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Overview

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The Motilal Oswal Nifty 500 Momentum 50 ETF, managed by Motilal Oswal Asset Management Company, aims to mirror the Nifty 500 Momentum 50 Total Return Index, focusing on momentum investment strategies.

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This ETF employs a tracking approach to replicate the benchmark's performance, although it carries inherent tracking error risks that may affect returns over time.

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Key holdings include Bajaj Finance Ltd. and Bajaj Finserv Ltd., with a notable concentration in finance and insurance sectors, reflecting a 20.6% allocation to finance and 14.2% to insurance.

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Over the past year, the fund has experienced a decline of 6.0%, indicating potential volatility in momentum-driven strategies, though longer-term performance metrics remain unavailable.

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With an AUM of ₹235.4 Cr and an expense ratio of 0.41%, the fund is positioned for operational efficiency, managed by experienced professionals with significant industry backgrounds.

AMC

Motilal Oswal Asset Management Compan...

Manager

Mr. Swapnil Mayekar

Benchmark

Nifty 500 Momentum 50 Total Return Index

Fund Size

235

Expense Ratio (%)

0.41%

Tracking Error (%)

PE

Beta

High Risk

Volatility

0.20

Dividend Yield (%)

52W Low

42.4

52W High

65.26

Standard Deviation

1.238

Risk Level

Technicals

Bearish

RSI

55.86

EMA 50

53.13

EMA 200

51.59

Technicals

Oscillators

BearishNeutralBullish

Neutral

Bearish

2

Neutral

8

Bullish

4

Overall

BearishNeutralBullish

Bearish

Bearish

23

Neutral

8

Bullish

15

Moving Averages

BearishNeutralBullish

Bearish

Bearish

21

Neutral

0

Bullish

11

Overall

BearishNeutralBullish

Bearish

Bearish

23

Neutral

8

Bullish

15

Holdings(Top 10 Holdings)

CompanyWeightage (%)
Bajaj Finance Ltd.5.80%
Bajaj Finserv Ltd.5.30%
Interglobe Aviation Ltd.5.30%
SBI Life Insurance Company Ltd.5.20%
HDFC Life Insurance Company Ltd.5.20%
Kotak Mahindra Bank Ltd.4.90%
Max Healthcare Institute Ltd.4.50%
Divis Laboratories Ltd.4.20%
Cholamandalam Investment and Finance Company Ltd.4.00%
BSE Ltd.3.90%

Allocation

Industry
Asset
Industry
No ConstituentsNo Constituents

No data found