Aeterna Wealth
Index Fund · Direct plan · Growth

Motilal Oswal Nifty 500 Momentum 50 Index Fund (Direct)

Motilal Oswal Mutual Fund · benchmark NIFTY500 Momentum 50 TRI · 2.1 years old · AMFI code 152875

C
Track-record rating: 4 of 4 in Index: NIFTY500 MOMENTUM 50

C (bottom 30%), score 18.4 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months1.6%2.0%-0.4%5 / 5
1 year-1.5%-0.5%-1.0%4 / 4
3 years (a year)––––
5 years (a year)––––

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Tracking difference, 1Y-1.00%
Tracking error, 1Y0.44%

Portfolio

Laurus Labs Limited6.2%
Multi Commodity Exchange of India Limite5.9%
Hindalco Industries Limited4.9%
Shriram Finance Limited4.9%
Adani Power Limited4.5%
Cummins India Limited4.3%
GE Vernova T&D India Limited4.2%
BSE Limited4.0%
The Federal Bank Limited3.5%
Bharat Heavy Electricals Limited3.4%

Top 10 holdings, September 2026 portfolio.

Common questions

What is the NAV of Motilal Oswal Nifty 500 Momentum 50 Index Fund (Direct plan)?

₹8.24 on 5 Nov 2026 (Growth option).

What is the expense ratio of Motilal Oswal Nifty 500 Momentum 50 Index Fund (Direct)?

0.74% a year; the Regular plan's is 1.34%.

What does Motilal Oswal Nifty 500 Momentum 50 Index Fund invest in?

Its largest holdings are Laurus Labs Limited, Multi Commodity Exchange of India Limite, Hindalco Industries Limited, with 50 stocks in all (September 2026 portfolio).

How is Motilal Oswal Nifty 500 Momentum 50 Index Fund rated?

C: 4 of 4 Direct plans in Index: NIFTY500 MOMENTUM 50, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Motilal Oswal Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.