Motilal Oswal Nifty Mid Small IT and Telecom Index Fund · Regular · Growth
NAV
₹9.0995
as of 16 Jun 2026
Expense Ratio
1.12%
AUM
₹35 Cr
Lumpsum returns (CAGR)
- 1Y
- -8.52%
- 3Y
- —
- 5Y
- —
- Since Inception
- -5.83%
SIP returns (XIRR)
- 1Y
- +0.27%
- 3Y
- —
- 5Y
- —
- Since Inception
- -1.96%
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹9,500
Invested
₹9,096
Value today
-5.5%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹882
Value today
-7.7%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹5,81,032
Value today
+9.8%
vs lumpsum
STP beat direct lumpsum by 9.8% — reduced timing risk paid off
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised-0.63
Sharpe Ratio
—
Alpha
—
Beta
-0.62
Sortino
23.07%
Std Dev
-30.97%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Mar 2026- IT - Software54.00%
- Telecom - Services34.00%
- IT - Services13.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Investment Objective
Motilal Oswal Nifty Mid Small IT and Telecom 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 IT and Telecom 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 ₹34.9 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY MIDSMALL IT AND TELECOM TOTAL RETURN INDEX. The current expense ratio is 1.12%.
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