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Motilal Oswal Nifty MidSmall Financial Services Index Fund - Direct Plan- Growth

Motilal Oswal · Scheme 153027

14.74 0.04%NAV · 2026-09-18
79
Strong FundScore
Start SIP
AUM
₹114 cr
Expense ratio
0.80%
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.
Strong · 79/100

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 20%.
  • 1Y return: +21.6%
  • Max drawdown: -20%

📉 What could drag it down

  • High volatility (21% 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.

FundScore breakdown

79/100 · Strong
How it works →
100
Returns
Excellent
50
Consistency
Average
45
Risk-adjusted
Average
82
Downside protection
Excellent
73
Cost efficiency
Strong
50
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.