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

Open Ended Schemes(Other Scheme - Index Funds)Very High Riskvs Nifty 500 Momentum 50 Total Return IndexISIN INF247L01DL6

NAV · 06-Jul-2026

₹8.2561

+1.10%

-0.95%

1Y (CAGR)

-3.33%

3Y (CAGR)

—

5Y (CAGR)

—

Since inception (CAGR)

-10.57%

NAV history

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Risk & SIP analytics

Volatility (3y)

21.12%

Downside dev (3y)

15.35%

Max drawdown (3y)

-31.6%

Calendar-year returns

2025 -8.3%

Vs benchmark — Nifty 500

3y monthly · 22 months of overlap

Beta

1.23

Alpha (p.a.)

-5.61%

Up capture

124.4%

Down capture

140.7%

Correlation

0.92

Fund facts

Fund managerSwapnil Mayekar · Rakesh Shetty · Dishant Mehta

AUM₹7,821 Cr

Expense ratio0.42% · 2026-05-31

TER · AMFI officialDirect 0.42% · Regular 1.06% (2026-06-30)

Launch date04-Sep-2024

Plan typeOpen Ended · Others

Min lumpsum₹500

Min SIP₹500

Lock-inNone

Volatility21.08

AMCMotilal Oswal Asset Management Company Limited

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.

scheme documents ↗