Index Fund
Motilal Oswal Nifty Mid Small Financial Services Index Fund · Direct · Growth
NAV
₹14.6010
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Viewing Direct · Growth
Lumpsum returns (CAGR)
- 1Y
- +20.45%
- 3Y
- —
- 5Y
- —
- Since Inception
- +27.18%
SIP returns (XIRR)
- 1Y
- +27.27%
- 3Y
- —
- 5Y
- —
- Since Inception
- +30.12%
Performance Comparison
Sectoral allocation
as of 31 Mar 2026- Banks34.00%
- Capital Markets30.00%
- Insurance13.00%
- Finance13.00%
- Financial Technology (Fintech)10.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Fund HouseMotilal Oswal Mutual Fund
CategoryIndex Fund
Launch Date19 Nov 2024
AMFI Code153027
Transaction facts
Min. Lumpsum₹500
Min. SIP₹100
Exit Load1%- If redeemed on or before 15 days from the date of allotment. Nil- If redeemed after 15 days from the date of allotment
Available transactions
PurchaseSIPRedeemSWPSwitchSTPDemat
Investment Objective
Motilal Oswal Nifty Mid Small Financial Services Index Fund · Direct · 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 · Direct · Growth is a Index Fund mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 1 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Cost-conscious investors who prefer passive investing with low expense ratios
- •SIP investors who can benefit from rupee cost averaging during market fluctuations