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

Motilal Oswal · Index Funds

High

₹14.39

Current NAV

25 Jun 2026

31.6%

1Y Return

15.6%

3Y CAGR

21.6%

5Y CAGR

Watchlist

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.

Long-term wealth creation (5+ years horizon) like retirement or child education.
Investors seeking exposure to stable, blue-chip market leaders.

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

1.16

Sharpe Ratio

0.76

Beta

4.16

Alpha

1.35

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