Motilal Oswal Nifty 50 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 80
Rating
Growth Option 02-04-2026
NAV ₹19.19(R) +0.15% ₹19.69(D) +0.15%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -2.09% 9.94% 9.44% -% -%
Direct -1.7% 10.38% 9.89% -% -%
Benchmark
SIP (XIRR) Regular -16.16% 0.92% 5.77% -% -%
Direct -15.82% 1.34% 6.22% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.67 0.33 0.57 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
11.27% -13.05% -14.15% - 8.02%
Fund AUM As on: 30/12/2025 821 Cr
Top Index Funds
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
- 2
- 3
Navi Nifty India Manufacturing Index Fund 4
Motilal Oswal BSE Financials ex Bank 30 Index Fund 5
AXIS Nifty Midcap 50 Index Fund 6
SBI NIFTY MIDCAP 150 INDEX FUND 7
Nippon India Nifty Midcap 150 Index Fund 8
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 9
Motilal Oswal Nifty Midcap 150 Index Fund 10
- 11
- 12
HDFC NIFTY50 Equal Weight Index Fund 13
DSP Nifty 50 Equal Weight Index Fund 14
Navi Nifty Midcap 150 Index Fund 15
- 16
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 17
HDFC NIFTY 100 Equal Weight Index Fund 18
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 19
Dsp Nifty Next 50 Index Fund 20

NAV Date: 02-04-2026

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth 19.19
0.0300
0.1500%
Motilal Oswal Nifty 50 Index Fund - Direct plan - Growth 19.69
0.0300
0.1500%

Review Date: 02-04-2026

Beginning of Analysis

motilal oswal nifty 50 index fund is the 52nd ranked fund in the Index Funds category. The category has total 90 funds. The motilal oswal nifty 50 index fund has shown an average past performence in Index Funds. The fund has a Sharpe Ratio of 0.67 which is lower than the category average of 1.0.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Index Mutual Fundss

motilal oswal nifty 50 index fund Return Analysis

  • The fund has given a return of -8.66%, -13.66 and -8.56 in last one, three and six months respectively. In the same period the category average return was -7.55%, -11.6% and -7.85% respectively.
  • motilal oswal nifty 50 index fund has given a return of -1.7% in last one year. In the same period the Index Funds category average return was 0.2%.
  • The fund has given a return of 10.38% in last three years and ranked 49.0th out of eighty eight funds in the category. In the same period the Index Funds category average return was 13.48%.
  • The fund has given a return of 9.89% in last five years and ranked 17th out of thirty two funds in the category. In the same period the Index Funds category average return was 11.53%.
  • The fund has given a SIP return of -15.82% in last one year whereas category average SIP return is -13.36%. The fund one year return rank in the category is 103rd in 183 funds
  • The fund has SIP return of 1.34% in last three years and ranks 50th in 82 funds. Motilal Oswal S&P 500 Index Fund has given the highest SIP return (19.19%) in the category in last three years.
  • The fund has SIP return of 6.22% in last five years whereas category average SIP return is 7.5%.

motilal oswal nifty 50 index fund Risk Analysis

  • The fund has a standard deviation of 11.27 and semi deviation of 8.02. The category average standard deviation is 12.06 and semi deviation is 8.86.
  • The fund has a Value at Risk (VaR) of -13.05 and a maximum drawdown of -14.15. The category average VaR is -15.41 and the maximum drawdown is -15.82.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Index Funds Category
  • Good Performance in Index Funds Category
  • Poor Performance in Index Funds Category
  • Very Poor Performance in Index Funds Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -8.69
    -7.63
    		-15.80 | 0.50 141 | 221 Average
    3M Return % -13.74
    -11.74
    		-25.49 | 1.37 165 | 221 Average
    6M Return % -8.74
    -8.09
    		-24.09 | 5.69 103 | 211 Good
    1Y Return % -2.09
    -0.34
    		-23.29 | 28.16 122 | 190 Average
    3Y Return % 9.94
    12.97
    		7.03 | 21.67 57 | 88 Average
    5Y Return % 9.44
    11.00
    		8.07 | 16.39 20 | 32 Average
    1Y SIP Return % -16.16
    -13.82
    		-41.59 | 11.63 106 | 187 Average
    3Y SIP Return % 0.92
    3.04
    		-2.38 | 18.53 62 | 86 Average
    5Y SIP Return % 5.77
    7.14
    		4.04 | 17.39 24 | 35 Average
    Standard Deviation 11.27
    12.06
    		0.60 | 22.45 41 | 102 Good
    Semi Deviation 8.02
    8.86
    		0.37 | 16.91 41 | 102 Good
    Max Drawdown % -14.15
    -15.82
    		-29.16 | 0.00 42 | 102 Good
    VaR 1 Y % -13.05
    -15.41
    		-34.57 | 0.00 31 | 102 Good
    Average Drawdown % -3.65
    -5.73
    		-14.55 | 0.00 30 | 102 Good
    Sharpe Ratio 0.67
    1.00
    		-0.17 | 2.42 81 | 102 Poor
    Sterling Ratio 0.57
    0.66
    		0.05 | 1.48 77 | 102 Average
    Sortino Ratio 0.33
    0.59
    		-0.02 | 2.60 83 | 102 Poor
    Return data last Updated On : April 2, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

    Rotate the phone! Best viewed in landscape mode on mobile.
    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -8.66 -7.55 -15.76 | 0.53 144 | 228 Average
    3M Return % -13.66 -11.60 -25.37 | 1.42 166 | 227 Average
    6M Return % -8.56 -7.85 -23.85 | 5.94 98 | 216 Good
    1Y Return % -1.70 0.20 -22.79 | 29.00 121 | 190 Average
    3Y Return % 10.38 13.48 7.24 | 22.40 49 | 88 Average
    5Y Return % 9.89 11.53 8.74 | 17.25 17 | 32 Average
    1Y SIP Return % -15.82 -13.36 -41.20 | 12.19 103 | 183 Average
    3Y SIP Return % 1.34 3.44 -1.70 | 19.19 50 | 82 Average
    5Y SIP Return % 6.22 7.50 4.72 | 18.02 18 | 33 Good
    Standard Deviation 11.27 12.06 0.60 | 22.45 41 | 102 Good
    Semi Deviation 8.02 8.86 0.37 | 16.91 41 | 102 Good
    Max Drawdown % -14.15 -15.82 -29.16 | 0.00 42 | 102 Good
    VaR 1 Y % -13.05 -15.41 -34.57 | 0.00 31 | 102 Good
    Average Drawdown % -3.65 -5.73 -14.55 | 0.00 30 | 102 Good
    Sharpe Ratio 0.67 1.00 -0.17 | 2.42 81 | 102 Poor
    Sterling Ratio 0.57 0.66 0.05 | 1.48 77 | 102 Average
    Sortino Ratio 0.33 0.59 -0.02 | 2.60 83 | 102 Poor
    Return data last Updated On : April 2, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Motilal Oswal Nifty 50 Index Fund NAV Regular Growth Motilal Oswal Nifty 50 Index Fund NAV Direct Growth
    02-04-2026 19.1891 19.6865
    01-04-2026 19.1613 19.6577
    30-03-2026 18.8682 19.3566
    27-03-2026 19.2807 19.7791
    25-03-2026 19.6931 20.2017
    24-03-2026 19.3607 19.8605
    23-03-2026 19.0232 19.5142
    20-03-2026 19.5325 20.0359
    19-03-2026 19.4378 19.9386
    18-03-2026 20.0935 20.611
    17-03-2026 19.9275 20.4405
    16-03-2026 19.7824 20.2914
    13-03-2026 19.5657 20.0684
    12-03-2026 19.9781 20.4913
    11-03-2026 20.1708 20.6887
    10-03-2026 20.5049 21.0311
    09-03-2026 20.308 20.8289
    06-03-2026 20.6657 21.1951
    05-03-2026 20.9309 21.4669
    04-03-2026 20.6901 21.2198
    02-03-2026 21.0157 21.5532

    Fund Launch Date: 23/Dec/2019
    Fund Category: Index Funds
    Investment Objective: The Scheme seeks investment return that corresponds to the performance of Nifty 50 Index subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
    Fund Description: An open ended scheme replicating / tracking Nifty 50 Index
    Fund Benchmark: Nifty 50 Total Return Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.