Motilal Oswal Nifty 200 Momentum 30 Index Fund-Direct Plan
Motilal Oswal Mutual Fund · Index & ETF · mandate: passive replication of the stated index · tracks: Nifty 200 Momentum 30
AUM (all plans)
954 cr
TER direct / regular
0.83% / 1.53%
Tracks (from name)
Nifty 200 Momentum 30
CAGR (full)
9.9%
Sharpe (full)
0.28
Sharpe (bull ≤Sep-24)
3.66
Sharpe (sideways Oct-24→)
-0.78
Max drawdown
-28.9%
Months of data
55
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22*
4.7%
0.7%
—
1
FY23
-9.3%
-11.5%
-0.67
12
FY24
69.1%
43.9%
3.48
12
FY25
-8.0%
-17.7%
-0.59
12
FY26
-4.3%
-0.2%
-0.45
12
FY27*
9.2%
3.9%
0.68
6
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2022
+4.7
-4.2
-7.4
-9.0
+9.5
+8.8
-1.3
+4.6
+1.2
-4.2
+0.8
2023
-4.3
-3.7
+2.2
+5.8
+6.0
+4.0
+4.5
-0.2
+4.6
-3.6
+12.1
+9.1
+41.2
2024
+6.2
+3.4
+2.7
+5.8
+4.8
+3.5
+4.9
+0.5
+1.3
-8.2
-0.7
-4.1
+20.8
2025
-10.0
-9.6
+5.5
+4.0
+4.2
+4.3
-5.2
-1.9
+0.7
+5.3
+2.2
-3.5
-5.5
2026
-2.7
+3.5
-13.7
+11.4
+1.1
+1.3
-0.9
+2.5
-5.8
-5.1
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-10-03 07:25Z · data through Sep 2026 · leaderboard
· PMS leaderboard