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: 1.0% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 2,382.4 Cr As on 30-06-2025(Source:AMFI) |
| Turn over: 36% | Exit Load: Yes |
36.5033
-0.47 (-1.281%)
24.22%
Benchmark: 17.53%
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 1 Months
There is no value for 4x
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 | 1.26 |
| Alpha | -1.23 |
| Beta | 1.03 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
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
2.89%
Others
0.0%
Large Cap
5.02%
Mid Cap
92.08%
