Motilal Oswal Nifty MidSmall India Consumption Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Explore On
Rating:
Key Metrics
Aum
₹23.14 Cr
Expense Ratio
1.06%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
19 Nov 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.15% | -- |
| 3 Months | +6.99% | -- |
| 6 Months | -5.92% | -- |
| 1 Year | -8.32% | -8.32% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | -6.81% | -4.39% |
Holdings as on 17 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Hero Motocorp | 1.74 | 7.41 |
| Fortis Healthcare | 1.32 | 5.64 |
| Dixon Technologies (India) | 1.29 | 5.51 |
| Marico | 1.19 | 5.07 |
| Vodafone Idea | 1.06 | 4.51 |
| Info Edge (India) | 1.04 | 4.43 |
| FSN E-Commerce Ventures Ltd | 0.98 | 4.18 |
| Swiggy | 0.97 | 4.13 |
| The Phoenix Mills Ltd | 0.91 | 3.85 |
| Alkem Laboratories | 0.88 | 3.74 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| UTI BSE Housing Index Fund Regular Growth | -6.48% | +10.17% | -- |
| Navi Nifty IT Index Fund Regular Growth | -25.94% | -- | -- |
| Motilal Oswal Nifty MidSmall India Consumption Index Fund Regular Growth | -8.32% | -- | -- |
| Baroda BNP Paribas Nifty200 Momentum 30 Index Fund Regular Growth | -2.5% | -- | -- |
| Navi BSE Sensex Index Fund Regular Growth | -5.97% | -- | -- |
Results are calculated on CAGR basis
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 India Consumption Total Return Index, subject to tracking error.
The Motilal Oswal Nifty MidSmall India Consumption Index Fund Regular Growth has an AUM of 23.14 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 1.06%. The minimum investment in Motilal Oswal Nifty MidSmall India Consumption 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 Medium & respectively.
The fund has a present cash holding of %. The top holdings of the fund include Hero Motocorp, Fortis Healthcare, Dixon Technologies (India), Marico.
The major sectors where the fund is invested are Personal & Household Prods., Construction Services, Biotechnology & Drugs, Recreational Products.
Some of the similar funds are UTI BSE Housing Index Fund Regular Growth, Navi Nifty IT Index Fund Regular Growth, Motilal Oswal Nifty MidSmall India Consumption Index Fund Regular Growth, Baroda BNP Paribas Nifty200 Momentum 30 Index Fund Regular Growth, Navi BSE Sensex Index Fund Regular Growth. Motilal Oswal Nifty MidSmall India Consumption Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Motilal Oswal Nifty MidSmall India Consumption Index Fund Regular Growth has a Medium risk & return.
Motilal Oswal Nifty MidSmall India Consumption Index Fund Regular Growth is managed by Swapnil Mayekar,Rakesh Shetty,Dishant Mehta.
The expense ratio of Motilal Oswal Nifty MidSmall India Consumption Index Fund Regular Growth is 1.06%.
The 5 year annualized return on Motilal Oswal Nifty MidSmall India Consumption Index Fund Regular Growth is 0.00% & it has generated -8.32% in the last 1 year.
The minimum investment in Motilal Oswal Nifty MidSmall India Consumption Index Fund Regular Growth is 500 Rs.
Motilal Oswal Nifty MidSmall India Consumption Index Fund Regular Growth has an AUM of 23.14 crores.
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