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Motilal Oswal Nifty India Defence Index Fund Direct Plan Growth
Motilal Oswal · Scheme 152712
₹13.07▲ 1.29%NAV · 2026-09-18
Decent FundScore
AUM
₹5,177 cr
Expense ratio
0.56%
3Y CAGR
—
Risk level
Very High
Min SIP
₹500
Benchmark
Underlying index
Fund manager: Swapnil P MayekarExit load: Exit load of 1%, if redeemed within 15 days.
Decent · 64/100
A solid option with a few areas worth a closer look.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Low cost — 0.56% expense ratio means more of the return stays with you.
- ✓1Y return: +27.7%
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.25) — took on risk without enough payoff.
- •High volatility (28% a year) — expect big swings up and down.
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •Sharpe ratio: 0.25
- •Sortino ratio: 0.38
FundScore breakdown
64/100 · Decent
Returns
Excellent
Consistency
Average
Risk-adjusted
Weak
Downside protection
Weak
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.