Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct Growth

Scheme code: INF247L01DU7 NAV value: ₹ 8.6346 NAV date: 19 March, 2026 TER: 0.62%
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-10.095.50-5.03-3.519.23

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.61-3.51
3 year 6.2830.9515.04
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 -8.4719.784.49-3.51
3 year 6.5619.6413.57
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.75-3.51
3 year 7.6821.4915.06
5 year 10.3713.511.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.16-3.51
3 year 8.0432.0317.81
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: ₹11,85,752 - Absolute Returns: ₹-14,248 - CAGR: %

Drawdown Metrics

Max Drawdown

-20.32 %

Drawdown Duration

15 months

Avg Drawdown

-8.77 %

Calmar Ratio by Duration

1 Y

-0.1728

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year -7.96 1.00 96.6 107.5 -3.96 % 4.00 %
3 years -4.06 1.00 94.3 106.8 -5.13 % -1.09 %
5 years -2.47 1.00 94.3 106.8 -3.11 % -0.66 %
7 years -1.78 1.00 94.3 106.8 -2.23 % -0.47 %
10 years -1.26 1.00 94.3 106.8 -1.57 % -0.33 %
12 years -1.06 1.00 94.3 106.8 -1.31 % -0.27 %
15 years -0.85 1.00 94.3 106.8 -1.05 % -0.22 %