May 19, 2025
RA Jainee
Groww Nifty 500 Momentum 50 ETF details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 10.5609
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to generate long-term capital growth by investing in securities of the Nifty 500 Momentum 50 Index in the same proportion/weightage with an aim to provide returns before expenses that track the total return of Nifty 500 Momentum 50 Index, subject to tracking errors.
Fund Manager:
1) Aakash Ashokkumar Chauhan
Education: MBA in Finance
Experience: Prior to Joining Groww AMC, he was associated with Trust Mutual Fund, Mirae Asset Capital Markets (India) Pvt Ltd. & BP Wealth Pvt Ltd.
2) Nikhil Satam
Education: B. com, Masters in Finance.
Experience: Prior to joining Groww MF he was associated with Groww Invest Tech Private Ltd (formerly known as Nextbillion Technology Pvt. Ltd).
3) Shashi Kumar
Education: BBA, PGDBM
Experience: Prior to joining Groww MF, he was associated with Bharti Axa Life Co. Ltd. & Canara HSBC Life Insurance Co. Ltd.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | — |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | — |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0 |
Basic Details of Groww Nifty 500 Momentum 50 ETF
| Fund House | Groww Mutual Fund |
| Launch Date | 23-Apr-25 |
| Return Since Launch | 4.28% |
| Benchmark | Nifty 500 Momentum 50 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 22 Cr |
| (As on 30-Apr-2025) | |
| Expense | 0.44% |
| (As on 30-Apr-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Trailing Returns (%) of Groww Nifty 500 Momentum 50 Exchange Traded Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Groww Nifty 500 Momentum 50 ETF | — | 0.60 | — | — | — | — | — | — | — | — |
| BSE 500 TRI | — | 0.37 | — | — | — | — | — | — | — | — |
| Equity: Flexi Cap | — | 0.42 | — | — | — | — | — | — | — | — |
| Rank within category | — | 21 | — | — | — | — | — | — | — | — |
| Number of funds in category | 102 | 109 | 105 | 102 | 100 | 91 | 71 | 53 | 40 | 35 |
Peer Comparison of Groww Nifty 500 Momentum 50 Exchange Traded Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Groww Nifty 500 Momentum 50 ETF | Unrated | — | — | — | 0.44 | 22 | 4.28 | — | 26D | — |
| Kotak Nifty Alpha 50 ETF | Unrated | -1.87 | 19.16 | — | 0.30 | 597 | 10.87 | — | 3Y 4M | 196.89 |
| Motilal Oswal Nifty 500 Index Reg | 3 star | 9.20 | 18.90 | 24.66 | 0.89 | 2,199 | 17.78 | 1.00 (15) | 5Y 8M | 20.00 |
| SBI Nifty 500 Index Reg | Unrated | — | — | — | 0.88 | 839 | -5.84 | 0.25 (15) | 7M | 4.00 |
| Nippon India Nifty 500 Momentum 50 Index Reg | Unrated | — | — | — | 0.87 | 778 | -18.37 | — | 7M | — |
Portfolio Analysis of Groww Nifty 500 Momentum 50 ETF
| No. of Stocks | 50 |
| Top 10 Stocks | 49.40% |
| Top 5 Stocks | 26.66% |
| Top 3 Sectors | 63.12% |
| Portfolio P/B Ratio | 6.27 |
| Portfolio P/E Ratio | 47.69 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 79,433 | 1,80,578 |
| Giant (%) | 21.73 | 50.00 |
| Large (%) | 39.74 | 21.27 |
| Mid (%) | 38.08 | 22.97 |
| Small (%) | 0.45 | 6.97 |
| Tiny (%) | — | 1.04 |
Chanakya’s Mutual Fund Guidance For Groww Nifty 500 Momentum 50 Exchange Traded Fund
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