Sandbox
Motilal Oswal Nifty 200 Momentum 30 Index Fund-Regular Plan
Category: Index Fund
Launch Date: 10-02-2022
AUM:
₹ 967.88 Cr
Expense Ratio
1.0%
Benchmark
Nifty 200 Momentum 30 TRI
ISIN
INF247L01AW9
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Swapnil Mayekar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Nifty 200 Momentum 30 Index Fund-Regular Plan | -11.82 | 15.56 | - |
| Nifty 200 Momentum 30 TRI | -10.42 | 16.88 | 19.91 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
15.0734
Last change
-0.12 (-0.7941%)
Fund Size (AUM)
₹ 967.88 Cr
Performance
12.07% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The investment objective of the scheme is to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the Nifty 200 Momentum 30 Total Return Index, subject to tracking error.
Fund Manager
Mr. Swapnil Mayekar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Bajaj Finance Limited | 5.45 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.21 |
| SBI LIFE INSURANCE COMPANY LIMITED EQ | 5.16 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 5.1 |
| BAJAJ FINSERV LIMITED EQ NEW FV RE.1/- | 5.07 |
| BSE LIMITED EQ NEW FV RS. 2/- | 5.07 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.96 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 4.94 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.75 |
| HDFC LIFE INSURANCE COMPANY LIMITED EQ | 4.74 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 52.97 |
| Healthcare | 7.99 |
| Capital Goods | 7.05 |
| Information Technology | 5.4 |
| Telecommunication | 5.21 |
| Services | 5.1 |
| Chemicals | 4.53 |
| Automobile and Auto Components | 3.54 |
| Consumer Services | 3.49 |
| Consumer Durables | 1.77 |