Motilal Oswal Nifty 500 Momentum 50 Index Fund Details
By Ankur Chandra | Updated at: May 31, 2025 10:45 PM IST
Motilal Oswal Asset Management Company (MOAMC) has officially launched its latest New Fund Offer (NFO): the Motilal Oswal Nifty 500 Momentum 50 Index Fund – Direct Plan (Growth). This open-ended scheme aims to replicate the Nifty 500 Momentum 50 Total Return Index (TRI). The Net Asset Value (NAV) as of 15 May 2025 is ₹8.1167.
Momentum Investing
Momentum investing is a strategy focused on stocks that have demonstrated strong price performance over a specific period. The momentum factor uses price data from the past 6 to 12 months to identify stocks that have shown consistent positive trends. The Nifty 500 Momentum 50 Index selects the top 50 stocks from the broader Nifty 500 universe based on their price momentum, creating a portfolio that is periodically reviewed and rebalanced.
Fund Structure and Objective
- Fund Name: Motilal Oswal Nifty 500 Momentum 50 Index Fund
- Fund Type: Open-ended Index Fund tracking Nifty 500 Momentum 50 TRI
- Benchmark: Nifty 500 Momentum 50 Total Return Index
- Plans Available: Regular and Direct
- Option: Growth
- Minimum Application Amount: ₹500 and in multiples of ₹1 thereafter
- Minimum Redemption Amount: ₹500 or account balance, whichever is lower
- Entry Load: Nil
- Exit Load: 1% if redeemed on or before 15 days from the date of allotment; Nil if redeemed after 15 days
- Fund Managers:
- Swapnil Mayekar – Fund Manager
- Rakesh Shetty – Fund Manager/Dealer
- Dishant Mehta – Associate Fund Manager and Passive Dealer
The stated investment objective is to provide returns that, before expenses, correspond to the performance of the Nifty 500 Momentum 50 TRI, subject to tracking error. It is noted that there is no assurance or guarantee of achieving the investment objective.
Sector Allocation (As of 30 April 2025)
The fund portfolio reflects diversification across various sectors:
- IT – Software: 15.15%
- Pharmaceuticals & Biotechnology: 14.40%
- Retailing: 12.89%
- Capital Markets: 10.45%
- Consumer Durables: 9.60%
- Automobiles: 5.58%
- Leisure Services: 4.96%
- Beverages: 4.10%
- Fintech: 3.73%
- Electrical Equipment: 3.36%
These allocations are based on industry classifications recommended by the Association of Mutual Funds in India (AMFI).
Top 10 Stock Holdings
The fund’s top holdings as of April 2025 include:
- Divi’s Laboratories Ltd – 5.86%
- Mahindra & Mahindra Ltd – 5.58%
- Dixon Technologies (India) Ltd – 5.17%
- Tech Mahindra Ltd – 5.01%
- Indian Hotels Company Ltd – 4.96%
- BSE Ltd – 4.86%
- Eternal Ltd – 4.82%
- Persistent Systems Ltd – 4.71%
- Trent Ltd – 4.15%
- Info Edge (India) Ltd – 3.92%
Index SIP Returns
MOAMC research presents simulated SIP performance of the Nifty 500 Momentum 50 TRI as of 31 July 2024. These figures are based on a monthly investment of ₹10,000 on the first business day of every month:
| Tenure | Total SIP Investment | Market Value | Annualised Returns |
| 1 Year | ₹1,20,000 | ₹1,68,187 | 82.0% |
| 3 Years | ₹3,60,000 | ₹6,76,678 | 45.6% |
| 5 Years | ₹6,00,000 | ₹16,24,340 | 41.1% |
| 10 Years | ₹12,00,000 | ₹51,48,319 | 27.4% |
Source: MOAMC Research, ACEMF; Performance data from 01 Aug 2014 to 31 Jul 2024. These are simulated index returns and do not reflect actual scheme performance. Past performance may or may not be sustained in future.
Product Labelling and Risk Disclosure
The fund is categorised under the “Very High Risk” label, as per the SEBI-mandated risk-o-meter. The benchmark index also carries the same risk classification.
The Motilal Oswal Nifty 500 Momentum 50 Index Fund is structured to follow a passive approach by mirroring the performance of stocks that exhibit strong momentum from the Nifty 500 universe. With multi-sector exposure, periodic rebalancing, and a defined stock selection methodology, the fund aims to replicate the returns of the Nifty 500 Momentum 50 TRI, subject to tracking error.
As with any market-linked product, performance is influenced by market conditions and other external factors. Investors are advised to carefully review all scheme-related information and consult financial advisors before making any decisions.
Disclaimer: This content is only for informational purpose. It does not make any recommendation to act or invest. Please read the offer documents carefully before investing. Investments are subject to market risks and other risks. There is no guarantee of the actual returns that will be given.
