m.LearnBecome a PartnerBecome a Partner
m.Stock by Mirae AssetOpen Demat Account
m.Stock by Mirae Asset
LoginOpen Demat Account
m.Stock by Mirae Asset
LoginOpen Demat Account
/MF-Logo-img/38442.png

Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G)

Index Fund
Invest Now

  • NAV

    7.62(-0.52%)

  • Fund Size (CR)

    ₹32.92

  • Expense Ratio

    0.62

  • Scheme Type

    Passive Fund

  • Value Research

    -

  • Min. investment

    ₹500

  • Minimum Additional Investment

    ₹500

  • Minimum SIP Investment

    ₹100

  • Minimum Withdrawal

    ₹500

  • Exit Load

    1%

  • Return Since Launch

    -18.38%
Absolute Return: -23.42%
Annualized Return: 0%

Basic Details

Scheme Manager

Swapnil Mayekar

Bench Mark

Nifty MidSmall IT & Telecom TRI

Type

OPEN

Lumpsum Returns

Period Invested For₹10,000 Invested onLatest ValueAbsolute ReturnsAnnualised ReturnsCategory AvgRank within Category
1 Week 6 March 20269561.28-4.39%--3.29%697/1235
1 Month13 February 20268670.02-13.30%--5.36%1200/1227
3 Month12 December 20257618.57-23.81%--6.01%1203/1210
6 Month12 September 20258090.32-19.10%--4.24%1145/1170
1 Year13 March 20259206.22-7.94%-7.94%7.25%985/1030
3 Year------/-
5 Year------/-
Since Inception19 November 20247660.40-23.40%-18.38%4.57%1212/1235

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year1 April 20251,20,00098352.27-18.04% -18.04%
3 Year-----
5 Year-----
10 Year-----

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Monthly Investment (₹)

Minimum value allowed is 500

Expected Returns Rate (%)

Minimum value allowed is 1

Time Period (in Years)

Minimum value allowed is 1
Start your SIP now

  • Invested Amount

    ₹25,000

  • Estimated Returns

    ₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

6.61%

Standard Deviation

1.72%

Beta

-0.42%

Sharpe Ratio

-0.02%

Treynor's Ratio

-11.23%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
Indus Towers16.52%1195185.44EquityTelecom Equipment & Infra Services
Persistent Syste14.45%100484.76EquityIT - Software
Coforge11.14%309163.67EquityIT - Software
Vodafone Idea8.20%25497002.70EquityTelecom-Service
Mphasis7.35%105312.42EquityIT - Software
Tata Comm5.26%108461.73EquityTelecom-Service
Oracle Fin.Serv.4.63%21971.52EquityIT - Software
Tata Elxsi4.36%31781.43EquityIT - Software
KPIT Technologi.3.54%151241.17EquityIT - Software
Bharti Hexacom3.39%69451.12EquityTelecom-Service

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G)
32.92-13.30%-23.81%-19.10%-7.94%-
Motilal Oswal Nifty Capital Market Index Fund-Dir (G)
346.54-7.32%-4.65%3.10%51.99%-
Tata Nifty Capital Markets Index Fund-Dir (G)
496.32-7.34%-4.77%2.94%51.61%-
Tata Nifty Capital Markets Index Fund-Dir (IDCW) RI
496.32-7.34%-4.77%2.94%51.61%-
Tata Nifty Capital Markets Index Fund-Dir (IDCW)
496.32-7.34%-4.77%2.94%51.61%-
Motilal Oswal Nifty MidSmall Financial Services Index Fund-Dir (G)
82.94-8.82%-8.09%4.14%41.11%-

List of Schemes under Motilal Oswal Mutual Fund

Fund NameCategoryRisk1Y ReturnsRatingsFund Size (Cr)
Motilal Oswal Focused FundEquityVery High13.04%1₹1,454.19
Motilal Oswal Ultra Short TermDebtLow6.1%2₹440.99
Motilal Oswal Midcap FundEquityVery High-6.21%5₹33,689.20
Motilal Oswal Flexi Cap FundEquityVery High-2.23%4₹12,890.33
Motilal Oswal ELSS Tax Saver FundEquityVery High11.09%4₹4,174.50
Motilal Oswal Balance Advantage FundHybridVery High-1.13%1₹768.93
Motilal Oswal Nasdaq 100 FOFOtherVery High24.23%0₹5,881.85
Motilal Oswal Liquid FundDebtModerately Low6%1₹1,114.06
Motilal Oswal Nifty 500 Index FundOtherVery High6.93%2₹2,897.80
Motilal Oswal Nifty Bank Index FundOtherVery High12.49%2₹680.39
Motilal Oswal Nifty Midcap 150 Index FundOtherVery High13.57%3₹3,134.77
Motilal Oswal Nifty Smallcap 250 Index FundOtherVery High5.83%1₹997.90
Motilal Oswal Large and Midcap FundEquityVery High13.08%5₹15,017.31
Motilal Oswal Nifty 50 Index FundOtherVery High4.38%3₹852.63
Motilal Oswal Nifty Next 50 Index FundOtherVery High10.28%1₹426.93
Motilal Oswal S&P 500 Index FundOtherVery High27.68%0₹4,055.83
Motilal Oswal AAP Fund of Fund AggressiveOtherVery High17.83%2₹145.42
Motilal Oswal AAP Fund of Fund-ConservativeOtherHigh16.5%3₹85.42
Motilal Oswal 5 Year G-Sec Fund of FundOtherModerately High7.8%3₹47.43
MotilaL Oswal Nifty 200 Momentum 30 Index FundOtherVery High6.22%1₹974.40
Motilal Oswal BSE Low Volatility Index FundOtherVery High5.43%2₹108.77
Motilal Oswal BSE Financials ex Bank 30 Index FundOtherVery High13.9%3₹31.50
Motilal Oswal BSE Enhanced Value Index FundOtherVery High26.03%5₹1,748.84
Motilal Oswal BSE Quality Index FundOtherVery High9.68%2₹58.44
Motilal Oswal Gold and Silver Passive Fund of FundsOtherVery High98.95%2₹2,730.16
Motilal Oswal Nifty Microcap 250 Index FundOtherVery High-1.54%0₹2,292.27
Motilal Oswal Developed Market Ex US ETFs Overseas Equity Passive FOFOtherVery High29.35%0₹37.53
Motilal Oswal Small Cap FundEquityVery High6.38%0₹5,654.94
Motilal Oswal Large Cap FundEquityVery High4.9%0₹3,242.27
Motilal Oswal Multi Cap FundEquityVery High-5.75%0₹3,939.59
Motilal Oswal Quant FundEquityVery High9.03%0₹143.03
Motilal Oswal Nifty India Defence Index FundOtherVery High40.36%0₹4,086.95
Motilal Oswal Manufacturing FundEquityVery High8.96%0₹684.98
Motilal Oswal Business Cycle FundEquityVery High-6.69%0₹1,674.23
Motilal Oswal Nifty 500 Momentum 50 Index FundOtherVery High6.71%0₹725.19
Motilal Oswal Digital India FundEquityVery High-3.64%0₹730.43
Motilal Oswal Nifty MidSmall Healthcare Index FundOtherVery High11.52%0₹28.42
Motilal Oswal Nifty MidSmall IT and Telecom Index FundOtherVery High-7.94%0₹32.92
Motilal Oswal Nifty MidSmall Financial Services Index FundOtherVery High41.11%0₹82.94
Motilal Oswal Nifty MidSmall India Consumption Index FundOtherVery High-3.34%0₹21.98
Motilal Oswal Nifty Capital Market Index FundOtherVery High51.99%0₹346.54
Motilal Oswal Arbitrage FundHybridLow7.47%0₹2,392.39
Motilal Oswal Innovation Opportunities FundEquityVery High10.67%0₹470.83
Motilal Oswal Active Momentum FundEquityVery High0%0₹369.75
Motilal Oswal Infrastructure FundEquityVery High0%0₹118.17
Motilal Oswal Services FundEquityVery High0%0₹103.44
Motilal Oswal Special Opportunities FundEquityVery High0%0₹65.87
Motilal Oswal Consumption FundEquityVery High0%0₹1,052.50
Motilal Oswal Diversified Equity Flexicap Passive Fund of FundsOtherVery High0%0₹30.26
Motilal Oswal Financial Services FundEquityVery High0%0₹157.58

News

  • Motilal Oswal Mutual Fund announces change in fund manager under its schemes

    Motilal Oswal Mutual Fund has announced change in fund manager under the following schemes, With effect from 16 March 2026.

    Change in Fund Manager:

    Scheme Name Existing Fund Manager(s) New Fund Manager(s)
    Motilal Oswal Large and Midcap Fund Ajay Khandelwal

    Atul Mehra

    		Ajay Khandelwal

    Atul Mehra

    Ankit Agarwal

    Motilal Oswal ELSS Tax Saver Fund Ajay Khandelwal

    Atul Mehra

    		Ajay Khandelwal

    Atul Mehra

    Ankit Agarwal

    Motilal Oswal Multi Factor Passive Fund of Funds Mr. Swapnil Mayekar

    Dishant Mehta - Associate Fund Manger

    		Mr. Swapnil Mayekar

    Powered by Capital Market - Live News

  • Motilal Oswal Mutual Fund announces change in Key Personnel

    Motilal Oswal Mutual Mutual Fund has announced that Mr. Bhavin Mahendra has been appointed as Passive Dealer with effect from March 12, 2026 ('Effective Date').

    Details of Mr. Bhavin Mahendra

    Age: 23 years

    Designation: Passive Dealer

    Qualification: Bachelor of Accounting & Finance (BAF) and CFA Level 1 .

    Powered by Capital Market - Live News

  • Motilal Oswal Mutual Fund announces change in fund manager under its schemes

    Motilal Oswal Mutual Fund has announced change in fund manager under the following schemes, With effect from 12 February 2026.

    Change in Fund Manager:

    Scheme Name Existing Fund management Structure Revised Fund management Structure
    Motilal Oswal Quant Fund Ajay Khandelwal Ajay Khandelwal
    Ankit Agarwal
    Motilal Oswal Business Cycle Fund Ajay Khandelwal
    Atul Mehra Ankit
    Agarwal Varun Sharma     		Atul Mehra
    Ankit Agarwal
    Varun Sharma
    Motilal Oswal Multi Cap Fund Ajay Khandelwal
    Atul Mehra
    Sandeep Jain     		Atul Mehra
    Sandeep Jain
    Motilal Oswal Balanced Advantage Fund Ajay Khandelwal
    Atul Mehra
    Sandeep Jain
    Ankit Agarwal
    Varun Sharma     		Atul Mehra
    Sandeep Jain
    Ankit Agarwal
    Varun Sharma

    Powered by Capital Market - Live News

Fund House Details & Investment Objective

Date of Incorporation

29 October 2024

Total AUM (Cr)

₹32.92

Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G) is an Index Fund-oriented fund from the renowned AMC, Motilal Oswal Mutual Fund. Launched in 29 October 2024, this fund is managed by Swapnil Mayekar. With assets under management (AUM) worth ₹32.92 (Cr), as of 16 March 2026, Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G) is categorized as a Index Fund within its segment. The fund has generated a return of -18.38% since its launch.
The current NAV of Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G) is ₹7.62, as on 16 March 2026. The fund's benchmark index is Nifty MidSmall IT & Telecom TRI. You can invest in Motilal Oswal Nifty MidSmall IT and Telecom Index Fund-Dir (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 99.85% in Equity, 3.34% in Debt and -3.19% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 59.32% in IT-Software, 30.40% in Telecom-Services, 9.86% in IT-Services, 0.83% in Debt, -0.41% in Cash & Others

Mutual Fund Categories

Types of Mutual Funds

Debt Funds

Access debt markets and enjoy interest income from bonds and debentures. Ideal for conservative short-term investors

Hybrid Funds

Enjoy best of both the worlds - equity and debt. Ideal for beginners with medium-term investment horizon

Equity Funds

Invest in large, mid, and small cap sector stocks to enjoy capital appreciation. Ideal for aggressive, long-term investors

Mutual Fund Calculators

SIP Calculator

Compute the future value of your SIP investments

Lumpsum Calculator

Calculate lumpsum investment corpus

SWP Calculator

Calculate the future value of your SWP Investments

Note : Securities shown above are only for illustrative purposes and not recommendatory in nature. The data represents best/cumulative figures till date.