Motilal Oswal Nifty 500 Momentum 50 Index Fund
Direct · Growth ₹8.07
19 Oct 2026
NAV
-0.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-0.92
Sharpe
-31.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.44%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.14 L | 1.7% | -24.9% | 15.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 1.7% | 14.3% | 5.8% | -12.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -0.5% | 0.1% | -21.0% | 15.3% | -0.92 | -0.69 | 51% | — | — |
-31.6%
Max Drawdown
6 mo
Drawdown Duration
Not recovered
Recovery Time
-18.0%
Avg Drawdown
Calmar Ratio by Duration
-0.02
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +9.05 | 1.10 | 110.8% | 99.2% | -4.2% | -11.4% |
| 3 Years | -0.75 | 1.21 | 118.3% | 121.2% | -6.9% | -3.9% |
| 5 Years | +0.06 | 1.21 | 118.3% | 121.2% | -4.2% | -2.4% |
| 7 Years | +0.42 | 1.21 | 118.3% | 121.2% | -3.0% | -1.7% |
| 10 Years | +0.71 | 1.21 | 118.3% | 121.2% | -2.1% | -1.2% |
| 12 Years | +0.81 | 1.21 | 118.3% | 121.2% | -1.8% | -1.0% |
| 15 Years | +0.92 | 1.21 | 118.3% | 121.2% | -1.4% | -0.8% |
49
Total Holdings
44.7%
Top 10 Weight
22
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Eicher Motors Limited | 5.02% |
| 2 | Shriram Finance Limited | 5.00% |
| 3 | Hindalco Industries Limited | 4.99% |
| 4 | Bharti Airtel Limited | 4.79% |
| 5 | Mahindra & Mahindra Limited | 4.61% |
| 6 | Bajaj Finance Limited | 4.53% |
| 7 | Asian Paints Limited | 4.20% |
| 8 | Maruti Suzuki India Limited | 4.19% |
| 9 | TVS Motor Company Limited | 3.71% |
| 10 | BSE Limited | 3.62% |