Motilal Oswal Nifty Midsmall Financial Services Index Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Motilal Oswal Nifty Midsmall Financial Services Index Growth Direct Plan

NAV
₹12.2617
-0.42%
(18 Jul)
AUM
64 Cr
TER
0.63%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+4.8%
+4.5%
+4.4%
+1.4%
NA
3Y
+32.4%
+32.1%
+29.5%
+29.2%
NA
5Y
NA
NA
NA
+33.8%
NA
ALL
+20.7%
+22.3%
+24.0%
+26.8%
+23.1%
VOL
20.7%
20.0%
17.5%
20.4%
23.8%
TER
0.5%
0.3%
0.3%
0.3%
0.6%
AUM
₹252 Cr
₹537 Cr
₹479 Cr
₹978 Cr
₹64 Cr
INFO
1.00
1.12
1.38
1.32
0.97
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Motilal Oswal Nifty Midsmall Financial Services Index (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Jun
Top holdings
BSE Ltd
12.1%
PB Fintech Ltd
6.5%
HDFC Asset Management Co Ltd
5.7%
The Federal Bank Ltd
5.6%
IDFC First Bank Ltd
5.2%
AU Small Finance Bank Ltd
4.9%
Multi Commodity Exchange of India Ltd
4.9%
Max Financial Services Ltd
4.7%
Yes Bank Ltd
4.1%
Sundaram Finance Ltd
3.8%
Top industry exposure
Financial Services
94.4%
Technology
5.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
22%
Lock-in period
-
Exit load
• 1% for redemption within 15 days
Fund objective
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 Financial Services Total Return Index, subject to tracking error.
Fund manager(s)
Swapnil Mayekar
Rakesh Shetty
Dishant Mehta

FAQs