Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Regular Plan-Growth
Category: Index Fund
Launch Date: 29-10-2024
Asset Class:
Benchmark: Nifty MidSmall IT and Telecom TRI
Expense Ratio: 1.13% As on ( 29-09-2025)
Status: Open Ended Schemes
Minimum Topup: 500.0
Total Assets: 29.29 Cr As on ( 30-09-2025)
Turn over:
NAV as on 31-10-2025
9.5823
-0.1 ( -1.0603% )
CAGR Since Inception
-7.41%
Nifty MidSmall IT and Telecom TRI 18.5%
Performance of Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Regular Plan-Growth
Fund Managers

Investment 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 IT and Telecom Total Return Index, subject to tracking error. However, there can be no assurance or guarantee that the investment objectives of the scheme will be achieved.

Returns Calculator for Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Regular Plan-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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 - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
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 36.65 37.69 34.03 0.0 0.0
Motilal Oswal Nifty India Defence Index Fund Reg Gr 03-07-2024 27.48 0.0 0.0 0.0 0.0
ABSL Nifty India Defence Fund Reg Gr 30-08-2024 26.73 0.0 0.0 0.0 0.0
Motilal Oswal S&P 500 Index Reg Gr 05-04-2020 26.0 31.33 23.18 19.35 0.0
Tata Nifty Capital Markets Index Fund Reg Gr 24-10-2024 21.09 0.0 0.0 0.0 0.0
Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr 14-08-2023 19.89 23.71 0.0 0.0 0.0
Motilal Oswal BSE Financials ex Bank 30 Index Fund Reg Gr 29-07-2022 15.68 21.49 20.81 0.0 0.0
ICICI Pru Nifty Auto Index Fund Gr 05-10-2022 13.89 29.39 25.55 0.0 0.0
Tata Nifty Auto Index Fund Reg Gr 26-04-2024 13.67 0.0 0.0 0.0 0.0

Asset Allocation (%)

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

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

whatsapp