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 (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

37.6807

23.96%

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:
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 14.7
Sharpe Ratio 1.26
Alpha -1.23
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 - Regular Plan 02-09-2019 -1.86 19.48 22.95 27.45 -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 26.54 31.62 34.67 - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 19.39 27.45 24.81 17.73 -
Motilal Oswal Nifty India Defence Index Fund Regular Plan Growth 03-07-2024 18.11 - - - -
Aditya Birla Sun Life Nifty India Defence Index Fund-Regular-Growth 30-08-2024 17.59 - - - -
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 14.63 21.52 - - -
Tata Nifty Financial Services Index Fund - Regular Plan - Growth 01-04-2024 12.79 - - - -
Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth 29-07-2022 11.03 19.58 21.42 - -
ICICI Prudential Nifty Bank Index Fund - Growth 05-03-2022 9.38 13.22 12.93 - -
DSP Nifty Bank Index Fund - Regular - Growth 02-05-2024 9.32 - - - -

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

3.1%

Large Cap

4.0%

Mid Cap

92.93%

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