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Motilal Oswal Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index Fund

NAV
₹10.60
—12 Nov 2026
AUM (₹ Cr)
—
Assets under management
Expense ratio
0.29%
Regular 1.06%
Risk
—
SEBI riskometer
3Y CAGR
—
Category 6.9%
5Y CAGR
—
Category 5.7%

₹10.60—12 Nov 2026

Fund

AUM
—
Expense
0.29%
Regular
1.06%
SEBI risk
—
ReturnFundCateg.
1Y—2.5%
3Y—6.9%
5Y—5.7%
Launch1.4%—
Loading NAV history…
Motilal Oswal Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index Fund

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Fund

Ranked on 1Y, 3Y and 5Y together. Direct plan, growth option. Click a column to rank by it.

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily NAVs. Risk-free rate 6.5% a year.

Standard deviation
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Maximum drawdown
—
Sharpe ratio
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Sortino ratio
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Beta
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Alpha
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R²
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Information ratio
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Upside capture
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Downside capture
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Tracking error
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Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
Fund————————+1.4%
Benchmark—————————
Index (Debt) average2.0%-1.1%2.4%2.4%2.5%6.9%5.7%5.8%4.8%
Difference—————————

Portfolio

Fund details

Fund house
Motilal Oswal Mutual Fund
Category
Debt · Index (Debt)
Benchmark
—
Launch date
5 Nov 2026 (0.0 years)
Structure
Open Ended · Index
Plans and options
Direct Growth, Regular Growth
Fund manager
Swapnil Mayekar
Minimum SIP
₹500
Minimum lumpsum
₹500 (then ₹500)
Exit load
1.00%
Lock-in
None
Expense ratio as of
5 Nov 2026
ISIN, Direct Growth
INF247L01HQ6
ISIN, Regular Growth
INF247L01HR4
Scheme code
154795, 154794

NAV and returns as of 12 Nov 2026; returns are for the direct plan, growth option, before entry or exit costs. Not investment advice.

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