{"id":253018,"date":"2026-09-17T13:55:37","date_gmt":"2026-09-17T08:25:37","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/motilal-oswal-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/"},"modified":"2026-09-17T13:55:37","modified_gmt":"2026-09-17T08:25:37","slug":"motilal-oswal-nifty-200-momentum-30-index-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/motilal-oswal-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/","title":{"rendered":"Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-nifty-200-momentum-30-index-fund-g-direct-plan\">Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Plan<\/a> has a NAV of \u20b914.8229 as of 16 Sep 2026 and an AUM of \u20b9957 Cr. Its 1-year, 3-year and 5-year returns are -4.28%, 9.08% and 0%. The fund is in the High Risk category, so our view is that it suits investors who can tolerate sharp swings and want a momentum-style index strategy rather than a steady, low-volatility path.<\/p>\n<p>The scheme has not matched its benchmark over the 1-year period, but the 3-year record is better and points to a clearer medium-term recovery pattern. With a concentrated basket of 30 holdings and a low expense ratio, it may appeal more to investors who are comfortable with cyclical equity exposure and can stay invested through uneven short-term phases.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Motilal_Oswal_Nifty_200_Momentum_30_Index\" title=\"Should you BUY or HOLD Motilal Oswal Nifty 200 Momentum 30 Index?\">Should you BUY or HOLD Motilal Oswal Nifty 200 Momentum 30 Index?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Motilal_Oswal_Nifty_200_Momentum_30_Index_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Plan?\">What is the current NAV of Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#What_are_the_funds_1-year_3-year_and_5-year_returns\" title=\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\">What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#How_has_the_fund_performed_against_its_benchmark\" title=\"How has the fund performed against its benchmark?\">How has the fund performed against its benchmark?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#How_does_it_compare_with_the_peer_funds_listed_here\" title=\"How does it compare with the peer funds listed here?\">How does it compare with the peer funds listed here?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#What_is_the_exit_load_on_this_fund\" title=\"What is the exit load on this fund?\">What is the exit load on this fund?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#Who_manages_the_fund\" title=\"Who manages the fund?\">Who manages the fund?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/motilal-oswal-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b914.8229 as of 16 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b9957 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.32%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>10 Feb 2022<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9500<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Index Funds<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>1% on or before 15D, Nil after 15D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Swapnil P Mayekar, Dishant Mehta, Rakesh Shetty<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Swapnil P Mayekar, Dishant Mehta and Rakesh Shetty.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-4.68%<\/td>\n<td>-4.41%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>-4.61%<\/td>\n<td>-3.6%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>-4.28%<\/td>\n<td>-7.76%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>9.08%<\/td>\n<td>5.74%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Recent performance has been soft, with both the 1-month and 3-month figures still negative. That tells us the fund has remained sensitive to market swings in the near term, which is consistent with a momentum-oriented portfolio. The 1-year result is also negative, but it is less weak than the benchmark, so the fund has held up better than the broad index over that window.<\/p>\n<p>The longer view is more constructive. The 3-year return is positive and ahead of the benchmark, which suggests the strategy has recovered better over a fuller cycle than it did in the most recent year. That gap between the 1-year and 3-year readings matters: the fund has not offered a smooth ride, but it has shown that it can rebound when momentum turns in its favour.<\/p>\n<p>On the return path, our read is that this is not a steady compounding fund. The shorter-period pattern points to volatility, while the 3-year figure shows that the strategy has still produced meaningful medium-term gains. Because the benchmark also stayed negative over the short term, the comparison is less about avoiding drawdowns and more about whether the fund can recover faster once conditions improve.<\/p>\n<p>Overall, the recent pattern is weaker than the 3-year trend, so investors should expect periods when the fund looks out of step with the broader market. The key question is whether they are comfortable holding through those swings for the possibility of stronger recovery over time.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Motilal_Oswal_Nifty_200_Momentum_30_Index\"><\/span>Should you BUY or HOLD Motilal Oswal Nifty 200 Momentum 30 Index?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Motilal Oswal Nifty 200 Momentum 30 Index? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-nifty-200-momentum-30-index-fund-g-direct-plan\">Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Plan<\/a><\/td>\n<td>-4.28%<\/td>\n<td>9.08%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-nasdaq-100-index-fund-g-direct-plan\">ICICI Pru NASDAQ 100 Index Fund Direct Growth Plan<\/a><\/td>\n<td>29.31%<\/td>\n<td>30.01%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/tata-nifty-capital-markets-index-fund-g-direct-plan\">Tata Nifty Capital Markets Index Fund Direct Growth Plan<\/a><\/td>\n<td>21.45%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-nifty-capital-market-index-fund-g-direct-plan\">Motilal Oswal Nifty Capital Market Index Fund Direct Growth Plan<\/a><\/td>\n<td>21.13%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-nifty-midsmall-financial-services-index-fund-g-direct-plan\">Motilal Oswal Nifty MidSmall Financial Services Index Fund Direct Growth Plan<\/a><\/td>\n<td>20.68%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-nifty-pharma-index-fund-g-direct-plan\">ICICI Pru Nifty Pharma Index Fund Direct Growth Plan<\/a><\/td>\n<td>17.57%<\/td>\n<td>18.84%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>In the 1-year view, the fund trails several peer funds that posted strong positive returns, even though it did better than its benchmark over the same period. That makes the near-term picture look relatively subdued.<\/p>\n<p>The 3-year picture is more balanced. The fund\u2019s 3-year return is ahead of the available 3-year benchmarked peer figure in this set, but it remains far below the strongest longer-term return shown by the NASDAQ-linked peer. So the short-term and medium-term comparisons point in different directions: the fund has looked weak recently, yet more resilient over three years than the benchmark and some peers with published 3-year figures.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Laurus Labs Limited<\/td>\n<td>Healthcare<\/td>\n<td>5.94%<\/td>\n<\/tr>\n<tr>\n<td>Multi Commodity Exchange of India Limited<\/td>\n<td>Finance<\/td>\n<td>5.85%<\/td>\n<\/tr>\n<tr>\n<td>Shriram Finance Limited<\/td>\n<td>Finance<\/td>\n<td>5.32%<\/td>\n<\/tr>\n<tr>\n<td>Hindalco Industries Limited<\/td>\n<td>Non &#8211; Ferrous Metals<\/td>\n<td>5.08%<\/td>\n<\/tr>\n<tr>\n<td>Tata Steel Limited<\/td>\n<td>Iron &amp; Steel<\/td>\n<td>4.74%<\/td>\n<\/tr>\n<tr>\n<td>Cummins India Limited<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>4.49%<\/td>\n<\/tr>\n<tr>\n<td>NTPC Limited<\/td>\n<td>Power<\/td>\n<td>4.48%<\/td>\n<\/tr>\n<tr>\n<td>Ge Vernova T&amp;D India Limited<\/td>\n<td>Capital Goods<\/td>\n<td>4.3%<\/td>\n<\/tr>\n<tr>\n<td>Vedanta Limited<\/td>\n<td>Non &#8211; Ferrous Metals<\/td>\n<td>4.29%<\/td>\n<\/tr>\n<tr>\n<td>Adani Power Limited<\/td>\n<td>Power<\/td>\n<td>4.21%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The largest holding, Laurus Labs Limited, carries a 5.94% weight, so no single position dominates the fund outright. The drop from the first holding to the tenth is modest rather than steep, which suggests the portfolio is built as a spread of similar-sized positions instead of a highly top-heavy structure.<\/p>\n<p>The top 10 holdings together account for approximately 48.7% of the portfolio, and the disclosed holding list covers 30 positions in total. That combination suggests a meaningful tail beyond the largest names, even though the top holdings still matter a lot to day-to-day movement. In our view, the fund may therefore be influenced by a relatively small cluster of positions, but it is not concentrated in just one or two stocks.<\/p>\n<p>Because the weights stay fairly close together across the top of the list, performance may depend on how several positions behave together rather than on one dominant stock. That can be helpful when the momentum theme is working, but it also means the portfolio could shift noticeably if the leading names move in different directions.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-nifty-200-momentum-30-index-fund-g-direct-plan\">Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Plan<\/a> page<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund is better suited to investors with a high tolerance for volatility and a medium-to-long investment horizon. The High Risk tag fits the return pattern: short-term numbers are weak, while the 3-year result is stronger and shows the strategy can recover when market leadership changes.<\/p>\n<p>The main trade-off is that you may have to live through extended periods of underperformance versus the benchmark and still wait for the momentum cycle to improve. Investors who want smoother equity returns or a defensive profile may find the ride uncomfortable, while those who can stay patient through sharp swings may find the strategy more usable as part of a broader equity allocation.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load applies as 1% on or before 15D, and there is nil exit load after 15D.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Motilal_Oswal_Nifty_200_Momentum_30_Index_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b914.8229 as of 16 Sep 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_funds_1-year_3-year_and_5-year_returns\"><\/span>What are the fund\u2019s 1-year, 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The 1-year return is -4.28%, the 3-year return is 9.08%, and the 5-year return is Data not available.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_the_fund_performed_against_its_benchmark\"><\/span>How has the fund performed against its benchmark?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Over 1 year, the fund has done better than the benchmark, but over 3 years it has also stayed ahead of the benchmark. The short-term path has still been volatile, with negative 1-month and 3-month figures.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_the_peer_funds_listed_here\"><\/span>How does it compare with the peer funds listed here?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Its 1-year return is lower than several peer funds shown here, while its 3-year return is stronger than the available 3-year figure for one peer but far below the strongest longer-term peer performance in the set. The short-term and medium-term comparisons point in different directions.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_exit_load_on_this_fund\"><\/span>What is the exit load on this fund?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The exit load is 1% on or before 15D, and nil after 15D.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_manages_the_fund\"><\/span>Who manages the fund?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is managed by Swapnil P Mayekar, Dishant Mehta and Rakesh Shetty.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund\u2019s recent return pattern is weaker than its 3-year record, so the short-term story and medium-term story are not the same. It has also lagged some peer funds on 1-year returns, while the 3-year result is more constructive and better than the benchmark. With a High Risk profile and a 30-holding momentum-oriented portfolio, it is best viewed as an equity strategy for investors who can accept uneven stretches in exchange for the chance of stronger recovery when market trends improve.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 17 September 2026 at 1:52 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Plan\",\"identifier\":\"motilal-oswal-nifty-200-momentum-30-index-fund-g-direct-plan\",\"category\":\"Index Funds\",\"dateCreated\":\"10 Feb 2022\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":14.8229,\"valueReference\":\"as of 16 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"957 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.32\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":-4.28},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":9.08},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Swapnil P Mayekar, Dishant Mehta, Rakesh Shetty\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b914.8229 as of 16 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The 1-year return is -4.28%, the 3-year return is 9.08%, and the 5-year return is Data not available.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund performed against its benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Over 1 year, the fund has done better than the benchmark, but over 3 years it has also stayed ahead of the benchmark. 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The short-term and medium-term comparisons point in different directions.\"}},{\"@type\":\"Question\",\"name\":\"What is the exit load on this fund?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The exit load is 1% on or before 15D, and nil after 15D.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Swapnil P Mayekar, Dishant Mehta and Rakesh Shetty.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Plan has a NAV of \u20b914.8229 as of 16 Sep 2026, AUM of \u20b9957 Cr, and 1Y\/3Y returns of -4.28%\/9.08%.<\/p>\n","protected":false},"author":38,"featured_media":253016,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-253018","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["253016"],"rank_math_title":["Motilal Oswal Nifty 200 Momentum 30 Index Fund Review"],"rank_math_description":["Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Plan has a NAV of \u20b914.8229 and 1Y return of -4.28%. 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