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Business News/Market/Market Stats/    Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth

Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth

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Invest
Explore On
  • Index Funds
  • Index Funds
  • Rating N.A.
  • Plan
13.30 +0.16 (1.23%) NAV as on 12 Nov, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)54.76
  • CAGR 0.00%
  • Exit Load1.00%
  • Expense ratio1.13%
  • CategoryIndex Funds
  • Min Investment500
  • Min SIP500
  • Launch Date2024-11-19

Morning Star Rating N.A.

Risk
Return

Asset Allocation

Holdings As On - 13 November 2025

  • Name
  • Value (Cr)
  • Holding %
  • BSE
  • 5.49
  • 10.02%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

About Fund

The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty MidSmall Financial Services Total Return Index, subject to tracking error.

 

The Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth has an AUM of 54.76 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.13%. The minimum investment in Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are - & - respectively.

 

The top holdings of the fund include BSE, PB Fintech, Federal Bank & HDFC Asset Management Company.

 

The major sectors where the fund is invested are Regional Banks, Investment Services, Consumer Financial Services & Software & Programming.

 

Some of the similar funds are Motilal Oswal BSE Quality Index Fund Regular Growth, Kotak Nifty Midcap 50 Index Fund Regular Growth, Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth, Motilal Oswal BSE 1000 Index Fund Regular Growth, Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular Growth. Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

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FAQs about Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth

According to the morning star rating Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth has a & return.
Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth is managed by Swapnil Mayekar,Rakesh Shetty,Dishant Mehta.
The expense ratio of Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth is 1.13%.
The 5 year annualized return on Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth is 0.00% & it has generated 0.00% in the last 1 year.
The minimum investment in Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth is 500 Rs.
Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth has an AUM of 54.76 crores.
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