Index Fund: Factor: momentum
Passively replicates a stated equity index; differences between schemes tracking the same index come mainly from costs and tracking. Shown here: the 17 schemes MFIC groups under “Factor: momentum” (a grouping from scheme names, not an AMFI category). This page lists every Index Fund scheme in this group (Direct plan, growth option) with its returns, rolling-return consistency and risk, calculated from AMFI NAVs as of 2 Oct 2026.
| Scheme | NAV (₹) | AUM (₹ cr) | TER | 1Y | 3Y CAGR | 5Y CAGR | 3Y rolling median | 3Y rolling worst | 3Y beat-rate | Std dev | Max DD 5Y | History |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Aditya Birla Sun Life Mutual Fund | 10.50 | 98 | n/a | 3.9% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.1 y |
| Axis Nifty500 Momentum 50 Index Fund Axis Mutual Fund | 10.85 | 176 | 0.58% | 2.8% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.6 y |
| Bandhan Nifty 500 Momentum 50 Index Fund Bandhan Mutual Fund | 8.78 | 37 | n/a | 2.5% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.9 y |
| BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND Bandhan Mutual Fund | 14.93 | n/a | n/a | -3.2% | 7.9% | n/a | 15.8% | 7.9% | n/a | 20.0% | n/a | 4.1 y |
| Baroda BNP Paribas Nifty200 Momentum 30 Index Fund Baroda BNP Paribas Mutual Fund | 7.72 | 21 | 1.02% | -3.5% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 2.0 y |
| Edelweiss Nifty Midcap150 Momentum 50 Index Fund Edelweiss Mutual Fund | 17.81 | 1,728 | n/a | 1.5% | 12.6% | n/a | 22.1% | 12.6% | n/a | 20.3% | n/a | 3.8 y |
| HDFC NIFTY200 Momentum 30 Index Fund HDFC Mutual Fund | 9.79 | 568 | n/a | -3.2% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 2.6 y |
| ICICI Prudential Nifty 200 Momentum 30 Index Fund ICICI Prudential Mutual Fund | 15.91 | 518 | n/a | -3.1% | 8.0% | n/a | 16.0% | 8.0% | n/a | 20.0% | n/a | 4.1 y |
| Kotak Nifty 200 Momentum 30 Index Fund Kotak Mahindra Mutual Fund | 13.97 | 587 | n/a | -3.0% | 8.3% | n/a | 12.6% | 8.3% | n/a | 19.9% | n/a | 3.3 y |
| Kotak Nifty Midcap 150 Momentum 50 Index Fund Kotak Mahindra Mutual Fund | 9.12 | 464 | n/a | 1.5% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 2.0 y |
| Kotak Nifty500 Momentum 50 Index Fund Kotak Mahindra Mutual Fund | 9.93 | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.8 y |
| Motilal Oswal Nifty 200 Momentum 30 Index Fund Motilal Oswal Mutual Fund | 14.58 | 882 | 0.76% | -3.3% | 8.2% | n/a | 16.5% | 8.2% | n/a | 20.0% | n/a | 4.6 y |
| Motilal Oswal Nifty 500 Momentum 50 Index Fund Motilal Oswal Mutual Fund | 8.14 | 785 | 0.79% | 2.3% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 2.0 y |
| Nippon India Nifty 500 Momentum 50 Index Fund Nippon India Mutual Fund | 8.23 | 1,277 | n/a | 3.3% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 2.0 y |
| SBI Nifty200 Momentum 30 Index Fund SBI Mutual Fund | 9.28 | 114 | n/a | -3.2% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.2 y |
| Tata Nifty Midcap 150 Momentum 50 Index Fund Tata Mutual Fund | 17.72 | 1,206 | n/a | 1.2% | 12.0% | n/a | 21.7% | 12.0% | n/a | 20.3% | n/a | 3.9 y |
| UTI Nifty 200 Momentum 30 Index Fund UTI Mutual Fund | 20.28 | n/a | 0.82% | -2.9% | 8.5% | 8.8% | 18.1% | 8.5% | n/a | 20.0% | −31.5% | 5.6 y |
Returns are from NAVs (after expenses, before tax); 3Y and 5Y are annualised. Rolling figures use every business-day start date in the scheme's history; beat-rate is the share of 3-year windows ahead of a benchmark — not available for this category in MFIC's free data. Std dev is annualised over 36 months. AUM is the whole scheme (all plans) and TER is for the plan shown, both as disclosed to AMFI. "n/a" means the scheme's history is too short or the data is still loading. Listed alphabetically; no order of preference is implied. Full definitions: MFIC methodology.
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