NAV Growth
Growth of each fund's NAV over the selected period, rebased to 0%
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-
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1M
3M
6M
1Y
3Y
5Y
Fund Details
| Fund Details | Motilal Oswal Nifty 200 Momentum 30 Index Fund - Direct (G) | Kotak Nifty 200 Momentum 30 Index Fund - Dir (G) |
|---|---|---|
| Fund Type | Other | Other |
| Risk | Very High | Very High |
| Min SIP Amount | ₹100 | ₹21 |
| Min Lumpsum | ₹500 | ₹100 |
| Expense Ratio | 0.96% | 0.90% |
| NAV | ₹15.08 (25 Sept 2026) | ₹14.45 (25 Sept 2026) |
| Fund Size | ₹957.60 Cr | ₹601.43 Cr |
| Fund Started | 10 Feb 2022 | 15 Jun 2023 |
| Lock-in Period | No lock-in | No lock-in |
| Exit Load |
Returns
| Returns | Motilal Oswal Nifty 200 Momentum 30 Index Fund - Direct (G) | Kotak Nifty 200 Momentum 30 Index Fund - Dir (G) |
|---|---|---|
| 1M | -2.83% | -2.82% |
| 3M | -2.97% | -2.87% |
| 6M | 8.15% | 8.24% |
| 1Y | -1.23% | -0.88% |
| 3Y | 10.07% | 10.18% |
| 5Y | — | — |
| Since Inception | 9.32% |
Risk Ratios
Trailing risk-adjusted performance measures
| Risk Ratio | Motilal Oswal Nifty 200 Momentum 30 Index Fund - Direct (G) | Kotak Nifty 200 Momentum 30 Index Fund - Dir (G) |
|---|---|---|
| Alpha | -0.61 | -0.54 |
| Beta | 1.00 | 1.00 |
| Sharpe | 0.42 | 0.43 |
| Standard Deviation | 5.74 | 5.72 |
Holding Analysis
| Holding Analysis | Motilal Oswal Nifty 200 Momentum 30 Index Fund - Direct (G) | Kotak Nifty 200 Momentum 30 Index Fund - Dir (G) |
|---|---|---|
| Top 5 Holdings | 26.93% | 26.98% |
| Top 10 Holdings | 48.70% | 48.80% |
| Portfolio Turnover | 1.51 | 168.79 |
| Equity | 99.72% | 99.90% |
| Debt | 0.11% | 0.05% |
| Cash | — | — |
Top Holdings
Motilal Oswal Nifty 200 Momentum 30 Index Fund - Direct (G)
| Name | Assets |
|---|---|
| 5.94% | |
| 5.85% | |
| 5.32% | |
| 5.08% | |
| 4.74% | |
| 4.49% | |
| 4.48% | |
| 4.30% | |
| 4.29% | |
| 4.21% |
Fund Manager
| Fund Manager | Motilal Oswal Nifty 200 Momentum 30 Index Fund - Direct (G) | Kotak Nifty 200 Momentum 30 Index Fund - Dir (G) |
|---|---|---|
| Name | , , |
About Fund
| About | Motilal Oswal Nifty 200 Momentum 30 Index Fund - Direct (G) | Kotak Nifty 200 Momentum 30 Index Fund - Dir (G) |
|---|---|---|
| AMC | Motilal Oswal Mutual Fund | Kotak Mahindra Mutual Fund |
| Scheme Category | Index Fund | Index Fund |
| Benchmark | Nifty 200 Momentum 30 TRI | Nifty 200 Momentum 30 TRI |
| Launch Date | 21 Jan 2022 | 25 May 2023 |

