Motilal Oswal Nifty 200 Momentum 30 Index Fund
Motilal Oswal Mutual Fund · Index Fund · Regular plan, growth option
NAV (₹), 1 Oct 2026
14.1270
1-day change
-1.03%
1Y return
-4.0%
3Y CAGR
7.4%
5Y CAGR
n/a
Max drawdown, 5Y
n/a
NAV history month-end NAV, ₹ · 16 Feb 2022 to 1 Oct 2026
Returns vs Index Fund median (276 schemes) and “Factor: momentum” median (19)
| Period | Scheme | Category median | Factor: momentum median |
|---|---|---|---|
| 1 month | -5.0% | -6.5% | -5.0% |
| 3 months | -5.4% | -5.3% | -4.5% |
| 6 months | 4.9% | 5.2% | 7.6% |
| Year to date | -6.6% | -7.2% | -3.1% |
| 1 year | -4.0% | -3.6% | -1.4% |
| 3 years (CAGR) | 7.4% | 9.0% | 7.8% |
| 5 years (CAGR) | n/a | 6.8% | 8.3% |
| 7 years (CAGR) | n/a | 10.9% | n/a |
| 10 years (CAGR) | n/a | 10.5% | n/a |
| Since first NAV (CAGR) | 8.4% | – | – |
“Factor: momentum” is MFIC's grouping of Index Fund schemes by the theme or index in their names, not an AMFI category.
Rolling returns every business-day start date
| Measure | Scheme | Category median |
|---|---|---|
| 1Y rolling median | 8.1% | 6.8% |
| 3Y rolling median | 15.7% | 16.2% |
| 3Y rolling worst | 7.4% | 8.4% |
| 3Y periods positive | 100% | 100% |
| 3Y periods ahead of benchmark | n/a | n/a |
| 5Y rolling median | n/a | 12.9% |
| 5Y rolling worst | n/a | 5.9% |
| 5Y periods ahead of benchmark | n/a | n/a |
Benchmark: none available in MFIC's free data for this category.
Risk 36 months, monthly returns, Rf 6.5%
| Measure | Scheme | Category median |
|---|---|---|
| Standard deviation (ann.) | 20.0% | 17.6% |
| Sharpe ratio | 0.11 | 0.22 |
| Sortino ratio | 0.16 | 0.31 |
| Beta | n/a | n/a |
| Alpha (ann.) | n/a | n/a |
| Upside capture | n/a | n/a |
| Downside capture | n/a | n/a |
Drawdowns peak-to-trough falls in NAV
| Measure | Scheme | Category median |
|---|---|---|
| Maximum drawdown, full history | −31.9% | −19.1% |
| Maximum drawdown, last 10Y | n/a | −38.1% |
| Maximum drawdown, last 5Y | n/a | −17.9% |
| Current drawdown | −24.5% | −11.5% |
| Recovery time of worst fall | n/a | – |
Longer histories include more crises, so compare the 5Y and 10Y figures across schemes of different ages.
Direct or Regular for this scheme?
The Regular plan's expense ratio is 1.46% a year and the Direct plan's 0.76%, a gap of 0.70%; over the last 3 years the Direct plan returned 0.75 percentage points a year more. On a ₹25,000 monthly SIP for 20 years (illustration at 12% a year before costs) the gap adds up to about ₹16,85,559.
With the Regular plan, that cost pays a distributor to help you plan, choose and review funds, and stay invested when markets fall. Whether it is worth it depends on how much of that you will do yourself.
TER: AMFI TER disclosure. Returns: AMFI NAVs. Illustration, not a guaranteed saving or return.
Recent disclosure changes last 120 days, as disclosed via AMFI
- 1 Oct 2026: TER reduced from 1.53% to 1.46% (AMFI TER disclosure)
- 3 Sep 2026: TER reduced from 1.55% to 1.53% (AMFI TER disclosure)
Fund managers and scheme facts Scheme Summary Document via AMFI
Objective: The investment objective of the scheme is to provide returns that, before expenses, closely correspond to the performance of Nifty 200 Momentum 30 Total Return Index, subject to tracking error.
Exit load: Entry-NIL Exit-1%- If redeemed on or before 15 days from the date of allotment. Nil- If redeemed after 15 days from the date of allotment.
Minimum application: Rs. 500/- and in multiples of Re. 1/- thereafter.
Allotment date: 21 Jan 2022
Documents: Scheme Information Document · Scheme Summary Document. Read the scheme documents before investing.
Cost, size and riskometer as disclosed to AMFI
| Measure | Scheme | Category median |
|---|---|---|
| Expense ratio (TER), Regular plan | 1.46% | 1.10% |
| AUM, whole scheme (₹ crore) | 882 | 159 |
| Riskometer | Very High | – |
TER: AMFI, TER of MF Schemes. AUM and riskometer: AMFI, Fund Performance, 30 Sep 2026.
Official benchmark and category consistency
| Measure | Scheme | Benchmark / category |
|---|---|---|
| Return, 1 year (AMFI) | -2.1% | -0.5% TRI |
| Return, 3 years (AMFI) | 7.8% | 9.2% TRI |
| Month-ends above category median (3Y CAGR) | 30% | 61% median |
| Month-ends in category top quartile (3Y) | 10% | 13% median |
Official benchmark: Nifty200 Momentum 30 TRI (total return index, as published by AMFI). Category consistency: last 10 years of month-ends, Index Fund Regular plans; how it is calculated.
Calendar-year returns NAV change from 31 Dec to 31 Dec
| Year | Scheme | Benchmark | Difference |
|---|---|---|---|
| 2026 YTD | -6.6% | n/a | – |
| 2025 | -6.1% | n/a | – |
| 2024 | 20.0% | n/a | – |
| 2023 | 40.2% | n/a | – |
No free benchmark proxy for this category. The first year starts from the first 31 December in the scheme's history.
Monthly SIP of ₹10,000 first business day of each month, ending 1 Oct 2026
| Period | Invested | Value | XIRR |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,14,535 | -8.3% |
| 3 years | ₹3,60,000 | ₹3,42,328 | -3.2% |
Uses this plan's NAVs; ignores stamp duty, exit loads and taxes. One historical path only — the interactive SIP analyzer shows outcomes across every start date.
Scheme facts
Category: Index Fund
Plan / option: Regular · Growth
AMFI scheme code: 149799
ISIN: INF247L01AW9
First NAV in MFIC data: 16 Feb 2022
History: 4.6 years
Portfolio holdings: see the scheme's monthly portfolio disclosure on the fund house website
Schemes that behaved similarly correlation of monthly returns, last 5 years
| Scheme | Category | Correlation | 3Y CAGR |
|---|---|---|---|
| ICICI Prudential Nifty 200 Momentum 30 Index Fund | Index Fund | 1.00 | 7.4% |
| Baroda BNP Paribas Nifty200 Momentum 30 Index Fund | Index Fund | 1.00 | n/a |
| HDFC NIFTY200 Momentum 30 Index Fund | Index Fund | 1.00 | n/a |
| BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND | Index Fund | 1.00 | 7.2% |
| UTI Nifty 200 Momentum 30 Index Fund | Index Fund | 1.00 | 8.0% |
| Kotak Nifty 200 Momentum 30 Index Fund | Index Fund | 1.00 | 7.8% |
Questions about Motilal Oswal Nifty 200 Momentum 30 Index Fund
- What is the latest NAV of Motilal Oswal Nifty 200 Momentum 30 Index Fund?
- The NAV of the Regular plan (growth option) was ₹14.1270 on 1 Oct 2026, as published by AMFI.
- Which category is Motilal Oswal Nifty 200 Momentum 30 Index Fund in?
- It is classified as Index Fund in AMFI's daily NAV file; a Index Fund scheme passively tracks a stated index. MFIC compares it with 276 Index Fund schemes (Regular plans).
- What returns has Motilal Oswal Nifty 200 Momentum 30 Index Fund delivered?
- Over one year the NAV changed by -4.0%. The 3-year CAGR is 7.4% (category median 9.0%). Returns are after expenses and before tax. Past performance may or may not be sustained in future.
- How consistent have its 3-year returns been?
- Measuring a 3-year CAGR from every business day in its history, the median was 15.7%, the lowest was 7.4%, and 100% of 3-year periods ended with a gain.
- What was the largest fall in Motilal Oswal Nifty 200 Momentum 30 Index Fund's NAV?
- The largest peak-to-trough fall in its available history was 31.9%.
- How volatile is Motilal Oswal Nifty 200 Momentum 30 Index Fund?
- Its annualised standard deviation of monthly returns over the last 36 months is 20.0%, which is above the Index Fund category median of 17.6%.
- What would a monthly SIP in Motilal Oswal Nifty 200 Momentum 30 Index Fund have grown to?
- A SIP of ₹10,000 on the first business day of each month for the last 3 years (36 instalments, ₹3,60,000 invested) would have been worth about ₹3,42,328 on 1 Oct 2026, an annualised return (XIRR) of -3.2%. This uses the Regular plan's NAVs, ignores taxes and exit loads, and past performance may or may not be sustained in future.
- What is the expense ratio (TER) of Motilal Oswal Nifty 200 Momentum 30 Index Fund?
- The total expense ratio of the Regular plan is 1.46% a year, as disclosed to AMFI (median of Index Fund Regular plans: 1.10%). It is already deducted from the NAV, so every return shown is after expenses.
- How large is Motilal Oswal Nifty 200 Momentum 30 Index Fund?
- Assets under management of the whole scheme were ₹882 crore on 30 Sep 2026, as published by AMFI.
- What is the riskometer level of Motilal Oswal Nifty 200 Momentum 30 Index Fund?
- AMFI lists the scheme's riskometer as “Very High”, and its benchmark's as “Very High”. The riskometer is a label of potential risk set under SEBI rules, not a forecast.
- What is the benchmark of Motilal Oswal Nifty 200 Momentum 30 Index Fund and how has it compared?
- Its official benchmark is the Nifty200 Momentum 30 TRI. Over 3 years AMFI reports a return of 7.8% for this plan against 9.2% for the benchmark total return index. Past performance does not indicate future results.
- How often has Motilal Oswal Nifty 200 Momentum 30 Index Fund beaten its category?
- At 30% of the 20 month-ends compared over the last 10 years, its 3-year return was above the median of Index Fund schemes (Regular plans); it was in the top quarter at 10% of them. A typical scheme would show about 50%.
- What is the exit load of Motilal Oswal Nifty 200 Momentum 30 Index Fund?
- As stated in its scheme documents: Entry-NIL Exit-1%- If redeemed on or before 15 days from the date of allotment. Nil- If redeemed after 15 days from the date of allotment. Check the latest Scheme Information Document before investing, as loads can change.
- What is the minimum investment in Motilal Oswal Nifty 200 Momentum 30 Index Fund?
- The minimum application amount is Rs. 500/- and in multiples of Re. 1/- thereafter..
- What is the difference between the Direct and Regular plans?
- Both plans hold the same portfolio; the Regular plan includes distribution costs in its expense ratio. Over one year the Direct plan's NAV changed by -3.3% and the Regular plan's by -4.0%. The Regular plan includes the services of a distributor.
Reviewing your own mutual fund portfolio?
Integrato's team can walk you through how your current schemes have behaved, using the same data shown here. Integrato is an AMFI-registered Mutual Fund Distributor.
Follow Motilal Oswal Nifty 200 Momentum 30 Index Fund by email
Every Monday: this scheme's NAV, 1-month and 1-year return beside its category median, 3-year CAGR and how far it is below its peak. Add more schemes from their pages or from your MFIC watchlist. Free; unsubscribe from any email.
Data & disclosure. Source: AMFI daily NAV file and historical NAVs via mfapi.in; calculations by MFIC, as of 1 Oct 2026. Category medians use Regular plans in the same AMFI category. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance may or may not be sustained in future. This page is for research and education only and is not investment advice or a recommendation to buy, sell or hold any scheme. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155). Methodology.