Bandhan Nifty 500 Momentum 50 Index Fund vs Motilal Oswal Nifty 500 Momentum 50 ETF
Direct Plan where a fund has one, Growth option · Data as on 30-10-2026
Bandhan Nifty 500 Momentum 50 Index Fund is an Index fund and Motilal Oswal Nifty 500 Momentum 50 ETF is an ETF fund. In the year to 30-10-2026, Bandhan Nifty 500 Momentum 50 Index Fund (Direct) returned −4.5% and Motilal Oswal Nifty 500 Momentum 50 ETF returned −4.5%. Bandhan Nifty 500 Momentum 50 Index Fund charges 0.80% a year and Motilal Oswal Nifty 500 Momentum 50 ETF 0.88%. Their portfolios overlap 97.4%: they hold 50 of the same securities.
Bandhan Nifty 500 Momentum 50 Index Fund
Index
- 1 year return
- −4.5%
- Expense ratio
- 0.80%
- NAV
- ₹8.62
Motilal Oswal Nifty 500 Momentum 50 ETF
ETF
- 1 year return
- −4.5%
- Expense ratio
- 0.88%
- NAV
- ₹51.03
Which is better, Bandhan Nifty 500 Momentum 50 Index or Motilal Oswal Nifty 500 Momentum 50 ETF? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Bandhan Nifty 500 Momentum 50 Index returned more over 1 year: −4.5% against −4.5%.
- Bandhan Nifty 500 Momentum 50 Index costs less: 0.80% a year against 0.88%.
- Bandhan Nifty 500 Momentum 50 Index fell less in its worst fall since 30-10-2024: −29.2% against −29.3%.
- Motilal Oswal Nifty 500 Momentum 50 ETF is the larger fund: ₹400 Cr against ₹37 Cr.
- Their portfolios overlap 97.4%: 50 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Bandhan Nifty 500 Momentum 50 Index Fund | Motilal Oswal Nifty 500 Momentum 50 ETF |
|---|---|---|
| Fund house | Bandhan Mutual Fund | Motilal Oswal Mutual Fund |
| Category | Index | ETF |
| AUM | ₹37 Cr (31-08-2026) | ₹400 Cr (30-09-2026) |
| NAV | ₹8.62 (Direct) | ₹51.03 |
| Expense ratio (Direct) | 0.80% | Not available |
| Expense ratio (Regular) | 1.45% | Not available |
| Riskometer | Very High | Very High |
| Benchmark | Nifty 500 Momentum 50 TRI | Nifty 500 Momentum 50 TRI |
| Launch date | 29-10-2024 | 24-09-2024 |
| Minimum investment | ₹1,000 | ₹500 |
| Lock in | None | None |
| Fund managers | Abhishek Jain | Swapnil Mayekar, Rakesh Shetty |
| Exit load | • 0.25% if redeemed on or before 15 days from the allotment date. • Nil if redeemed after 15 days from allotment date. | Nil |
Bandhan Nifty 500 Momentum 50 Index vs Motilal Oswal Nifty 500 Momentum 50 ETF: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Bandhan Nifty 500 Momentum 50 Index Fund (Direct) | −2.45% | −1.62% | −0.36% | −4.46% | -- | -- | -- |
| Motilal Oswal Nifty 500 Momentum 50 ETF | −2.41% | −1.55% | −0.27% | −4.51% | -- | -- | -- |
Bandhan Nifty 500 Momentum 50 Index vs Motilal Oswal Nifty 500 Momentum 50 ETF: Year-wise Returns
| Year | Bandhan Nifty 500 Momentum 50 IndexBandhan Nifty 500 Momentum 50 Index | Motilal Oswal Nifty 500 Momentum 50 ETFMotilal Oswal Nifty 500 Momentum 50 ETF | Nifty500 Momentum 50 TRI |
|---|---|---|---|
| 2026to date | −2.18% | −2.08% | −1.59% |
| 2025 | −8.41% | −8.64% | −7.61% |
Bandhan Nifty 500 Momentum 50 Index vs Motilal Oswal Nifty 500 Momentum 50 ETF: Rolling Returns
Every holding period of both funds, against Nifty500 Momentum 50 TRI, the benchmark of both
Rolling returns
Every 1-year holding period, 250 of them, one for each trading day from 30-10-2025 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Bandhan Nifty 500 Momentum 50 Index Fund (Direct)
Motilal Oswal Nifty 500 Momentum 50 ETF
Nifty500 Momentum 50 TRI
to
Nov 2025Jan 2025
to
Jan 2026Apr 2025
to
Apr 2026Jun 2025
to
Jun 2026Aug 2025
to
Aug 2026Sept 2025
to
Sept 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bandhan Nifty 500 Momentum 50 Index | 45.6 | 28.4 | 18.4 | 6.8 | 0.8 | 0.0 | 0.0 | 0.4% | 0.4% | −15.5% | 15.9% | 1% |
| Motilal Oswal Nifty 500 Momentum 50 ETF | 47.8 | 26.3 | 18.6 | 6.9 | 0.4 | 0.0 | 0.0 | 0.2% | 0.3% | −15.6% | 15.0% | 0% |
| Nifty500 Momentum 50 TRI | 39.6 | 29.6 | 22.0 | 7.6 | 1.2 | 0.0 | 0.0 | 1.3% | 1.3% | −14.7% | 17.0% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is Nifty500 Momentum 50 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 30-10-2024. Past returns do not promise future returns.
Bandhan Nifty 500 Momentum 50 Index vs Motilal Oswal Nifty 500 Momentum 50 ETF: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 30-10-2024 to 30-10-2026: 25 instalments, ₹2,50,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Bandhan Nifty 500 Momentum 50 IndexBandhan Nifty 500 Momentum 50 Index Fund (Direct) | ₹2,50,000 | ₹2,45,084 | −₹4,916 | −1.8% |
| Motilal Oswal Nifty 500 Momentum 50 ETFMotilal Oswal Nifty 500 Momentum 50 ETF | ₹2,50,000 | ₹2,44,491 | −₹5,509 | −2.1% |
Bandhan Nifty 500 Momentum 50 IndexBandhan Nifty 500 Momentum 50 Index Fund (Direct)
Motilal Oswal Nifty 500 Momentum 50 ETFMotilal Oswal Nifty 500 Momentum 50 ETF
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Bandhan Nifty 500 Momentum 50 Index vs Motilal Oswal Nifty 500 Momentum 50 ETF: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Bandhan Nifty 500 Momentum 50 Index Fund (Direct) | Motilal Oswal Nifty 500 Momentum 50 ETF |
|---|---|---|
| Return (CAGR) | −4.46% | −4.51% |
| Standard deviation | 19.42% | 19.62% |
| Sharpe ratio | -0.50 | -0.50 |
| Sortino ratio | -0.68 | -0.67 |
| Maximum drawdown | −16.6% (23-03-2026) | −16.7% (23-03-2026) |
| Beta | 1.00 | 1.00 |
| Alpha | −0.84% | −0.89% |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Bandhan Nifty 500 Momentum 50 Index Fund (Direct) | Motilal Oswal Nifty 500 Momentum 50 ETF |
|---|---|---|
| Return (CAGR) | −7.13% | −10.23% |
| Standard deviation | 20.04% | 20.52% |
| Sharpe ratio | -0.64 | -0.78 |
| Sortino ratio | -0.86 | -1.03 |
| Maximum drawdown | −29.2% (07-04-2025) | −31.8% (07-04-2025) |
| Beta | 1.00 | 1.00 |
| Alpha | −0.83% | −0.84% |
From daily NAVs, 30-10-2024 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Bandhan Nifty 500 Momentum 50 Index Fund (Direct)
Motilal Oswal Nifty 500 Momentum 50 ETF
Nifty500 Momentum 50 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Bandhan Nifty 500 Momentum 50 Index Fund (Direct) | −29.2% | 16-12-2024 | 07-04-2025 | Not yet | -- | −17.6% |
| Motilal Oswal Nifty 500 Momentum 50 ETF | −29.3% | 16-12-2024 | 07-04-2025 | Not yet | -- | −17.8% |
| Nifty500 Momentum 50 TRI | −29.0% | 16-12-2024 | 07-04-2025 | Not yet | -- | −16.2% |
From daily values since 30-10-2024, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Bandhan Nifty 500 Momentum 50 Index Fund (Direct)
Motilal Oswal Nifty 500 Momentum 50 ETF
Nifty500 Momentum 50 TRI
Against Nifty500 Momentum 50 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Bandhan Nifty 500 Momentum 50 Index Fund (Direct) | 98% | 101% | 0.27% |
| Motilal Oswal Nifty 500 Momentum 50 ETF | 98% | 101% | 0.37% |
From month-end values since 30-10-2024. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Bandhan Nifty 500 Momentum 50 Index vs Motilal Oswal Nifty 500 Momentum 50 ETF: Portfolio Overlap
From each fund's latest monthly portfolio: Bandhan Nifty 500 Momentum 50 Index Fund, August 2026; Motilal Oswal Nifty 500 Momentum 50 ETF, September 2026
Holdings in common
- Overlap
- 97.4%
- Held by both
- 50
- Only in Bandhan Nifty 500 Momentum 50 Index
- 0
- Only in Motilal Oswal Nifty 500 Momentum 50 ETF
- 0
| Security | % of Bandhan Nifty 500 Momentum 50 Index | % of Motilal Oswal Nifty 500 Momentum 50 ETF |
|---|---|---|
| Multi Commodity Exchange of India Limited | 5.73% | 5.86% |
| Laurus Labs Limited | 5.66% | 6.17% |
| Shriram Finance Limited | 5.21% | 4.87% |
| Hindalco Industries Limited | 4.98% | 4.87% |
| Cummins India Limited | 4.40% | 4.32% |
| GE Vernova T&D India Limited | 4.21% | 4.20% |
| Adani Power Limited | 4.12% | 4.48% |
| BSE Limited | 4.04% | 4.02% |
| The Federal Bank Limited | 3.78% | 3.55% |
| Bharat Heavy Electricals Limited | 3.47% | 3.43% |
| Bharat Forge Limited | 3.12% | 3.01% |
| CG Power and Industrial Solutions Limited | 2.91% | 2.86% |
| Hitachi Energy India Limited | 2.85% | 2.73% |
| Torrent Pharmaceuticals Limited | 2.69% | 2.69% |
| Adani Energy Solutions Limited | 2.69% | 2.63% |
| National Aluminium Company Limited | 2.65% | 2.50% |
| Polycab India Limited | 2.61% | 2.34% |
| HFCL Limited | 2.43% | 2.32% |
| Ather Energy Limited | 2.39% | 2.10% |
| Vodafone Idea Limited | 2.00% | 1.91% |
| Welspun Corp Limited | 1.80% | 2.16% |
| ABB India Limited | 1.86% | 1.74% |
| Glenmark Pharmaceuticals Limited | 1.67% | 1.66% |
| Steel Authority of India Limited | 1.61% | 1.58% |
| Navin Fluorine International Limited | 1.57% | 1.57% |
| Apar Industries Limited | 1.41% | 1.46% |
| Acutaas Chemicals Limited | 1.35% | 1.48% |
| KEI Industries Limited | 1.64% | 1.34% |
| Karur Vysya Bank Limited | 1.36% | 1.34% |
| Aditya Birla Capital Limited | 1.30% | 1.27% |
| Kirloskar Oil Engines Limited | 1.26% | 1.45% |
| Anand Rathi Wealth Limited | 1.16% | 1.18% |
| Hindustan Copper Limited | 0.98% | 0.93% |
| Sai Life Sciences Limited | 0.93% | 1.03% |
| Thermax Limited | 0.96% | 0.88% |
| Bank of Maharashtra | 0.79% | 0.81% |
| Craftsman Automation Limited | 0.77% | 0.76% |
| Granules India Limited | 0.64% | 0.69% |
| Syrma SGS Technology Limited | 0.61% | 0.80% |
| The Great Eastern Shipping Company Limited | 0.60% | 0.75% |
| Netweb Technologies India Limited | 0.52% | 0.48% |
| NLC India Limited | 0.47% | 0.48% |
| Schneider Electric Infrastructure Limited | 0.46% | 0.48% |
| Finolex Cables Limited | 0.45% | 0.55% |
| R R Kabel Limited | 0.48% | 0.44% |
| Belrise Industries Ltd. | 0.43% | 0.47% |
| RBL Bank Limited | 0.39% | 0.44% |
| Aditya Birla Sun Life AMC Limited | 0.38% | 0.38% |
| Honasa Consumer Limited | 0.31% | 0.29% |
| Gujarat Mineral Development Corporation Limited | 0.19% | 0.18% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 97.4% means 97.4% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Bandhan Nifty 500 Momentum 50 Index Fund
Every holding of this fund is also held by the other.
Largest holdings only in Motilal Oswal Nifty 500 Momentum 50 ETF
Every holding of this fund is also held by the other.
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Bandhan Nifty 500 Momentum 50 Index | Motilal Oswal Nifty 500 Momentum 50 ETF |
|---|---|---|
| Equity | 100.3% | 99.9% |
| Debt | 0.0% | 0.0% |
| Cash and others | -0.3% | 0.1% |
Market cap of stocks
| Market cap | Bandhan Nifty 500 Momentum 50 Index | Motilal Oswal Nifty 500 Momentum 50 ETF |
|---|---|---|
| Large Cap | 43.8% | 42.9% |
| Mid Cap | 36.0% | 35.7% |
| Small Cap | 20.5% | 21.3% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Bandhan Nifty 500 Momentum 50 Index | Motilal Oswal Nifty 500 Momentum 50 ETF |
|---|---|---|
| Electrical Equipment | 18.1% | 17.8% |
| Pharmaceuticals & Biotechnology | 12.9% | 13.7% |
| Industrial Products | 12.6% | 12.6% |
| Capital Markets | 11.3% | 11.4% |
| Non - Ferrous Metals | 8.6% | 8.3% |
| Power | 7.3% | 7.6% |
The six largest sectors of each fund's stocks, % of the fund.
Bandhan Nifty 500 Momentum 50 Index vs Motilal Oswal Nifty 500 Momentum 50 ETF: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Bandhan Nifty 500 Momentum 50 Index Fund | Motilal Oswal Nifty 500 Momentum 50 ETF |
|---|---|---|
| Total expense ratio (Direct) | 0.80% | Not available |
| Base expense ratio (Direct) | 0.31% | 0.00% |
| Total expense ratio (Regular) | 1.45% | Not available |
| Base expense ratio (Regular) | 0.88% | 0.35% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
Bandhan Nifty 500 Momentum 50 Index Fund vs Motilal Oswal Nifty 500 Momentum 50 ETF: Frequently Asked Questions
What is the difference between Bandhan Nifty 500 Momentum 50 Index Fund and Motilal Oswal Nifty 500 Momentum 50 ETF?
Bandhan Nifty 500 Momentum 50 Index Fund is an Index fund, Motilal Oswal Nifty 500 Momentum 50 ETF is an ETF fund, run by Bandhan Mutual Fund and Motilal Oswal Mutual Fund. Their portfolios overlap 97.4%. Bandhan Nifty 500 Momentum 50 Index Fund charges 0.80% a year and Motilal Oswal Nifty 500 Momentum 50 ETF 0.88%.
Which has given higher returns, Bandhan Nifty 500 Momentum 50 Index Fund or Motilal Oswal Nifty 500 Momentum 50 ETF?
Over 1 year: Bandhan Nifty 500 Momentum 50 Index Fund −4.46%, Motilal Oswal Nifty 500 Momentum 50 ETF −4.51%. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Bandhan Nifty 500 Momentum 50 Index Fund or Motilal Oswal Nifty 500 Momentum 50 ETF?
Bandhan Nifty 500 Momentum 50 Index Fund charges less: 0.80% a year against 0.88%. These are the total expense ratios reported to AMFI.
How much do Bandhan Nifty 500 Momentum 50 Index Fund and Motilal Oswal Nifty 500 Momentum 50 ETF overlap?
97.4%. They hold 50 of the same securities, the largest shared ones being MCX, LAURUSLABS, SHRIRAMFIN. From each fund's latest monthly portfolio.
Which is riskier, Bandhan Nifty 500 Momentum 50 Index Fund or Motilal Oswal Nifty 500 Momentum 50 ETF?
On SEBI's riskometer, Bandhan Nifty 500 Momentum 50 Index Fund is rated Very High and Motilal Oswal Nifty 500 Momentum 50 ETF Very High. Over 1 years, the standard deviation of daily returns was 19.42% and 19.62% a year.
Can I invest in both Bandhan Nifty 500 Momentum 50 Index Fund and Motilal Oswal Nifty 500 Momentum 50 ETF?
Yes. 97.4% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Bandhan Nifty 500 Momentum 50 Index Fund and Motilal Oswal Nifty 500 Momentum 50 ETF?
Bandhan Nifty 500 Momentum 50 Index Fund: Abhishek Jain. Motilal Oswal Nifty 500 Momentum 50 ETF: Swapnil Mayekar, Rakesh Shetty.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.