Motilal Oswal Nifty 200 Momentum 30 Index Fund - Direct (G)

Index Fund

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NAV
13.96(2.48%)
Fund Size (CR)
₹974.4
Expense Ratio
0.32
Scheme Type
Passive Fund
Value Research
-

Min. investment
₹500
Minimum Additional Investment
₹500
Minimum SIP Investment
₹100
Minimum Withdrawal
₹500
Exit Load
1%
Return Since Launch
7.80%

Absolute Return: -11.12%

Annualized Return: 0%

Basic Details

Scheme Manager

Swapnil Mayekar

Bench Mark

Nifty 200 Momentum 30 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	March 16, 2026	9546.75	-4.53%	-	-2.63%	1063/1239
1 Month	February 23, 2026	8631.07	-13.69%	-	-8.08%	1116/1231
3 Month	December 23, 2025	8637.53	-13.62%	-	-8.73%	834/1210
6 Month	September 23, 2025	8844.74	-11.55%	-	-6.89%	859/1172
1 Year	March 21, 2025	9644.99	-3.55%	-3.55%	0.90%	820/1041
3 Year	March 23, 2023	15232.35	52.32%	15.04%	11.33%	151/585
5 Year	-	-	-	-	-	-/-
Since Inception	February 10, 2022	13619.40	36.19%	7.80%	3.20%	418/1239

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	April 1, 2025	1,20,000	110313.75	-8.07%	-8.07%
3 Year	April 3, 2023	3,60,000	357525.21	-0.69%	-0.23%
5 Year	-	-	-	-	-
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Monthly Investment (₹)

Minimum value allowed is 500

Expected Returns Rate (%)

Minimum value allowed is 1

Time Period (in Years)

Minimum value allowed is 1

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Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

5.12%

Standard Deviation

1.00%

Beta

0.67%

Sharpe Ratio

-0.00%

Treynor's Ratio

-0.57%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
SBI	6.10%	494284	59.40	Equity	Banks
Shriram Finance	5.51%	497468	53.70	Equity	Finance
Eicher Motors	5.36%	65214	52.24	Equity	Automobile
Hindalco Inds.	5.19%	547249	50.60	Equity	Non Ferrous Metals
Bajaj Finance	4.88%	477695	47.57	Equity	Finance
TVS Motor Co.	4.57%	115174	44.57	Equity	Automobile
Maruti Suzuki	4.39%	28782	42.76	Equity	Automobile
Bharti Airtel	4.38%	226887	42.64	Equity	Telecom-Service
Asian Paints	4.24%	173896	41.32	Equity	Paints/Varnish
Hero Motocorp	4.13%	70461	40.23	Equity	Automobile

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Motilal Oswal Nifty 200 Momentum 30 Index Fund - Direct (G)	974.40	-13.69%	-13.62%	-11.55%	-3.55%	15.04%
ICICI Pru NASDAQ 100 Index Fund - Direct (G)	2800.89	-1.92%	-2.35%	2.59%	31.13%	29.21%
ICICI Pru NASDAQ 100 Index Fund - Direct (IDCW)	2800.89	-1.92%	-2.35%	2.59%	31.13%	29.21%
Motilal Oswal Nifty Capital Market Index Fund-Dir (G)	346.54	-9.32%	-10.24%	-1.24%	27.83%	-
Tata Nifty Capital Markets Index Fund-Dir (G)	496.32	-9.33%	-10.34%	-1.39%	27.47%	-
Tata Nifty Capital Markets Index Fund-Dir (IDCW)	496.32	-9.33%	-10.34%	-1.39%	27.47%	-

List of Schemes under Motilal Oswal Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
Motilal Oswal Focused Fund	Equity	Very High	4.23%	1	₹1,454.19
Motilal Oswal Ultra Short Term	Debt	Low	6.13%	2	₹416.62
Motilal Oswal Midcap Fund	Equity	Very High	-11.05%	5	₹33,689.20
Motilal Oswal Flexi Cap Fund	Equity	Very High	-8.83%	4	₹12,890.33
Motilal Oswal ELSS Tax Saver Fund	Equity	Very High	2.25%	4	₹4,174.50
Motilal Oswal Balance Advantage Fund	Hybrid	Very High	-3.9%	1	₹768.93
Motilal Oswal Nasdaq 100 FOF	Other	Very High	17.81%	0	₹5,881.85
Motilal Oswal Liquid Fund	Debt	Moderately Low	5.97%	1	₹1,047.73
Motilal Oswal Nifty 500 Index Fund	Other	Very High	-2.03%	2	₹2,897.80
Motilal Oswal Nifty Bank Index Fund	Other	Very High	2.25%	2	₹680.39
Motilal Oswal Nifty Midcap 150 Index Fund	Other	Very High	1.75%	3	₹3,134.77
Motilal Oswal Nifty Smallcap 250 Index Fund	Other	Very High	-6.25%	1	₹997.90
Motilal Oswal Large and Midcap Fund	Equity	Very High	3.7%	5	₹15,017.31
Motilal Oswal Nifty 50 Index Fund	Other	Very High	-2.65%	3	₹852.63
Motilal Oswal Nifty Next 50 Index Fund	Other	Very High	-1.76%	1	₹426.93
Motilal Oswal S&P 500 Index Fund	Other	Very High	26.59%	0	₹4,055.83
Motilal Oswal AAP Fund of Fund Aggressive	Other	Very High	9.74%	2	₹145.42
Motilal Oswal AAP Fund of Fund-Conservative	Other	High	10.04%	3	₹85.42
Motilal Oswal 5 Year G-Sec Fund of Fund	Other	Moderately High	5.4%	3	₹47.58
MotilaL Oswal Nifty 200 Momentum 30 Index Fund	Other	Very High	-3.55%	1	₹974.40
Motilal Oswal BSE Low Volatility Index Fund	Other	Very High	-2.26%	2	₹108.77
Motilal Oswal BSE Financials ex Bank 30 Index Fund	Other	Very High	0.43%	3	₹31.50
Motilal Oswal BSE Enhanced Value Index Fund	Other	Very High	11.67%	5	₹1,748.84
Motilal Oswal BSE Quality Index Fund	Other	Very High	2.08%	2	₹58.44
Motilal Oswal Gold and Silver Passive Fund of Funds	Other	Very High	62.85%	2	₹2,730.16
Motilal Oswal Nifty Microcap 250 Index Fund	Other	Very High	-12.06%	0	₹2,292.27
Motilal Oswal Developed Market Ex US ETFs Overseas Equity Passive FOF	Other	Very High	29.77%	0	₹37.53
Motilal Oswal Small Cap Fund	Equity	Very High	-1.66%	0	₹5,654.94
Motilal Oswal Large Cap Fund	Equity	Very High	-2.28%	0	₹3,242.27
Motilal Oswal Multi Cap Fund	Equity	Very High	-11.12%	0	₹3,939.59
Motilal Oswal Quant Fund	Equity	Very High	-2.83%	0	₹143.03
Motilal Oswal Nifty India Defence Index Fund	Other	Very High	18.47%	0	₹4,086.95
Motilal Oswal Manufacturing Fund	Equity	Very High	1.27%	0	₹684.98
Motilal Oswal Business Cycle Fund	Equity	Very High	-11.66%	0	₹1,674.23
Motilal Oswal Nifty 500 Momentum 50 Index Fund	Other	Very High	-4.34%	0	₹725.19
Motilal Oswal Digital India Fund	Equity	Very High	-11.09%	0	₹730.43
Motilal Oswal Nifty MidSmall Healthcare Index Fund	Other	Very High	-0.93%	0	₹28.42
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund	Other	Very High	-15.21%	0	₹32.92
Motilal Oswal Nifty MidSmall Financial Services Index Fund	Other	Very High	22.53%	0	₹82.94
Motilal Oswal Nifty MidSmall India Consumption Index Fund	Other	Very High	-14.13%	0	₹21.98
Motilal Oswal Nifty Capital Market Index Fund	Other	Very High	27.83%	0	₹346.54
Motilal Oswal Arbitrage Fund	Hybrid	Low	7.57%	0	₹2,392.39
Motilal Oswal Innovation Opportunities Fund	Equity	Very High	2.07%	0	₹470.83
Motilal Oswal Active Momentum Fund	Equity	Very High	7.13%	0	₹369.75
Motilal Oswal Infrastructure Fund	Equity	Very High	0%	0	₹118.17
Motilal Oswal Services Fund	Equity	Very High	0%	0	₹103.44
Motilal Oswal Special Opportunities Fund	Equity	Very High	0%	0	₹65.87
Motilal Oswal Consumption Fund	Equity	Very High	0%	0	₹1,052.50
Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds	Other	Very High	0%	0	₹30.26
Motilal Oswal Financial Services Fund	Equity	Very High	0%	0	₹157.58

News

Motilal Oswal Mutual Fund announces IDCW Income Distribution cum Capital Withdrawal (IDCW) under its schemes
Motilal Oswal Mutual Fund has announced 24 March 2026 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) in the following schemes. The proposed IDCW on the face value of Rs 10 per unit will be:
Motilal Oswal Focused Fund ' Regular Plan ' IDCW Option: Rs 1.27 per unit.
Motilal Oswal Focused Fund ' Direct Plan ' IDCW Option: Rs 1.49 per unit
Motilal Oswal Midcap Fund ' Regular Plan ' IDCW Option: Rs 2.86 per unit.
Motilal Oswal Midcap Fund ' Direct Plan ' IDCW Option: Rs 2.97 per unit
Motilal Oswal Flexi Cap Fund ' Regular Plan ' IDCW Option: Rs 2.10 per unit.
Motilal Oswal Flexi Cap Fund ' Direct Plan ' IDCW Option: Rs 2.20 per unit
Motilal Oswal ELSS Tax Saver Fund ' Regular Plan ' IDCW Option: Rs 1.97 per unit.
Motilal Oswal ELSS Tax Saver Fund ' Direct Plan ' IDCW Option: Rs 2.55 per unit
Motilal Oswal Large and Midcap Fund ' Regular Plan ' IDCW Option: Rs 1.66 per unit.
Motilal Oswal Large and Midcap Fund ' Direct Plan ' IDCW Option: Rs 1.81 per unit
Motilal Oswal Balance Advantage Fund ' Regular Plan ' IDCW Option: Rs 0.74 per unit.
Motilal Oswal Balance Advantage Fund ' Direct Plan ' IDCW Option: Rs 0.79 per unit
Motilal Oswal Large Cap Fund ' Regular Plan ' IDCW Option: Rs 0.54 per unit.
Motilal Oswal Large Cap Fund ' Direct Plan ' IDCW Option: Rs 0.56 per unit
Motilal Oswal Multi Cap Fund ' Regular Plan ' IDCW Option: Rs 0.17 per unit.
Motilal Oswal Multi Cap Fund ' Direct Plan ' IDCW Option: Rs 0.17 per unit
Motilal Oswal Arbitrage Fund ' Regular Plan ' IDCW Option: Rs 0.16 per unit.
Motilal Oswal Arbitrage Fund ' Direct Plan ' IDCW Option: Rs 0.16 per unit
Motilal Oswal Infrastructure Fund ' Regular Plan ' IDCW Option: Rs 0.41 per unit.
Motilal Oswal Infrastructure Fund ' Direct Plan ' IDCW Option: Rs 0.41 per unit
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Motilal Oswal Mutual Fund announces change in fund manager under its scheme

Motilal Oswal Mutual Fund has announced change in fund manager under the following scheme, With effect from 20 March 2026.

Change in Fund Management Structure of the Scheme of MOMF

Scheme Name	Existing Fund management Structure	Revised Fund management Structure
Motilal Oswal Multi Cap Fund	Atul Mehra Sandeep Jain	Atul Mehra Sandeep Jain Bhalchandra Shinde

Scheme Name

Existing Fund management Structure

Revised Fund management Structure

Motilal Oswal Multi Cap Fund

Atul Mehra

Sandeep Jain

Atul Mehra

Sandeep Jain

Bhalchandra Shinde

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Motilal Oswal Mutual Fund announces change in Key Personnel
NOTICE is hereby given to the investors/unitholders that Mr. Ranjit Sawant has ceased to be the Dealer ' Passive of MOMF with effect from the closing business hours of March 12, 2026.
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Fund House Details & Investment Objective

Date of Incorporation

January 21, 2022

Total AUM (Cr)

₹974.40

Motilal Oswal Nifty 200 Momentum 30 Index Fund - Direct (G) is an Index Fund-oriented fund from the renowned AMC, Motilal Oswal Mutual Fund. Launched in January 21, 2022, this fund is managed by Swapnil Mayekar. With assets under management (AUM) worth ₹974.4 (Cr), as of March 24, 2026, Motilal Oswal Nifty 200 Momentum 30 Index Fund - Direct (G) is categorized as a Index Fund within its segment. The fund has generated a return of 7.80% since its launch.
The current NAV of Motilal Oswal Nifty 200 Momentum 30 Index Fund - Direct (G) is ₹13.96, as on March 24, 2026. The fund's benchmark index is Nifty 200 Momentum 30 TRI. You can invest in Motilal Oswal Nifty 200 Momentum 30 Index Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
The fund has generated 15.04% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 99.96% in Equity, 0.05% in Debt and -0.01% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 20.40% in Finance, 17.95% in Automobiles, 16.68% in Banks, 5.88% in Insurance, 5.57% in Non-Ferrous Metals

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