Motilal Oswal Nifty 200 Momentum 30 Index Fund
Direct · Growth ₹14.22
28 Oct 2026
NAV
16.1%
3Y CAGR
16.4%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.42
Sharpe
-31.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.32%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.36 L | 17.7% | -40.3% | 89.9% |
| 3 Years | ₹36.00 L | ₹41.75 L | 8.8% | -8.0% | 27.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 17.7% | 14.3% | 5.7% | +3.4% |
| 3 Years | 8.8% | 11.0% | 11.9% | -2.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 17.5% | 7.3% | -21.4% | 75.7% | 0.38 | 1.10 | 60% | — | — |
| 3 Years | 16.1% | 16.4% | 7.1% | 26.1% | 2.42 | — | 100% | — | — |
-31.6%
Max Drawdown
6 mo
Drawdown Duration
Not recovered
Recovery Time
-11.2%
Avg Drawdown
Calmar Ratio by Duration
0.55
1Y
0.51
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +2.62 | 1.15 | 113.2% | 111.0% | -12.6% | -12.4% |
| 3 Years | +2.00 | 1.22 | 119.5% | 118.0% | 8.4% | 6.5% |
| 5 Years | +1.98 | 1.15 | 114.6% | 112.8% | 7.5% | 5.6% |
| 7 Years | +1.69 | 1.15 | 114.6% | 112.8% | 5.3% | 4.0% |
| 10 Years | +1.47 | 1.15 | 114.6% | 112.8% | 3.7% | 2.8% |
| 12 Years | +1.39 | 1.15 | 114.6% | 112.8% | 3.0% | 2.3% |
| 15 Years | +1.31 | 1.15 | 114.6% | 112.8% | 2.4% | 1.8% |
30
Total Holdings
48.8%
Top 10 Weight
17
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Hindalco Industries Limited | 5.75% |
| 2 | State Bank of India | 5.75% |
| 3 | Shriram Finance Limited | 5.15% |
| 4 | Eicher Motors Limited | 5.10% |
| 5 | Bharti Airtel Limited | 4.80% |
| 6 | TVS Motor Company Limited | 4.60% |
| 7 | Bajaj Finance Limited | 4.55% |
| 8 | Asian Paints Limited | 4.47% |
| 9 | BSE Limited | 4.37% |
| 10 | Hero MotoCorp Limited | 4.24% |