Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct-Growth
Equity: Thematic-Consumption - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Thematic-ConsumptionBenchmark: Nifty MidSmall India Consumption Total Return IndexCheck Portfolio Overlap →
NAV: ₹8.9-0.47%
22 Oct 2026
Tracking Difference
Annualised return gap between Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct-Growth and its benchmark index over 1Y, 3Y, 5Y and 10Y periods, compared to the average of all funds tracking the same benchmark.
| Name | 1 Y | 3 Y | 5 Y | 10 Y |
|---|---|---|---|---|
| Fund | -0.51% | - | - | - |
| Avg. of funds with same benchmark | -0.51% | - | - | - |
Rolling Returns Analysis
Rolling annualized returns of Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 28 Nov, 2025 - 22 Oct, 2026 | - | - | - |
| Average returns | -5.87% | - | - | - |
| Standard deviation | 3.59% | - | - | - |
| Best returns | 4.36% 1 year ending on 23 Feb, 2026 | - | - | - |
| Worst returns | -15.52% 1 year ending on 31 Mar, 2026 | - | - | - |
| Period with positive return | 6.31% | - | - | - |
| Period with return > 5% | 0.00% | - | - | - |
| Period with return > 10% | 0.00% | - | - | - |
| Period with return > 15% | 0.00% | - | - | - |
| Beat % Category | 0.00% | - | - | - |
| Beat % Benchmark | 1.80% | - | - | - |
Trailing Returns
Point-to-point returns of Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
-10%
0%
10%
-10.0%
-8.0%
-11.9%
YTD
-7.6%
-6.7%
-6.4%
1 M
-5.8%
-3.1%
-6.4%
6 M
-15.0%
-10.5%
-14.2%
1 Y
8.2%
9.5%
3 Y
10.1%
9.8%
5 Y
13.8%
12.0%
10 Y
Fund
Equity: Thematic-Consumption
Nifty MidSmall India Consumption Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | -9.99% | -7.64% | -5.84% | -14.98% | - | - | - | -5.89% |
| Equity: Thematic-Consumption | -8.03% | -6.71% | -3.13% | -10.49% | 8.17% | 10.08% | 13.84% | - |
| Nifty MidSmall India Consumption Total Return Index | -11.86% | -6.39% | -6.37% | -14.21% | 9.46% | 9.79% | 11.96% | - |
| Rank in category | 17 | 28 | 23 | 22 | - | - | - | - |
| Funds in category | 28 | 31 | 31 | 24 | 13 | 11 | 8 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
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Frequently Asked Questions
What are the 1-year returns of Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct-Growth?
Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct-Growth has delivered a 1-year return of -14.98% as of 21 Oct 2026. During the same period, its benchmark Nifty MidSmall India Consumption Total Return Index returned -14.21%. The fund has underperformed its benchmark over this period.
What are the 3-year returns of Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct-Growth?
The 3-year CAGR for Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct-Growth is shown in the Trailing Returns section above.
What are the 5-year returns of Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct-Growth?
The 5-year CAGR for Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct-Growth is shown in the Trailing Returns section above.
What are the returns of Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct-Growth since inception?
Since its launch on 24 Nov 2024, Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct-Growth has delivered a CAGR of -5.89%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct-Growth performed vs its category over the long term?
Category rank for Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.
What is the Sharpe ratio of Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct-Growth?
The Sharpe ratio of Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the alpha of Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct-Growth?
The alpha of Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct-Growth?
The beta of Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct-Growth?
The average 1-year and 3-year rolling returns of Motilal Oswal Nifty MidSmall India Consumption Index Fund Direct-Growth is -5.87% and - respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.