Motilal Oswal Nifty 200 Momentum 30 Index Fund-Regular Plan Motilal Oswal Nifty 200 Momentum 30 Index Fund-Regular Plan

Motilal Oswal Nifty 200 Momentum 30 Index Fund - Portfolio Analysis

  • ₹17.17 (-0.0026%)

    Current NAV 23-07-2024

  • 60.1%

    1Y Returns

  • Min. SIP ₹500

    Min. Investment ₹500

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 100.57%
  • Others -0.55%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 69.41
Mid Cap 31.16

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Automobile

Capital Goods

Healthcare

Financial

Construction

Services

Materials

Energy

Consumer Staples

Metals & Mining

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
23-Jul-2024
Holdings PE Ratio
23-Jul-2024
1Y Return
Hindustan Aeronautics Ltd. Large Cap Capital Goods (54.14) 6.95% 42.73 152.68%
Trent Ltd. Large Cap Services (101.33) 6.05% 125.87 207.08%
Bajaj Auto Ltd. Large Cap Automobile (36.02) 5.54% 32.43 91.26%
Coal India Ltd. Large Cap Materials (19.5) 5.29% 8.92 112.07%
Bharat Electronics Ltd. Large Cap Capital Goods (54.14) 5.19% 55.41 141.6%
REC Ltd. Large Cap Financial (20) 5.06% 11.15 270.1%
Tata Motors Ltd. Large Cap Automobile (95.46) 5.05% 40.82 136.49%
Power Finance Corporation Ltd. Large Cap Financial (20) 4.94% 8.76 188.8%
NTPC Ltd. Large Cap Energy (24.12) 4.57% 17.85 96.36%
TVS Motor Company Ltd. Large Cap Automobile (36.02) 4.3% 69.54 83.85%
Larsen & Toubro Ltd. Large Cap Construction (45.93) 4.14% 38.12 36.92%
Dr. Reddy's Laboratories Ltd. Large Cap Healthcare (43.42) 4.05% 20.54 29.9%
Hero Motocorp Ltd. Mid Cap Automobile (36.02) 4.03% 29.41 77.7%
Aurobindo Pharma Ltd. Mid Cap Healthcare (43.42) 3.75% 25.09 74.33%
Bharat Heavy Electricals Ltd. Mid Cap Capital Goods (111.29) 3.66% -445.94 225.51%
Lupin Ltd. Mid Cap Healthcare (132.95) 3.59% 167.31 197.56%
DLF Ltd. Large Cap Construction (109.76) 3.12% 73.21 61.1%
Polycab India Ltd. Large Cap Capital Goods (54.05) 3.04% 52.38 35.25%
Colgate-Palmolive (India) Ltd. Mid Cap Consumer Staples (71.28) 2.61% 0 73.42%
NMDC Ltd. Mid Cap Metals & Mining (10.05) 2.42% 10.88 109.86%
Bharat Forge Ltd. Mid Cap Automobile (26.29) 2.41% 0 0%
Punjab National Bank Large Cap Financial (12.37) 2.12% 14.23 87.97%
Alkem Laboratories Ltd. Mid Cap Healthcare (38.82) 1.86% 57.92 -8.63%
Zydus Lifesciences Ltd. Mid Cap Healthcare (43.42) 1.76% 29.52 87.69%
Oberoi Realty Ltd. Mid Cap Construction (109.76) 1.53% 28.05 59.64%
Ipca Laboratories Ltd. Mid Cap Healthcare (43.42) 1.15% 57.34 55.75%
L&T Finance Ltd. Mid Cap Financial (31.23) 0.82% 17.51 34.29%
Escorts Kubota Ltd. Mid Cap Automobile (50.5) 0.76% 43.47 76.1%
The Ramco Cements Ltd. Mid Cap Materials (55.31) 0.43% 52.04 -10.68%
Sun TV Network Ltd. Mid Cap Services (32.89) 0.38% 0 -100%

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Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others -0.55

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others -0.55% 0%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Motilal Oswal Nifty 200 Momentum 30 Index Fund?

The top holdings of this fund are Hindustan Aeronautics Ltd., Trent Ltd., Bajaj Auto Ltd., Coal India Ltd., Bharat Electronics Ltd.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Motilal Oswal Nifty 200 Momentum 30 Index Fund?

The major sectors of this fund are Automobile, Capital Goods, Healthcare, Financial, Construction.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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