Motilal Oswal Nifty 200 Momentum 30 Index Fund 76.7 % Returns since Inception

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

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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.