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 Nifty Alpha 50 Index Fund - Direct (G) |
|---|---|---|
| Fund Type | Other | Other |
| Risk | Very High | Very High |
| Min SIP Amount | ₹100 | ₹100 |
| Min Lumpsum | ₹500 | ₹100 |
| Expense Ratio | 0.85% | 0.79% |
| NAV | ₹7.59 (23 Oct 2026) | ₹9.59 (23 Oct 2026) |
| Fund Size | ₹784.81 Cr | ₹55.37 Cr |
| Fund Started | 24 Sept 2024 | 19 Aug 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 Nifty Alpha 50 Index Fund - Direct (G) |
|---|---|---|
| 1M | -10.43% | -11.69% |
| 3M | -7.09% | -7.37% |
| 6M | -5.50% | -3.40% |
| 1Y | -9.56% | -3.58% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | -12.39% |
Risk Ratios
Trailing risk-adjusted performance measures
| Risk Ratio | Motilal Oswal Nifty 500 Momentum 50 Index Fund-Dir (G) | Kotak Nifty Alpha 50 Index Fund - Direct (G) |
|---|---|---|
| Alpha | 1.76 | -1.80 |
| Beta | 1.23 | 1.01 |
| Sharpe | -0.57 | 0.21 |
| Standard Deviation | 6.38 | 6.52 |
Holding Analysis
| Holding Analysis | Motilal Oswal Nifty 500 Momentum 50 Index Fund-Dir (G) | Kotak Nifty Alpha 50 Index Fund - Direct (G) |
|---|---|---|
| Top 5 Holdings | 26.26% | 38.64% |
| Top 10 Holdings | 45.80% | 55.46% |
| Portfolio Turnover | 1.51 | 157.95 |
| Equity | 100.00% | 100.50% |
| Debt | 0.14% | 15.89% |
| 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 Nifty Alpha 50 Index Fund - Direct (G) |
|---|---|---|
| Name | , , |
About Fund
| About | Motilal Oswal Nifty 500 Momentum 50 Index Fund-Dir (G) | Kotak Nifty Alpha 50 Index Fund - Direct (G) |
|---|---|---|
| AMC | Motilal Oswal Mutual Fund | Kotak Mahindra Mutual Fund |
| Scheme Category | Index Fund | Index Fund |
| Benchmark | Nifty 500 Momentum 50 TRI | NIFTY Alpha 50 Index TRI |
| Launch Date | 04 Sept 2024 | 28 Jul 2025 |
