ETF
Data as on 30-10-2026
Motilal Oswal Nifty 500 Momentum 50 ETF is a mutual fund run by Motilal Oswal Mutual Fund. On 30-09-2026, it managed ₹400 Cr of investors' money. In the year to 30-10-2026, it returned −4.5%. Its benchmark, Nifty500 Momentum 50 TRI, returned −3.6% over the same year.
NAV on 30-10-2026: ₹51.03 (down 0.74% that day).
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Period | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| This fund | −2.41% | −1.55% | −0.27% | −4.51% | -- | -- | -- |
| Nifty500 Momentum 50 TRI | −2.38% | −1.46% | +0.10% | −3.61% | -- | -- | -- |
| Category average | -- | -- | -- | -- | -- | -- | -- |
| Best in category | -- | -- | -- | -- | -- | -- | -- |
| Worst in category | -- | -- | -- | -- | -- | -- | -- |
| Rank in category | -- | -- | -- | -- | -- | -- | -- |
No category comparison is shown: this fund's category is too broad to compare, or has fewer than five funds.
| Year | This fund | Nifty500 Momentum 50 TRI |
|---|---|---|
| 2026to date | −2.08% | −1.59% |
| 2025 | −8.64% | −7.61% |
The return of every holding period in the fund's history, not only the one that ends today
Rolling returns
Each point is the yearly return of one 1-year holding period, plotted on the day it ended. There are 266 periods, one for each trading day from 30-09-2025 to 30-10-2026.
Motilal Oswal Nifty 500 Momentum 50 ETF
Nifty500 Momentum 50 TRI
Every holding period at a glance
| Period | Periods | Median | Lowest | Highest | With a loss | Benchmark median | Beat benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 266 | −0.1% | −21.4% | 15.0% | 52% | 0.9% | 0% |
Lumpsum: the yearly rate (CAGR) from the NAV on a period's first day to the NAV on its last. SIP: the XIRR of the monthly instalments and their value on the last day. "With a loss" counts the periods that ended below the money put in. "Beat benchmark" counts the periods in which the fund did better than Nifty500 Momentum 50 TRI over the same days. Past returns do not promise future returns.
How much it swings, and the falls an investor had to sit through
Risk and return
| Measure | Motilal Oswal Nifty 500 Momentum 50 ETFThis fund | Nifty500 Momentum 50 TRI |
|---|---|---|
| Return (CAGR) | −4.51% | −3.61% |
| Standard deviation | 19.62% | 19.45% |
| Sharpe ratio | -0.50 | -0.46 |
| Sortino ratio | -0.67 | -0.62 |
| Maximum drawdown | −16.7% (23-03-2026) | −16.3% (23-03-2026) |
| Beta | 1.00 | 1.00 |
| Alpha | −0.89% | 0.00% |
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: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.
| Measure | Motilal Oswal Nifty 500 Momentum 50 ETFThis fund | Nifty500 Momentum 50 TRI |
|---|---|---|
| Return (CAGR) | −10.23% | −9.37% |
| Standard deviation | 20.52% | 20.46% |
| Sharpe ratio | -0.78 | -0.74 |
| Sortino ratio | -1.03 | -0.98 |
| Maximum drawdown | −31.8% (07-04-2025) | −31.5% (07-04-2025) |
| Beta | 1.00 | 1.00 |
| Alpha | −0.84% | 0.00% |
From daily NAVs, 30-09-2024 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: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.
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.
Motilal Oswal Nifty 500 Momentum 50 ETF
Nifty500 Momentum 50 TRI
| Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today | |
|---|---|---|---|---|---|---|
| Motilal Oswal Nifty 500 Momentum 50 ETF | −31.8% | 15-10-2024 | 07-04-2025 | Not yet | -- | −20.7% |
| Nifty500 Momentum 50 TRI | −31.5% | 15-10-2024 | 07-04-2025 | Not yet | -- | −19.2% |
From the fund's daily NAV since 30-09-2024, adjusted for unit splits, and Nifty500 Momentum 50 TRI over the same days. "Time to climb back" runs from the bottom to the first day back at the old high.
What each plan charges a year, in force from 01-10-2026
| Plan | Base expense ratio | Brokerage | Transaction costs | Levies and GST | Total expense ratio |
|---|---|---|---|---|---|
| Fund | -- | 0.00% | 0.00% | 0.00% | 0.88% |
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, the cost of executing trades, and statutory levies with GST. From AMFI's expense ratio file.
What a one-time or monthly investment in this fund would be worth today, from its own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 30-09-2024 to 30-10-2026: 26 instalments, ₹2,60,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| This fundMotilal Oswal Nifty 500 Momentum 50 ETF | ₹2,60,000 | ₹2,52,481 | −₹7,519 | −2.6% |
| Nifty500 Momentum 50 TRI | ₹2,60,000 | ₹2,54,793 | −₹5,207 | −1.8% |
This fundMotilal Oswal Nifty 500 Momentum 50 ETF
Nifty500 Momentum 50 TRI
Amount invested
From each plan's published NAV (Growth option), the benchmark's TRI, 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.
Asset allocation as on 30-09-2026
99.9%Equity
| Asset | Fund |
|---|---|
| Equity | 99.9% |
| Cash and others | 0.1% |
| Market cap | Fund |
|---|---|
| Large Cap | 42.9% |
| Mid Cap | 35.7% |
| Small Cap | 21.3% |
Share of the whole fund. Groups follow AMFI's latest list, as SEBI defines them: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Sector allocation of the fund's stocks as on 30-09-2026
Electrical Equipment17.8%
Pharmaceuticals & Biotechnology13.7%
Industrial Products12.6%
Capital Markets11.4%
Non - Ferrous Metals8.3%
Power7.6%
Finance6.1%
Banks6.1%
Auto Components4.2%
Telecom - Services4.2%
The ten largest of 18 sectors. The other 8 add up to 7.7%.
| Sector | July 2026 | August 2026 | September 2026 | Change |
|---|---|---|---|---|
| Electrical Equipment | 18.0% | 18.1% | 17.8% | −0.2% |
| Pharmaceuticals & Biotechnology | 12.9% | 12.9% | 13.7% | +0.7% |
| Industrial Products | 12.6% | 12.6% | 12.6% | 0.0% |
| Capital Markets | 10.9% | 11.3% | 11.4% | +0.4% |
| Non - Ferrous Metals | 8.5% | 8.6% | 8.3% | −0.2% |
Each sector's share of the fund at the end of each month. The five largest sectors of September 2026. Change: from July 2026 to September 2026, in % of the fund.
As on 30-09-2026 · 50 holdings · from the fund house's monthly portfolio
| Holdings | Sector | Weight% | Holdings trend | 1M change |
|---|---|---|---|---|
| Laurus Labs Limited | Pharmaceuticals & Biotechnology | 6.17% | +6.5% | |
| Multi Commodity Exchange of India Limited | Capital Markets | 5.86% | +6.5% | |
| Shriram Finance Limited | Finance | 4.87% | +6.5% | |
| Hindalco Industries Limited | Non - Ferrous Metals | 4.87% | +6.5% | |
| Adani Power Limited | Power | 4.48% | +6.5% | |
| Cummins India Limited | Industrial Products | 4.32% | +6.5% | |
| GE Vernova T&D India Limited | Electrical Equipment | 4.20% | +6.5% | |
| BSE Limited | Capital Markets | 4.02% | +6.5% | |
| The Federal Bank Limited | Banks | 3.55% | +6.5% | |
| Bharat Heavy Electricals Limited | Electrical Equipment | 3.43% | +6.5% | |
| Bharat Forge Limited | Auto Components | 3.01% | +6.5% | |
| CG Power and Industrial Solutions Limited | Electrical Equipment | 2.86% | +6.5% | |
| Hitachi Energy India Limited | Electrical Equipment | 2.73% | +6.4% | |
| Torrent Pharmaceuticals Limited | Pharmaceuticals & Biotechnology | 2.69% | +6.5% | |
| Adani Energy Solutions Limited | Power | 2.63% | +6.5% | |
| National Aluminium Company Limited | Non - Ferrous Metals | 2.50% | +6.5% | |
| Polycab India Limited | Industrial Products | 2.34% | +6.5% | |
| HFCL Limited | Telecom - Services | 2.32% | +5.8% | |
| Welspun Corp Limited | Industrial Products | 2.16% | +6.5% | |
| Ather Energy Limited | Automobiles | 2.10% | +6.5% | |
| Vodafone Idea Limited | Telecom - Services | 1.91% | +6.5% | |
| ABB India Limited | Electrical Equipment | 1.74% | +6.5% | |
| Glenmark Pharmaceuticals Limited | Pharmaceuticals & Biotechnology | 1.66% | +6.5% | |
| Steel Authority of India Limited | Ferrous Metals | 1.58% | +6.5% | |
| Navin Fluorine International Limited | Chemicals & Petrochemicals | 1.57% | +6.3% | |
| Acutaas Chemicals Limited | Pharmaceuticals & Biotechnology | 1.48% | +6.6% | |
| Apar Industries Limited | Electrical Equipment | 1.46% | +6.5% | |
| Kirloskar Oil Engines Limited | Industrial Products | 1.45% | +6.5% | |
| KEI Industries Limited | Industrial Products | 1.34% | +6.5% | |
| Karur Vysya Bank Limited | Banks | 1.34% | +6.5% | |
| Aditya Birla Capital Limited | Finance | 1.27% | +6.5% | |
| Anand Rathi Wealth Limited | Capital Markets | 1.18% | +6.5% | |
| Sai Life Sciences Limited | Pharmaceuticals & Biotechnology | 1.03% | +6.5% | |
| Hindustan Copper Limited | Non - Ferrous Metals | 0.93% | +6.5% | |
| Thermax Limited | Electrical Equipment | 0.88% | +6.5% | |
| Bank of Maharashtra | Banks | 0.81% | +6.5% | |
| Syrma SGS Technology Ltd | Industrial Manufacturing | 0.80% | +6.5% | |
| Craftsman Automation Limited | Auto Components | 0.76% | +6.8% | |
| The Great Eastern Shipping Company Limited | Transport Services | 0.75% | +6.5% | |
| Granules India Limited | Pharmaceuticals & Biotechnology | 0.69% | +6.5% | |
| Finolex Cables Limited | Industrial Products | 0.55% | +6.5% | |
| NLC India Limited | Power | 0.48% | +6.5% | |
| Schneider Electric Infrastructure Limited | Electrical Equipment | 0.48% | +6.4% | |
| Net web Technologies India Limited | IT - Services | 0.48% | +6.2% | |
| Belrise Industries Ltd. | Auto Components | 0.47% | +6.5% | |
| R R Kabel Limited | Industrial Products | 0.44% | +6.5% | |
| RBL Bank Limited | Banks | 0.44% | +6.5% | |
| Aditya Birla Sun Life AMC Limited | Capital Markets | 0.38% | +6.5% | |
| Honasa Consumer Limited | Personal Products | 0.29% | +6.5% | |
| Gujarat Mineral Development Corporation Limited | Minerals & Mining | 0.18% | +6.4% |
All changes are between August 2026 and September 2026
| Laurus Labs Limited | Added | +6.5% | 6.17% |
|---|---|---|---|
| Multi Commodity Exchange of India Limited | Added | +6.5% | 5.86% |
| Shriram Finance Limited | Added | +6.5% | 4.87% |
| Hindalco Industries Limited | Added | +6.5% | 4.87% |
| Adani Power Limited | Added | +6.5% | 4.48% |
| Cummins India Limited | Added | +6.5% | 4.32% |
| GE Vernova T&D India Limited | Added | +6.5% | 4.20% |
| BSE Limited | Added | +6.5% | 4.02% |
| The Federal Bank Limited | Added | +6.5% | 3.55% |
| Bharat Heavy Electricals Limited | Added | +6.5% | 3.43% |
| Bharat Forge Limited | Added | +6.5% | 3.01% |
| CG Power and Industrial Solutions Limited | Added | +6.5% | 2.86% |
| Hitachi Energy India Limited | Added | +6.4% | 2.73% |
| Torrent Pharmaceuticals Limited | Added | +6.5% | 2.69% |
| Adani Energy Solutions Limited | Added | +6.5% | 2.63% |
| National Aluminium Company Limited | Added | +6.5% | 2.50% |
| Polycab India Limited | Added | +6.5% | 2.34% |
| HFCL Limited | Added | +5.8% | 2.32% |
| Ather Energy Limited | Added | +6.5% | 2.10% |
| Welspun Corp Limited | Added | +6.5% | 2.16% |
| Vodafone Idea Limited | Added | +6.5% | 1.91% |
| ABB India Limited | Added | +6.5% | 1.74% |
| Glenmark Pharmaceuticals Limited | Added | +6.5% | 1.66% |
| KEI Industries Limited | Added | +6.5% | 1.34% |
| Steel Authority of India Limited | Added | +6.5% | 1.58% |
| Navin Fluorine International Limited | Added | +6.3% | 1.57% |
| Acutaas Chemicals Limited | Added | +6.6% | 1.48% |
| Apar Industries Limited | Added | +6.5% | 1.46% |
| Kirloskar Oil Engines Limited | Added | +6.5% | 1.45% |
| Karur Vysya Bank Limited | Added | +6.5% | 1.34% |
| Aditya Birla Capital Limited | Added | +6.5% | 1.27% |
| Anand Rathi Wealth Limited | Added | +6.5% | 1.18% |
| Sai Life Sciences Limited | Added | +6.5% | 1.03% |
| Hindustan Copper Limited | Added | +6.5% | 0.93% |
| Thermax Limited | Added | +6.5% | 0.88% |
| Bank of Maharashtra | Added | +6.5% | 0.81% |
| Syrma SGS Technology Ltd | Added | +6.5% | 0.80% |
| Craftsman Automation Limited | Added | +6.8% | 0.76% |
| The Great Eastern Shipping Company Limited | Added | +6.5% | 0.75% |
| Granules India Limited | Added | +6.5% | 0.69% |
| Finolex Cables Limited | Added | +6.5% | 0.55% |
| Net web Technologies India Limited | Added | +6.2% | 0.48% |
| NLC India Limited | Added | +6.5% | 0.48% |
| R R Kabel Limited | Added | +6.5% | 0.44% |
| Schneider Electric Infrastructure Limited | Added | +6.4% | 0.48% |
| Belrise Industries Ltd. | Added | +6.5% | 0.47% |
| RBL Bank Limited | Added | +6.5% | 0.44% |
| Aditya Birla Sun Life AMC Limited | Added | +6.5% | 0.38% |
| Honasa Consumer Limited | Added | +6.5% | 0.29% |
| Gujarat Mineral Development Corporation Limited | Added | +6.4% | 0.18% |
No stocks in this group for September 2026.
A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.
What Motilal Oswal Nifty 500 Momentum 50 ETF bought and sold
Funds with the most similar portfolios, across every fund house and category
| Fund | Overlap | Holdings in common | |
|---|---|---|---|
| Motilal Oswal Nifty 500 Momentum 50 Index FundIndex · Motilal Oswal | 99.9% | 50 | Compare |
| Axis Nifty500 Momentum 50 Index FundIndex · Axis | 99.9% | 50 | Compare |
| Kotak Nifty500 Momentum 50 Index FundIndex · Kotak Mahindra | 99.9% | 50 | Compare |
| Groww Nifty 500 Momentum 50 ETFETF · Groww | 99.8% | 50 | Compare |
| Nippon India Nifty 500 Momentum 50 Index FundIndex · Nippon India | 99.8% | 50 | Compare |
| Bandhan Nifty 500 Momentum 50 Index FundIndex · Bandhan | 97.5% | 50 | Compare |
| Motilal Oswal Nifty 200 Momentum 30 ETFETF · Motilal Oswal | 74.0% | 23 | Compare |
| Motilal Oswal Nifty 200 Momentum 30 Index FundIndex · Motilal Oswal | 74.0% | 23 | Compare |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 40% means 40% of each fund's money sits in positions the other also holds. From each fund's latest monthly portfolio, matched by ISIN. Cash and hedged positions are left out. Funds that overlap under 10% are not listed. A high overlap does not make two funds the same: their costs, lock-in and category can differ.
Fund facts from the scheme summary document, as on 16-10-2026
Rules in force from 23-07-2024 (Finance Act 2024). Tax depends on your own income; this is general information, not tax advice.
Motilal Oswal Nifty 500 Momentum 50 ETF is a mutual fund from Motilal Oswal Mutual Fund. Its category is ETF. It was launched on 24-09-2024. Its benchmark is Nifty 500 Momentum 50 TRI. At the end of September 2026 it held 50 securities.
Swapnil Mayekar
Fund manager of Motilal Oswal Nifty 500 Momentum 50 ETF, since 24-09-2024
Rakesh Shetty
Fund manager of Motilal Oswal Nifty 500 Momentum 50 ETF, since 24-09-2024
See all funds of Motilal Oswal Mutual Fund
AUM moves with money invested or taken out, and with the value of what the fund holds.
Returns, risk, costs and the stocks they share, side by side
The NAV is ₹51.034, as on 30-10-2026.
The fund returned −4.51% in 1 year. These figures are as on 30-10-2026.
The fund charges 0.88% a year. This is the figure the fund house reported to AMFI, in force from 01-10-2026.
Motilal Oswal Nifty 500 Momentum 50 ETF managed ₹400.14 Cr on 30-09-2026, as its fund house reported in its monthly portfolio.
At the end of September 2026 the largest holdings were LAURUSLABS (6.17%), MCX (5.86%), SHRIRAMFIN (4.87%), HINDALCO (4.87%), ADANIPOWER (4.48%). The fund held 50 securities in all.
It added shares in 50.
Through Motilal Oswal Mutual Fund's website or app, a mutual fund distributor, or an investment platform. Choose the Direct plan to pay no distributor commission, or the Regular plan to invest through a distributor. The first investment is at least ₹500. You can invest once or through a monthly SIP.
Swapnil Mayekar (since 24-09-2024), Rakesh Shetty (since 24-09-2024).
Sources: NAV and expense ratio from AMFI. Holdings from the fund house's monthly portfolio statement. Fund facts from its scheme summary document, as on 16-10-2026.
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.
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