September 23, 2025
RA Jainee
Motilal Oswal Nifty 200 Momentum 30 Index Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 15.4764
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 fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to provide returns that, before expenses, closely correspond to the performance of Nifty 200 Momentum 30 Total Return Index, subject to tracking error.
Fund Manager:
1) Swapnil P Mayekar
Education: Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience: Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
2) Rakesh Shetty
Education: Mr. Shetty has done B.Com
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
3) Dishant Mehta
Education: Bachelors of Science (B.SC)
Experience: Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 15 days |
Basic Details of Motilal Oswal Nifty 200 Momentum 30 Index Fund
| Fund House | Motilal Oswal Mutual Fund |
| Launch Date | 10-Feb-22 |
| Return Since Launch | 12.84% |
| Benchmark | Nifty 200 Momentum 30 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 871 Cr |
| (As on 31-Aug-2025) | |
| Expense | 0.32% |
| (As on 31-Aug-2025) | |
| Risk Grade | High |
| Return Grade | Average |
| Turnover | 17.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal Nifty 200 Momentum 30 Index Dir | -5.73 | -0.10 | 0.98 | -1.98 | 9.60 | -15.27 | 16.13 | — | — | — |
| BSE Large Mid Cap TRI | 6.06 | -0.43 | 1.70 | 1.84 | 9.94 | -2.39 | 15.23 | — | — | — |
| Equity: Large & MidCap | 2.10 | -0.47 | 1.47 | 1.73 | 11.08 | -4.35 | 18.62 | — | — | — |
| Rank within category | 51 | 6 | 47 | 59 | 43 | 44 | 31 | — | — | — |
| Number of funds in category | 54 | 64 | 64 | 60 | 57 | 47 | 36 | 26 | 19 | 18 |
Peer Comparison of Motilal Oswal Nifty 200 Momentum 30 Index 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 (% | |
| Motilal Oswal Nifty 200 Momentum 30 Index Dir | 1 star | -15.27 | 16.13 | — | 0.32 | 871 | 12.84 | 1.00 (15) | 3Y 7M | 17.00 |
| UTI Nifty200 Momentum 30 Index Dir | 1 star | -14.93 | 16.47 | — | 0.45 | 8,131 | 18.29 | — | 4Y 6M | 147.00 |
| Nippon India Nifty Alpha Low Volatility 30 Index Dir | 2 star | -12.53 | 16.43 | — | 0.35 | 1,410 | 16.70 | — | 3Y 1M | 87.00 |
| Zerodha Nifty Large Midcap 250 Index Dir | Unrated | -1.62 | — | — | 0.27 | 1,058 | 19.98 | — | 1Y 10M | 13.00 |
| HDFC NIFTY200 Momentum 30 Index Dir | Unrated | -15.44 | — | — | 0.40 | 687 | 2.40 | — | 1Y 6M | 152.65 |
Portfolio Analysis of Motilal Oswal Nifty 200 Momentum 30 Index Fund
| No. of Stocks | 30 |
| Top 10 Stocks | 50.42% |
| Top 5 Stocks | 25.84% |
| Top 3 Sectors | 73.93% |
| Portfolio P/B Ratio | 4.76 |
| Portfolio P/E Ratio | 29.60 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,11,451 | 1,72,069 |
| Giant (%) | 60.63 | 48.07 |
| Large (%) | 31.94 | 31.25 |
| Mid (%) | 7.44 | 19.04 |
| Small (%) | — | 3.50 |
| Tiny (%) | — | 0.05 |
Chanakya’s Mutual Fund Guidance For Motilal Oswal Nifty 200 Momentum 30 Index Fund
WILL POST SOON
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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