Motilal Oswal Nifty MidSmall Financial Services Index Fund - Direct Plan - Growth
Mutual Fund · Other Scheme - Index Funds · As of 18 Oct 2026, 6:59 pm
Below-average risk-adjusted performance. Volatility here hasn't been well compensated by returns over the trailing period. Worth comparing directly against 2-3 category peers before deciding this is the right vehicle.
DalalBaazaar Score
42/ 100
Moderate
Weighted across five categories. Every point is explained below.
✗ Only 1.9 years of history — too short to judge through a full cycle
Investment Checklist
2 / 3 checks passed
✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹13.75
As of
16 Oct 2026
Fund History Available
1.9 yrs
1Y Return (CAGR)
7.4%
Moderate
Annualized Volatility
20.6%
Moderate
Sharpe Ratio (est.)
0.13
Weak risk-adj. return
Max Drawdown
-19.9%
Notable drop seen
Category
Other Scheme - Index Funds
Fund House
Motilal Oswal Mutual Fund
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹7,22,988
Estimated Gain
₹1,22,988
Risk Flags
Estimated Sharpe ratio (0.13) is on the low side — returns aren't compensating well for volatility taken over the trailing year.
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
