Motilal Oswal Nifty 500 Momentum 50 ETF vs Nippon India Nifty 500 Momentum 50 Index Fund
Motilal Oswal Nifty 500 Momentum 50 ETF and Nippon India Nifty 500 Momentum 50 Index Fund are both Nifty 500 Momentum 50 Index Funds & ETFs. As of 6 Nov 2026 (Direct plan, Growth option): 3-year CAGR — vs —, 5-year CAGR — vs —, volatility 21.37% vs 21.21%, maximum drawdown −31.81% vs −31.67%. Their portfolios overlap by 99.8% (50 stocks held by both).
Showing the Direct plan, Growth option. Portfolio, sector and market-cap figures are the same for every plan and option of a fund.
Key facts
| Motilal Oswal Nifty 500 Momentum 50 ETF | Nippon India Nifty 500 Momentum 50 Index | |
|---|---|---|
| Fund house | Motilal Oswal Mutual Fund | Nippon India Mutual Fund |
| Compared as | Nifty 500 Momentum 50 Index Funds & ETFs | Nifty 500 Momentum 50 Index Funds & ETFs |
| NAV | ₹52.4900 | ₹8.3083 |
| NAV date | 6 Nov 2026 | 6 Nov 2026 |
| Launched (first NAV) | 30 Sep 2024 | 1 Oct 2024 |
| Track record | 2.1 yrs | 2.1 yrs |
| Fund size (AUM) | ₹400 Cr | ₹1,277 Cr |
| Securities held | 50 | 50 |
| Portfolio as of | 30 Sep 2026 | 30 Sep 2026 |
| Fund page | Full record → | Full record → |
Returns
| Motilal Oswal Nifty 500 Momentum 50 ETF | Nippon India Nifty 500 Momentum 50 Index | |
|---|---|---|
| 1 month | −1.04% | −1.04% |
| 3 months | −2.63% | −2.59% |
| 6 months | −1.39% | −0.81% |
| 1 year | −1.07% | −0.20% |
| 3 years (CAGR) | — | — |
| 5 years (CAGR) | — | — |
| 7 years (CAGR) | — | — |
| 10 years (CAGR) | — | — |
| Since launch (CAGR) | −8.93% | −8.62% |
| SIP return (XIRR, 5 years) ⓘ | — | — |
Up to one year: absolute return. Beyond one year: CAGR. Computed from each fund's own NAV history (AMFI), measured to the latest NAV.
Calendar-year returns
| Motilal Oswal Nifty 500 Momentum 50 ETF | Nippon India Nifty 500 Momentum 50 Index | |
|---|---|---|
| 2026 (year to date) | +0.71% | +1.33% |
| 2025 | −8.64% | −8.28% |
Risk
| Motilal Oswal Nifty 500 Momentum 50 ETF | Nippon India Nifty 500 Momentum 50 Index | |
|---|---|---|
| Volatility (annualised) ⓘ | 21.37% | 21.21% |
| Downside volatility ⓘ | 17.70% | 17.10% |
| Sharpe ratio ⓘ | -0.72 | -0.71 |
| Sortino ratio ⓘ | -0.87 | -0.88 |
| Maximum drawdown ⓘ | −31.81% | −31.67% |
| Recovery from that fall | — | — |
| Current fall from peak | −18.46% | −17.58% |
| Rolling 1-year return: worst | −21.37% | −20.63% |
| Rolling 1-year return: median | −0.34% | +0.41% |
| Rolling 1-year return: best | +15.02% | +15.36% |
| Share of 1-year periods with a loss | 52.57% | 47.41% |
Against each fund's benchmark
| Motilal Oswal Nifty 500 Momentum 50 ETF | Nippon India Nifty 500 Momentum 50 Index | |
|---|---|---|
| Beta ⓘ | 1.21 | 1.23 |
| Alpha (Jensen's, annualised) ⓘ | −1.98% | −1.84% |
| R² ⓘ | 72.97 | 71.87 |
| Upside capture | 128.89% | 130.43% |
| Downside capture | 142.95% | 147.47% |
| Tracking error | 11.72% | 11.91% |
| Information ratio | -0.43 | -0.38 |
| Treynor ratio | -13.81 | -10.71 |
Portfolio
Asset mix
| Motilal Oswal Nifty 500 Momentum 50 ETF | Nippon India Nifty 500 Momentum 50 Index | |
|---|---|---|
| Equity | 99.93% | 99.79% |
| Cash & equivalents | 0.07% | 0.21% |
Market-cap split (share of fund assets)
| Motilal Oswal Nifty 500 Momentum 50 ETF | Nippon India Nifty 500 Momentum 50 Index | |
|---|---|---|
| Large Cap | 42.89% | 42.84% |
| Mid Cap | 35.70% | 35.63% |
| Small Cap | 21.34% | 21.32% |
| Unclassified | 0.00% | 0.00% |
Concentration
| Motilal Oswal Nifty 500 Momentum 50 ETF | Nippon India Nifty 500 Momentum 50 Index | |
|---|---|---|
| Top 10 holdings | 45.77% | 45.69% |
| Effective number of stocks ⓘ | 31.6 | 31.7 |
| Securities held | 50 | 50 |
Portfolio overlap: 99.8%
50 companies are held by both funds; by weight, 99.8% of the two portfolios is the same. That is a high overlap: holding both adds little diversification beyond holding one.
| Held by both | Motilal Oswal Nifty 500 Momentum 50 ETF | Nippon India Nifty 500 Momentum 50 Index |
|---|---|---|
| Laurus Labs Limited | 6.17% | 6.16% |
| Multi Commodity Exchange of India Limited | 5.86% | 5.85% |
| Hindalco Industries Limited | 4.87% | 4.86% |
| Shriram Finance Limited | 4.87% | 4.86% |
| Adani Power Limited | 4.48% | 4.47% |
| Cummins India Limited | 4.32% | 4.32% |
| GE Vernova T&D India Limited | 4.20% | 4.19% |
| BSE Limited | 4.02% | 4.01% |
| The Federal Bank Limited | 3.55% | 3.54% |
| Bharat Heavy Electricals Limited | 3.43% | 3.43% |
| Bharat Forge Limited | 3.01% | 3.01% |
| CG Power and Industrial Solutions Limited | 2.86% | 2.86% |
| Hitachi Energy India Limited | 2.73% | 2.73% |
| Torrent Pharmaceuticals Limited | 2.69% | 2.68% |
| Adani Energy Solutions Limited | 2.63% | 2.63% |
Top 10 holdings
Motilal Oswal Nifty 500 Momentum 50 ETF
- Laurus Labs Limited6.17%
- Multi Commodity Exchange of India Limited5.86%
- Hindalco Industries Limited4.87%
- Shriram Finance Limited4.87%
- Adani Power Limited4.48%
- Cummins India Limited4.32%
- GE Vernova T&D India Limited4.20%
- BSE Limited4.02%
- The Federal Bank Limited3.55%
- Bharat Heavy Electricals Limited3.43%
Nippon India Nifty 500 Momentum 50 Index
- Laurus Labs Limited6.16%
- Multi Commodity Exchange of India Limited5.85%
- Hindalco Industries Limited4.86%
- Shriram Finance Limited4.86%
- Adani Power Limited4.47%
- Cummins India Limited4.32%
- GE Vernova T&D India Limited4.19%
- BSE Limited4.01%
- The Federal Bank Limited3.54%
- Bharat Heavy Electricals Limited3.43%
Sector exposure
| Motilal Oswal Nifty 500 Momentum 50 ETF | Nippon India Nifty 500 Momentum 50 Index | |
|---|---|---|
| Electrical Equipment | 17.78% | 17.77% |
| Pharmaceuticals & Biotechnology | 13.72% | 13.67% |
| Industrial Products | 12.60% | 12.60% |
| Capital Markets | 11.44% | 11.42% |
| Non - Ferrous Metals | 8.30% | 8.28% |
| Power | 7.59% | 7.58% |
| Finance | 6.14% | 6.13% |
| Banks | 6.14% | 6.12% |
| Auto Components | 4.24% | 4.24% |
| Telecom - Services | 4.23% | 4.24% |
| Automobiles | 2.10% | 2.09% |
| Ferrous Metals | 1.58% | 1.58% |
| Chemicals & Petrochemicals | 1.57% | 1.57% |
| Industrial Manufacturing | 0.80% | 0.80% |
Questions people ask
What is the difference between Motilal Oswal Nifty 500 Momentum 50 ETF and Nippon India Nifty 500 Momentum 50 Index returns?
As of 6 Nov 2026, Direct plan Growth option: 1-year return −1.07% vs −0.20%; 3-year CAGR — vs —; 5-year CAGR — vs —; 10-year CAGR — vs —. Past returns do not indicate future returns.
How do Motilal Oswal Nifty 500 Momentum 50 ETF and Nippon India Nifty 500 Momentum 50 Index compare on risk?
Volatility (36 monthly returns, annualised) 21.37% vs 21.21%; Sharpe ratio -0.72 vs -0.71; Sortino ratio -0.87 vs -0.88; maximum drawdown −31.81% vs −31.67%; beta 1.21 vs 1.23.
How much do Motilal Oswal Nifty 500 Momentum 50 ETF and Nippon India Nifty 500 Momentum 50 Index overlap?
By weight, 99.8% of the two portfolios is invested in the same companies; 50 stocks are held by both, the largest shared positions being Laurus Labs Limited, Multi Commodity Exchange of India Limited, Hindalco Industries Limited. Based on the portfolios disclosed for Sep 2026 and Sep 2026.
What is the large, mid and small cap split of Motilal Oswal Nifty 500 Momentum 50 ETF and Nippon India Nifty 500 Momentum 50 Index?
Motilal Oswal Nifty 500 Momentum 50 ETF: large cap 42.9%, mid cap 35.7%, small cap 21.3%. Nippon India Nifty 500 Momentum 50 Index: large cap 42.8%, mid cap 35.6%, small cap 21.3% (share of the fund's assets, from its latest disclosed portfolio).
Is this a recommendation to choose one of these funds?
No. This page places the published figures of both funds side by side. It does not rank, rate or recommend either fund; which one suits an investor depends on their goals, horizon and risk tolerance.
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Sources: NAV from AMFI; returns, risk and ratios computed by MF Analyser from each fund's NAV history (risk on 36 monthly returns, risk-free rate 6.5%); benchmark ratios against each fund's benchmark total-return index; portfolios from each fund house's monthly disclosure. Returns and ratios as of 6 Nov 2026. IDCW options show no return or risk figures because payouts reduce the NAV and AMFI's file carries no payout history to add back. This page compares published figures only — it does not rank, rate or recommend either fund. Past performance does not indicate future returns; mutual fund investments are subject to market risks.