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Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular-Growth

Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular-Growth

Large CapEquity: Thematic-Factor-basedVery High Risk
PaisaSmartPaisaSmart rating★★★★★★★★★★1

The fund is rated 1 star. Taken together, the fund's movement relative to its index and annual fee of 1.53% place it behind most similar funds.

Why this rating

This index fund/ETF has a beta of 1.198%, and an expense ratio of 1.53%, giving it a 1.0 star rating, based on the principle that lower values of |1-beta| and expense ratio result in higher ratings.

Our score weighs long-term performance, risk and consistency — not just past returns.

Returns

As of 8 Oct 2026

1W
-1.30%
1M
-6.93%
3M
-4.20%
6M
-3.83%
9M
-7.86%
1Y
-7.05%
2Y
-12.17%
3Y
+7.22%
4Y
+9.72%
Since launch
+7.39%

Risk ratios

As of 30 Sep 2026

Standard deviation
20.15
Sharpe ratio
0.19
Sortino ratio
0.27
Beta
1.18
Alpha
-1.35
R-squared
0.85
Treynor ratio
3.28
Information ratio
-0.06
Mean
9.51

Portfolio

As of 31 Aug 2026

Market-cap split

Large cap66.28%Mid cap33.71%
P/E
20.34
P/B
4.12
Style
Blend

Sector allocation

Capital Goods26.76%
Metals & Mining18.60%
Financial11.62%
Energy11.52%
Healthcare10.51%
Services9.98%
Automobile6.56%
Communication2.10%

Holdings (31)

Holding% of fundValueShares
Laurus Labs Ltd.5.94%₹56.92 Cr2,97,225
Multi Commodity Exchange Of India Ltd.5.85%₹56.02 Cr1,64,750
Shriram Finance Ltd5.32%₹50.97 Cr4,59,263
Hindalco Industries Ltd.5.08%₹48.66 Cr4,79,202
Tata Steel Ltd.4.74%₹45.37 Cr24,61,027
Cummins India Ltd.4.49%₹43 Cr84,239
NTPC Ltd.4.48%₹42.91 Cr13,10,710
GE Vernova T&D India Ltd4.30%₹41.17 Cr92,625
Vedanta Ltd.4.29%₹41.13 Cr14,78,396
Adani Power Ltd.4.21%₹40.33 Cr20,36,860

Fund details

In brief

Return that corresponds to the performance of Nifty 200 Momentum 30 Index subject to tracking error. Long term capital growth.

Investment objective

The scheme seeks to provide returns that, before expenses, closely correspond to the performance of Nifty 200 Momentum 30 Total Return Index, subject to tracking error.

Exit load

Exit load of 1% if redeemed within 15 days.

Fund type
Open-ended
Min lumpsum
₹500
Min withdrawal
₹500
Lock-in
None
SIP
Available
SWP
Available
STP
Available
Purchase cut-off
15:00
Frequently Asked Questions