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Fund Overview

Fund Size

Fund Size

₹947 Cr

Expense Ratio

Expense Ratio

0.31%

ISIN

ISIN

INF247L01AV1

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

10 Feb 2022

About this fund

Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth is a Index Funds mutual fund schemes offered by Motilal Oswal Mutual Fund. This fund has been in existence for 3 years, 11 months and 17 days, having been launched on 10-Feb-22.
As of 23-Jan-26, it has a Net Asset Value (NAV) of ₹15.04, Assets Under Management (AUM) of 947.21 Crores, and an expense ratio of 0.31%.
  • Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth has given a CAGR return of 10.89% since inception.
  • The fund's asset allocation comprises around 100.06% in equities, 0.00% in debts, and -0.10% in cash & cash equivalents.
  • You can start investing in Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

-0.55%

(Cat Avg.)

3 Years

+16.56%

(Cat Avg.)

Since Inception

+10.89%

(Cat Avg.)

Portfolio Summaryas of 31st December 2025

Equity947.76 Cr100.06%
Others-0.93 Cr-0.10%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Shriram Finance LtdEquity48.55 Cr5.13%
State Bank of IndiaEquity47.57 Cr5.02%
Hindalco Industries LtdEquity47.54 Cr5.02%
Asian Paints LtdEquity47.19 Cr4.98%
Maruti Suzuki India LtdEquity47.08 Cr4.97%
Bharti Airtel LtdEquity46.8 Cr4.94%
Eicher Motors LtdEquity46.72 Cr4.93%
Bajaj Finance LtdEquity46.18 Cr4.88%
TVS Motor Co LtdEquity41.97 Cr4.43%
Hero MotoCorp LtdEquity39.84 Cr4.21%
InterGlobe Aviation LtdEquity38.62 Cr4.08%
SBI Life Insurance Co LtdEquity36.02 Cr3.80%
BSE LtdEquity35.33 Cr3.73%
Muthoot Finance LtdEquity33.08 Cr3.49%
AU Small Finance Bank LtdEquity30.66 Cr3.24%
The Federal Bank LtdEquity27.83 Cr2.94%
Cummins India LtdEquity26.86 Cr2.84%
Canara BankEquity25.47 Cr2.69%
L&T Finance LtdEquity25.32 Cr2.67%
One97 Communications LtdEquity23.98 Cr2.53%
Ashok Leyland LtdEquity22.45 Cr2.37%
Cholamandalam Investment and Finance Co LtdEquity21.64 Cr2.28%
Aditya Birla Capital LtdEquity19.84 Cr2.10%
Max Financial Services LtdEquity19.76 Cr2.09%
Fortis Healthcare LtdEquity19.33 Cr2.04%
FSN E-Commerce Ventures LtdEquity18.83 Cr1.99%
UPL LtdEquity18.36 Cr1.94%
Indian BankEquity16.44 Cr1.74%
GMR Airports LtdEquity16.33 Cr1.72%
Glenmark Pharmaceuticals LtdEquity12.15 Cr1.28%
Net Receivables / (Payables)Cash-3.33 Cr0.35%
Trp_010126Cash - Repurchase Agreement2.4 Cr0.25%
Tvs Motor Company LimitedPreferred Stock0.38 Cr0.04%

Allocation By Market Cap (Equity)

Large Cap Stocks

67.69%

Mid Cap Stocks

32.37%

Small Cap Stocks

--

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services433.71 Cr45.79%
Consumer Cyclical194.45 Cr20.53%
Basic Materials113.09 Cr11.94%
Industrials104.25 Cr11.01%
Communication Services46.8 Cr4.94%
Healthcare31.48 Cr3.32%
Technology23.98 Cr2.53%

Risk & Performance Ratios

Standard Deviation

This fund

17.74%

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

0.63

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

SM

Swapnil Mayekar

Since February 2022

Rakesh Shetty

Rakesh Shetty

Since November 2022

DM

Dishant Mehta

Since October 2024

Additional Scheme Detailsas of 31st December 2025

ISIN
INF247L01AV1
Expense Ratio
0.31%
Exit Load
1.00%
Fund Size
₹947 Cr
Age
3 years 11 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
Nifty 200 Momentum 30 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Index Funds Funds

Fund nameExpense RatioExit LoadFund size
1Y
Axis BSE India Sector Leaders Index Fund Direct Growth

Very High Risk

-0.0%--
Axis BSE India Sector Leaders Index Fund Regular Growth

Very High Risk

-0.0%--
Kotak Nifty200 Value 30 Index Fund Direct Growth

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Kotak Nifty200 Value 30 Index Fund Regular Growth

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-0.0%--
Zerodha Nifty Short Duration G-Sec Index Fund Direct Growth

Low to Moderate Risk

-0.0%--
DSP Nifty 500 Index Fund Direct Growth

Very High Risk

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DSP Nifty 500 Index Fund Regular Growth

Very High Risk

-0.0%--
Kotak Nifty Next 50 ETF

Very High Risk

----
Motilal Oswal Nifty Services Sector ETF

Very High Risk

0.5%-₹5.30 Cr-
Mirae Asset Nifty Top 20 Equal Weight ETF

Very High Risk

0.1%-₹6.57 Cr-
Mirae Asset BSE 500 Dividend Leaders 50 ETF

Very High Risk

0.1%-₹7.15 Cr-
Groww Nifty Metal ETF

Very High Risk

--₹13.89 Cr-
Tata BSE Multicap Consumption 50 30 20 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹56.75 Cr-
Tata BSE Multicap Consumption 50 30 20 Index Fund Regular Growth

Very High Risk

1.1%0.0%₹56.75 Cr-
DSP Nifty Smallcap 250 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹7.78 Cr-
Navi Nifty MidSmallcap 400 Index Fund Direct Growth

Very High Risk

-0.0%₹1107.27 Cr-
DSP Nifty Smallcap 250 Index Fund Regular Growth

Very High Risk

0.9%0.0%₹7.78 Cr-
Navi Nifty MidSmallcap 400 Index Fund Regular Growth

Very High Risk

-0.0%₹1107.27 Cr-
DSP Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹8.09 Cr-
DSP Nifty Midcap 150 Index Fund Regular Growth

Very High Risk

0.9%0.0%₹8.09 Cr-
DSP Nifty Midcap 150 ETF

Very High Risk

0.2%---
DSP Nifty Smallcap 250 ETF

Very High Risk

0.2%-₹6.19 Cr-
Kotak Nifty500 Momentum 50 Index Fund Direct Growth

Very High Risk

-0.0%₹14.58 Cr-
Kotak Nifty500 Momentum 50 Index Fund Regular Growth

Very High Risk

-0.0%₹14.58 Cr-
Groww Nifty Capital Markets ETF

Very High Risk

--₹18.70 Cr-
HDFC BSE India Sector Leaders Index Fund Regular Growth

Very High Risk

0.8%0.0%₹225.21 Cr-
HDFC BSE India Sector Leaders Index Fund Direct Growth

Very High Risk

0.3%0.0%₹225.21 Cr-
Edelweiss Nifty 50 ETF

Very High Risk

0.1%-₹17.15 Cr-
Edelweiss BSE Sensex ETF

Very High Risk

0.1%-₹15.83 Cr-
Angel One Nifty Total Market Momentum Quality 50 Index Fund Regular Growth

Very High Risk

1.0%0.0%₹31.92 Cr-
Angel One Nifty Total Market Momentum Quality 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹31.92 Cr-
Mirae Asset Nifty Energy ETF

Very High Risk

0.1%-₹66.81 Cr-
Groww Nifty Midcap 150 ETF

Very High Risk

0.2%-₹5.34 Cr-
Mirae Asset Nifty Smallcap 250 ETF

Very High Risk

0.1%-₹13.91 Cr-
Groww Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹11.15 Cr-
Groww Nifty Midcap 150 Index Fund Regular Growth

Very High Risk

0.3%0.0%₹11.15 Cr-
Zerodha BSE SENSEX Index Fund Direct Growth

Very High Risk

0.1%0.0%₹11.28 Cr-
Zerodha Nifty 50 ETF

Very High Risk

0.1%-₹10.59 Cr-
Zerodha Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹19.95 Cr-
DSP Nifty500 Flexicap Quality 30 ETF

Very High Risk

0.3%-₹11.44 Cr-
Kotak Nifty 200 Momentum 30 ETF

Very High Risk

0.2%-₹5.17 Cr-
Groww Nifty Realty ETF

Very High Risk

0.4%-₹8.76 Cr-
Tata Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.2%0.0%₹108.64 Cr-
Tata Nifty Next 50 Index Fund Regular Growth

Very High Risk

1.1%0.0%₹108.64 Cr-
Bandhan BSE India Sector Leaders Index Fund Direct Growth

Very High Risk

0.3%0.0%₹28.57 Cr-
Bandhan BSE India Sector Leaders Index Fund Regular Growth

Very High Risk

1.0%0.0%₹28.57 Cr-
Edelweiss Nifty LargeMidcap 250 ETF

Very High Risk

1.1%-₹95.16 Cr-
Zerodha Nifty Smallcap 100 ETF

Very High Risk

0.2%-₹20.81 Cr-
Axis Nifty500 Quality 50 Index Fund Direct Growth

Very High Risk

0.2%0.0%₹73.44 Cr-
Axis Nifty500 Quality 50 Index Fund Regular Growth

Very High Risk

1.1%0.0%₹73.44 Cr-

About the AMC

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund

Total AUM

₹1,44,875 Cr

Address

Motilal Oswal Tower, Mumbai, 400 025

Other Funds by Motilal Oswal Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Motilal Oswal Financial Services Fund Direct Growth

Very High Risk

-1.0%--
Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds Direct Growth

Very High Risk

-1.0%--
Motilal Oswal Consumption Fund Direct Growth

Very High Risk

0.6%1.0%₹1177.77 Cr-
Motilal Oswal Special Opportunities Fund Direct Growth

Very High Risk

2.5%1.0%₹68.91 Cr-
Motilal Oswal BSE 1000 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹57.14 Cr-
Motilal Oswal Services Fund Direct Growth

Very High Risk

1.5%1.0%₹97.55 Cr-
Motilal Oswal Infrastructure Fund Direct Growth

Very High Risk

1.5%1.0%₹110.71 Cr-
Motilal Oswal Active Momentum Fund Direct Growth

Very High Risk

2.5%1.0%₹354.33 Cr-
Motilal Oswal Innovation Opportunities Fund Direct Growth

Very High Risk

0.9%1.0%₹489.77 Cr-
f Motilal Oswal Arbitrage Fund Direct Growth

Low Risk

0.1%0.0%₹1845.46 Cr7.6%
Motilal Oswal Nifty Capital Market Index Fund Direct Growth

Very High Risk

0.5%1.0%₹327.42 Cr21.0%
Motilal Oswal Nifty MidSmall Financial Services Index Fund Direct Growth

Very High Risk

0.6%1.0%₹80.66 Cr31.2%
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Direct Growth

Very High Risk

0.6%1.0%₹38.04 Cr-10.1%
Motilal Oswal Nifty MidSmall Healthcare Index Fund Direct Growth

Very High Risk

0.6%1.0%₹28.35 Cr-0.8%
Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct Growth

Very High Risk

0.6%1.0%₹20.01 Cr-8.3%
Motilal Oswal Digital India Fund Direct Growth

Very High Risk

0.8%1.0%₹906.82 Cr-1.4%
Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct Growth

Very High Risk

0.4%1.0%₹760.24 Cr-2.5%
Motilal Oswal Business Cycle Fund Direct Growth

Very High Risk

0.9%1.0%₹2113.48 Cr1.3%
Motilal Oswal Manufacturing Fund Direct Growth

Very High Risk

0.9%1.0%₹737.17 Cr0.1%
Motilal Oswal Nifty India Defence Index Fund Direct Growth

Very High Risk

0.5%1.0%₹3785.06 Cr21.4%
Motilal Oswal Quant Fund Direct Growth

Very High Risk

0.9%1.0%₹144.92 Cr-1.9%
Motilal Oswal Multi Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹4526.74 Cr-0.7%
Motilal Oswal Large Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹3066.19 Cr7.6%
Motilal Oswal Small Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹5837.46 Cr-4.5%
Motilal Oswal Developed Market Ex US ETFs Fund of Funds Direct Growth

Very High Risk

0.1%1.0%₹34.10 Cr39.6%
Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth

Very High Risk

0.5%1.0%₹2625.60 Cr-12.6%
Motilal Oswal Ultra Short Term Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹513.01 Cr6.1%
Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth

Very High Risk

0.3%1.0%₹115.49 Cr5.3%
Motilal Oswal Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹399.73 Cr4.9%
Motilal Oswal Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹861.35 Cr9.1%
Motilal Oswal Large and Midcap Fund Direct Growth

Very High Risk

0.7%1.0%₹15055.38 Cr0.6%
Motilal Oswal S&P 500 Index Fund Direct Growth

Very High Risk

0.6%1.0%₹4102.98 Cr20.5%
Motilal Oswal Focused Fund Direct Growth

Very High Risk

1.0%1.0%₹1512.66 Cr0.8%
Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth

Very High Risk

0.8%1.0%₹6159.15 Cr9.1%
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth

Very High Risk

0.5%1.0%₹35.75 Cr12.4%
Motilal Oswal Midcap Fund Direct Growth

Very High Risk

0.7%1.0%₹36880.18 Cr-6.5%
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹947.21 Cr-0.6%
Motilal Oswal Equity Hybrid Fund Direct Growth

Very High Risk

0.9%1.0%₹417.89 Cr18.4%
Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive Direct Growth

Very High Risk

0.3%1.0%₹124.55 Cr16.6%
Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth

High Risk

0.3%1.0%₹77.81 Cr15.8%
Motilal Oswal Multi Asset Fund Direct Growth

High Risk

0.7%1.0%₹93.80 Cr-7.3%
Motilal Oswal 5 Year G-Sec Fund of Fund Direct Growth

Moderate Risk

0.4%0.0%₹49.61 Cr7.3%
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹1021.03 Cr-6.0%
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

0.3%1.0%₹3023.23 Cr5.2%
Motilal Oswal Nifty Bank Index Fund Direct Growth

Very High Risk

0.2%1.0%₹666.94 Cr21.0%
Motilal Oswal Nifty 500 Fund Direct Growth

Very High Risk

0.2%1.0%₹2820.64 Cr6.4%
Motilal Oswal Nifty G-sec May 2029 Index Fund Direct Growth

Moderate Risk

0.1%1.0%₹11.37 Cr-
Motilal Oswal Long Term Equity Fund Direct Growth

Very High Risk

0.6%0.0%₹4341.48 Cr-1.8%
Motilal Oswal Flexicap Fund Direct Growth

Very High Risk

0.8%1.0%₹13862.07 Cr0.2%
Motilal Oswal S&P BSE Enhanced Value Index Fund Direct Growth

Very High Risk

0.4%1.0%₹1282.55 Cr23.1%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth, as of 23-Jan-2026, is ₹15.04.
The fund has generated -0.55% over the last 1 year and 16.56% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 100.06% in equities, 0.00% in bonds, and -0.10% in cash and cash equivalents.
The fund managers responsible for Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth are:-
  1. Swapnil Mayekar
  2. Rakesh Shetty
  3. Dishant Mehta
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