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Motilal Oswal Mutual Fund

Motilal Oswal Nifty Capital Market Index Fund

Motilal Oswal Mutual Fund · Direct plan · Growth

1-year returns
21.7%
NAV
₹12.67
▲ 1.07% · 18 Sept 2026
Fund size
₹679 Cr
Expense ratio
0.7%
a year
Minimum SIP
₹500

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹12.53 and has returned 20.96% over a year.

Returns, and where it stands

Against the average index fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year21.7%1.1%ahead3 of 322
Every period, and the Regular plan →
PeriodDirectRegular
1 month0.2%0.2%
3 months-3.9%-4%
6 months14.7%14.3%
1 year21.7%21%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Dec 2024.

Plan

NAV history

▲ 21.71% in the last 1Y

9.8811.713.418 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹60,000
Gain
₹4,917
XIRR (per year)
15.49%
Value today
₹64,917

12 monthly instalments from 18 Sept 2025, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
27.5% a year
15.4% more than the category average — the bumpier side
Worst fall so far
−28.7%
Jan 2025 to Mar 2025.
Years that made money
100%
Of every one-year stretch it has been through.

Fund details

Minimum lumpsum
₹500
Minimum top-up
₹500
Lock-in
None
Plan started
16 Dec 2024
Portfolio turnover
0.26x
Expense ratio
0.7%
as of 31 Jul 2026

Managed by Swapnil Mayekar, Rakesh Shetty, Dishant Mehta

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Motilal Oswal Nifty Capital Market Index Fund against other funds in the Index Fund category
Fund1Y3Y5YExpenseFund size
ICICI Prudential NASDAQ 100 Index Fund31.6%30.87%0.63%₹3,581 Cr
Motilal Oswal S&P 500 Index Fund25.83%25.76%17.85%0.49%₹2,919 Cr
UTI Nifty 500 Value 50 Index Fund9.35%21.1%0.84%₹846 Cr
ICICI Prudential Nifty Pharma Index Fund18.45%19.92%0.48%₹157 Cr
Motilal Oswal BSE Enhanced Value Index Fund5.44%19.6%0.54%₹2,251 Cr
Kotak Nifty Smallcap 50 Index Fund11.86%19.37%0.35%₹250 Cr
Motilal Oswal Nifty Capital Market Index Fund21.71%0.7%₹679 Cr

About Motilal Oswal Nifty Capital Market Index Fund

Motilal Oswal Nifty Capital Market Index Fund is a index fund managed by Motilal Oswal Mutual Fund. Passively track a market index such as the Nifty 50 or Sensex, with low costs and returns close to the index.

The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty Capital Market Total Return Index, subject to tracking error.

The scheme's stated objective, as published by Motilal Oswal Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹12.6728153138
RegularGrowth₹12.5307153137

Frequently asked questions

What is the NAV of Motilal Oswal Nifty Capital Market Index Fund today?

The NAV of Motilal Oswal Nifty Capital Market Index Fund (Direct plan, Growth) is ₹12.6728 and the Regular plan NAV is ₹12.5307, as of 18 Sept 2026.

What returns has Motilal Oswal Nifty Capital Market Index Fund given?

Over the last year the Direct plan returned 21.71%. Past returns do not guarantee future returns.

What is the expense ratio of Motilal Oswal Nifty Capital Market Index Fund?

The Direct plan charges 0.7% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Motilal Oswal Nifty Capital Market Index Fund?

You can start a monthly SIP with ₹500, or invest a lump sum of ₹500 or more.

How much has Motilal Oswal Nifty Capital Market Index Fund fallen in the past?

Its deepest fall was 28.7% from 2 Jan 2025 to 13 Mar 2025. Of every one-year stretch in its history, 100% ended in a gain.

Which category does Motilal Oswal Nifty Capital Market Index Fund belong to?

It is a Index Fund from Motilal Oswal Mutual Fund. Passively track a market index such as the Nifty 50 or Sensex, with low costs and returns close to the index.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Motilal Oswal Nifty Capital Market Index Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.