Motilal Oswal Nifty 500 Momentum 50 Index Fund-Direct Plan-Growth
Motilal Oswal Mutual Fund Other Index Funds
Expense Ratio
0.41%
AUM
₹497.40 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-53.24%
Poor
6 Months
-6.44%
Poor
1 Year
-2.49%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 5 quarters
AUM Metrics
Key indicators
Current AUM
₹497.40 Cr
Recent Trend
Growing
Stability Score
54.4
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+4010.36%
3Y
3Y CAGR
N/A
5Y
5Y CAGR
N/A
Growth Assessment: Excellent Growth
• Strong investor confidence with high inflows
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: High - Higher risk with significant price movements
Volatility
20.20%
Annualized standard deviation
Sharpe Ratio
-1.146
Very Poor - Risk-adjusted return
Max Drawdown
-31.60%
High - Worst decline
Consistency
50.0%
Performance consistency
Volatility Breakdown
Daily Volatility
1.27%
Average daily price movement
Annualized Volatility
20.20%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance