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Overview

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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 through a momentum investment strategy.

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This ETF utilizes a tracking approach to align closely with its benchmark, the Nifty 200 Momentum 30 Total Return Index, while maintaining a tracking error of 0.2%.

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The portfolio comprises key holdings such as Bajaj Finance Ltd. and HDFC Bank Ltd., with a notable concentration in the finance sector, which constitutes 17.9% of the total allocation.

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Performance metrics indicate a 1Y change of -5.5%, contrasted with a robust 3Y CAGR of 16.4%, showcasing volatility in the short term yet consistent growth over a longer horizon.

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With an AUM of ₹128.9 Cr and an expense ratio of 0.3%, the fund benefits from efficient management while being overseen by experienced professionals since 2022 and 2024.

AMC

Motilal Oswal Asset Management Compan...

Manager

Mr. Swapnil Mayekar

Benchmark

Nifty 200 Momentum 30 Total Return Index

Fund Size

129

Expense Ratio (%)

0.30%

Tracking Error (%)

0.20%

PE

Beta

High Risk

Volatility

0.18

Dividend Yield (%)

52W Low

51.48

52W High

73.27

Standard Deviation

1.104

Risk Level

Technicals

Bearish

RSI

63.01

EMA 50

63.83

EMA 200

61.84

Technicals

Oscillators

BearishNeutralBullish

Neutral

Bearish

3

Neutral

9

Bullish

2

Overall

BearishNeutralBullish

Bearish

Bearish

20

Neutral

9

Bullish

17

Moving Averages

BearishNeutralBullish

Bearish

Bearish

17

Neutral

0

Bullish

15

Overall

BearishNeutralBullish

Bearish

Bearish

20

Neutral

9

Bullish

17

Holdings(Top 10 Holdings)

CompanyWeightage (%)
Bajaj Finance Ltd.5.60%
Bajaj Finserv Ltd.5.20%
Bharat Electronics Ltd.5.20%
Interglobe Aviation Ltd.5.20%
SBI Life Insurance Company Ltd.5.10%
HDFC Life Insurance Company Ltd.5.10%
HDFC Bank Ltd.5.00%
Bharti Airtel Ltd.5.00%
ICICI Bank Ltd.5.00%
Kotak Mahindra Bank Ltd.4.80%

Allocation

Industry
Asset
Industry
No ConstituentsNo Constituents

No data found

Peers

No ConstituentsNo Constituents