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Motilal Oswal Nifty MidSmall Financial Services Index Fund-Regular Plan-Growth

Motilal Oswal · Index Funds
High
₹12.91
Current NAV
27 Oct 2026
0.3%
1Y Return
15.6%
3Y CAGR
21.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.16).
  • Very large asset base (AUM: ₹18,710 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
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
1.16
Sharpe Ratio
0.76
Beta
4.16
Alpha
1.35
Sortino
Fund Details
Fund House Motilal Oswal
Category Index Funds
AUM ₹18710 Cr
Expense Ratio 1.56%
Min SIP ₹500
Min Lumpsum ₹1000
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