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Overview

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The Motilal Oswal Nifty Midcap150 Momentum 50 ETF, managed by Motilal Oswal Asset Management, aims to replicate the total returns of the Nifty Midcap 150 Momentum 50 Index, emphasizing momentum investing.

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This ETF adopts a tracking strategy to closely follow its benchmark, the Nifty Midcap150 Momentum 50 Total Return Index, although it is subject to tracking error, with no guaranteed outcomes.

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The fund's top holdings include Max Financial Services Ltd. and Max Healthcare Institute Ltd., with a notable concentration in finance and healthcare sectors, reflecting a balanced yet focused investment approach.

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Over the past year, the ETF has experienced a decline of 1.4%, indicating a challenging performance period, though long-term CAGR figures remain unavailable for comprehensive analysis.

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With an AUM of ₹11.17 Cr and an expense ratio of 0.53%, this ETF is positioned for cost efficiency, while the management team brings extensive experience, enhancing operational credibility.

AMC

Motilal Oswal Asset Management Compan...

Manager

Mr. Swapnil Mayekar

Benchmark

Nifty Midcap150 Momentum 50 Total Ret...

Fund Size

11

Expense Ratio (%)

0.53%

Tracking Error (%)

PE

Beta

High Risk

Volatility

0.12

Dividend Yield (%)

52W Low

59.48

52W High

66.73

Standard Deviation

0.769

Risk Level

Technicals

Neutral

RSI

59.29

EMA 50

63.30

EMA 200

Technicals

Oscillators

BearishNeutralBullish

Neutral

Bearish

2

Neutral

10

Bullish

2

Overall

BearishNeutralBullish

Neutral

Bearish

17

Neutral

19

Bullish

10

Moving Averages

BearishNeutralBullish

Bearish

Bearish

15

Neutral

9

Bullish

8

Overall

BearishNeutralBullish

Neutral

Bearish

17

Neutral

19

Bullish

10

Holdings(Top 10 Holdings)

CompanyWeightage (%)
Max Financial Services Ltd.4.90%
Max Healthcare Institute Ltd.4.80%
Suzlon Energy Ltd.4.00%
BSE Ltd.3.90%
Solar Industries (I) Ltd.3.70%
Coforge Ltd.3.50%
Fortis Healthcare Ltd.3.30%
One 97 Communications Ltd.3.30%
SRF Ltd.3.20%
HDFC Asset Management Company Ltd.3.10%

Allocation

Industry
Asset
Industry
No ConstituentsNo Constituents

No data found

Peers

No ConstituentsNo Constituents