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Benchmark Investments

Motilal Oswal Nifty 500 Momentum 50 Index Fund-Reg(G)

very highequityindex funds - other
8.32 -0.10(-1.18%) NAV as on 19 Aug 2026
2.82 % 1 M
3.13 % 1 Y
NA 3 Y

Growth Chart of the Scheme vis a vis benchmark

  • 1W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y

SCHEME DETAILS

Expenses Ratio :

1.79

As on 31 Jul, 2026
Age :

1 yrs 10 m

Since 24 09 ,2024
Exit Load :

1%

AUM :

792.56 Crs

Portfolio Price To Book Value :

11.59

Investing Style :

Large Growth

Min. Investment :

SIP 500 & Lumpsum 500

Category :

index funds

Fund Manager :

Swapnil P Mayekar,Dishant Mehta,Rakesh Shetty

Launch Date :

24-Sep-24

Scheme Benchmark :

NA

FUND OBJECTIVE

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.

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

LATEST ASSET & PORTFOLIO ALLOCATION

as on Jul 31 ,2026
Others 0.14 %
Equity 99.86 %

TOP HOLDINGS

Laurus Labs Ltd.5.60 %
Shriram Finance Ltd.5.14 %
Hindalco Industries Ltd.4.99 %
Cummins India Ltd.4.97 %
Multi Commodity Exchange Of In...4.74 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Electric Equipment13.57
Pharmaceuticals & Drugs12.94
Power Generation/Distribution8.41
Finance - NBFC6.48
Metal - Non Ferrous5.95
See All Sectors

5-YEARS HISTORY

Financial Year2024-20252025-2026
NAV in Rs (as on 31-Mar-2026)7.417.05
Net Assets(Rs Crores) (as on 31-Mar-2026) 537.50 657.60
Scheme Returns(%)(Absolute)-25.94-3.14
B'mark Returns(%)(Absolute)NANA
Category Rank199/199246/366

Quarterly Performance - Last 5 Years (Absolute Ret. In %)

Financial Year Q1 Q2 Q3 Q4
2026-202716.82NANANA
2025-202615.58-8.713.58-12.92
2024-2025NANA-10.67-16.73

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Motilal Oswal Nifty 500 Momentum 50 Index Fund-Reg(G)Very HighEquity8.32-0.10(-1.18%)NAV As on 19 Aug, 202624-Sep-2024Inception Date792.56AUM In Cr.3.13%1YNA%3YNA%5Y-9.24%Since Inception
Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Reg(G)Very HighEquity18.32-0.14(-0.75%)NAV As on 19 Aug, 202630-Nov-2022Inception Date1,743.02AUM In Cr.2.59%1Y16.93%3YNA%5Y17.67%Since Inception
Tata Nifty Midcap 150 Momentum 50 Index Fund-Reg(G)Very HighEquity18.20-0.14(-0.75%)NAV As on 19 Aug, 202620-Oct-2022Inception Date1,216.75AUM In Cr.2.26%1Y16.38%3YNA%5Y16.91%Since Inception

BENCHMARK INVESTMENTS

Benchmark Investments, 6 Sector II Shanti Niketan, Govindpura Bhopal, Bhopal-462023, India. +91-755-4938282/+91-9826310337 hello@benchmarkinvestments.in.
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Mutual fund and other investments are always subject to market risks. Please read all, Scheme Information Documents (SID), Key Information Memorandum (KIM), Addendums(if any) issued there to from time to time and any other related documents or information carefully before investing. Past performance is not indicative or assurance of future performance or returns. Please consider your specific investment requirements before choosing a fund.

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