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OmniAsset › Mutual funds › Motilal Oswal Nifty 500 Momentum 50 Index Fund

Motilal Oswal Nifty 500 Momentum 50 Index Fund

Index Fund fund benchmarked to Nifty 500 Momentum 50 Total Return Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 20268.366
CategoryIndex Fund
PlanRegular · Growth
Launched4 Sep 2024
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 500 Momentum 50 Total Return Index
Expense ratiodirect plan, a year1.49%
AUM₹244 Cr
Growth of ₹10,000₹8,40230 Sep 2024 to 2 Sep 2026
₹10,057₹9,259₹8,461₹7,663₹6,866Sep 2024Mar 2025Sep 2025Mar 2026Sep 2026
₹8,402 (-8.7% a year) Motilal Oswal Nifty 500 Momentum 50 Index Fund

Performance (trailing, annualised)

1Y annualised6.18%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,25,8759.17%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 2025-8.99%

Rolling returns

Rolling 1Y · average48 windows since 30 Sep 2025-1.76%
Rolling 1Y · median-0.71%
Rolling 1Y · worst window-21.53%
Rolling 1Y · best window12.15%
Rolling 1Y · windows positive40%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)20.60%
Downside deviation (3Y)15.32%
Maximum drawdown-31.85%

Management

Fund managerMr. Swapnil Mayekar, Rakesh Shetty
Managing since31 Aug 2024

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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