Motilal Oswal Nifty Midsmall It And Telecom Index Fund Direct-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -4.60%
Fund NAV

Fund Overview of Motilal Oswal Nifty Midsmall It And Telecom Index Fund Direct-growth

  • ₹27.5 Cr
    AUM
  • ₹10.08
    NAV
  • 0.64%
    Expense Ratio
  • Equity
    Fund Category
As on Wed Jan 07, 2026

Returns of Motilal Oswal Nifty Midsmall It And Telecom Index Fund Direct-growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -4.60% NA 4.02%
6 Months 18.37% NA 14.62%
As on Wed Jan 07, 2026

Asset Allocation

equities

99.99%

other assets or cash equivalents

0.01%
Large Cap: 12.36%
Mid Cap: 71.21%
Small Cap: 16.44%
Other: 0.00%
Top Holdings
Persistent Systems Ltd
15.89%
Coforge Ltd
14.89%
Persistent Systems Ltd
15.29%
Persistent Systems Ltd
15.29%
Coforge Ltd
14.33%
 
Top Sectors
Technology
485.10%
Industrials
14.68%
Unspecified
0.21%
Detailed Portfolio Analysis
As on Wed Jan 07, 2026
Invest Now

About Fund

About Motilal Oswal Nifty Midsmall It And Telecom Index Fund Direct-growth

Motilal Oswal Nifty Midsmall It And Telecom Index Fund Direct-growth is one Equity mutual fund offered by Motilal Oswal Mutual Fund. Launched on 19 Nov 2024, the fund aims Return that corresponds to the total returns of the Nifty MidSmall IT and Telecom Total Return Index, subject to tracking error. Long term capital growth. It manages assets worth ₹27.5 crore as on Thu Jul 31, 2025. The expense ratio stands at 0.64%.
The portfolio allocation consists of 99.99% in equities, 0.01% in other assets or cash equivalents. Managed by Rakesh Shetty, it has delivered a return of 0.00% in the last year, a total return since inception of -5.45%.

Read more
  • 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

  • Rakesh Shetty

    Fund Manager

  • Mr. Shetty has done B.Com

    Manager Education

Fund Details

Fund Names Motilal Oswal Nifty Midsmall It And Telecom Index Fund Direct-growth
Inception Date 19 Nov 2024
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

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Aditya Birla Sun Life Special Opportunities Fund Direct-growth trend ₹801 1.40% 6.64% 14.85% 22.20% 19.12%
Aditya Birla Sun Life Special Opportunities Fund Regular-growth trend ₹801 1.32% 6.37% 13.66% 20.81% 17.51%
Taurus Ethical Fund Direct-growth trend ₹320 0.73% 3.91% 2.67% 17.58% 15.06%
Taurus Ethical Fund Regular-growth trend ₹320 0.59% 3.53% 1.23% 16.07% 13.74%
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 Nifty India Defence Index Fund Direct-growth increase ₹3,496 2.18% -1.67% -9.84% 23.64% -
Motilal Oswal Nifty Capital Market Index Fund Direct-growth increase ₹261 1.69% 9.94% 3.11% 20.79% -
Motilal Oswal Nifty Capital Market Index Fund Regular-growth increase ₹261 1.63% 9.76% 2.78% 19.99% -
Motilal Oswal Active Momentum Fund Direct - Growth increase ₹124 1.80% 7.19% 12.22% - -
Motilal Oswal Active Momentum Fund Regular - Growth increase ₹124 1.79% 7.16% 12.17% - -
Motilal Oswal Nifty Capital Market Etf-growth increase ₹63 1.69% 9.96% 3.08% - -
Motilal Oswal Services Fund Direct-growth increase ₹42 0.87% 3.59% 7.74% - -
Motilal Oswal Services Fund Regular-growth increase ₹42 0.80% 3.46% 7.57% - -
View More
increase growth is based on 1-month returns of the funds

Mutual Fund Calculator

I want to invest Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Total Wealth
Start Investing
I want to save
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Monthly Investment
Invest Now
You can also get Tax Free Maturity/ Returns? You can also get Tax Free Maturity/ Returns?

Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Aditya Birla Sun Life Special Opportunities Fund Direct-growth trend ₹801 ₹28.92 22.20% 19.12% -
Aditya Birla Sun Life Special Opportunities Fund Regular-growth trend ₹801 ₹26.88 20.81% 17.51% -
Taurus Ethical Fund Regular-growth trend ₹320 ₹130.40 16.07% 13.74% 13.02%
Taurus Ethical Fund Direct-growth trend ₹320 ₹147.85 17.58% 15.06% 14.22%
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Persistent Systems LtdTechnology15.89%₹6.04 Cr
Coforge LtdTechnology14.89%₹5.66 Cr
Persistent Systems LtdTechnology15.29%₹5.32 Cr
Persistent Systems LtdTechnology15.29%₹5.32 Cr
Coforge LtdTechnology14.33%₹4.99 Cr
Coforge LtdTechnology14.33%₹4.99 Cr
Indus Towers LtdTechnology12.35%₹4.70 Cr
Coforge LtdTechnology13.92%₹4.08 Cr
Indus Towers LtdTechnology11.56%₹4.02 Cr
Indus Towers LtdTechnology11.56%₹4.02 Cr
Coforge LtdTechnology14.58%₹4.02 Cr
Persistent Systems LtdTechnology13.54%₹3.97 Cr
Persistent Systems LtdTechnology13.96%₹3.84 Cr
Indus Towers LtdTechnology11.86%₹3.47 Cr
Indus Towers LtdTechnology12.10%₹3.33 Cr
Mphasis LtdTechnology7.47%₹2.84 Cr
Mphasis LtdTechnology7.59%₹2.64 Cr
Mphasis LtdTechnology7.59%₹2.64 Cr
Vodafone Idea LtdTechnology6.41%₹2.44 Cr
Mphasis LtdTechnology7.91%₹2.32 Cr
Mphasis LtdTechnology8.01%₹2.21 Cr
Vodafone Idea LtdTechnology5.80%₹2.02 Cr
Vodafone Idea LtdTechnology5.80%₹2.02 Cr
Tata Communications LtdTechnology4.97%₹1.89 Cr
Tata Communications LtdTechnology5.31%₹1.85 Cr
Tata Communications LtdTechnology5.31%₹1.85 Cr
Kpit Technologies LtdTechnology4.67%₹1.77 Cr
Vodafone Idea LtdTechnology5.87%₹1.72 Cr
Oracle Financial Services Software LtdTechnology4.46%₹1.70 Cr
Oracle Financial Services Software LtdTechnology4.86%₹1.69 Cr
Oracle Financial Services Software LtdTechnology4.86%₹1.69 Cr
Kpit Technologies LtdTechnology4.60%₹1.60 Cr
Kpit Technologies LtdTechnology4.60%₹1.60 Cr
Tata Elxsi LtdTechnology4.55%₹1.58 Cr
Tata Elxsi LtdTechnology4.55%₹1.58 Cr
Tata Elxsi LtdTechnology4.16%₹1.58 Cr
Oracle Financial Services Software LtdTechnology5.22%₹1.53 Cr
Tata Elxsi LtdTechnology5.32%₹1.47 Cr
Tata Communications LtdTechnology4.96%₹1.45 Cr
Tata Communications LtdTechnology5.07%₹1.40 Cr
Oracle Financial Services Software LtdTechnology5.05%₹1.39 Cr
Tata Elxsi LtdTechnology4.74%₹1.39 Cr
Kpit Technologies LtdTechnology5.01%₹1.38 Cr
Kpit Technologies LtdTechnology4.70%₹1.38 Cr
Vodafone Idea LtdTechnology4.81%₹1.32 Cr
Bharti Hexacom Ltd.Technology3.10%₹1.18 Cr
Bharti Hexacom Ltd.Technology3.37%₹1.17 Cr
Bharti Hexacom Ltd.Technology3.37%₹1.17 Cr
L&t Technology Services LtdTechnology2.84%₹1.08 Cr
Reverse Repo/cbloUnspecified3.02%₹1.05 Cr
Reverse Repo/cbloUnspecified3.02%₹1.05 Cr
Tata Technologies LtdTechnology2.71%₹1.03 Cr
Affle (india) LtdIndustrials2.94%₹1.02 Cr
Affle (india) LtdIndustrials2.94%₹1.02 Cr
Tata Technologies LtdTechnology2.86%₹0.99 Cr
Tata Technologies LtdTechnology2.86%₹0.99 Cr
Bharti Hexacom Ltd.Technology3.50%₹0.96 Cr
Bharti Hexacom Ltd.Technology3.27%₹0.96 Cr
L&t Technology Services LtdTechnology2.73%₹0.95 Cr
L&t Technology Services LtdTechnology2.73%₹0.95 Cr
Affle (india) LtdIndustrials3.23%₹0.95 Cr
Affle (india) LtdIndustrials2.45%₹0.93 Cr
Intellect Design Arena LtdTechnology2.36%₹0.90 Cr
Hexaware Technologies Limited Eq New Fv Rs.2/-Technology2.34%₹0.89 Cr
Tata Technologies LtdTechnology3.01%₹0.88 Cr
L&t Technology Services LtdTechnology2.97%₹0.87 Cr
Intellect Design Arena LtdTechnology2.48%₹0.86 Cr
Intellect Design Arena LtdTechnology2.48%₹0.86 Cr
Affle (india) LtdIndustrials3.12%₹0.86 Cr
Cyient LtdTechnology2.21%₹0.84 Cr
Cyient LtdTechnology2.37%₹0.82 Cr
Cyient LtdTechnology2.37%₹0.82 Cr
L&t Technology Services LtdTechnology2.96%₹0.82 Cr
Zensar Technologies LtdTechnology2.20%₹0.76 Cr
Zensar Technologies LtdTechnology2.20%₹0.76 Cr
Hexaware Technologies Limited Eq New Fv Rs.2/-Technology2.19%₹0.76 Cr
Hexaware Technologies Limited Eq New Fv Rs.2/-Technology2.19%₹0.76 Cr
Zensar Technologies LtdTechnology2.00%₹0.76 Cr
Tata Technologies LtdTechnology2.71%₹0.75 Cr
Cyient LtdTechnology2.54%₹0.74 Cr
Cyient LtdTechnology2.56%₹0.70 Cr
Hexaware Technologies Limited Eq New Fv Rs.2/-Technology2.33%₹0.68 Cr
Intellect Design Arena LtdTechnology2.32%₹0.68 Cr
Zensar Technologies LtdTechnology2.29%₹0.67 Cr
Others CbloUnspecified2.29%₹0.67 Cr
Intellect Design Arena LtdTechnology2.33%₹0.64 Cr
Zensar Technologies LtdTechnology2.33%₹0.64 Cr
Sonata Software LtdTechnology1.62%₹0.62 Cr
Hfcl LtdTechnology1.61%₹0.61 Cr
Hfcl LtdTechnology1.75%₹0.61 Cr
Hfcl LtdTechnology1.75%₹0.61 Cr
Sonata Software LtdTechnology1.74%₹0.60 Cr
Sonata Software LtdTechnology1.74%₹0.60 Cr
Birlasoft LtdTechnology1.46%₹0.56 Cr
Hfcl LtdTechnology1.88%₹0.55 Cr
Sonata Software LtdTechnology1.92%₹0.53 Cr
Sonata Software LtdTechnology1.76%₹0.52 Cr
Birlasoft LtdTechnology1.48%₹0.51 Cr
Birlasoft LtdTechnology1.48%₹0.51 Cr
Hfcl LtdTechnology1.80%₹0.50 Cr
Birlasoft LtdTechnology1.63%₹0.45 Cr
Birlasoft LtdTechnology1.53%₹0.45 Cr
Tejas Networks LtdTechnology1.18%₹0.33 Cr
Reverse Repo/cbloUnspecified0.36%₹0.10 Cr
Net ReceivablesUnspecified0.01%₹0.00 Cr
Net PayablesUnspecified-0.33%₹-0.09 Cr
Net PayablesUnspecified-2.13%₹-0.62 Cr
Net PayablesUnspecified-3.01%₹-1.05 Cr
Net PayablesUnspecified-3.01%₹-1.05 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Aditya Birla Sun Life Special Opportunities Fund Direct-growth increase ₹28.92 22.20% 19.12% -
Aditya Birla Sun Life Special Opportunities Fund Regular-growth increase ₹26.88 20.81% 17.51% -
Taurus Ethical Fund Direct-growth increase ₹147.85 17.58% 15.06% -
Taurus Ethical Fund Regular-growth increase ₹130.40 16.07% 13.74% -
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Motilal Oswal Nifty Midsmall It And Telecom Index Fund Direct-growth

What is the current AUM of Motilal Oswal Nifty Midsmall It And Telecom Index Fund Direct-growth?

As of Thu Jul 31, 2025, Motilal Oswal Nifty Midsmall It And Telecom Index Fund Direct-growth manages assets worth ₹27.5 crore

How has Motilal Oswal Nifty Midsmall It And Telecom Index Fund Direct-growth performed recently?

  • 3 Months: -4.60%
  • 6 Months: 18.37%

What is the portfolio composition of Motilal Oswal Nifty Midsmall It And Telecom Index Fund Direct-growth?

Equity: 99.99%, Others: 0.01%.

Who manages Motilal Oswal Nifty Midsmall It And Telecom Index Fund Direct-growth?

Motilal Oswal Nifty Midsmall It And Telecom Index Fund Direct-growth is managed by Rakesh Shetty from Motilal Oswal Mutual Fund.

What is the market-cap allocation of Motilal Oswal Nifty Midsmall It And Telecom Index Fund Direct-growth?

Large Cap: 12.36%, Mid Cap: 71.21%, Small Cap: 16.44%.

Which are the top companies Motilal Oswal Nifty Midsmall It And Telecom Index Fund Direct-growth has invested in?

  • Persistent Systems Ltd – 15.89% of the fund's portfolio
  • Coforge Ltd – 14.89% of the fund's portfolio
  • Persistent Systems Ltd – 15.29% of the fund's portfolio
  • Persistent Systems Ltd – 15.29% of the fund's portfolio
  • Coforge Ltd – 14.33% of the fund's portfolio

Which are the major sectors Motilal Oswal Nifty Midsmall It And Telecom Index Fund Direct-growth focuses on?

  • Technology – 485.10% of the fund's portfolio
  • Industrials – 14.68% of the fund's portfolio
  • Unspecified – 0.21% of the fund's portfolio
View more FAQ's

Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.

Please consult your financial advisor for an informed decision.

Past performance may not be indicative of future results.

The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.

Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.

For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.

For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.

Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

Close
Download the Policybazaar app
to manage all your insurance needs.
INSTALL
Claude
top

Become a Crorepati

Invest ₹10K/Month & Get ₹1 Crore# Returns

Mobile +91
*T&C Applied.