55
Index — Factor / Smart BetaHold
Motilal Oswal Nifty 200 Momentum 30 Index
Motilal Oswal · Direct–Growth · rank #20 of 55 by Smart Score
Data updated
Trailing returns
1 Year
1.8%
-0.9% vs index
3 Years
11.2%
-0.2% vs index
5 Years
—
Since launch
10.5%
Year-by-year performance
2023
+41.2%+14.6% vs index
2024
+20.9%+5.2% vs index
2025
-5.5%-13.1% vs index
2026
-1.2%+0.7% vs index
Why this score
Motilal Oswal Nifty 200 Momentum 30 Index scores 55/100 — #20 of 55 Index — Factor / Smart Beta fund (Hold). It stands out for sharpe ratio and fund size — beating 78% of peers on sharpe ratio. The main drag is its expense ratio (better than only 12% of peers).
Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.
Expense ratio1.15% · 12th percentile in category
Sharpe ratio0.24 · 78th percentile in category
Fund size945.71 Cr · 90th percentile in category
Volatility19.60 · 20th percentile in category
Sortino ratio0.33 · 78th percentile in category
3Y return11.18% · 59th percentile in category
Top holdings
1.Laurus Labs Ltd5.78%
2.Shriram Transport Finance Company Ltd5.15%
3.Hindalco Industries Ltd5%
4.Tata Steel Ltd5%
5.Cummins India Ltd4.98%
30 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.