What is Momentum?
Imagine an investing strategy that aims to benefit from the potential momentum of well performing stocks.
The Momentum factor aims to deliver a portfolio of top performing stocks based on price performance.
Motilal Oswal presents an opportunity to experience the benefits of Momentum investing with the Motilal Oswal Nifty 500 Momentum 50 Index Fund.
Benefits of Momentum
Better Long Term Performance
Multi Cap Exposure
Returns over Nifty 50 Index
Source/Disclaimer: NSE, MOAMC Research; Data as of 31-Jul-2024. The information / data herein alone is not sufficient and should not be used for implementation of an investment strategy. The table/charts mentioned above are used to explain the concept and is for illustration purpose only It should not be construed as an investment advice to any party. Past performance may or may not be sustained in future and is not a guarantee of any future returns.
Index SIP Returns
| Nifty 500 Momentum 50 TRI | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|
| Returns | 82.0% | 45.6% | 41.1% | 27.4% |
| Amount Invested | 1,20,000 | 3,60,000 | 6,00,000 | 12,00,000 |
| Market Value | 1,68,187 | 6,76,678 | 16,24,340 | 51,48,319 |
Data as of close of Jul 31, 2024 For SIP returns, monthly investment of INR 10,000/- invested on the first business day of every month has been considered. Performance is calculated using Total Return Index, with zero cost/expenses.
Source/Disclaimer: niftyindices: Performance as of close of 01-Aug-14 to 31-Jul-24. Performance results have many inherent limitations and no representation is being made that any investor will, or is likely to achieve. Past performance may or may not be sustained in future. The above table is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy. The SIP amount, tenure of SIP, expected rate of return are assumed figures for the purpose of explaining the concept of advantages of SIP investments.. The actual result may vary from depicted results depending on scheme selected. It should not be construed to be indicative of scheme performance in any manner. The above are not scheme SIP returns, but simulation of index SIP returns. Past performance may or may not be sustained in future and is not a guarantee of any future return.
Fund Name
Plans
Options (Under each plan)
Benchmark
Minimum Application Amount
Minimum Redemption Amount
Investment Objective
The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty 500 Momentum 50 Total Return Index, subject to tracking error.
However, there can be no assurance or guarantee that the investment objectives of the scheme will be achieved.
Type
Entry load
Exit load
1%- If redeemed on or before 15 days from the date of allotment.
Nil- If redeemed after 15 days from the date of allotment.
Fund Managers
FAQs
What is the Nifty 500 Momentum 50 Fund?
The Nifty 500 Momentum 50 Fund is a passively managed Index Fund that invests in the top 50 stocks selected based on their 6 months and 12 months performance. Stocks are selected from the universe of Nifty 500 index. This fund aims to generate returns by investing in stocks that have shown strong performance trends over time.
Who should invest in the Nifty 500 Momentum 50 Fund?
This fund is suitable for investors who are looking for a diversified equity portfolio with a focus on momentum-driven stocks. It is ideal for those with a medium to high-risk appetite and a long-term investment horizon.
What are the risks associated with the Nifty 500 Momentum 50 Fund?
Like any equity investment, this fund carries market risks, including the risk of loss. Momentum investing may also lead to higher portfolio turnover, which could increase transaction costs and affect returns. Historically it has been observed that momentum strategy may work well in bull and recovery phase of the market and may underperform in the bear phase.
Want To Know More
Riding market trends with Momentum Investing
Momentum investing is a strategy that invests in securities that have momentum (usually upward trending prices) and looks to sell them once they lose momentum. It works under the hypothesis that mark
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