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Motilal Oswal Nifty 500 Momentum 50 Index Fund

An open-ended fund replicating/tracking the Nifty 500 Momentum 50 Total Return Index

  • investedProple:1,35,102

  • fundIcon:/content/dam/motilal-mf/fund-icons/MO_MN.svg

  • dateAsOn:28 Feb 2026

  • schDetail:

    • exitLoad:

      1%- If redeemed on or before 15 days from the date of allotment.

      Nil- If redeemed after 15 days from the date of allotment.

    • nfoStartDate: 04-Sep-2024

    • sebiCategory: Equity Fund

    • dateOfAllotment: 2024-09-24

    • schemeName: Motilal Oswal Nifty 500 Momentum 50 Index Fund

    • nfoEndDate: 18-Sep-2024

    • CMOTSAMCCode: 38442

    • fundCategoryCode: MF

    • schcode: MN

  • minamount:

    • 0:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: G
      • plancode: GD

    • 1:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: G
      • plancode: GP

  • fundsTaggingSection:

    • 0: motilal-oswal-amc:indian-equity-
    • 1: motilal-oswal-amc:factor
    • 2: motilal-oswal-amc:index-funds

  • planList:

    • 0:

      • sixth_char_name: D
      • planNameOriginal: Direct Growth
      • groupedCode: GDG
      • groupedName: Direct Growth
      • optionCode: G
      • optionName: Growth
      • planCode: GD
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01DL6
      • amfi_schcode: 152875
      • cmt_schcode: 45090

    • 1:

      • sixth_char_name: R
      • planNameOriginal: Regular Growth
      • groupedCode: GPG
      • groupedName: Regular-Growth
      • optionCode: G
      • optionName: Growth
      • planCode: GP
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
      • isin: INF247L01DM4
      • amfi_schcode: 152876
      • cmt_schcode: 45089

  • nav:

    • 0:

      • latnav: 8.1133
      • optioncode: G
      • plancode: GD
      • prodcode: MNGD
      • nav_date: 01-Apr-2026
      • nav_amount: 7.3175
      • recdt: 01-Apr-2026
      • navchng: 0.19
      • navchngper: 2.68

    • 1:

      • latnav: 8.0329
      • optioncode: G
      • plancode: GP
      • prodcode: MNGP
      • nav_date: 01-Apr-2026
      • nav_amount: 7.2406
      • recdt: 01-Apr-2026
      • navchng: 0.19
      • navchngper: 2.68

  • returns:

    • 0:

      • oneYear_Ret: 16.01
      • oneYear_marketValue: 11600.703480225342
      • inception_Ret: -13.6
      • inception_marketValue: 8113.300000000001
      • latNavDate: 2026-02-28
      • prodcode: MNGD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 152875
      • cmt_schcode: 45090
      • isin: INF247L01DL6

    • 1:

      • oneYear_Ret: 15.21
      • oneYear_marketValue: 11521.162313727178
      • inception_Ret: -14.2
      • inception_marketValue: 8032.9
      • latNavDate: 2026-02-28
      • prodcode: MNGP
      • plancode: GP
      • optioncode: G
      • amfi_schcode: 152876
      • cmt_schcode: 45089
      • isin: INF247L01DM4

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Historical Performance

CAGR

planList:

  • 0:

    • sixth_char_name: D
    • planNameOriginal: Direct Growth
    • groupedCode: GDG
    • groupedName: Direct Growth
    • optionCode: G
    • optionName: Growth
    • planCode: GD
    • planName: Direct
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
    • isin: INF247L01DL6
    • amfi_schcode: 152875
    • cmt_schcode: 45090

  • 1:

    • sixth_char_name: R
    • planNameOriginal: Regular Growth
    • groupedCode: GPG
    • groupedName: Regular-Growth
    • optionCode: G
    • optionName: Growth
    • planCode: GP
    • planName: Regular
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
    • isin: INF247L01DM4
    • amfi_schcode: 152876
    • cmt_schcode: 45089

  • returns:

    • 0:

      • oneYear_Ret: 16.01
      • oneYear_marketValue: 11600.703480225342
      • inception_Ret: -13.6
      • inception_marketValue: 8113.300000000001
      • latNavDate: 2026-02-28
      • prodcode: MNGD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 152875
      • cmt_schcode: 45090
      • isin: INF247L01DL6

    • 1:

      • oneYear_Ret: 15.21
      • oneYear_marketValue: 11521.162313727178
      • inception_Ret: -14.2
      • inception_marketValue: 8032.9
      • latNavDate: 2026-02-28
      • prodcode: MNGP
      • plancode: GP
      • optioncode: G
      • amfi_schcode: 152876
      • cmt_schcode: 45089
      • isin: INF247L01DM4

  • bmCode: 2546

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Periodic Returns

Data as on 28 Feb 2026

CAGR
Current value of Investment of ₹10,000

NA

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Past Performance Calculator

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If you would have invested

10000

Tenure

10

Invested Amount

1200000

Current Value of Investment

2500000

Return (CAGR)

18

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Disclaimer:

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Why this fund?

Expertise

Backed by a decade of financial expertise, we focus on long-term wealth creation through early investment in promising midcaps.

High Conviction

A focused portfolio of ~35 high-conviction midcap stocks, carefully selected for their unique potential.

Quality and Growth

We prioritize business quality and management strength, guided by our QGLP investment philosophy.

*Based upon our current investment strategy.

Pioneering Growth

A House known for identifying high-growth themes that serve as compounding instruments & stand as formidable wealth creators.

Skin in the Game

Our promoters have invested a substantial ~71772 Cr.*, firmly aligning our interests with yours.

*Data as on 31st January 2024.

Disclaimer: The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity.

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Understanding what is Momentum Factor Investing

https://www.youtube.com/embed/sHE_MfrAwQM?ref=0

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Niket Mehta

Fund Manager, Motilal Oswal Asset Allocation Passive Fund

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Portfolio Composition

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Sector Holdings
Stock Holdings

Industry Classification as recommended by AMFI

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    1. Key Facts

    2. Launched on 06 Feb 2024

Investment Objective

  • investmentObjective:

    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.

  • applicationAmount:

    ₹ 500/- and in multiples of ₹ 1/- thereafter

  • redemptionAmont: ₹ 500/- and in multiples of ₹ 1/- thereafter or account balance, whichever is lower.

  • exitLoad:

    1%- If redeemed on or before 15 days from the date of allotment.

    Nil- If redeemed after 15 days from the date of allotment.

  • aum:

    • 0:

      • latestAum: 725.1877
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: G
      • plancode: GD
      • prodcode: MNGD

    • 1:

      • latestAum: 725.1877
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: G
      • plancode: GP
      • prodcode: MNGP

  • portfolioTurnoverRatio: NA

  • planList:

    • 0:

      • sixth_char_name: D
      • planNameOriginal: Direct Growth
      • groupedCode: GDG
      • groupedName: Direct Growth
      • optionCode: G
      • optionName: Growth
      • planCode: GD
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01DL6
      • amfi_schcode: 152875
      • cmt_schcode: 45090

    • 1:

      • sixth_char_name: R
      • planNameOriginal: Regular Growth
      • groupedCode: GPG
      • groupedName: Regular-Growth
      • optionCode: G
      • optionName: Growth
      • planCode: GP
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
      • isin: INF247L01DM4
      • amfi_schcode: 152876
      • cmt_schcode: 45089

  • benchmark: Nifty 500 Momentum 50 Total Return Index

  • expenseRatioDirect: 0.30

  • benchmarkreturns:

    • 0:

      • type: BM
      • groupName: Nifty 500 Momentum 50 TRI (PRIMARY)
      • latNavDate: 2026-02-28
      • bmcode: 2546.0

    • 1:

      • type: BM
      • groupName: Nifty 50 TRI (SECONDARY)
      • latNavDate: 2026-02-28
      • latnav: 37943.67
      • oneYear_Ret: 15.07371405279898
      • inception_Ret: -1.0261824657956997
      • bmcode: 2006.0

  • entryLoad:

    NIL

Minimum Application Amount

₹500/- and in multiples of ₹1/- thereafter

Minimum Redemption Amount

₹500/- then ₹1/- increments, up to account balance

Latest AUM

725.1877

2026-02-28T00:00:00

Portfolio Turnover Ratio

NA

Plans

Direct,Regular

Options (Under each plan)

Growth

Benchmark

Nifty 500 Momentum 50 Total Return Index

Total Expense Ratio

0.30

Inception date

2026-02-28

Entry Load

NIL

Exit Load Policy

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Our Fund Managers

Managing this fund since

Total AUM

  • schDetail

    • exitLoad:

      1%- If redeemed on or before 15 days from the date of allotment.

      Nil- If redeemed after 15 days from the date of allotment.

    • nfoStartDate: 04-Sep-2024

    • sebiCategory: Equity Fund

    • dateOfAllotment: 2024-09-24

    • schemeName: Motilal Oswal Nifty 500 Momentum 50 Index Fund

    • nfoEndDate: 18-Sep-2024

    • CMOTSAMCCode: 38442

    • fundCategoryCode: MF

    • schcode: MN

  • fundManager:

    • 0:

      • description:

        Swapnil has over 12 years of experience in the fund management and product development.

        Motilal Oswal Asset Management Company Ltd. from March 2010 onwards.

        Business Standard, Research Associate from August 2005 to February 2010.

      • designation: Fund Manager

      • picture: /content/dam/motilal-mf/fund-manager/mr-swapnil-mayekar.png

      • fundManagerName: Swapnil Mayekar

      • type: MF

      • dropdownField: MF

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/swapnil-mayekar

    • 1:

      • description:

        Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, 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.

      • designation: Fund Manager/Dealer

      • picture: /content/dam/motilal-mf/fund-manager/mr-rakesh-shetty.png

      • fundManagerName: Rakesh Shetty

      • type: MF

      • dropdownField: MF

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/rakesh-shetty

    • 2:

      • description:

        Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies. Managed Institutional and Foreign Portfolio Investment clients. Prior to joining Motilal Oswal Asset Management Company, Mr. Mehta has worked with Emkay Global Financial Services Limited, Anand Rathi Shares & Stock Brokers Limited, Kotak Securities Limited and Angel Broking Limited.

      • designation: Manager, Associate Fund Manager and Passive Dealer

      • picture: /content/dam/motilal-mf/fund-manager/mr-dishant-mehta.png

      • fundManagerName: Dishant Mehta

      • type: MF

      • dropdownField: MF

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/dishant-mehta

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Downloads

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Frequently Asked Questions

What is the Nifty 500 Momentum 50 Fund?

The Nifty 500 Momentum 50 Fund is a passively managed Index Fund that invests in the top 50 stocks selected based on their 6 months and 12 months performance. Stocks are selected from the universe of Nifty 500 index. This fund aims to generate returns by investing in stocks that have shown strong performance trends over time.

Who should invest in the Nifty 500 Momentum 50 Fund?

This fund is suitable for investors who are looking for a diversified equity portfolio with a focus on momentum-driven stocks. It is ideal for those with a medium to high-risk appetite and a long-term investment horizon.

What are the risks associated with the Nifty 500 Momentum 50 Fund?

Like any equity investment, this fund carries market risks, including the risk of loss. Momentum investing may also lead to higher portfolio turnover, which could increase transaction costs and affect returns. Historically it has been observed that momentum strategy may work well in bull and recovery phase of the market and may underperform in the bear phase.

What is the investment objective of the Nifty 500 Momentum 50 Fund?

The primary objective of the fund is to generate long-term capital appreciation by investing in a portfolio of 50 high momentum stocks from the Nifty 500 index.

How often is the portfolio of the Nifty 500 Momentum 50 Fund rebalanced?

The portfolio is usually rebalanced periodically, such as semi-annually, to ensure that it continues to reflect the momentum strategy.

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Learning Resource Vault

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  • Podcast

    • 4 min listen
    • July 7, 2022

  • Ep. 12: Wisdom Tree (part 1)

  • On this exclusive episode, Mr. Raamdeo Agrawal, Co-founder of Motilal Oswal Group talks to host Anupam Gupta about his fascinating journey – from being a farmer’s son in a small village to becoming a successful entrepreneur. He talks about his humble beginnings, his background, how he met Mr. Motilal Oswal, his struggles, and a lot more. Tune in to this very inspirational episode.On this exclusive episode.

  • Listen Now

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*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

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