Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth

Scheme code: INF247L01AV1 NAV value: ₹ 14.1115 NAV date: 19 March, 2026 TER: 0.32%
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-21.4475.6815.1921.059.23
3 year8.5226.0617.4617.7715.72

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6121.05
3 year 6.2830.9515.0417.77
5 year 8.3826.0214.22
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4921.05
3 year 6.5619.6413.5717.77
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7521.05
3 year 7.6821.4915.0617.77
5 year 10.3713.511.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1621.05
3 year 8.0432.0317.8117.77
5 year 8.1828.6415.34
7 year 10.6416.4213.77
10 year 12.5614.0613.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,84,697 - Absolute Returns: ₹84,697 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,18,407 - Absolute Returns: ₹7,18,407 - CAGR: %

Drawdown Metrics

Max Drawdown

-31.65 %

Drawdown Duration

6 months

Avg Drawdown

-9.74 %

Calmar Ratio by Duration

1 Y

0.6651

3 Y

0.5615

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 2.64 1.19 123.3 120.8 6.17 % 4.00 %
3 years 4.32 1.22 121.6 117.4 16.64 % 11.28 %
5 years 1.83 1.16 116.2 114.7 8.02 % 6.23 %
7 years 1.59 1.16 116.2 114.7 5.66 % 4.41 %
10 years 1.42 1.16 116.2 114.7 3.93 % 3.07 %
12 years 1.37 1.16 116.2 114.7 3.27 % 2.55 %
15 years 1.30 1.16 116.2 114.7 2.60 % 2.03 %