Motilal Oswal Nifty 200 Momentum 30 ETF

The Motilal Oswal Nifty 200 Momentum 30 ETF, managed by Motilal Oswal Asset Management Company Limited, aims to replicate the returns of the Nifty 200 Momentum 30 Total Return Index, focusing on momentum investing.

Employing a tracking error of 0.2%, the fund seeks to closely match its benchmark, with significant allocations in financial services, constituting 51.5% of the portfolio, indicating a concentrated sector focus.

Top holdings include Interglobe Aviation Ltd. and HDFC Life Insurance Company Ltd., each around 5.3% of the portfolio, reflecting potential concentration risks inherent in such a strategy.

Performance metrics reveal a 1Y change of -21.2% and a robust 3Y CAGR of 16.6%, suggesting volatility in the short term but stability over a longer horizon.

With an AUM of ₹126.15 Cr and an expense ratio of 0.3%, the fund remains accessible, supported by experienced managers since 2022, enhancing operational confidence for investors.