Motilal Oswal Nifty 500 Momentum 50 ETF

The Motilal Oswal Nifty 500 Momentum 50 ETF, managed by Motilal Oswal Asset Management Company Limited, aims to replicate the total returns of the Nifty 500 Momentum 50 Total Return Index.

This open-ended scheme employs a momentum investment style, focusing on stocks with strong recent performance, while tracking the Nifty 500 Momentum 50 Total Return Index closely to achieve its objectives.

The portfolio is significantly concentrated in the financial services sector, comprising 47.1%, with key holdings including Interglobe Aviation Ltd. and HDFC Life Insurance Company Ltd., each around 5.4% of the fund.

Over the past year, the fund has experienced a decline of 21.6%, indicating a challenging market environment, while the absence of tracking error data limits performance analysis relative to its benchmark.

With an AUM of ₹224.95 Cr and an expense ratio of 0.41%, the fund offers reasonable cost efficiency, managed by experienced professionals, ensuring liquidity and accessibility for investors.