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OmniAsset › Mutual funds › Motilal Oswal Nifty 200 Momentum 30 Index Fund

Motilal Oswal Nifty 200 Momentum 30 Index Fund

Index Fund fund benchmarked to Nifty 200 Momentum 30 Total Return Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202615.3273
CategoryIndex Fund
PlanDirect · Growth
Launched21 Jan 2022
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 200 Momentum 30 Total Return Index
Expense ratiodirect plan, a year0.83%
AUM₹703 Cr
Growth of ₹10,000₹15,73916 Feb 2022 to 2 Sep 2026
₹19,284₹16,486₹13,689₹10,891₹8,094Feb 2022Apr 2023May 2024Jul 2025Sep 2026
₹15,739 (+10.5% a year) Motilal Oswal Nifty 200 Momentum 30 Index Fund

Performance (trailing, annualised)

1Y annualised1.99%
3Y annualised11.43%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,21,0691.65%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,66,7331.21%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202341.16%
Calendar 202420.85%
Calendar 2025-5.46%

Rolling returns

Rolling 1Y · average183 windows since 17 Feb 202318.18%
Rolling 1Y · median9.41%
Rolling 1Y · worst window-20.46%
Rolling 1Y · best window73.05%
Rolling 1Y · windows positive62%
Rolling 3Y · average80 windows since 17 Feb 202516.61%
Rolling 3Y · median16.52%
Rolling 3Y · worst window8.59%
Rolling 3Y · best window25.96%
Rolling 3Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)19.74%
Downside deviation (3Y)14.53%
Maximum drawdown-31.65%

Management

Fund managerMr. Swapnil Mayekar, Mr. Rakesh Shetty
Managing since10 Feb 2022

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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