Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan
Fund House: Motilal Oswal Mutual Fund| Category: Index Fund |
| Launch Date: 02-09-2019 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 0.26% As on (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 2,630.75 Cr As on 30-09-2025(Source:AMFI) |
| Turn over: 36% | Exit Load: Yes |
39.5795
0.19 (0.4758%)
24.95%
Benchmark: 17.56%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 0 Months
5 Years 0 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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 | 14.7 |
| Sharpe Ratio | 1.31 |
| Alpha | -0.45 |
| Beta | 1.03 |
| 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 - Direct Plan | 02-09-2019 | -0.47 | 20.59 | 24.02 | 28.27 | - |
| ICICI Prudential NASDAQ 100 Index Fund - Growth | 01-10-2021 | 28.42 | 31.64 | 34.68 | - | - |
| Motilal Oswal S&P 500 Index Fund - Regular Plan Growth | 05-04-2020 | 19.75 | 27.11 | 24.59 | 17.72 | - |
| Motilal Oswal Nifty India Defence Index Fund Regular Plan Growth | 03-07-2024 | 19.04 | - | - | - | - |
| Aditya Birla Sun Life Nifty India Defence Index Fund-Regular-Growth | 30-08-2024 | 18.52 | - | - | - | - |
| Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option | 14-08-2023 | 14.62 | 21.38 | - | - | - |
| Tata Nifty Financial Services Index Fund - Regular Plan - Growth | 01-04-2024 | 13.99 | - | - | - | - |
| ICICI Prudential Nifty Bank Index Fund - Growth | 05-03-2022 | 10.8 | 13.96 | 13.33 | - | - |
| DSP Nifty Bank Index Fund - Regular - Growth | 02-05-2024 | 10.75 | - | - | - | - |
| Axis Nifty Bank Index Fund - Regular Plan - Growth Option | 24-05-2024 | 10.7 | - | - | - | - |
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
3.1%
Large Cap
4.0%
Mid Cap
92.93%
