Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct - Growth

Fund Details

NAV 15.66

Sub-Type Large & MidCap

Rating 1

Min. SIP Amount ₹500.0

Fund Age(Year) 3.86

Fund Size(in Crores) 968.3

Fund Performance

1 Month -2.13%

3 Month 1.08%

6 Month 0.88%

1 Year -8.29%

3 Year 16.39%

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 (95.67%) Market Cap Mid Cap 2.54 Large Cap 7.11 Small Cap 86.02 Top Sectors Financial 18.48 Capital Goods 12.84 Services 11.32 Healthcare 10.67 Technology 8.34 Automobile 8.06 Consumer Discretionary 6.11 Consumer Staples 5.36 Construction 3.73 Metals & Mining 2.82 Materials 2.59 Chemicals 2.47 Textiles 1.54 Energy 1.03 Top Holding KSB 1.6 Birla Corporation 1.05 Adani Ports and Special Economic Zone 1.72 Esab India 0.99 Senco Gold 0.87 Balrampur Chini Mills 1.54 Ganesha Ecosphere 0.74 Neogen Chemicals 0.89 Carborundum Universal 0.68 TD Power Systems 0.86 Chalet Hotels 1.72 Ion Exchange 1.02 Navin Fluorine International 0.56 PVR Inox 0.78 Larsen & Toubro 1.41 Emami 1.04 MCX 0.31 Sobha 0.8 ZF Commercial 1.21 Birlasoft 0.45 Sanofi Consumer Healthcare India 1.57 SKF India (Industrial) 0.58 Aster DM Healthcare 3.24 Craftsman Automation 2.87 Affle 3I 2.74 R Systems International 1.16 Kalpataru Projects Intl. 1.17 SKF India 0.41 K.P.R. Mill 0.81 PNB Housing Finance 2.5 EID Parry 2.79 UTI Asset Mgmt 0.83 SJS Enterprises 2.84 BSE 0.61 Others 0.31 Neuland Laboratories 2.25 Electronics Mart India 0.72 CSB Bank 1.83 Shivalik Bimetal Controls 0.93 Prudent Corporate Advisory Services 1.02 MTAR Technologies 3.16 Kovai Medical Center & Hospital 1.31 Amber Enterprises India 1.3 DCB Bank 2.45 Medi Assist Healthcare Services 1.35 Equitas Small Finance Bank 1.74 Deepak Nitrite 1.03 Orient Electric 0.9 Cholamandalam Financial 2.12 Angel One 1.65 RHI Magnesita 1.46 RateGain Travel 2.95 Greenpanel Industries 1.54 Info Edge (India) 1.58 Axis Bank 2.03 Ujjivan Small Finance Bank 2.29 Westlife Foodworld 1.19 JB Chemicals 0.77 Brigade Enterprises 1.52 Gujarat State Petronet 1.03 Venus Pipes & Tubes 0.89 Hindustan Dorr-Oliver 0 Safari Industries (India) 3.04 Kei Industries 0.65 Ceat 1.15 Tega Industries 1.24 Cyient 1.03 Eternal 1.35 Natco Pharma 1.53

Debt & Others (4.32%) Sector Allocation Net Payables -1.18 Repo 4.9 Mutual Fund 0.6 Debt Credit Ratings Debt Category Others 3.72 Sundaram Money Market Direct-G 0.6

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -0.65% Ret 1Y 2.17% Ret 3Y 20.33% Ret 5Y 20.79%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -0.65% Ret 1Y 2.17% Ret 3Y 20.33% Ret 5Y 20.79%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -0.65% Ret 1Y 2.17% Ret 3Y 20.33% Ret 5Y 20.79%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -1.26% Ret 1Y 2.15% Ret 3Y 21.88% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -1.26% Ret 1Y 2.15% Ret 3Y 21.88% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -1.26% Ret 1Y 2.15% Ret 3Y 21.88% Ret 5Y 0%

Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -2.16% Ret 1Y -0.51% Ret 3Y 18.35% Ret 5Y 18.16%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -2.16% Ret 1Y -0.51% Ret 3Y 18.35% Ret 5Y 18.16%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -2.16% Ret 1Y -0.51% Ret 3Y 18.35% Ret 5Y 18.16%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -0.68% Ret 1Y 5.27% Ret 3Y 23.92% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -0.68% Ret 1Y 5.27% Ret 3Y 23.92% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.31%

Exit Load 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) 49

Date of Incorporation 2022-02-10

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.