Скачать или смотреть Motilal Oswal Nifty 500 Momentum 50 Index Fund NFO Details | Finance Fit

Motilal Oswal Nifty 500 Momentum 50 Index Fund NFO Details | Finance Fit

The new fund offer (NFO) for this scheme is open for subscription until September 18, with continuous sale and repurchase beginning on September 30. The fund aims to provide returns that match the total returns of the securities in the Nifty 500 Momentum 50 Total Return Index, after accounting for expenses and tracking error.

The fund will be managed by Swapnil Mayekar and Rakesh Shetty and benchmarked against the Nifty 500 Momentum 50 Total Return Index. It offers both direct and regular plans, but only with a growth option. If investors redeem their units within 15 days of allotment, an exit load of 1% will apply.

For lump sum investments, the minimum amount required is Rs 500, with additional investments allowed in multiples of Rs 1. For SIPs, the minimum investment for weekly, fortnightly, and monthly plans is also Rs 500, with subsequent investments in multiples of Rs 1. A minimum of 12 installments is required for SIPs.

The fund will invest 95-100% of its assets in the stocks that make up the Nifty 500 Momentum 50 Index, with up to 5% allocated to liquid schemes and money market instruments.

Momentum investing has been growing rapidly in India, and as of Q1 FY25, momentum funds have the largest share of factor funds, with an AUM of INR 10,353 crore. According to Prateek Agrawal, MD and CEO of Motilal Oswal Asset Management Company, this growth is driven by momentum's ability to adapt to market trends through sector rotation. The Nifty 500 Momentum 50 TRI has outperformed the Nifty 50 TRI in 12 of the last 19 years.

Pratik Oswal, Chief of Business - Passive Funds at Motilal Oswal Asset Management Company, noted that the Nifty 500 Momentum 50 TRI is an attractive option due to its low cost, rules-based approach, and transparency. It offers exposure to high-momentum stocks across large, mid, and small caps, and has the potential to outperform in upward-trending markets. Since April 2005, this index has grown 76 times, focusing on top-performing stocks across market segments.

The scheme follows a passive investment strategy, seeking to match the performance of the Nifty 500 Momentum 50 Total Return Index, with a small portion of the portfolio allocated to liquid assets as needed. It is suitable for investors aiming for long-term capital growth and returns that track the Nifty 500 Momentum 50 Total Return Index, while acknowledging potential tracking error.

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