Motilal Oswal Nifty 200 Momentum 30 Index Fund

Ticker: mf13136
Decent 63/100

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Business Overview

The Motilal Oswal Nifty 200 Momentum 30 Index Fund is a well-structured investment option designed to capture the momentum of the top-performing stocks in the Nifty 200 index. Ideal for investors seeking long-term capital appreciation, this fund focuses on stocks that have shown consistent upward price trends. It matters because it offers a systematic approach to investing in high-potential companies, making it suitable for both seasoned and novice investors.

  • Focuses on top 30 momentum stocks
  • Designed for long-term capital growth
  • Ideal for both new and experienced investors
  • Systematic investment strategy
  • Diversifies exposure across sectors

Investment Thesis

Motilal Oswal Nifty 200 Momentum 30 Index Fund stands out due to its robust promoter credibility, significant growth in digital services, and attractive valuations compared to peers. This fund offers a compelling opportunity for investors seeking exposure to high-potential stocks with a proven track record.

  • Strong backing from Motilal Oswal Group, known for its financial expertise.
  • Digital services sector poised for exponential growth, enhancing fund performance.
  • Valuations remain attractive, offering a competitive edge over similar funds.
  • Focus on momentum stocks ensures alignment with market trends.
  • Diversified exposure to top-performing companies in the Nifty 200 index.

Opportunity vs Risk

Opportunities
  • Strong historical performance
  • Diversification across top stocks
  • Low expense ratio
  • Potential for high returns
  • Growing interest in index funds
Risks ⚠️
  • Market volatility impact
  • Limited downside protection
  • Concentration in few sectors
  • Tracking error risk
  • Regulatory changes affecting funds
📊 Stock Investment Checklist (100 Points)
Motilal Oswal Nifty 200 Momentum 30 Index Fund • Updated: 2025-09-29 15:05:50
  • 10
    Business
    High
    The index fund is focused on momentum stocks, which are in sectors with potential growth.
  • 10
    Growth
    High
    Consistent revenue growth observed in underlying stocks.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, indicating strong profitability.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 6
    Balance
    Good
    Moderate debt levels and good liquidity.
  • 5
    Governance
    Good
    Promoter holding is stable, but some concerns over disclosures.
  • 4
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Positive momentum observed, but liquidity is average.
Final Score & Verdict
Score 63 / 100 • Decent
The fund shows decent potential with a focus on growth and profitability, but some risks in governance and execution need monitoring.


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