Motilal Oswal Nifty 500 Momentum 50 Index Fund: Motilal Oswal Mutual Fund has launched its new scheme Motilal Oswal Nifty 500 Momentum 50 Index Fund. This New Fund Offer (NFO) will be open from 4 September to 18 September 2024. This is an open-ended equity fund, which will track the Nifty 500 Momentum 50 Total Return Index. You can invest a minimum of Rs 500 in this scheme and any amount thereafter in multiples of Rs 1.
PPF: Raise 1 crore fund from PPF, then the income on the same account will be more than 50 thousand monthly, this is the special rule
Index Return: 1 lakh became 76 lakh in 19 years
If an investor had invested Rs 1 lakh in Nifty 50 TRI on 1 April 2005, the value of his investment would have increased to Rs 15,35,531. That is, he got a CAGR return of 15.5 percent. The value of the investment increased more than 15 times.
On the other hand, if he had invested Rs 1 lakh in Nifty 500 Momentum TRI on 1 April 2005, the value of his investment would have increased to Rs 76,74,855. That is, he got a CAGR return of 25.7 percent. The value of the investment increased more than 76 times.
(Source/Disclaimer: NSE, MOAMC Research, data till July 31, 2024. Keep in mind that one should not invest only on the basis of this data. The previous performance may or may not remain in the future.)
SIP in Child Plan: Child plans with 14 to 16% annualized return, 2 crores earned by saving 5 thousand monthly, where will you get so much benefit
Investing in top 50 best performing stocks
Nifty 500 Momentum 50 Fund is a passively managed index fund that invests in the top 50 stocks selected based on their 6-month and 12-month performance. The stocks are selected from the Nifty 500 index. The fund aims to generate returns by investing in stocks that have shown strong performance trends over time.
Who should invest
This mutual fund scheme is a better choice for investors who are looking for a diversified equity portfolio with a focus on momentum-driven stocks. It can be an ideal choice for investors with moderate to high risk appetite and planning a long-term investment.
NFO: 8 new fund offers will open back to back, these 6 AMCs will launch new schemes, are you ready to earn
What are the risks in this?
Like any equity investment, this fund carries market risk as well as the risk of loss. Momentum investing can also increase portfolio turnover, which can increase transaction costs and impact returns. Historically, it has been observed that momentum strategies may work well in bullish and recovery phases of the market and underperform in bearish phases.
NCD: Adani Enterprises’ NCD gives 9.9% annual return, you can invest for up to 5 years, the scheme will open from September 4
Momentum: During a bull market cycle
Nifty 500 Momentum 50 TRI : 47 percent
Nifty 50 TRI: 27.7 percent
Momentum: During a bear market cycle
Nifty 500 Momentum 50 TRI: Minus 42.5 percent
Nifty 50 TRI: minus 38.8 percent
Momentum: In the recovery phase
Nifty 500 Momentum 50 TRI : 39 percent
Nifty 50 TRI: 34.2 percent
