Dec 13, 2024

Motilal Oswal Nifty 500 Momentum 50 Index Fund-Reg (G)

Equity - Index | INF247L01DM4

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AUM (Cr.)

464.01

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

1.01

Sharpe Ratio

-28.88

Beta Ratio

0.00

Fund Manager

Swapnil Mayekar

Inception Date

Sep 24, 2024

Risk Level

Very High

Investment Objective

The investment objective of the scheme is 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. However, there can be no assurance or guarantee that the investment objectives of the scheme will be achieved.

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Return Calculator

Investment Type

SIP Lumpsum

Company

periodic returns
Peer Comparison

Returns Type	1 Month (%)	6 Months (%)	1 Year (%)	3 Years (%)	5 Years (%)	Since Inception (%)
Scheme - Motilal Oswal Nifty 500 Momentum 50 Index Fund-Reg (G)	9.74	0	0	0	0	-4.07
Benchmark	0	0	0	0	0	0
Category Average - BEST ETFS/INDEX	4.79	5.46	19.45	15	17.73	13.05
Category Rank	3/4	6/4	6/4	2/4	1/4	4/4

Fund Name	Nav ()	Chg (%)	AUM ( in Crs)	Exp. Ratio (%)	Min.Invst()	Action
Groww Nifty Non-Cyclical Consumer Index Fund-Reg (IDCW)	11.0876	1.31	45.62	1.00	500.00	invest
Groww Nifty Non-Cyclical Consumer Index Fund-Reg (G)	11.0888	1.31	45.62	1.00	500.00	invest
DSP Nifty Top 10 Equal Weight Index Fund - Reg (G)	10.0418	1.28	1,037.18	0.00	100.00	invest
SBI Nifty India Consumption Index Fund - Regular (IDCW)	10.0731	1.17	363.68	0.90	5,000.00	invest
Tata Nifty MidSmall Healthcare Index Fund-Reg (IDCW)	12.6344	-0.60	123.46	0.00	5,000.00	invest

Asset Allocation

		Val (Cr.)	Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name	As on Date	Invested Amt (Cr)	% Portfolio Weight	Change (%) (Invested Amt.)
Equity-Trent	Nov 30, 2024	30.15	6.50	9.39
Equity-M & M	Nov 30, 2024	24.15	5.20	24.74
Equity-Bharat Electron	Nov 30, 2024	23.56	5.08	24.06
Equity-Siemens	Nov 30, 2024	23.10	4.98	24.37
Equity-Bajaj Auto	Nov 30, 2024	22.15	4.77	5.39
Equity-Hind.Aeronautics	Nov 30, 2024	19.74	4.25	20.97
Equity-Adani Ports	Nov 30, 2024	19.36	4.17	-0.75
Equity-REC Ltd	Nov 30, 2024	18.36	3.96	16.95
Equity-Power Fin.Corpn.	Nov 30, 2024	17.83	3.84	24.93
Equity-Dixon Technolog.	Nov 30, 2024	16.82	3.63	28.99

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