26
Index — Factor / Smart BetaAvoid
Motilal Oswal Nifty 500 Momentum 50 Index
Motilal Oswal · Direct–Growth · rank #50 of 55 by Smart Score
Data updated
Trailing returns
1 Year
6.8%
+4.1% vs index
3 Years
—
5 Years
—
Since launch
-8.0%
Year-by-year performance
2025
-8.3%-16.0% vs index
2026
+3.8%+5.7% vs index
Why this score
Motilal Oswal Nifty 500 Momentum 50 Index scores 26/100 — #50 of 55 Index — Factor / Smart Beta fund (Avoid). It stands out for fund size — beating 85% of peers on fund size. The main drag is its sharpe ratio (better than only 8% of peers).
Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.
Sharpe ratio-0.71 · 8th percentile in category
Volatility20.48 · 8th percentile in category
Expense ratio1.16% · 10th percentile in category
Sortino ratio-0.95 · 8th percentile in category
Fund size792.56 Cr · 85th percentile in category
Alpha-5.70 · 23rd percentile in category
Top holdings
1.Laurus Labs Ltd5.6%
2.Shriram Transport Finance Company Ltd5.14%
3.Hindalco Industries Ltd4.99%
4.Cummins India Ltd4.97%
5.Multi Commodity Exchange Of India Ltd4.74%
50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.