Motilal Oswal Nifty 200 Momentum 30 Index Fund-Direct Plan

Open Ended Schemes(Other Scheme - Index Funds)Very High Riskvs Nifty 200 Momentum 30 Total Return IndexISIN INF247L01AV1

NAV · 06-Jul-2026

₹15.3094

+1.56%

-3.52%

1Y (CAGR)

-3.50%

3Y (CAGR)

+13.09%

5Y (CAGR)

—

Since inception (CAGR)

+10.71%

NAV history

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Risk & SIP analytics

Q2 · 3Y in category

Volatility (3y)

19.63%

Downside dev (3y)

15.76%

Max drawdown (3y)

-31.6%

Sharpe (3y)

0.34

SIP XIRR (3y)

+1.40%

Calendar-year returns

2023 +41.2%2024 +20.9%2025 -5.5%

Vs benchmark — Nifty 50

3y monthly · 36 months of overlap

Beta

1.24

Alpha (p.a.)

+4.58%

Up capture

143.9%

Down capture

113.3%

Correlation

0.85

Fund facts

Fund managerSwapnil Mayekar · Rakesh Shetty · Dishant Mehta

AUM₹9,610 Cr

Expense ratio0.31% · 2026-05-31

TER · AMFI officialDirect 0.33% · Regular 1.06% (2026-06-30)

Launch date21-Jan-2022

Plan typeOpen Ended · Others

Min lumpsum₹500

Min SIP₹500

Lock-inNone

Volatility19.13

AMCMotilal Oswal Asset Management Company Limited

Objective · The investment objective of the scheme is to provide returns that, before expenses, closely correspond to the performance of Nifty 200 Momentum 30 Total Return 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 ↗