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Motilal Oswal Nifty Bank Index Fund - Direct Plan

Motilal Oswal · Index Funds
High
₹20.08
Current NAV
27 Oct 2026
-6.8%
1Y Return
8.6%
3Y CAGR
7.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.26%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.16).
  • Well-diversified portfolio aligned with the Index Funds mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.66
Sharpe Ratio
1.16
Beta
6.16
Alpha
0.83
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Fund Details
Fund House Motilal Oswal
Category Index Funds
AUM ₹3210 Cr
Expense Ratio 0.26%
Min SIP ₹500
Min Lumpsum ₹1000
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