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 (₹) | 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 | 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 | 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 | 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 | -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 | -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 | 1.5% | 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 | -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 | -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 | -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 | 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 | 0.8 y |
| Motilal Oswal Nifty 200 Momentum 30 Index Fund Motilal Oswal Mutual Fund | 14.58 | -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 | 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 | 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 | -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 | 1.2% | 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 | -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. "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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