Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Fund House: Motilal Oswal Mutual Fund| Category: Index Fund |
| Launch Date: 02-09-2019 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.06% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 3,588.43 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: 0.24% | Exit Load: Yes |
37.8068
-0.51 (-1.3447%)
21.48%
Benchmark: 17.01%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The schemes seeks investment return that corresponds generally to the performance of Nifty Mid cap 150 Index Subject to tracking error.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | 02-09-2019 | -0.29 | 4.48 | 19.19 | 16.11 | - |
Scheme Characteristics
Minimum investment in securities of a particular index (which is being replicated/ tracked) - 95% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
1.35%
Others
-0.11%
Large Cap
6.53%
Mid Cap
92.23%
