Fund Overview
Fund

Motilal Oswal Nifty Capital Market Index Fund

Underlying Index: Nifty Capital MarketsISIN: INF247L01EB5

12.7423.74% (1Y)
End of Day NAV as on Sep 10, 2026
1011121314Sep 2025Feb 2026Sep 2026

Fundamentals

Asset TypeEquity
Underlying Index TypeThematic Index
No. of Companies15
Market Cap FocusMulti / Flexi Cap
P/E44.17
P/B14.48
Div Yield1.45%
Std Deviation (1 yr)1.54%

Fund Parameters

AUM (Cr)597
Base Expense Ratio0.40%
Tracking Error0.38%
All-In-Cost0.78%
Inception Date16 Dec 2024
Scheme Plan - Option - TypeDirect Plan - Growth - Open ended scheme
Native Score

Similar Exchange Traded Funds (ETFs)

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Fund NameLast CloseAUM (Cr)Avg Exp RatioTracking Error1M ADTO (Cr)1M Avg NAV GapAll-In-CostScore
53.632430.45%0.01%8-0.08%0.46%
11.31420.40%0.00%1-0.05%0.40%

Similar Index Funds

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Fund NameLast CloseAUM (Cr)Avg Exp RatioTracking ErrorAll-In-CostScore
N/A8730.39%0.38%0.77%
N/A1000.20%0.11%0.31%

Sectoral Allocation

Total
100%
allocation
  • Finance81.0%
  • Business Services13.0%
  • IT3.5%
  • Power2.5%
  • Miscellaneous0.2%

Fund Holdings

NameWeight
BSE Ltd.19.3%
Multi Commodity Exchange Of India Ltd.16.1%
HDFC Asset Management Company Ltd.12.5%
360 One Wam Ltd.6.9%
Central Depository Services (India) Ltd.5.6%
Nippon Life India Asset Management Ltd.4.9%
Angel One Ltd.4.5%
Computer Age Management Services Ltd.4.5%
Anand Rathi Wealth Ltd.4.3%
ICICI Prudential Asset Management Company Ltd.3.6%
Billionbrains Garage Ventures Ltd.3.5%
Nuvama Wealth Management Ltd.3.3%
Motilal Oswal Financial Services Ltd.3.1%
KFin Technologies Ltd.2.9%
Indian Energy Exchange Ltd.2.5%
Aditya Birla Sun Life AMC Ltd.1.7%
UTI Asset Management Company Ltd.0.9%
Tri-Party Repo (TREPS)0.2%
Net Current Asset-0.1%

Holdings Concentration

Total covered: 100%
Top 1–5
5 holdings
60.3%
60%
share
Top 6–10
5 holdings
21.8%
22%
share
Top 11–20
8 holdings
18.1%
18%
share

Market Cap Classification

Total
100%
allocation
  • Large Cap38.8%
  • Mid Cap30.9%
  • Small Cap30.2%

Advanced Ratios

Alpha-0.03
Beta0.97
Sharpe Ratio0.05
Sortino Ratio0.09
Treynor Ratio0.08
Information Ratio-0.07
Upside Capture95.78%
Downside Capture100.16%

Index Methodology

Factor BasisSector/Theme
UniverseNifty 500
WeightageFree-Float Market Cap Weighting; Max weight per stock = 20%
Stocks IncludedMax 20 stocks. Top 20 stocks from Capital Market industires based on 6-Month avg. FF Market cap are selected
ExclusionsConstituents moving out of the Nifty 500 & currently part of Nifty Capital Market Index

Fund • Last updated: 11/09/2026