Ride the tide with our Momentum based factor fund tracking the Nifty200 Momentum 30 Index that invests in 30 stocks from the NIFTY 200 based on the highest Momentum score
Source/Disclaimer: niftyindices; Performance as of close of 31-Dec-06 to 31-Dec-21. 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 graph is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy.
Source/Disclaimer: MOAMC Research, Index values - www.niftyindices.com, MOAMC. Exchange rate- FBIL/RBI/Thomson Reuter. Performance data since 31-Dec-06 to 31-Dec-21. Performance for Aggressive FoF and Conservative FoF is simulated using ‘indicative FoF allocations’ mentioned above section. The ‘underlying benchmarks’ used to for hypothetical study with no adjustment for cost. For historical analysis Gold prices denominated in INR sourced from factset. All Performance data in INR. S&P 500 Index values adjusted for one day lag movement due to different time zone. Performance results have many inherent limitations and no representation is being made that any investor will, or is likely to achieve. The above graph is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy. Past performance may or may not be sustained in future
Factors might not perform in all market cycles making it important to understand their cyclical naturee
Different factors may face high drawdowns at different points in time
Some factors may experience higher churn compared to broad-based indices
Factors might not perform in all market cycles making it important to understand their cyclical naturee
Different factors may face
high drawdowns at different
points in time
Some factors may experience
higher churn compared to
broad-based indices
Investment ObjectiveThe investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty200 Momentum 30 TRI, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved
Minimum application amountLumpsum and SIP- Rs 500 & in multiples of Re. 1/- thereafter
Type of SchemeAn open ended scheme replicating/tracking Nifty200 Momentum 30 Index
Exit Load1% if redeemed on or before 15 days from allotment date, Nil if redeemed after 15 days from allotment date
Date of Allotment16-Feb-2022
Fund ManagerMr. Swapnil Mayekar & Mr. Abhiroop Mukherjee (debt component)
BemchmarkNifty200 Momentum 30
Indicative Total Expense ratioRegular- 0.97%, Direct- 0.30%
Motilal Oswal Nifty 200 Momentum 30 Index Fund (An open ended fund replicating / tracking the Nifty 200 Momentum 30 Total Return Index)
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.
Investment ObjectiveThe investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty200 Momentum 30 TRI, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved
Minimum application amountNSE/BSE – Investors can buy/sell units of the Scheme in round lot of 1 unit and in multiples thereafter Directly with Mutual Fund – Buy/sell units of the Scheme in unit size of 7,000 units and in multiples thereafter
Type of SchemeAn open ended scheme replicating/tracking Nifty200 Momentum 30 Index
Exit LoadNil
Date of Launch16-Feb-2022
Fund ManagerMr. Swapnil Mayekar & Mr. Abhiroop Mukherjee (debt component)
BemchmarkNifty200 Momentum 30
Indicative Total Expense ratioRegular- 0.33%
Motilal Oswal Nifty 200 Momentum 30 ETF (An open ended fund replicating / tracking the Nifty 200 Momentum 30 Index)
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.
