Should I invest in Motilal Oswal Nifty 200 Momentum 30 Index Fund?

We don't give personal investment advice. Motilal Oswal Nifty 200 Momentum 30 Index Fund-Direct Plan is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

Motilal Oswal

Motilal Oswal Nifty 200 Momentum 30 Index Fund-Direct Plan

Latest NAV

₹14.9682

As of

3 Jun 2026

1,055 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.02%	+0.14%	-0.12	211 / 296	Q3
1W	-2.51%	-1.13%	-1.39	261 / 296	Q4
2W	+0.08%	+0.01%	+0.06	188 / 296	Q3
1M	-1.17%	-0.63%	-0.53	208 / 296	Q3
3M	-2.68%	-0.19%	-2.48	212 / 291	Q3
6M	-6.43%	-2.63%	-3.81	206 / 285	Q3
YTD	-4.09%	-2.85%	-1.24	181 / 287	Q3
1Y	-2.09%	+0.85%	-2.94	189 / 269	Q3
2Y	-8.24%	+3.09%	-11.33	181 / 188	Q4
3Y	+13.60%	+10.07%	+3.53	35 / 149	Q1
4Y	+14.47%	+11.38%	+3.09	20 / 74	Q2
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+10.53%	+6.44%	+4.09	75 / 294	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-4.09%	-2.86%	-1.23	177 / 282
2025	-5.71%	+5.41%	-11.12	198 / 226
2024	+20.49%	+13.06%	+7.43	38 / 159
2023	+41.08%	+21.46%	+19.62	20 / 121
2022	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+18.82%

41 windows

min -17.5% · max 70.6%

59% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+16.60%

16 windows

min 9.0% · max 23.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

18.87%

3-year · annualised

Sharpe ratio

0.43

vs risk-free 6.5%

Sortino ratio

0.64

Downside-only deviation

Max drawdown

-31.65%

Sep 2024 → Apr 2025

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC Nifty Top 20 Equal Weight Index Fund - Direct	HDFC	₹9.5781	3 Jun 2026
Nippon India Nifty 500 Equal Weight Index Fund - Direct Plan - IDCW Option	Nippon India	₹9.4121	3 Jun 2026
SBI Nifty100 Low Volatility 30 Index Fund-Direct Plan- Income Cum Distribution Capital Withdrawal Option (IDCW)	SBI	₹9.7711	3 Jun 2026
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - IDCW	ICICI Prudential	₹16.3204	3 Jun 2026
Bandhan Nifty Alpha 50 Index Fund - Direct Plan - IDCW	Bandhan	₹13.6911	3 Jun 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct IDCW Payout	Aditya Birla Sun Life	₹10.2370	3 Jun 2026
Motilal Oswal BSE Low Volatility Index Fund-Direct plan	Motilal Oswal	₹15.7841	3 Jun 2026
Kotak Nifty 100 Equal Weight index Fund - Direct Plan - IDCW Option	Kotak	₹10.7610	3 Jun 2026
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan IDCW	Edelweiss	₹14.1463	3 Jun 2026
DSP Nifty 50 Equal Weight Index Fund - Direct Plan - IDCW	DSP	₹21.9187	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹14.9682
2 Jun 2026	₹14.9673
1 Jun 2026	₹14.9644
29 May 2026	₹15.1968
27 May 2026	₹15.4479
26 May 2026	₹15.3533
25 May 2026	₹15.3670
22 May 2026	₹15.1111
21 May 2026	₹15.0178
20 May 2026	₹15.0422

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Motilal Oswal Nifty 200 Momentum 30 Index Fund-Direct Plan is ₹14.9682. It's a Index Fund from Motilal Oswal, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Motilal Oswal Nifty 200 Momentum 30 Index Fund-Direct Plan has NAV history starting from 16 Feb 2022, a track record of about 4 years 3 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Motilal Oswal Nifty 200 Momentum 30 Index Fund-Direct Plan is managed by Motilal Oswal. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Motilal Oswal Nifty 200 Momentum 30 Index Fund-Direct Plan has delivered a absolute return of -2.09% — -2.94 pp behind the Index Fund category average of 0.85%. The fund ranks #189 of 269 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Motilal Oswal Nifty 200 Momentum 30 Index Fund-Direct Plan has delivered a CAGR of 13.60% — +3.53 pp ahead of the Index Fund category average of 10.07%. The fund ranks #35 of 149 in its category — the top (Q1) quartile.

Motilal Oswal Nifty 200 Momentum 30 Index Fund-Direct Plan doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Motilal Oswal Nifty 200 Momentum 30 Index Fund-Direct Plan exactly 3 years ago would be worth approximately ₹146,592 today — a multiplier of 1.47×, based on the 3-year CAGR of 13.60%. The category average over the same window would have grown ₹1 lakh to ₹133,348.

A ₹10,000 monthly SIP in Motilal Oswal Nifty 200 Momentum 30 Index Fund-Direct Plan over the last 3 years — total invested ₹360,000 — would be worth ₹371,799 today. That's an XIRR (money-weighted annualised return) of 2.10%.

Motilal Oswal Nifty 200 Momentum 30 Index Fund-Direct Plan doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹371,799 — XIRR 2.10%.

On a 3-year basis, Motilal Oswal Nifty 200 Momentum 30 Index Fund-Direct Plan ranks #35 out of 149 funds in the Index Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 10.07%; this fund delivered 13.60%.

The worst peak-to-trough decline Motilal Oswal Nifty 200 Momentum 30 Index Fund-Direct Plan has experienced over the last 3-year window is 31.65% — its NAV fell from a high on 27 Sep 2024 to a low on 07 Apr 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Motilal Oswal Nifty 200 Momentum 30 Index Fund-Direct Plan averaged 16.60% (best 23.75%, worst 9.03%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.43 — weak risk-adjusted performance.

In calendar year 2025, Motilal Oswal Nifty 200 Momentum 30 Index Fund-Direct Plan returned -5.71% — lagging the Index Fund category average of 5.41% by 11.12 pp. It ranked #198 of 226 in its category that year.

Motilal Oswal Nifty 200 Momentum 30 Index Fund-Direct Plan doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Motilal Oswal Nifty 200 Momentum 30 Index Fund-Direct Plan is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.