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 (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 3,023.23 Cr As on 31-12-2025(Source:AMFI)
Turn over: 36% | Exit Load: Yes

36.2735

22.09%

PERFORMANCE

Returns Type:
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Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Midcap 150 TRI
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Gold
-
PPF
-
Returns Type:
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  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 -
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 4.45 10.1 20.85 20.43 -
Motilal Oswal Nifty MidSmall Financial Services Index Fund-Regular Plan-Growth 29-10-2024 30.6 - - - -
ICICI Prudential Nifty200 Value 30 Index Fund - Growth 17-10-2024 23.25 - - - -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 23.1 26.84 33.89 - -
Motilal Oswal BSE Enhanced Value Index Fund-Regular plan 22-08-2022 22.21 19.04 29.82 - -
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 21.9 17.62 - - -
Motilal Oswal Nifty India Defence Index Fund Regular Plan Growth 03-07-2024 20.58 - - - -
ICICI Prudential Nifty Bank Index Fund - Growth 05-03-2022 20.33 14.03 10.87 - -
DSP Nifty Bank Index Fund - Regular - Growth 02-05-2024 20.26 - - - -
Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth 16-12-2024 20.25 - - - -

Scheme Characteristics

Minimum investment in securities of a particular index (which is being replicated/ tracked) - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

6.25%

Others

-0.09%

Large Cap

7.79%

Mid Cap

86.13%

Scheme Documents

There are no scheme documents available

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