September 16, 2022
mayank
Motilal Oswal Nifty 200 Momentum 30 Index Fund
NAV Growth : Rs 10.0060
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 of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
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) Abhiroop Mukherjee
Education : Mr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management.
Experience : Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai.
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
| Fund House : | Motilal Oswal Mutual Fund |
| Launch Date : | 10-Feb-22 |
| Return Since Launch : | 0.06% |
| Benchmark : | Nifty 200 Momentum 30 TRI |
| Riskometer : | Very High |
| Type : | Open-ended |
| Assets : | Rs 165 Cr |
| (As on 31-Aug-2022) | |
| Expense Ratio : | 0.31% |
| (As on 31-Jul-2022) | |
| Risk Grade : | — |
| Return Grade : | — |
| Turnover : | — |
Motilal Oswal Nifty 200 Momentum 30 Index Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal Nifty 200 Momentum 30 Index Dir | — | 0.69 | 7.48 | 19.97 | 5.05 | — | — | — | — | — |
| S&P BSE 100 TRI | — | -0.49 | 2.02 | 15.74 | 10.18 | — | — | — | — | — |
| Equity: Large Cap | — | -0.3 | 3.07 | 16.57 | 10.06 | — | — | — | — | — |
| Rank within category | — | 2 | 15 | 17 | 86 | — | — | — | — | — |
| Number of funds in category | 79 | 93 | 91 | 88 | 87 | 75 | 59 | 49 | 48 | 0 |
Motilal Oswal Nifty 200 Momentum 30 Index Fund Peer Comparison
| Fund name | 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 | Unrated | — | — | — | 0.31 | 165 | 0.06 | 1.00 (15) | 0yrs 7mo | — |
| Axis Bluechip Dir | 5 star | -3.43 | 16.84 | 14.44 | 0.52 | 36,980 | 15.64 | 1.00 (365) | 9yrs 8mo | 47.00 |
| Mirae Asset Large Cap Dir | 4 star | 1.79 | 18.57 | 12.95 | 0.51 | 33,747 | 17.09 | 1.00 (365) | 9yrs 8mo | 22.00 |
| ICICI Pru Bluechip Dir | 5 star | 6.50 | 19.29 | 12.97 | 1.05 | 33,739 | 15.18 | 1.00 (365) | 9yrs 8mo | 28.00 |
| UTI Mastershare Dir | 4 star | 0.93 | 19.65 | 13.38 | 1.04 | 10,570 | 14.16 | 1.00 (365) | 9yrs 8mo | 29.00 |
Portfolio Analysis
| No. of Stocks : | 30 |
| Top 10 Stocks % (*) : | 49.91 |
| Top 5 Stocks % (*) : | 25.95 |
| Top 3 Sectors % (*) : | 48.79 |
| Portfolio P/B Ratio (*) : | 2.94 |
| Portfolio P/E Ratio : | 22.72 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,39,087 | 2,84,979 |
| Giant (%) | 39.03 | 62.49 |
| Large (%) | 47.85 | 29.57 |
| Mid (%) | 13.12 | 10.24 |
| Small (%) | — | 1.92 |
| Tiny (%) | — | — |
Motilal Oswal Nifty 200 Momentum 30 Index Fund by Chanakya :
Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.
Apply Online :
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https://www.analysislibrary.com/
NFO Guidance :
https://sahifund.com/category/nfos/
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