Motilal Oswal Nifty 200 Momentum 30 Index Fund is an index fund that aims to replicate the performance of the Nifty 200 Momentum 30 TRI.
- Fund House: Motilal Oswal Mutual Fund
- Fund Size: ₹600.89 Cr (0.26% of investment in category)
- NAV (as on 21st June 2024): ₹17.6767
- Expense Ratio: 0.33% (Category average: 0.26%)
- Risk Level: Very High
Investment Composition
- Equity Investment: 100.55%
- Large Cap: 47.86%
- Mid Cap: 40.81%
- Small Cap: 0.76%
- Others: 11.14%
Motilal Oswal Nifty 200 Momentum 30 Index Fund – Top Holdings
| Stock | Sector | Value (Mn) | % of Total Holdings | 1M Change | 1Y Highest Holding | 1Y Lowest Holding | Quantity | 1M Change in Qty |
| Hindustan Aeronautics Ltd. | Aerospace & defense | 417.4 | 6.95% | 1.20% | 6.95% (May 2024) | 3.71% (Oct 2023) | 83.91 k | 12.55 k |
| Trent Limited | Speciality retail | 363.3 | 6.05% | -0.06% | 6.11% (Apr 2024) | 2.94% (Jul 2023) | 79.69 k | 11.92 k |
| Bajaj Auto Ltd. | 2/3 wheelers | 332.6 | 5.54% | -0.13% | 6.13% (Mar 2024) | 4.8% (Aug 2023) | 36.61 k | 5.48 k |
| Coal India Ltd. | Coal | 317.6 | 5.29% | 0.18% | 5.32% (Feb 2024) | 0% (Jun 2023) | 6.47 L | 96.72 k |
Motilal Oswal Nifty 200 Momentum 30 Index Fund –
Returns
| Period Invested for | ₹10,000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
| 1 Week | 14-Jun-24 | 9786.70 | -2.13% | – | 0.45% | 210/219 |
| 1 Month | 21-May-24 | 10356.90 | 3.57% | – | 3.52% | 113/214 |
| 3 Month | 21-Mar-24 | 11844.60 | 18.45% | – | 8.66% | 45/203 |
| 6 Month | 21-Dec-23 | 13286.50 | 32.87% | – | 13.66% | 19/191 |
| YTD | 01-Jan-24 | 12972.70 | 29.73% | – | 11.85% | 18/194 |
| 1 Year | 21-Jun-23 | 16788.90 | 67.89% | 67.65% | 27.63% | 10/180 |
| 2 Year | 21-Jun-22 | 21754.30 | 117.54% | 47.42% | 26.71% | 4/92 |
| Since Inception | 10-Feb-22 | 17676.70 | 76.77% | 27.28% | 17.87% | 36/180 |
Motilal Oswal Nifty 200 Momentum 30 Index Fund –
Investment Strategies
The Motilal Oswal Nifty 200 Momentum 30 Index Fund employs a passive investment strategy to track the Nifty 200 Momentum 30 TRI closely.
Momentum Investing: Prioritizing stocks exhibiting strong price momentum.
Diversification: Allocating investments across large, mid, and small-cap stocks to balance risk and return.
Regular Rebalancing: Adjusting the portfolio periodically to maintain alignment with the index and capture high-momentum trends.
Portfolio Turnover
- Turnover Ratio: Not stated, but is dynamic based on the portfolio changes and sector weight adjustments.
Disclaimer: The information provided in this article is for educational and informational purposes only. It should not be considered investment advice or a recommendation to invest in any particular mutual fund or asset class. Past performance does not indicate future results, and investors should research and consult with a financial advisor before making investment decisions. Investing in mutual funds involves risks, including the possible loss of principal invested.
