How to check the XIRR of Motilal Oswal Nifty 500 Momentum 50 ETF?

You can track the exact XIRR and portfolio overlapping of Motilal Oswal Nifty 500 Momentum 50 ETF alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Motilal Oswal Nifty 500 Momentum 50 ETF?

Use the MutualSaathi Portfolio Analyzer to compare Motilal Oswal Nifty 500 Momentum 50 ETF with other funds, PMS, and AIFs to detect hidden stock overlaps.

Motilal Oswal NIFTY 500 Momentum 50 ETF

Motilal Oswal Mutual Fund

Expense Ratio: 0.41

Risk: Very High

Other Scheme - Other ETFs

Plan: Regular

Benchmark: Nifty 500 Momentum 50 TRI

Inception: 16-09-2024

Exit Load: Nil

Fund Size:₹273.05 Cr

Performance

Fund-3.27%

Cat. Avg.-0.91%

Fund-10.06%

Cat. Avg.0.60%

FundN/A

Cat. Avg.-22.41%

FundN/A

Cat. Avg.-19.85%

10Y

FundN/A

Cat. Avg.-20.41%

Fund-9.83%

Cat. Avg.-6.26%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Shriram Finance Limited	Equity	Listed	Large Cap	Finance	20.16	5.06%
2	Cummins India Limited	Equity	Listed	Large Cap	Industrial Products	20.07	5.04%
3	Multi Commodity Exchange of India Limited	Equity	Listed	Mid Cap	Capital Markets	19.69	4.94%
4	BSE Limited	Equity	Listed	Large Cap	Capital Markets	19.61	4.92%
5	Hindalco Industries Limited	Equity	Listed	Large Cap	Non - Ferrous Metals	19.31	4.85%
6	GE Vernova T&D India Limited	Equity	Listed	Mid Cap	Electrical Equipment	19.29	4.84%
7	Adani Power Limited	Equity	Listed	Large Cap	Power	19.16	4.81%
8	Laurus Labs Limited	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology	18.45	4.63%
9	The Federal Bank Limited	Equity	Listed	Mid Cap	Banks	14.40	3.61%
10	Bharat Heavy Electricals Limited	Equity	Listed	Large Cap	Electrical Equipment	13.43	3.37%

Similar Funds

SBI NIFTY 50 ETF

SBI Mutual Fund

Expense Ratio: 0.04

NAV / Fund Size

₹249.54₹2,18,354.97 Cr

Incep: 20-07-2015

Other ETFsVery High RiskOther

-8.57%

-2.63%

6.65%

5.95%

9.96%

Fund Details

SBI NIFTY 50 ETF

NAV / Fund Size₹249.54₹2,18,354.97 Cr

Other ETFsVery High RiskOther

-8.57%

-2.63%

6.65%

5.95%

9.96%

ICICI Prudential Smallcap Fund - Growth

ICICI Prudential Mutual Fund

Expense Ratio: 1.78

NAV / Fund Size

₹89.11₹8,443.27 Cr

Incep: 23-08-2007

Small Cap FundVery High RiskEquity

1.86%

-1.77%

9.15%

11.11%

12.26%

Fund Details

ICICI Prudential Smallcap Fund - Growth

NAV / Fund Size₹89.11₹8,443.27 Cr

Small Cap FundVery High RiskEquity

1.86%

-1.77%

9.15%

11.11%

12.26%

Motilal Oswal NIFTY Midcap 100 ETF

Motilal Oswal Mutual Fund

Expense Ratio: 0.22

NAV / Fund Size

₹63.85₹756.42 Cr

Incep: 12-01-2011

Other ETFsVery High RiskOther

0.32%

0.20%

13.93%

13.32%

14.27%

Fund Details

Motilal Oswal NIFTY Midcap 100 ETF

NAV / Fund Size₹63.85₹756.42 Cr

Other ETFsVery High RiskOther

0.32%

0.20%

13.93%

13.32%

14.27%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	59687	-0.5%	-1.1%
2Y	07 Nov, 24	1.20 L.	1.19 L.	-0.6%	-0.6%
SI	07 Oct, 24	1.25 L.	1.24 L.	-1.2%	-1.1%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	96731	-3.3%	-3.3%
2Y	16 Oct, 24	1 L.	80887	-19.1%	-10.1%
SI	30 Sep, 24	1 L.	80947	-19.1%	-9.8%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.