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.1%
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.
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
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.
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) 95
Date of Incorporation 2024-09-24
Total AUM 2025-11-30
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.
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