Mutual Fund Calculator

SIP

Lumpsum

Monthly SIP Amount (₹)

Rate of Interest (% p.a.)

Time period (In years)

Total Invested

₹ 3,00,000

Total Interest

₹ 60,053

Total Invested

₹ 3,00,000

Estimated Returns

₹ 60,053

Total Amount after 5 years

₹ 3,60,053

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Motilal Oswal Nifty India Defence Index Fund Direct-Growth: Mutual Fund Overview

Motilal Oswal Nifty India Defence Index Fund Direct-Growth is an Thematic-Other mutual fund with over 2 years of performance history. The scheme manages an AUM of ₹5181.87 Cr and has a NAV of ₹12.2294. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹500, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 20.1%.

Motilal Oswal Nifty India Defence Index Fund Direct-Growth

Equity Thematic-Other Principal at very high risk

1 Year Return

20.1%

Fund Details

NAV

12.2294

Sub-Type

Thematic-Other

Rating

Not Rated

Min. SIP Amount

₹500

Fund Age(Year)

2.08

Fund Size(in Crores)

5181.87

Fund Performance

1 Month

-1.93%

3 Month

3.92%

6 Month

14.13%

1 Year

20.1%

3 Year

0%

5 Year

0%

Know This Fund

As on 02 Aug 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Comparison with same funds

Equity, Flexi Cap funds	Ret 1M	Ret 1Y	Ret 3Y	Ret 5Y
Aditya Birla Sun Life Conglomerate Fund Regular-Growth	2.13%	5.75%	0%	0%
Aditya Birla Sun Life Conglomerate Fund Regular-IDCW	2.13%	5.75%	0%	0%
Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth	-1.96%	19.21%	0%	0%
Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW	-1.96%	19.21%	0%	0%
Aditya Birla Sun Life Special Opportunities Fund Regular-Growth	1.61%	16.04%	18.12%	14.38%
Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW	1.61%	16.04%	18.12%	14.38%
Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment	1.61%	16.04%	18.12%	14.38%
Axis BSE India Sector Leaders Index Fund Regular-Growth	2.91%	0%	0%	0%
Axis Nifty India Defence Index Fund Regular-Growth	-2.01%	0%	0%	0%
Axis Services Opportunities Fund Regular-Growth	2.36%	0.1%	0%	0%
Axis Services Opportunities Fund Regular-IDCW Payout	2.36%	0.1%	0%	0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Exit Load 1%

Expense Ratio (Inclusive of GST): 0.57%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Education

Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.

Experience

Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.

Education

Bachelors of Science (B.SC)

Experience

Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies

Education

Mr. Shetty has done B.Com

Experience

Prior to joining Motilal Oswal Mutual Fund, 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.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets)

3

Date of Incorporation

2024-07-03

Total AUM

150688.37

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.