Fund Overview of Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth
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₹3,994.7 CrAUM
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₹40.49NAV
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0.39%Expense Ratio
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EquityFund Category
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.
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 |
Asset Allocation of Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth
equities
100.00%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%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth
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%.
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Key Metrics of Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth
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Standard Deviation18.58%
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Mean14.43%
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Sharpe Ratio0.48%
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Alpha0.06%
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Beta1.00%
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Sortino Ratio0.65%
Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth Fund Details
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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
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-Growth |
₹40,208 | 3.45% | 1.07% | 0.22% | 18.74% | 19.27% |
| Motilal Oswal Midcap Fund Direct-IDCW |
₹40,208 | 3.45% | 1.07% | 0.22% | 18.74% | 19.27% |
| Invesco India Mid Cap Fund Direct-Growth |
₹15,780 | 4.08% | -2.02% | 6.93% | 23.72% | 18.50% |
| Invesco India Mid Cap Fund Direct-IDCW |
₹15,780 | 4.08% | -2.02% | 6.93% | 23.72% | 18.50% |
| Motilal Oswal Midcap Fund Regular-Growth |
₹40,208 | 3.39% | 0.89% | -0.55% | 17.64% | 18.07% |
| Motilal Oswal Midcap Fund Regular-IDCW |
₹40,208 | 3.39% | 0.89% | -0.55% | 17.64% | 18.07% |
| HSBC Midcap Fund Direct-Growth |
₹16,800 | 0.93% | -1.37% | 15.34% | 22.39% | 17.88% |
| HSBC Midcap Fund Direct-IDCW |
₹16,800 | 0.93% | -1.37% | 15.34% | 22.39% | 17.88% |
| HDFC Mid Cap Fund Direct-Growth |
₹101,856 | 2.56% | -4.17% | 1.18% | 16.64% | 17.85% |
| HDFC Mid Cap Fund Direct-IDCW |
₹101,856 | 2.56% | -4.17% | 1.18% | 16.64% | 17.85% |
More funds from Motilal Oswal Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Motilal Oswal Midcap Fund Regular-Growth
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₹40,208 | 3.39% | 0.89% | 12.66% | -0.55% | 17.64% |
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Motilal Oswal Midcap Fund Direct-Growth
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₹40,208 | 3.45% | 1.07% | 13.09% | 0.22% | 18.74% |
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Motilal Oswal Midcap Fund Direct-IDCW
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₹40,208 | 3.45% | 1.07% | 13.09% | 0.22% | 18.74% |
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Motilal Oswal Midcap Fund Regular-IDCW
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₹40,208 | 3.39% | 0.89% | 12.66% | -0.55% | 17.64% |
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Motilal Oswal Nifty Midcap 150 Index Fund Regular-Growth
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₹3,995 | 2.45% | -4.84% | 0.41% | 0.41% | 14.16% |
|
Motilal Oswal Nifty Midcap 100 ETF-Growth
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₹821 | 2.58% | -4.59% | 0.92% | 1.50% | 15.81% |
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 |
₹101,856 | ₹226.14 | 16.64% | 17.85% | 17.26% |
| HDFC Mid Cap Fund Regular-Growth |
₹101,856 | ₹203.75 | 15.91% | 17.08% | 16.38% |
| HDFC Mid Cap Fund Direct-IDCW |
₹101,856 | ₹80.30 | 16.64% | 17.85% | 17.26% |
| HDFC Mid Cap Fund Regular-IDCW |
₹101,856 | ₹51.12 | 15.91% | 17.08% | 16.38% |
| Kotak Mid Cap Fund Direct-Growth |
₹66,613 | ₹163.96 | 16.60% | 15.37% | 17.43% |
| Kotak Mid Cap Fund Regular-Growth |
₹66,613 | ₹139.82 | 15.40% | 14.10% | 16.05% |
| Kotak Mid Cap Fund Regular-IDCW |
₹66,613 | ₹76.79 | 15.40% | 14.10% | 16.05% |
| Kotak Mid Cap Fund Direct-IDCW |
₹66,613 | ₹97.68 | 16.60% | 15.37% | 17.43% |
| Nippon India Growth Mid Cap Fund Direct-Growth |
₹50,176 | ₹4,855.78 | 17.60% | 16.64% | 18.10% |
| Nippon India Growth Mid Cap Fund-Growth |
₹50,176 | ₹4,387.95 | 16.67% | 15.72% | 17.22% |
Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bse Ltd | Financial | 4.21% | ₹151.25 Cr |
| Bse Ltd | Financial | 3.86% | ₹144.14 Cr |
| Bse Ltd | Financial | 3.86% | ₹144.14 Cr |
| Bse Ltd | Financial | 3.86% | ₹144.14 Cr |
| Bse Ltd | Financial | 3.86% | ₹144.14 Cr |
| Bse Ltd | Financial | 3.14% | ₹130.25 Cr |
| Bse Ltd | Financial | 3.14% | ₹130.25 Cr |
| Bse Ltd | Financial | 3.14% | ₹130.25 Cr |
| Bse Ltd | Financial | 3.14% | ₹130.25 Cr |
| Bse Ltd | Financial | 3.80% | ₹129.34 Cr |
| Bse Ltd | Financial | 3.07% | ₹92.32 Cr |
| Bse Ltd | Financial | 3.16% | ₹91.80 Cr |
| Bse Ltd | Financial | 2.92% | ₹91.55 Cr |
| Bse Ltd | Financial | 3.09% | ₹90.57 Cr |
| The Federal Bank Ltd | Financial | 2.05% | ₹85.29 Cr |
| The Federal Bank Ltd | Financial | 2.05% | ₹85.29 Cr |
| The Federal Bank Ltd | Financial | 2.05% | ₹85.29 Cr |
| The Federal Bank Ltd | Financial | 2.05% | ₹85.29 Cr |
| Bse Ltd | Financial | 2.79% | ₹84.49 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 2.03% | ₹84.23 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-Growth |
₹119.01 | 18.74% | 19.27% | - |
| Motilal Oswal Midcap Fund Direct-IDCW |
₹48.54 | 18.74% | 19.27% | - |
| Invesco India Mid Cap Fund Direct-Growth |
₹238.94 | 23.72% | 18.50% | - |
| Invesco India Mid Cap Fund Direct-IDCW |
₹83.42 | 23.72% | 18.50% | - |
| Motilal Oswal Midcap Fund Regular-Growth |
₹102.85 | 17.64% | 18.07% | - |
| Motilal Oswal Midcap Fund Regular-IDCW |
₹46.48 | 17.64% | 18.07% | - |
| HSBC Midcap Fund Direct-Growth |
₹524.81 | 22.39% | 17.88% | - |
| HSBC Midcap Fund Direct-IDCW |
₹92.60 | 22.39% | 17.88% | - |
| HDFC Mid Cap Fund Direct-Growth |
₹226.14 | 16.64% | 17.85% | - |
| HDFC Mid Cap Fund Direct-IDCW |
₹80.30 | 16.64% | 17.85% | - |
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




