3 Year return
0Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹489.47 Cr.
Expense Ratio
0.33% (inclusive of GST)
Exit Load
1% - If redeemed on or before 15 Days from the date of allotment. Nil - If redeemed after 15 Days from the date of allotment.
Tax Implications
Fund Holdings
Top Holdings | % of Asset |
---|---|
Trent | 6.11 % |
Tata Motors | 5.76 % |
Hind.Aeronautics | 5.74 % |
Bajaj Auto | 5.66 % |
Coal India | 5.1 % |
Others | 71.62 % |
Other Holdings | % of Asset |
---|---|
REC Ltd | 4.98 % |
NTPC | 4.82 % |
Power Fin.Corpn. | 4.63 % |
Dr Reddy's Labs | 4.53 % |
Bharat Electron | 4.28 % |
TVS Motor Co. | 4.24 % |
Larsen & Toubro | 4.23 % |
Lupin | 3.9 % |
Aurobindo Pharma | 3.8 % |
Hero Motocorp | 3.73 % |
B H E L | 3.6 % |
DLF | 3.56 % |
Colgate-Palmoliv | 2.9 % |
Polycab India | 2.67 % |
NMDC | 2.47 % |
Punjab Natl.Bank | 2.42 % |
Bharat Forge | 2.05 % |
Alkem Lab | 1.95 % |
Zydus Lifesci. | 1.75 % |
Ipca Labs. | 1.39 % |
Oberoi Realty | 1.31 % |
L&T Finance Ltd | 0.94 % |
Escorts Kubota | 0.7 % |
The Ramco Cement | 0.48 % |
Sun TV Network | 0.4 % |
Net CA & Others | -0.11 % |
Motilal Oswal Mutual Fund Managers
SM
Swapnil Mayekar
Fund Manager since Jun 2023
Fund House Details
Motilal Oswal Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
DSP Nifty Next 50 Index Fund Direct Plan IDCW Payout |
23.03% |
0 |
LIC MF Nifty Next 50 Index Fund Direct Plan IDCW Payout |
22.95% |
0 |
ICICI Prudential Nifty Next 50 Index Fund Direct Plan IDCW Payout |
22.89% |
0 |
Schemes by Motilal Oswal Mutual Fund
List of mutual fund schemes by AMC
Other . FoFs Domestic
Motilal Oswal Asset Allocation FoF A Direct Growth
Other . FoFs Domestic
Motilal Oswal Asset Allocation FoF C Direct Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balanced Advantage Fund Direct Annual IDCW Payout/Payout Payout
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balanced Advantage Fund Direct Annual IDCW Reinvestment/Reinvestment Reinvestment
Other . FoFs Domestic
Motilal Oswal 5 Year G-Sec Fund of Fund Direct Growth
About Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Plan
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Plan is an index fund scheme managed by Motilal Oswal Mutual Fund. It is a passively managed fund that tracks the performance of the Nifty 200 Momentum 30 Index. The index is a subset of the Nifty 200 index, and it comprises the 30 stocks with the highest 6-month momentum. It is an open-ended fund, meaning that investors can buy and sell units of the fund in the secondary market at any time. The expense ratio of the fund is lower than the category average.
Investment Objectives of the Scheme
The investment objective of Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Plan is to track the performance of the Nifty 200 Momentum 30 Index.
Key Features of The Fund
5-year return | NA |
Expense Ratio | 0.33% |
Fund Manager | Swapnil Mayekar |
Fund Size | ₹489.47 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
This fund is suitable for investors who are looking for long-term growth and have a moderate risk appetite. The fund's investment in the Nifty 200 Momentum 30 Index makes it a relatively safe asset class, but it is also exposed to the risks of the Indian equity market. Therefore, consult your financial advisor before making an investment decision.
AMC Contact Details
Name | Motilal Oswal Mutual Fund |
Launch Date | November 2008 |
Addresss | 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400 025 |
Contact | 91-2240548002 8108622222 |
amc@motilaloswal.com | |
Website | https://www.motilaloswalmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.