Scheme

Motilal Oswal Nifty 500 Momentum 50 Index Fund-Regular Plan-Growth

Motilal Oswal Mutual Fund · Other Scheme - Index FundsNAV 7.9978 on 03 Nov 20261Y -3.84%

All funds

Factsheet

As of 31 Aug 2026

Inception
24 Sep 2024
Fund managers
Mr. Swapnil Mayekar (since 24 Sep 2024), Mr. Rakesh Shetty (since 24 Sep 2024)
Benchmark
Nifty 500 Momentum 50 Total Return Index
Minimum investment
₹ 500
SIP minimum
₹ 500
Exit load
Entry Load: Nil 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. Exit Load will be applicable on switch-options amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to D

Portfolio

As of 31 Aug 2026

Top 10 holdings

Holding% of net assets
Multi Commodity Exchange of India Ltd5.7%
Laurus Labs Ltd5.6%
Shriram Finance Ltd5.2%
Hindalco Industries Ltd5%
Cummins India Ltd4.4%
GE Vernova T&D India Ltd4.2%
Adani Power Ltd4.1%
BSE Ltd4%
The Federal Bank Ltd3.8%
Bharat Heavy Electricals Ltd3.5%

Sectors

Capital Goods31.3%
Private29.7%
Financial Services24.1%
Healthcare12.9%
Metals & Mining10.4%
Birla Aditya8.6%
Adani6.8%
Shriram Transport5.2%
Cummins India - MNC4.4%