Motilal Oswal Nifty Mid Small Financial Services Index Fund · Regular · Growth
NAV
₹13.6460
as of 30 Sept 2026
Expense Ratio
1.10%
AUM
₹96 Cr
Lumpsum returns (CAGR)
- 1Y
- +16.16%
- 3Y
- —
- 5Y
- —
- Since Inception
- +18.17%
SIP returns (XIRR)
- 1Y
- +4.58%
- 3Y
- —
- 5Y
- —
- Since Inception
- +14.30%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.97
Sharpe Ratio
—
Alpha
—
Beta
0.97
Sortino
20.21%
Std Dev
-15.09%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Banks34.18%
- Capital Markets28.70%
- Insurance13.08%
- Finance12.44%
- Financial Technology (Fintech)11.71%
Each sector links to the mutual funds most exposed to it.
Related reading
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Fund Details
Available transactions
What this fund does
Motilal Oswal Nifty Mid Small Financial Services Index Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
Motilal Oswal Nifty Mid Small Financial Services Index Fund · Regular · Growth is a Index Fund mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹96.1 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY MIDSMALL FINANCIAL SERVICES TOTAL RETURN INDEX. The current expense ratio is 1.10%.
Who Should Invest?
- •Cost-conscious investors who prefer passive investing with low expense ratios