Motilal Oswal Nifty 200 Momentum 30 Index Fund

GrowthEquity Sectoral Fund

15.104

20.50%

not rated

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Performance

Monthly SIP of      for

Total investment 36,000

Total Value Gain Return %
This Fund

44,615

8,615

14.44%

Bank FD

39,824

3,824

6.5%
Gold

40,770

4,770

8.00%

Fund Information

  • 318.13 Cr.

  • Growth

  • 1.01%

  • Equity- Sectoral Fund

  • Nifty 200 Momentum 30 TRI

  • 10 Feb 2022

  • Motilal Oswal Mutual Funds know more

Fund Managed By

Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 8.16% 25.09% 24.57% 26.18% 35.76% 35.54% 37.88% 17.99%
Category Average 1.04% 4.56% 7.08% 3.79% 17.10% 18.65% 22.66% 13.14%
Motilal Oswal Nifty 200 Momentum 30 Index Fund -2.30% 5.13% 2.92% -12.15% 19.08% 20.50% - -
SBI PSU Fund 1.22% 3.45% 11.31% -4.06% 33.07% 35.54% 30.20% 12.69%
Invesco India PSU Equity Fund 0.20% 7.33% 14.01% -5.15% 32.20% 35.42% 28.21% 15.90%
ICICI Prudential Infrastructure Fund 2.19% 8.64% 12.83% 3.28% 29.87% 32.87% 37.22% 16.42%
Aditya Birla Sun Life PSU Equity Fund 1.00% 2.75% 10.87% -7.92% 30.28% 32.80% 30.58% -
Nippon India Power & Infra Fund 0.43% 5.48% 8.02% -5.95% 27.06% 32.29% 31.79% 15.98%

Fund Portfolio Details

Equity 100.21%

Debt 0.00%

Others -0.21%

Top Equity Holdings

Name of the EquityHolding Percentage
BHARTI AIRTEL LTD. 5.99%
INFOSYS LTD. 5.40%
MAHINDRA & MAHINDRA LTD. 5.30%
SUN PHARMACEUTICAL INDUSTRIES LTD. 5.28%
TECH MAHINDRA LTD. 5.28%
Others 72.75%

Allocation by Sector

Name of the SectorHolding Percentage
Financial 31.19%
Information Technology 25.21%
Consumer Services 17.01%
Healthcare 14.44%
Automobile 11.63%
Others 0.52%

Portfolio Holdings shown is as of 28 Feb 2025

Riskometer

Investors understand that their principal
will be at Very High risk