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
₹13.6337
+0.89%
(22 Dec)
AUM
71 Cr
TER
0.63%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+25.3%
+20.3%
+14.6%
+6.1%
-7.2%
3Y
NA
+28.9%
+31.1%
+24.9%
+23.6%
5Y
NA
NA
NA
NA
NA
ALL
+32.1%
+28.4%
+35.4%
+22.0%
+16.6%
VOL
20.8%
16.6%
20.2%
16.9%
20.2%
TER
0.6%
0.4%
0.4%
0.3%
0.5%
AUM
₹71 Cr
₹176 Cr
₹1,181 Cr
₹562 Cr
₹258 Cr
INFO
1.55
1.71
1.75
1.30
0.82
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 Nov
Top holdings
BSE Ltd
11.0%
The Federal Bank Ltd
5.9%
PB Fintech Ltd
5.7%
IndusInd Bank Ltd
5.3%
HDFC Asset Management Co Ltd
5.1%
AU Small Finance Bank Ltd
5.0%
Multi Commodity Exchange of India Ltd
4.8%
IDFC First Bank Ltd
4.7%
One97 Communications Ltd
4.5%
Yes Bank Ltd
4.2%
Top industry exposure
Financial Services
93.0%
Technology
6.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
129%
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