Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -4.66%
Fund NAV

Fund Overview of Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth

  • ₹3,994.7 Cr
    AUM
  • ₹40.49
    NAV
  • 0.39%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -4.66% NA 4.37%
6 Months 0.81% NA 15.67%
1 Year 1.19% 1.19% -0.50%
2 Years 7.77% 3.81% 23.18%
3 Years 52.13% 15.01% 22.72%
5 Years 95.56% 14.36% 26.92%
7 Years 274.70% 20.77% NA
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As on Thu Nov 05, 2026

Asset Allocation of Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth

equities

100.00%
Large Cap: 5.76%
Mid Cap: 91.68%
Small Cap: 2.56%
Other: 0.00%
Top Holdings
Bse Ltd
4.21%
Bse Ltd
3.86%
Bse Ltd
3.86%
Bse Ltd
3.86%
Bse Ltd
3.86%
 
Top Sectors
Financial
61.29%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth

Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth is one Equity mutual fund offered by Motilal Oswal Mutual Fund. Launched on 06 Sep 2019, the fund aims Return that corresponds to the performance of Nifty Midcap 150 Index subject to tracking error. Equity and equity related securities covered by Nifty Midcap 150 Index. Long term capital growth. It manages assets worth ₹3,994.7 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.39%.
The portfolio allocation consists of 100.00% in equities.Managed by Swapnil P Mayekar, it has delivered a return of 1.19% in the last year, a total return since inception of 21.54%.
For those looking to take well-planned investment decisions it is useful to also explore best sip in india that align with long-term goals.

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  • Rakesh Shetty

    Fund Manager

  • Mr. Shetty has done B.Com

    Manager Education

  • Dishant Mehta

    Fund Manager

  • Bachelors of Science (B.SC)

    Manager Education

  • Swapnil P Mayekar

    Fund Manager

  • Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.

    Manager Education

Key Metrics of Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth

  • Standard Deviation
    18.58%
  • Mean
    14.43%
  • Sharpe Ratio
    0.48%
  • Alpha
    0.06%
  • Beta
    1.00%
  • Sortino Ratio
    0.65%

Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth Fund Details

Fund Names Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth
Inception Date 06 Sep 2019
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹500
 
Risk Principal at very high risk
More Details

Compare Mutual Funds
Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth Fund Returns Comparison

Compare Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth with other mutual funds in the same category

Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth

Motilal Oswal Midcap Fund Direct-Growth

Motilal Oswal Midcap Fund Direct-IDCW

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Motilal Oswal Midcap Fund Direct-Growth trend ₹40,208 3.45% 1.07% 0.22% 18.74% 19.27%
Motilal Oswal Midcap Fund Direct-IDCW trend ₹40,208 3.45% 1.07% 0.22% 18.74% 19.27%
Invesco India Mid Cap Fund Direct-Growth trend ₹15,780 4.08% -2.02% 6.93% 23.72% 18.50%
Invesco India Mid Cap Fund Direct-IDCW trend ₹15,780 4.08% -2.02% 6.93% 23.72% 18.50%
Motilal Oswal Midcap Fund Regular-Growth trend ₹40,208 3.39% 0.89% -0.55% 17.64% 18.07%
Motilal Oswal Midcap Fund Regular-IDCW trend ₹40,208 3.39% 0.89% -0.55% 17.64% 18.07%
HSBC Midcap Fund Direct-Growth trend ₹16,800 0.93% -1.37% 15.34% 22.39% 17.88%
HSBC Midcap Fund Direct-IDCW trend ₹16,800 0.93% -1.37% 15.34% 22.39% 17.88%
HDFC Mid Cap Fund Direct-Growth trend ₹101,856 2.56% -4.17% 1.18% 16.64% 17.85%
HDFC Mid Cap Fund Direct-IDCW trend ₹101,856 2.56% -4.17% 1.18% 16.64% 17.85%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Motilal Oswal Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Motilal Oswal Midcap Fund Regular-Growth increase ₹40,208 3.39% 0.89% 12.66% -0.55% 17.64%
Motilal Oswal Midcap Fund Direct-Growth increase ₹40,208 3.45% 1.07% 13.09% 0.22% 18.74%
Motilal Oswal Midcap Fund Direct-IDCW increase ₹40,208 3.45% 1.07% 13.09% 0.22% 18.74%
Motilal Oswal Midcap Fund Regular-IDCW increase ₹40,208 3.39% 0.89% 12.66% -0.55% 17.64%
Motilal Oswal Nifty Midcap 150 Index Fund Regular-Growth increase ₹3,995 2.45% -4.84% 0.41% 0.41% 14.16%
Motilal Oswal Nifty Midcap 100 ETF-Growth increase ₹821 2.58% -4.59% 0.92% 1.50% 15.81%
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increase growth is based on 1-month returns of the funds

Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
HDFC Mid Cap Fund Direct-Growth trend ₹101,856 ₹226.14 16.64% 17.85% 17.26%
HDFC Mid Cap Fund Regular-Growth trend ₹101,856 ₹203.75 15.91% 17.08% 16.38%
HDFC Mid Cap Fund Direct-IDCW trend ₹101,856 ₹80.30 16.64% 17.85% 17.26%
HDFC Mid Cap Fund Regular-IDCW trend ₹101,856 ₹51.12 15.91% 17.08% 16.38%
Kotak Mid Cap Fund Direct-Growth trend ₹66,613 ₹163.96 16.60% 15.37% 17.43%
Kotak Mid Cap Fund Regular-Growth trend ₹66,613 ₹139.82 15.40% 14.10% 16.05%
Kotak Mid Cap Fund Regular-IDCW trend ₹66,613 ₹76.79 15.40% 14.10% 16.05%
Kotak Mid Cap Fund Direct-IDCW trend ₹66,613 ₹97.68 16.60% 15.37% 17.43%
Nippon India Growth Mid Cap Fund Direct-Growth trend ₹50,176 ₹4,855.78 17.60% 16.64% 18.10%
Nippon India Growth Mid Cap Fund-Growth trend ₹50,176 ₹4,387.95 16.67% 15.72% 17.22%
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Top funds are based on Fund AUM

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Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Bse LtdFinancial4.21%₹151.25 Cr
Bse LtdFinancial3.86%₹144.14 Cr
Bse LtdFinancial3.86%₹144.14 Cr
Bse LtdFinancial3.86%₹144.14 Cr
Bse LtdFinancial3.86%₹144.14 Cr
Bse LtdFinancial3.14%₹130.25 Cr
Bse LtdFinancial3.14%₹130.25 Cr
Bse LtdFinancial3.14%₹130.25 Cr
Bse LtdFinancial3.14%₹130.25 Cr
Bse LtdFinancial3.80%₹129.34 Cr
Bse LtdFinancial3.07%₹92.32 Cr
Bse LtdFinancial3.16%₹91.80 Cr
Bse LtdFinancial2.92%₹91.55 Cr
Bse LtdFinancial3.09%₹90.57 Cr
The Federal Bank LtdFinancial2.05%₹85.29 Cr
The Federal Bank LtdFinancial2.05%₹85.29 Cr
The Federal Bank LtdFinancial2.05%₹85.29 Cr
The Federal Bank LtdFinancial2.05%₹85.29 Cr
Bse LtdFinancial2.79%₹84.49 Cr
Multi Commodity Exchange Of India LtdFinancial2.03%₹84.23 Cr
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Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Motilal Oswal Midcap Fund Direct-Growth increase ₹119.01 18.74% 19.27% -
Motilal Oswal Midcap Fund Direct-IDCW increase ₹48.54 18.74% 19.27% -
Invesco India Mid Cap Fund Direct-Growth increase ₹238.94 23.72% 18.50% -
Invesco India Mid Cap Fund Direct-IDCW increase ₹83.42 23.72% 18.50% -
Motilal Oswal Midcap Fund Regular-Growth increase ₹102.85 17.64% 18.07% -
Motilal Oswal Midcap Fund Regular-IDCW increase ₹46.48 17.64% 18.07% -
HSBC Midcap Fund Direct-Growth increase ₹524.81 22.39% 17.88% -
HSBC Midcap Fund Direct-IDCW increase ₹92.60 22.39% 17.88% -
HDFC Mid Cap Fund Direct-Growth increase ₹226.14 16.64% 17.85% -
HDFC Mid Cap Fund Direct-IDCW increase ₹80.30 16.64% 17.85% -
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increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth

What is the current AUM of Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth?

As of Wed Sep 30, 2026, Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth manages assets worth ₹3,994.7 crore

How has Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth performed recently?

  • 3 Months: -4.66%
  • 6 Months: 0.81%

What is the long-term performance of Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth?

  • 3 Years CAGR: 15.01%
  • 5 Years CAGR: 14.36%
  • Since Inception: 21.54%

What is the portfolio composition of Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth?

Equity: 100.00%.

Who manages Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth?

Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth is managed by Swapnil P Mayekar from Motilal Oswal Mutual Fund.

What is the market-cap allocation of Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth?

Large Cap: 5.76%, Mid Cap: 91.68%, Small Cap: 2.56%.

Which are the top companies Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth has invested in?

  • BSE Ltd – 4.21% of the fund's portfolio
  • BSE Ltd – 3.86% of the fund's portfolio
  • BSE Ltd – 3.86% of the fund's portfolio
  • BSE Ltd – 3.86% of the fund's portfolio
  • BSE Ltd – 3.86% of the fund's portfolio

Which are the major sectors Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth focuses on?

  • Financial – 61.29% of the fund's portfolio
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