Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth
Equity
Direct
Index Funds
NAV as on 23-12-2024
₹ 9.06
▲0.2%
1D
Inception Returns
/yr
About Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth is an equity fund. This fund was started on 24 September, 2024. The fund is managed by Swapnil Mayekar. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth has ₹464 Cr worth of assets under management (AUM) as on Nov 2024 and is less than category average.
- The fund has an expense ratio 0.3.
Returns
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth has given a CAGR return of -9.10% since inception.
Holdings
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Consumer Cyclical, Financial Services, Utilities, Tech, Basic Materials, Energy, Real Estate, Health. Its top holdings are Trent Ltd, Mahindra & Mahindra Ltd, Bharat Electronics Ltd, Siemens Ltd, Bajaj Auto Ltd
Taxation
As it is a index funds mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitDividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.
Investment objective of Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth has no lock in period.
Historical NAV & Returns
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth Overview
| Expense ratio | 0.3% |
Benchmark | Nifty 500 Momentum 50 TR INR |
| AUM | ₹464 Cr |
| Inception Date | 24 September, 2024 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Fund Distribution
as on (30-Nov-24)
Top Growth Drivers | 1M Return |
|---|---|
 Dixon Technologies (India) Ltd | 14.1% |
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth Highlights
Very High Risk
Fund Allocations
AUM size ₹464 Cr
Expense Ratio 0.3%
Frequently Asked Questions for Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 2.51% | 2.51% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
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