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Motilal Oswal Nifty Capital Market Index Fund - Direct Plan - Growth
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 78/100 · Good
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)—
- Expense ratio (20%)0.66%
- AUM (15%)₹625 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Motilal Oswal Mutual Fund · Equity · Thematic
₹13.05
AUM: ₹625 Cr
NAV updated 27 days ago
Plan
Direct
Option
Growth
Risk
Very High
Expense Ratio
0.66%
Exit Load
1%- If redeemed on or before 15 days from the date of allotment.
Fund Manager
Swapnil P Mayekar
Inception
Dec 2024
Benchmark
Nifty Capital Markets Total Return Index
Sharpe Ratio
1.26
Std Dev (1Y)
24.4%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+3.37%
3m
+0.38%
6m
+19.33%
1y
+34.06%
3y
—
5y
—
10y
—
since inception
+19.58%
TopFund's Take on Motilal Oswal Nifty Capital Market Index Fund - Direct Plan - Growth
Motilal Oswal Nifty Capital Market Index Fund - Direct Plan - Growth holds up reasonably well within the Thematic category, backed by a 4-star rating. Recent 1-year performance has been notably strong, though momentum like this doesn't always hold over longer periods. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 78/100.
Cost: At 0.66%, the expense ratio is meaningfully cheaper — about 33% below the Thematic category average of 0.99% (based on 876 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a strong Sharpe ratio of 1.26 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, with 24.4% annualised volatility, this is among the more turbulent funds in the Thematic space — expect sharp swings in both directions.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Motilal Oswal Nifty Capital Market Index Fund - Direct Plan - Growth
The current NAV (Net Asset Value) of Motilal Oswal Nifty Capital Market Index Fund - Direct Plan - Growth is ₹13.05. NAV is updated every business day after market close by AMFI.
1Y: 34.06%
The expense ratio of Motilal Oswal Nifty Capital Market Index Fund - Direct Plan - Growth is 0.66% per annum. This is the annual fee charged by the fund to manage your investment.
Motilal Oswal Nifty Capital Market Index Fund - Direct Plan - Growth is managed by Swapnil P Mayekar at Motilal Oswal Mutual Fund.
Motilal Oswal Nifty Capital Market Index Fund - Direct Plan - Growth is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Motilal Oswal Nifty Capital Market Index Fund - Direct Plan - Growth is a Thematic fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Motilal Oswal Nifty Capital Market Index Fund - Direct Plan - Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Motilal Oswal Nifty Capital Market Index Fund - Direct Plan - Growth is ₹625 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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