Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth

Fund House: Motilal Oswal Mutual Fund

Category: Index Fund

Status: Open Ended Schemes

Launch Date: 16-12-2024

Minimum Investment: 500.0

Asset Class:

Minimum Topup: 500.0

Benchmark: Nifty Capital Markets TRI

Total Assets: 256.63 As on (30-09-2025)

Expense Ratio: 1.1% As on (29-09-2025)

Turn over: 81.00% | Exit Load:

NAV as on 29-10-2025

10.7514

-0.2046

CAGR Since Inception

11.53%

Nifty Capital Markets TRI 27.99%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth - - - - 11.53
Nifty Capital Markets TRI 30.38 53.14 38.64 - 27.99
Index Fund 5.22 14.73 19.53 12.81 9.69

Funds Manager

Rakesh Shetty,Swapnil P Mayekar

RETURNS CALCULATORS for Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Motilal Oswal Nifty Capital Market Index Fund Reg Gr 16-12-2024 0.0 0.0 0.0 0.0 0.0
ICICI Prudential NASDAQ 100 Index Fund Gr 01-10-2021 33.72 38.83 33.53 0.0 0.0
Motilal Oswal Nifty India Defence Index Fund Reg Gr 03-07-2024 28.99 0.0 0.0 0.0 0.0
ABSL Nifty India Defence Fund Reg Gr 30-08-2024 28.22 0.0 0.0 0.0 0.0
Motilal Oswal S&P 500 Index Reg Gr 05-04-2020 23.8 32.65 24.48 19.07 0.0
Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr 14-08-2023 19.22 24.45 0.0 0.0 0.0
Motilal Oswal BSE Financials ex Bank 30 Index Fund Reg Gr 29-07-2022 15.31 22.49 21.74 0.0 0.0
ICICI Pru Nifty Auto Index Fund Gr 05-10-2022 14.13 28.62 26.37 0.0 0.0
Tata Nifty Auto Index Fund Reg Gr 26-04-2024 13.9 0.0 0.0 0.0 0.0
Tata Nifty Financial Services Index Fund Reg Gr 01-04-2024 12.62 0.0 0.0 0.0 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth - - - - - -
Index Fund - - - - - -