NAV Growth
Growth of each fund's NAV over the selected period, rebased to 0%
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-
-
1M
3M
6M
1Y
3Y
5Y
Fund Details
| Fund Details | Motilal Oswal Nifty 500 Momentum 50 Index Fund-Dir (G) | Kotak Nifty500 Momentum 50 Index Fund - Dir (G) |
|---|---|---|
| Fund Type | Other | Other |
| Risk | Very High | Very High |
| Min SIP Amount | ₹100 | ₹100 |
| Min Lumpsum | ₹500 | ₹100 |
| Expense Ratio | 0.97% | 0.90% |
| NAV | ₹8.36 (25 Sept 2026) | ₹10.20 (25 Sept 2026) |
| Fund Size | ₹826.54 Cr | ₹26.23 Cr |
| Fund Started | 24 Sept 2024 | 11 Dec 2025 |
| Lock-in Period | No lock-in | No lock-in |
| Exit Load |
Returns
| Returns | Motilal Oswal Nifty 500 Momentum 50 Index Fund-Dir (G) | Kotak Nifty500 Momentum 50 Index Fund - Dir (G) |
|---|---|---|
| 1M | -2.00% | -1.99% |
| 3M | -0.41% | -0.35% |
| 6M | 14.36% | 14.47% |
| 1Y | 3.62% | — |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | -8.53% |
Risk Ratios
Trailing risk-adjusted performance measures
| Risk Ratio | Motilal Oswal Nifty 500 Momentum 50 Index Fund-Dir (G) | Kotak Nifty500 Momentum 50 Index Fund - Dir (G) |
|---|---|---|
| Alpha | 1.18 | 27.94 |
| Beta | 1.25 | 1.13 |
| Sharpe | -0.45 | 0.27 |
| Standard Deviation | 6.44 | 7.13 |
Holding Analysis
| Holding Analysis | Motilal Oswal Nifty 500 Momentum 50 Index Fund-Dir (G) | Kotak Nifty500 Momentum 50 Index Fund - Dir (G) |
|---|---|---|
| Top 5 Holdings | 25.87% | 26.05% |
| Top 10 Holdings | 45.42% | 45.72% |
| Portfolio Turnover | 1.51 | 151.98 |
| Equity | 99.94% | 100.59% |
| Debt | 0.16% | 0.38% |
| Cash | — | — |
Top Holdings
Motilal Oswal Nifty 500 Momentum 50 Index Fund-Dir (G)
Fund Manager
| Fund Manager | Motilal Oswal Nifty 500 Momentum 50 Index Fund-Dir (G) | Kotak Nifty500 Momentum 50 Index Fund - Dir (G) |
|---|---|---|
| Name | , , |
About Fund
| About | Motilal Oswal Nifty 500 Momentum 50 Index Fund-Dir (G) | Kotak Nifty500 Momentum 50 Index Fund - Dir (G) |
|---|---|---|
| AMC | Motilal Oswal Mutual Fund | Kotak Mahindra Mutual Fund |
| Scheme Category | Index Fund | Index Fund |
| Benchmark | Nifty 500 Momentum 50 TRI | Nifty 500 Momentum 50 TRI |
| Launch Date | 04 Sept 2024 | 20 Nov 2025 |

