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Home >> Blog >> Motilal Oswal Nifty 500 Momentum 50 Index Fund NFO: NAV

Motilal Oswal Nifty 500 Momentum 50 Index Fund NFO: NAV

  


Motilal Oswal Nifty 500 Momentum 50 Index Fund: Complete Overview

Motilal Oswal Mutual Fund has launched the Motilal Oswal Nifty 500 Momentum 50 Index Fund under its AMC Motilal Oswal Asset Management Company Limited (MOAMC). It is an open-ended scheme that tracks or replicates the Nifty 500 Momentum 50 Total Return Index. The NFO date is from September 04 to September 18, 2024, with an NFO price of Rs.500 and in multiples of Rs.1 thereafter. This NFO Scheme will reopen for continuous sale and repurchase on 30 September 2024. Today at the Motilal Oswal NFO, we're dedicated to providing you with useful information on this new NFO, including financial characteristics and any prior performance.

 

 Motilal Oswal Nifty 500 Momentum 50 Index Fund NFO Details

This NFO Mutual Fund is suitable for investors who want to achieve long-term wealth gain and returns that, before costs, match the overall returns of the stocks as shown by the Nifty 500 Momentum 50 Total Return Index, with tracking error taken into account. The scheme is a very high-risk scheme. There is no assurance that the scheme's investment goal will be met. The scheme will invest 95-100% of its units in constituents of Nifty 500 Momentum 50 Index and 0-5% in units of liquid schemes & Money Market Instruments.

If you're an established participant or new to the world of New Fund Offer, you've come to the right place to learn about the latest trends, insights, and news of NFO Mutual Fund. 

Click Here To Stay Updated With The Latest NFOs.

Fund Overview

The Motilal Oswal Nifty 500 Momentum 50 Index Fund NFO minimum subscription amount is Rs.500 and in multiples of Rs.1 thereof.

Start Date

04 September 2024

End Date

18 September 2024

Allotment Date/Subscription Date/Re-open Date

Scheme reopens on 30 September 2024 for continuous sale and repurchase.

VRO Rating

-

Expense Ratio

Nil

Exit Load

- 1% if units are redeemed within 15 days, 

- Nil after 15 days.

AUM 

Rs.66,452.27 crore (as of 30 Jun 2024).

Lock-in

NA

Stamp Duty

0.005% (From July 1st 2020)

Benchmark(s)

Nifty 500 Momentum 50 Total Return Index.

Min. Investment

Rs.500 and in multiples of Rs.1.

Risk

Very High

Short-Term Capital Gains (STCG)

For less than 2 years, as per Tax Slab.

Long-Term Capital Gains (LTCG)

For more than 2 years, a 12.50% Tax is applicable.

 

How To Invest In The NFO After The Closure Date?

If you have missed participating in the NFO and now want to invest in the same Scheme on a continuous basis, then on 30 September 2024, when the Scheme will reopen; you will have the option to participate and invest directly in the Mutual Fund by spending at NAV based price by logging on to your Demat account and search for “Motilal Oswal Nifty 500 Momentum 50 Index Fund” or directly with the AMC or simply click the ‘Banner’ below.

 

Why Invest in Nifty 500 Momentum 50 Index Fund?

Good Historical Performance: In recent years, the index has often beaten the overall market.

Diversification: Access to a varied portfolio of top-performing stocks is offered by investing in the Nifty 500 Momentum 50 index.

Systematic Approach: The rules-based approach of the fund lowers the possibility of biased or emotionally driven decisions.

Possibility of Outperformance: In markets that are heading upward, the index's emphasis on momentum stocks may produce substantial profits.

 

The Objective of The Fund

The Scheme aims to achieve returns that, before costs, match the overall returns of the stocks as shown by the Nifty 500 Momentum 50 Total Return Index, with tracking error taken into account. Nevertheless, there can be no assurance or guarantee that the scheme's investment goals will be met.

Asset Allocation (% of Total Assets) of the Scheme's portfolio will be as follows:

Types of Instruments

Minimum Allocation (% of Total Assets)

Maximum Allocation (% of Total Assets)

Units in constituents of Nifty 500 Momentum 50 Index

95

100

Units of liquid schemes & Money Market Instruments.

0

5

 

Peers of Motilal Oswal Nifty 500 Momentum 50 Index Fund

Scheme

1Y Return

AUM (Rs.) / Fund Size (Rs.)

Parag Parikh Flexi Cap Fund Direct-Growth

38.13%

75956.22 Cr.

ICICI Prudential Retirement Fund - Pure Equity

49.47%

944.04 Cr.

 

Since this scheme is a new scheme, hence no comparable data on its past performance against its peers is available.

 

Risk Factors In Such Funds

  • In the same proportion that the securities have in the Index, the Scheme would invest in the securities that make up the Underlying Index. Therefore, the Scheme would be subject to the risk associated with the appropriate Underlying Index.

  • The NAV of the Scheme will respond to changes in the stock market. Variations in the Scheme's NAV may cause investments in it to lose value over a short or lengthy period.

  • The Scheme is not actively managed. Since the Scheme is linked to an index, it may be affected by a general decline in the Indian markets relating to its underlying index.

  • As an index scheme, the Scheme uses a passive investment strategy and will only make investments in securities that make up a single chosen index under the Scheme's investment goal.

 

Past Performance of Midcap Index Funds

Index Funds

NAV (Rs.)

Annualised Return

Return / Risk

Parag Parikh Flexi Cap Fund Direct-Growth

86.23

38.13%

Very High Risk

ICICI Prudential Retirement Fund - Pure Equity

33.87

49.47%

Very High Risk

 

Motilal Oswal Nifty 500 Momentum 50 Index Fund NFO-Who Can Invest?

This Fund is ideal for those who want to achieve long-term wealth gain and returns that, before costs, match the overall returns of the stocks as shown by the Nifty 500 Momentum 50 Total Return Index, with tracking error. 

Motilal Oswal Nifty 500 Momentum 50 Index Fund-Growth Fund Managers:

  • Mr. Swapnil Mayekar

  • Mr. Rakesh Shetty.

Conclusion

The Motilal Oswal Nifty 500 Momentum 50 Index Fund is appropriate for investors who are high risk-tolerant and aiming for capital maturity over a long horizon and returns before costs match the overall returns of the stocks as shown by the Nifty 500 Momentum 50 Total Return Index, with tracking error.



Frequently Asked Questions

+

Mr. Swapnil Mayekar and Mr. Rakesh Shetty.

+

Motilal Oswal.

+

NAV expands as Net Assets Value

+

Deo Securities Private Limited.

+

The minimum investment for the Scheme is Rs.500 and in multiple of Rs.1 thereafter.

 



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