OtherIndex FundsDirect · Growth
Motilal Oswal Nifty MidSmall Healthcare Index Fund- Direct Plan-Growth
Motilal Oswal · Scheme 153023
₹12.62▲ 0.41%NAV · 2026-09-18
Strong FundScore
AUM
₹47 cr
Expense ratio
0.79%
3Y CAGR
—
Risk level
High
Min SIP
₹500
Benchmark
Underlying index
Fund manager: Swapnil P MayekarExit load: Exit load of 1%, if redeemed within 15 days.
Strong · 74/100
A high-quality fund that scores well on the factors that matter.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 17%.
- ✓1Y return: +16.7%
- ✓Max drawdown: -17%
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.46) — took on risk without enough payoff.
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •Sharpe ratio: 0.46
- •Sortino ratio: 0.63
FundScore breakdown
74/100 · Strong
Returns
Excellent
Consistency
Average
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Decent
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.