Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Direct Growth

Scheme code: INF247L01DY9 NAV value: ₹ 7.6052 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-11.53-0.21-6.41-6.479.23

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.61-6.47
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 -8.4719.784.49-6.47
3 year 6.5619.6413.57
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.75-6.47
3 year 7.6821.4915.06
5 year 10.3713.511.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.16-6.47
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: ₹12,15,896 - Absolute Returns: ₹15,896 - CAGR: %

Drawdown Metrics

Max Drawdown

-31.54 %

Drawdown Duration

15 months

Avg Drawdown

-14.17 %

Calmar Ratio by Duration

1 Y

-0.2051

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year -12.32 1.22 125.2 144.1 -8.88 % 4.00 %
3 years -6.91 1.26 125.3 150.9 -10.00 % -1.09 %
5 years -3.59 1.26 125.3 150.9 -6.13 % -0.66 %
7 years -2.12 1.26 125.3 150.9 -4.42 % -0.47 %
10 years -0.98 1.26 125.3 150.9 -3.11 % -0.33 %
12 years -0.55 1.26 125.3 150.9 -2.60 % -0.27 %
15 years -0.10 1.26 125.3 150.9 -2.09 % -0.22 %