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 (30-03-2026)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 2,900.79 Cr As on 31-03-2026(Source:AMFI)
Turn over: 36% | Exit Load: Yes

38.299

22.14%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Midcap 150 TRI
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Gold
-
PPF
-
Returns Type:
of  
  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 12.35 8.34 22.99 19.15 -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 53.69 31.4 33.26 - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 42.69 25.6 26.43 16.45 -
Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth 16-12-2024 38.72 - - - -
Tata Nifty Capital Markets Index Fund - Regular Plan Growth Option 24-10-2024 38.23 - - - -
SBI BSE PSU BANK INDEX FUND- Regular Plan- Growth 25-03-2025 33.73 - - - -
Motilal Oswal Nifty India Defence Index Fund Regular Plan Growth 03-07-2024 33.21 - - - -
Aditya Birla Sun Life Nifty India Defence Index Fund-Regular-Growth 30-08-2024 32.95 - - - -
Motilal Oswal Nifty MidSmall Financial Services Index Fund-Regular Plan-Growth 29-10-2024 30.66 - - - -
ICICI Prudential Nifty200 Value 30 Index Fund - Growth 17-10-2024 27.15 - - - -

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

2.54%

Others

0.05%

Large Cap

4.72%

Mid Cap

92.69%

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