Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund vs Motilal Oswal Nifty 200 Momentum 30 ETF
Direct Plan where a fund has one, Growth option · Data as on 30-10-2026
Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund is an Index fund and Motilal Oswal Nifty 200 Momentum 30 ETF is an ETF fund. Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund charges 0.69% a year and Motilal Oswal Nifty 200 Momentum 30 ETF 0.84%. Their portfolios overlap 74.6%: they hold 30 of the same securities.
Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund
Index
- Expense ratio
- 0.69%
- NAV
- ₹9.60
Motilal Oswal Nifty 200 Momentum 30 ETF
ETF
- Expense ratio
- 0.84%
- NAV
- ₹57.89
Which is better, Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index or Motilal Oswal Nifty 200 Momentum 30 ETF? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index costs less: 0.69% a year against 0.84%.
- Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index fell less in its worst fall since 29-07-2026: −10.7% against −13.3%.
- Motilal Oswal Nifty 200 Momentum 30 ETF holds more in large companies: 66.4% of the fund in large caps against 49.5%.
- Motilal Oswal Nifty 200 Momentum 30 ETF is the larger fund: ₹115 Cr against ₹13 Cr.
- Their portfolios overlap 74.6%: 30 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 | Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund | Motilal Oswal Nifty 200 Momentum 30 ETF |
|---|---|---|
| Fund house | Mirae Asset Mutual Fund | Motilal Oswal Mutual Fund |
| Category | Index | ETF |
| AUM | ₹13 Cr (30-09-2026) | ₹115 Cr (30-09-2026) |
| NAV | ₹9.60 (Direct) | ₹57.89 |
| Expense ratio (Direct) | 0.69% | Not available |
| Expense ratio (Regular) | 1.41% | Not available |
| Riskometer | High | Very High |
| Benchmark | Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index | Nifty200 Momentum 30 TRI |
| Launch date | 28-07-2026 | 10-02-2022 |
| Minimum investment | ₹5,000 | ₹500 |
| Lock in | None | None |
| Fund managers | Ekta Gala, amp, Pranavi Kulkarni | Swapnil Mayekar, Rakesh Shetty |
| Exit load | NIL | Yes |
Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index vs Motilal Oswal Nifty 200 Momentum 30 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 |
|---|---|---|---|---|---|---|---|
| Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund (Direct) | −2.60% | −4.24% | -- | -- | -- | -- | -- |
| Motilal Oswal Nifty 200 Momentum 30 ETF | −3.14% | −4.96% | −5.04% | −9.77% | +8.80% | -- | -- |
Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index vs Motilal Oswal Nifty 200 Momentum 30 ETF: Year-wise Returns
| Year | Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 IndexMirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index | Motilal Oswal Nifty 200 Momentum 30 ETFMotilal Oswal Nifty 200 Momentum 30 ETF |
|---|---|---|
| 2026to date | -- | −7.99% |
| 2025 | -- | −5.44% |
| 2024 | -- | +20.81% |
| 2023 | -- | +41.19% |
Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index vs Motilal Oswal Nifty 200 Momentum 30 ETF: Rolling Returns
Every holding period of both funds, against Nifty200 Momentum 30 TRI, the benchmark of Motilal Oswal Nifty 200 Momentum 30 ETF
Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index vs Motilal Oswal Nifty 200 Momentum 30 ETF: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund (Direct) | Motilal Oswal Nifty 200 Momentum 30 ETF |
|---|---|---|
| Return (CAGR) | −16.32% | +8.54% |
| Standard deviation | 13.32% | 18.86% |
| Sharpe ratio | -1.62 | 0.14 |
| Sortino ratio | -1.95 | 0.18 |
| Maximum drawdown | −10.7% (23-10-2026) | −31.7% (07-04-2025) |
| Beta | -- | 1.00 |
| Alpha | -- | −0.62% |
From daily NAVs, 29-07-2026 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.
Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund (Direct)
Motilal Oswal Nifty 200 Momentum 30 ETF
Nifty200 Momentum 30 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund (Direct) | −10.7% | 28-08-2026 | 23-10-2026 | Not yet | -- | −7.5% |
| Motilal Oswal Nifty 200 Momentum 30 ETF | −13.3% | 28-08-2026 | 23-10-2026 | Not yet | -- | −9.3% |
| Nifty200 Momentum 30 TRI | −13.3% | 28-08-2026 | 23-10-2026 | Not yet | -- | −9.2% |
From daily values since 29-07-2026, the first day every fund has.
Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index vs Motilal Oswal Nifty 200 Momentum 30 ETF: Portfolio Overlap
From each fund's latest monthly portfolio: Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund, September 2026; Motilal Oswal Nifty 200 Momentum 30 ETF, September 2026
Holdings in common
- Overlap
- 74.6%
- Held by both
- 30
- Only in Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index
- 2
- Only in Motilal Oswal Nifty 200 Momentum 30 ETF
- 0
| Security | % of Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index | % of Motilal Oswal Nifty 200 Momentum 30 ETF |
|---|---|---|
| Laurus Labs Ltd. | 4.88% | 6.54% |
| Multi Commodity Exchange of India Ltd. | 4.51% | 6.04% |
| Tata Steel Ltd. | 3.76% | 5.04% |
| Shriram Finance Ltd. | 3.74% | 5.02% |
| Hindalco Industries Ltd. | 3.74% | 5.02% |
| NTPC Ltd. | 3.51% | 4.70% |
| Adani Power Ltd. | 3.45% | 4.62% |
| Cummins India Ltd. | 3.33% | 4.46% |
| GE Vernova T&D India Ltd. | 3.23% | 4.33% |
| Vedanta Ltd. | 3.18% | 4.26% |
| BSE Ltd. | 3.09% | 4.14% |
| The Federal Bank Ltd. | 2.80% | 3.75% |
| Bharat Heavy Electricals Ltd. | 2.72% | 3.64% |
| Samvardhana Motherson International Ltd. | 2.49% | 3.34% |
| Bharat Forge Ltd. | 2.38% | 3.20% |
| CG Power and Industrial Solutions Ltd. | 2.27% | 3.04% |
| Hitachi Energy India Ltd. | 2.15% | 2.90% |
| Torrent Pharmaceuticals Ltd. | 2.12% | 2.85% |
| Adani Energy Solutions Ltd. | 2.08% | 2.79% |
| National Aluminium Company Ltd. | 1.98% | 2.65% |
| Polycab India Ltd. | 1.85% | 2.48% |
| Solar Industries India Ltd. | 1.61% | 2.16% |
| Adani Green Energy Ltd. | 1.55% | 2.07% |
| Vodafone Idea Ltd. | 1.51% | 2.02% |
| ABB India Ltd. | 1.37% | 1.85% |
| Glenmark Pharmaceuticals Ltd. | 1.31% | 1.75% |
| Steel Authority of India Ltd. | 1.26% | 1.68% |
| KEI Industries Ltd. | 1.06% | 1.42% |
| Aditya Birla Capital Ltd. | 1.00% | 1.34% |
| L&T Finance Ltd. | 0.66% | 0.88% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 74.6% means 74.6% 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 Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund
| Security | % of fund |
|---|---|
| 6.48% Government of India (MD 06/10/2035) | 23.05% |
| 6.94% Government of India (MD 11/05/2036) | 1.14% |
Largest holdings only in Motilal Oswal Nifty 200 Momentum 30 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 | Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index | Motilal Oswal Nifty 200 Momentum 30 ETF |
|---|---|---|
| Equity | 74.6% | 100.0% |
| Debt | 24.2% | 0.0% |
| Cash and others | 1.2% | 0.0% |
Market cap of stocks
| Market cap | Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index | Motilal Oswal Nifty 200 Momentum 30 ETF |
|---|---|---|
| Large Cap | 49.5% | 66.4% |
| Mid Cap | 25.1% | 33.6% |
| Small Cap | 0.0% | 0.0% |
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 | Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index | Motilal Oswal Nifty 200 Momentum 30 ETF |
|---|---|---|
| Electrical Equipment | 11.7% | 15.8% |
| Power | 10.6% | 14.2% |
| Pharmaceuticals & Biotechnology | 8.3% | 11.1% |
| Capital Markets | 7.6% | 10.2% |
| Industrial Products | 6.2% | 8.4% |
| Non - Ferrous Metals | 5.7% | 7.7% |
The six largest sectors of each fund's stocks, % of the fund.
Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index vs Motilal Oswal Nifty 200 Momentum 30 ETF: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund | Motilal Oswal Nifty 200 Momentum 30 ETF |
|---|---|---|
| Total expense ratio (Direct) | 0.69% | Not available |
| Base expense ratio (Direct) | 0.12% | 0.00% |
| Total expense ratio (Regular) | 1.41% | Not available |
| Base expense ratio (Regular) | 0.73% | 0.26% |
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.
Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund vs Motilal Oswal Nifty 200 Momentum 30 ETF: Frequently Asked Questions
What is the difference between Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund and Motilal Oswal Nifty 200 Momentum 30 ETF?
Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund is an Index fund, Motilal Oswal Nifty 200 Momentum 30 ETF is an ETF fund, run by Mirae Asset Mutual Fund and Motilal Oswal Mutual Fund. Their portfolios overlap 74.6%. Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund charges 0.69% a year and Motilal Oswal Nifty 200 Momentum 30 ETF 0.84%.
Which has the lower expense ratio, Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund or Motilal Oswal Nifty 200 Momentum 30 ETF?
Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund charges less: 0.69% a year against 0.84%. These are the total expense ratios reported to AMFI.
How much do Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund and Motilal Oswal Nifty 200 Momentum 30 ETF overlap?
74.6%. They hold 30 of the same securities, the largest shared ones being LAURUSLABS, MCX, TATASTEEL. From each fund's latest monthly portfolio.
Which is riskier, Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund or Motilal Oswal Nifty 200 Momentum 30 ETF?
On SEBI's riskometer, Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund is rated High and Motilal Oswal Nifty 200 Momentum 30 ETF Very High. Over their common history, the standard deviation of daily returns was 13.32% and 18.86% a year.
Can I invest in both Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund and Motilal Oswal Nifty 200 Momentum 30 ETF?
Yes. 74.6% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund and Motilal Oswal Nifty 200 Momentum 30 ETF?
Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund: Ekta Gala, amp, Pranavi Kulkarni. Motilal Oswal Nifty 200 Momentum 30 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.