Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Regular Plan-Growth

Fund House: Motilal Oswal Mutual Fund

Category: Index Fund

Status: Open Ended Schemes

Launch Date: 29-10-2024

Minimum Investment: 500.0

Asset Class:

Minimum Topup: 500.0

Benchmark: Nifty MidSmall IT and Telecom TRI

Total Assets: 29.29 As on (30-09-2025)

Expense Ratio: 1.13% As on (29-09-2025)

Turn over: 81.00% | Exit Load: 1%- If redeemed on or before 15 days from the date of allotment. Nil- If redeemed after 15 days from the date of allotment

NAV as on 29-10-2025

9.7529

0.0166

CAGR Since Inception

-5.76%

Nifty MidSmall IT and Telecom TRI 18.55%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Regular Plan-Growth - - - - -5.76
Benchmark - - - - -
Index Fund 5.22 14.73 19.53 12.81 9.69

Funds Manager

RETURNS CALCULATORS for Motilal Oswal Nifty MidSmall IT and Telecom 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 MidSmall IT and Telecom Index Fund-Regular Plan-Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Motilal Oswal Nifty MidSmall IT and Telecom 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 MidSmall IT and Telecom Index Fund Reg Gr 29-10-2024 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 MidSmall IT and Telecom Index Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Regular Plan-Growth - - - - - -
Index Fund - - - - - -