FundLens
30
Index — Factor / Smart BetaAvoid

Motilal Oswal Nifty 500 Momentum 50 Index

Motilal Oswal · Direct–Growth · rank #47 of 57 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-6.6%
+0.6% vs index
3 Years
—
5 Years
—
Since launch
-10.8%

Year-by-year performance

last entry = YTD
2025
-8.3%
2026
-3.6%

Why this score

Motilal Oswal Nifty 500 Momentum 50 Index scores 30/100 — #47 of 57 Index — Factor / Smart Beta fund (Avoid). It stands out for fund size — beating 87% of peers on fund size. The main drag is its sharpe ratio (better than only 15% 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-0.85 · 15th percentile in category
Volatility20.44 · 9th percentile in category
Expense ratio0.85% · 13th percentile in category
Fund size784.81 Cr · 87th percentile in category
Sortino ratio-1.12 · 18th percentile in category
Alpha-4.73 · 29th percentile in category

Top holdings

top 5 = 26.3% of portfolio
1.Laurus Labs Ltd6.17%
2.Multi Commodity Exchange Of India Ltd5.87%
3.Hindalco Industries Ltd4.87%
4.Shriram Transport Finance Company Ltd4.87%
5.Adani Power Ltd4.48%

50 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.

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