Motilal Oswal Nifty 500 Momentum 50 Index Fund
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -6.20% | -10.43% | -7.09% | -5.50% | -9.56% | – | – | – | – |
NAV history
About this fund
Motilal Oswal Nifty 500 Momentum 50 Index Fund is a passive index fund/ETF offered by Motilal Oswal Mutual Fund, classified under Index/ETF as Other Scheme - Index Funds. It aims to mirror an index rather than beat it, usually at a lower cost than active funds. Its latest NAV is ₹7.59, with assets under management of about ₹769 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Motilal Oswal Nifty 500 Momentum 50 Index Fund has recorded a return of about -9.6%. Its annualised volatility is 20.5% — relatively large fluctuations — and its Sharpe ratio is -0.78, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.36%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | -0.56 | -0.19 | -20.97 | 16.01 | 49% | 3% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Nippon India Nifty 500 Momentum 50 Index Fund Other Scheme - Index Funds | -10.42 | -7.06 | -4.91 | -8.72 | – | – | – | 0.21 |
| HDFC NIFTY LargeMidcap 250 Index Fund Other Scheme - Index Funds | -7.42 | -7.43 | -6.17 | -8.21 | – | – | – | – |
| SBI Nifty 500 Index Fund Other Scheme - Index Funds | -6.60 | -6.64 | -5.64 | -9.32 | – | – | – | 0.26 |
| Kotak Nifty Midcap 150 Momentum 50 Index Fund Other Scheme - Index Funds | -10.71 | -7.70 | -8.02 | -8.09 | – | – | – | – |
| Baroda BNP Paribas Nifty200 Momentum 30 Index Fund Other Scheme - Index Funds | -10.92 | -9.64 | -10.51 | -14.37 | – | – | – | 0.37 |
| ICICI Prudential Nifty200 Value 30 Index Fund Other Scheme - Index Funds | -7.52 | -9.15 | -12.87 | 0.45 | – | – | – | 0.32 |
| Tata Nifty Capital Markets Index Fund Other Scheme - Index Funds | -7.95 | -6.09 | -4.86 | 6.40 | – | – | – | 0.39 |
| Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Other Scheme - Index Funds | -10.16 | -8.50 | -10.70 | -12.47 | – | – | – | 0.33 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Balanced Advantage Fund Hybrid Scheme - Balanced Advantage Fund | -5.77 | 0.02 | 3.60 | -7.65 | 1.62 | 4.69 | 7.56 | 0.96 |
| Motilal Oswal Nasdaq 100 Fund of Fund Other Scheme - FoF Domestic | -11.97 | -12.39 | -0.66 | 19.64 | 34.37 | 20.19 | – | 0.16 |
| Motilal Oswal Liquid Fund Debt Scheme - Liquid Fund | 0.35 | 1.36 | 2.90 | 6.02 | 6.50 | 6.01 | – | 0.17 |
| Motilal Oswal Large and Midcap Fund Equity Scheme - Large & Mid Cap Fund | -10.20 | -4.44 | -2.44 | -2.72 | 19.32 | 16.72 | – | 0.60 |
| Motilal Oswal Multi Asset Passive Fund of Fund Other Scheme - FoF Domestic | -5.77 | -6.51 | -6.34 | -3.87 | 12.56 | 9.81 | – | 0.09 |
| Motilal Oswal Asset Allocation Fund of Fund- Conservative Other Scheme - FoF Domestic | -3.18 | -2.77 | -1.18 | 1.79 | 12.14 | 9.37 | – | 0.06 |
| Motilal Oswal 5 Year G-Sec Fund of Fund Other Scheme - FoF Domestic | -2.42 | -2.08 | 0.28 | 1.68 | 6.41 | 5.33 | – | 0.13 |
| Motilal Oswal Gold and Silver Passive Fund of Funds Other Scheme - FoF Domestic | -10.18 | -6.18 | -11.32 | 18.35 | 32.33 | – | – | 0.15 |