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Motilal Oswal Mutual Fund

Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth

Open Ended Schemes(Other Scheme - Index Funds)Very High RiskISIN INF247L01AF4
NAV · 06-Jul-2026
20.7168
1M
+4.00%
6M
-7.48%
1Y (CAGR)
-3.88%
3Y (CAGR)
+8.44%
5Y (CAGR)
+9.69%
Since inception (CAGR)
+11.92%

NAV history

17.1718.9920.8204-07-202303-07-202620.58
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Risk & SIP analytics

Q2 · 3Y in category
Volatility (3y)
13.13%
Downside dev (3y)
9.79%
Max drawdown (3y)
-15.7%
Sharpe (3y)
0.15
SIP XIRR (3y)
+3.48%
SIP XIRR (5y)
+7.50%
Calendar-year returns
2020 +16.1%2021 +24.4%2022 +5.1%2023 +20.6%2024 +9.4%2025 +11.3%

Fund facts

AUM₹8,654 Cr
TER · AMFI officialDirect 0.15% · Regular 0.59% (2026-06-30)
Launch date03-Dec-2019
Plan typeOpen Ended · Others
Min lumpsumRs. 500/- and in multiples of Re. 1/- thereafter.
Lock-inNone
Volatility17.65
AMCMotilal Oswal Asset Management Company Limited

Objective · The Scheme seeks investment return that corresponds to the performance of Nifty 50 Index subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

scheme documents ↗