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Motilal Oswal Nifty Capital Market Index Fund

An open-ended fund replicating/tracking the Nifty Capital Market Total Return Indexnded dynamic equity scheme investing across large cap, mid cap, small cap stocks

  • investedProple:41,065

  • fundIcon:/content/dam/motilal-mf/fund-icons/MO_CM.svg

  • dateAsOn:28 Feb 2026

  • schDetail:

    • exitLoad:

      Exit Load:

      1%- If redeemed on or before 15 days from the date of allotment.

      NIL- If redeemed after 15 days from the date of allotment.

    • nfoStartDate: 26-Nov-2024

    • sebiCategory: Index Fund

    • cmotsGroupCode: MO45284

    • dateOfAllotment: 2024-12-16

    • schemeName: Motilal Oswal Nifty Capital Market Index Fund

    • nfoEndDate: 10-Dec-2024

    • CMOTSAMCCode: 38442

    • fundCategoryCode: IF

    • schcode: CM

  • minamount:

    • 0:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: G
      • plancode: GD

    • 1:

      • minredamt: NULL
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: NULL
      • optioncode: G
      • plancode: GP

  • fundsTaggingSection:

    • 0: motilal-oswal-amc:indian-equity-
    • 1: motilal-oswal-amc:sector
    • 2: motilal-oswal-amc:index-funds

  • planList:

    • 0:

      • sixth_char_name: D
      • planNameOriginal: Direct Growth
      • groupedCode: GDG
      • groupedName: Direct Growth
      • optionCode: G
      • optionName: Growth
      • planCode: GD
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01EB5
      • amfi_schcode: 153138
      • cmt_schcode: 45285

    • 1:

      • sixth_char_name: R
      • planNameOriginal: Regular Growth
      • groupedCode: GPG
      • groupedName: Regular-Growth
      • optionCode: G
      • optionName: Growth
      • planCode: GP
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
      • isin: INF247L01EC3
      • amfi_schcode: 153137
      • cmt_schcode: 45284

  • nav:

    • 0:

      • latnav: 10.9392
      • optioncode: G
      • plancode: GD
      • prodcode: CMGD
      • nav_date: 01-Apr-2026
      • nav_amount: 10.5691
      • recdt: 01-Apr-2026
      • navchng: 0.47
      • navchngper: 4.52

    • 1:

      • latnav: 10.8522
      • optioncode: G
      • plancode: GP
      • prodcode: CMGP
      • nav_date: 01-Apr-2026
      • nav_amount: 10.4792
      • recdt: 01-Apr-2026
      • navchng: 0.46
      • navchngper: 4.51

  • returns:

    • 0:

      • oneYear_Ret: 49.33
      • oneYear_marketValue: 14933.449824580563
      • inception_Ret: 7.75
      • inception_marketValue: 10939.2
      • latNavDate: 2026-02-28
      • prodcode: CMGD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 153138
      • cmt_schcode: 45285
      • isin: INF247L01EB5

    • 1:

      • oneYear_Ret: 48.36
      • oneYear_marketValue: 14835.94903483349
      • inception_Ret: 7.04
      • inception_marketValue: 10852.2
      • latNavDate: 2026-02-28
      • prodcode: CMGP
      • plancode: GP
      • optioncode: G
      • amfi_schcode: 153137
      • cmt_schcode: 45284
      • isin: INF247L01EC3

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Historical Performance

CAGR

planList:

  • 0:

    • sixth_char_name: D
    • planNameOriginal: Direct Growth
    • groupedCode: GDG
    • groupedName: Direct Growth
    • optionCode: G
    • optionName: Growth
    • planCode: GD
    • planName: Direct
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
    • isin: INF247L01EB5
    • amfi_schcode: 153138
    • cmt_schcode: 45285

  • 1:

    • sixth_char_name: R
    • planNameOriginal: Regular Growth
    • groupedCode: GPG
    • groupedName: Regular-Growth
    • optionCode: G
    • optionName: Growth
    • planCode: GP
    • planName: Regular
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
    • isin: INF247L01EC3
    • amfi_schcode: 153137
    • cmt_schcode: 45284

  • returns:

    • 0:

      • oneYear_Ret: 49.33
      • oneYear_marketValue: 14933.449824580563
      • inception_Ret: 7.75
      • inception_marketValue: 10939.2
      • latNavDate: 2026-02-28
      • prodcode: CMGD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 153138
      • cmt_schcode: 45285
      • isin: INF247L01EB5

    • 1:

      • oneYear_Ret: 48.36
      • oneYear_marketValue: 14835.94903483349
      • inception_Ret: 7.04
      • inception_marketValue: 10852.2
      • latNavDate: 2026-02-28
      • prodcode: CMGP
      • plancode: GP
      • optioncode: G
      • amfi_schcode: 153137
      • cmt_schcode: 45284
      • isin: INF247L01EC3

  • bmCode: 2551

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Periodic Returns

Data as on 28 Feb 2026

CAGR
Current value of Investment of ₹10,000

NIL

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Past Performance Calculator

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Motilal Oswal Mid cap fund

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Lumpsum

If you would have invested monthly

If you would have invested

10000

Tenure

10

Invested Amount

1200000

Current Value of Investment

2500000

Return (CAGR)

18

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Disclaimer:

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Why this fund?

Expertise

Backed by a decade of financial expertise, we focus on long-term wealth creation through early investment in promising midcaps.

High Conviction

A focused portfolio of ~35 high-conviction midcap stocks, carefully selected for their unique potential.

Quality and Growth

We prioritize business quality and management strength, guided by our QGLP investment philosophy.

*Based upon our current investment strategy.

Pioneering Growth

A House known for identifying high-growth themes that serve as compounding instruments & stand as formidable wealth creators.

Skin in the Game

Our promoters have invested a substantial ~71772 Cr.*, firmly aligning our interests with yours.

*Data as on 31st January 2024.

Disclaimer: The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity.

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Fund philosophy from our fund manager

https://www.youtube.com/embed/lH0T1dwVmn4?ref=0

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Portfolio Composition

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Sector Holdings
Stock Holdings

Industry Classification as recommended by AMFI

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    1. Key Facts

    2. Launched on 06 Feb 2024

Investment Objective

  • indexMethodology:

    Index Methodology: Click here

    Historic Changes in Index Constituents: Click here

  • investmentObjective:

    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.

    However, there is no assurance or guarantee that the investment objectives of the scheme will be achieved.

  • applicationAmount:

    ₹500/- and in multiples of ₹1/- thereafter

  • redemptionAmont: ₹500/- and in multiples of ₹1/- thereafter or account balance, whichever is lower.

  • exitLoad:

    Exit Load:

    1%- If redeemed on or before 15 days from the date of allotment.

    NIL- If redeemed after 15 days from the date of allotment.

  • aum:

    • 0:

      • latestAum: 346.5356
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: G
      • plancode: GD
      • prodcode: CMGD

    • 1:

      • latestAum: 346.5356
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: G
      • plancode: GP
      • prodcode: CMGP

  • portfolioTurnoverRatio: NIL

  • planList:

    • 0:

      • sixth_char_name: D
      • planNameOriginal: Direct Growth
      • groupedCode: GDG
      • groupedName: Direct Growth
      • optionCode: G
      • optionName: Growth
      • planCode: GD
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01EB5
      • amfi_schcode: 153138
      • cmt_schcode: 45285

    • 1:

      • sixth_char_name: R
      • planNameOriginal: Regular Growth
      • groupedCode: GPG
      • groupedName: Regular-Growth
      • optionCode: G
      • optionName: Growth
      • planCode: GP
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
      • isin: INF247L01EC3
      • amfi_schcode: 153137
      • cmt_schcode: 45284

  • benchmark: Nifty Capital Market Total Return Index

  • expenseRatioDirect: NIL

  • benchmarkreturns:

    • 0:

      • type: BM
      • groupName: Nifty 50 TRI (SECONDARY)
      • latNavDate: 2026-02-28
      • latnav: 37943.67
      • oneYear_Ret: 15.07371405279898
      • inception_Ret: 2.8620616814554634
      • bmcode: 2006.0

    • 1:

      • type: BM
      • groupName: Nifty Capital Markets Index (TRI) (PRIMARY)
      • latNavDate: 2026-02-28
      • bmcode: 2551.0

Minimum Application Amount

₹500/- and in multiples of ₹1/- thereafter

Minimum Redemption Amount

₹500/- then ₹1/- increments, up to account balance

Latest AUM

346.5356

2026-02-28T00:00:00

Portfolio Turnover Ratio

NIL

Plans

Direct,Regular

Options (Under each plan)

Growth

Benchmark

Nifty Capital Market Total Return Index

Total Expense Ratio

NIL

Inception date

2026-02-28

Entry Load

Exit Load Policy

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Our Fund Managers

Managing this fund since

Total AUM

  • schDetail

    • exitLoad:

      Exit Load:

      1%- If redeemed on or before 15 days from the date of allotment.

      NIL- If redeemed after 15 days from the date of allotment.

    • nfoStartDate: 26-Nov-2024

    • sebiCategory: Index Fund

    • cmotsGroupCode: MO45284

    • dateOfAllotment: 2024-12-16

    • schemeName: Motilal Oswal Nifty Capital Market Index Fund

    • nfoEndDate: 10-Dec-2024

    • CMOTSAMCCode: 38442

    • fundCategoryCode: IF

    • schcode: CM

  • fundManager:

    • 0:

      • description:

        Swapnil has over 12 years of experience in the fund management and product development.

        Motilal Oswal Asset Management Company Ltd. from March 2010 onwards.

        Business Standard, Research Associate from August 2005 to February 2010.

      • designation: Fund Manager

      • picture: /content/dam/motilal-mf/fund-manager/mr-swapnil-mayekar.png

      • fundManagerName: Swapnil Mayekar

      • type: MF

      • dropdownField: MF

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/swapnil-mayekar

    • 1:

      • description:

        Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

      • designation: Fund Manager/Dealer

      • picture: /content/dam/motilal-mf/fund-manager/mr-rakesh-shetty.png

      • fundManagerName: Rakesh Shetty

      • type: MF

      • dropdownField: MF

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/rakesh-shetty

    • 2:

      • description:

        Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies. Managed Institutional and Foreign Portfolio Investment clients. Prior to joining Motilal Oswal Asset Management Company, Mr. Mehta has worked with Emkay Global Financial Services Limited, Anand Rathi Shares & Stock Brokers Limited, Kotak Securities Limited and Angel Broking Limited.

      • designation: Manager, Associate Fund Manager and Passive Dealer

      • picture: /content/dam/motilal-mf/fund-manager/mr-dishant-mehta.png

      • fundManagerName: Dishant Mehta

      • type: MF

      • dropdownField: MF

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/dishant-mehta

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Downloads

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Frequently Asked Questions

What are the Key Dates and information about Motilal Oswal Nifty Capital Market Index Fund?

Key Dates:

  • Opening Date: 26th November 2024
  • Closing Date: 10th December 2024
  • Allotment Date: 16th December 2024
  • Reopening Date: 20th December 2024

Important Information:

  • Units Allotment: Units for investments received during the NFO period will be allotted at an NAV of Rs. 10.
  • First NAV Declaration: The first NAV will be declared on the reopening date, 20th December 2024, at 11:00 PM.
  • Stamp Duty Deduction: A stamp duty of 0.005% will be deducted from the investment amount. For example, if you invest Rs.1000, units will be allotted for Rs.999.95 after deducting the stamp duty, resulting in 99.995 units.
  • Units Reflection in Portfolio: The allotted units will reflect in your portfolio starting from 17th December, 2024.
  • Ongoing Purchases: You can make ongoing purchases in the scheme from the reopening date, 20th December 2024.
  • SIP Instalments: For SIPs registered during the NFO period, the first instalment dates are:
  • Physical SIP: 09th January 2025
  • Online SIP: 1st January 2025
  • Expense Ratio: The expense ratio of the scheme will be available on our website starting from 20th December 2024

What is the Motilal Oswal Nifty Capital Market Index Fund?

The Motilal Oswal Nifty Capital Market Index Fund is a passive fund that aims to replicate the performance of the Nifty Capital Market Index. It provides exposure to companies operating in the capital markets theme, such as Asset management companies, exchanges, Stock brokers, clearing houses etc.

Who should invest in this fund?

This fund is suitable for:

  • Investors seeking focused exposure to the capital market theme.
  • Those with a high-risk appetite and an interest in sectoral growth opportunities.
  • Investors looking for long-term wealth creation through passive investing.

What are the risks associated with this fund?

  • Sector Concentration Risk: Being a sectoral fund, its performance depends heavily on the capital market theme.
  • Market Volatility: Returns may be affected by stock market movements and economic conditions.
  • Limited Diversification: Focused on a single sector, which may increase risk compared to broader index funds.

What is the investment horizon for this fund?

A minimum investment horizon of 5-7 years is recommended to potentially benefit from sectoral growth and ride out short-term volatility.

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Learning Resource Vault

Learn with Motilal Oswal

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  • Podcast

    • 4 min listen
    • July 7, 2022

  • Ep. 12: Wisdom Tree (part 1)

  • On this exclusive episode, Mr. Raamdeo Agrawal, Co-founder of Motilal Oswal Group talks to host Anupam Gupta about his fascinating journey – from being a farmer’s son in a small village to becoming a successful entrepreneur. He talks about his humble beginnings, his background, how he met Mr. Motilal Oswal, his struggles, and a lot more. Tune in to this very inspirational episode.On this exclusive episode.

  • Listen Now

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*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

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