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InvestVerdict

Motilal Oswal Nifty 200 Momentum 30 Index Fund

· · Index Funds · Scheme code 149799

NAV₹15.2384as on 27 Aug 2026
Fund houseMotilal Oswal Mutual Fund
CategoryIndex Funds
Plan & optionRegular ·
History4.5 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 4.373.300.21 4.8311.92— ——10.41
Nifty 100
benchmark		 0.253.49-1.52 1.8410.529.38 ——12.79
Index Funds
category median		 ——— 5.597.638.89 —11.16—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 18.7% 0.29 0.40 1.23 0.60% -31.9% 80.28
Nifty 100
benchmark		 17.1%0.23 0.32—— -37.0%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 54 months this scheme and its benchmark share.

Growth of ₹100 since launch

7311615820120242026InvestVerdict

Drawdown from peak (%)

0%-12%-24%-36%20242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
174 -21.5% 8.3% 72.6% 40%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

Motilal Oswal Nifty 200 Momentum 30 Index Fund

·

Allocation

By asset

Equity99.85%
Cash & Equivalents0.15%

By market cap

Large Cap68.57%
Mid Cap31.28%

Concentration

Number of stocks30
Top 5 stocks24.99%
Top 10 stocks49.23%
Top 20 stocks82.03%
Largest holding5.08%
Largest sectorElectrical Equipment 16.54%
Effective stocks25.9
Cash0.15%
InvestVerdict

Motilal Oswal Nifty 200 Momentum 30 Index Fund

· · holdings

Top 18 holdings

#CompanySector% of fund
1— Finance5.08%
2— Industrial Products5.05%
3— Capital Markets4.96%
4— Power4.96%
5— Capital Markets4.94%
6— Ferrous Metals4.91%
7— Non - Ferrous Metals4.86%
8— Electrical Equipment4.86%
9— Power4.83%
10— Pharmaceuticals & Biotechnology4.78%
11— Diversified Metals4.40%
12— Banks3.71%
13— Electrical Equipment3.46%
14— Auto Components3.39%
15— Electrical Equipment3.23%
16— Electrical Equipment3.16%
17— Power3.02%
18— Industrial Products2.93%

Sector split

Electrical Equipment — 16.5%Power — 15.1%Capital Markets — 9.9%Industrial Products — 9.6%Pharmaceuticals & Biotechnology — 9.0%Finance — 7.4%Non - Ferrous Metals — 7.4%Ferrous Metals — 6.4%Auto Components — 6.3%Other — 12.4%Electrical Equipment16.5%Power15.1%Capital Markets9.9%Industrial Products9.6%Pharmaceuticals & Biotech…9.0%Finance7.4%Non - Ferrous Metals7.4%Ferrous Metals6.4%Auto Components6.3%Other12.4%
Electrical Equipment16.54%
Power15.12%
Capital Markets9.90%
Industrial Products9.63%
Pharmaceuticals & Biotechnology8.97%
Finance7.38%
Non - Ferrous Metals7.38%
Ferrous Metals6.44%
Auto Components6.28%
Diversified Metals4.40%

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 29 Aug 2026.