- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment10,70,821
Wealth Gained18,03,433
Total Corpus Created (₹)
With CAGR of 33.872 % in 5 yearsHistorical NAV
₹ 34.4735
NAV (Mar 28)
Fund Returns
Last 1Y | 8% |
Last 3Y | 20.3% |
Last 5Y | 33.9% |
Last 10Y | - |
Since Inception | 24.9% |
6 Month CAGR | -14.2% |
Scheme Information
The Scheme seeks investment return that corresponds to the performance of Nifty Midcap 150 Index subject to tracking error.
Expense Ratio | 0.3 % |
Launched 5Y ago | 2019-09-06 |
AUM in Crores | 1800.7 |
ISIN | INF247L01916 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Midcap 150 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 17 |
Beta | 1 |
Sharpe Ratio | 0.8 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal Nifty Midcap 150 Index Fund Direct (G) | 18,03,433 | 10,70,821 | 33.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Suzlon Energy Ltd.
2.17%Max Healthcare Institute Ltd.
2.01%The Indian Hotels Company Ltd.
1.64%Cummins India Ltd.
1.54%Persistent Systems Ltd.
1.49%
Allocation by Sector
Financial
15.15%Capital Goods
12.09%Healthcare
11.46%Services
10.99%Automobile
7.12%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,114 cr | ||
₹ 88,004 cr | ||
₹ 60,177 cr | ||
₹ 14,981 cr | ||
₹ 21,526 cr |
About the AMC
Motilal Oswal Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
28.8% | 23.7% | ||
24.6% | 23.6% | ||
23.3% | 17.6% | ||
22% | 18.4% | ||
20.3% | 24.9% |
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment10,70,821
Wealth Gained18,03,433
Total Corpus Created (₹)
With CAGR of 33.872 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan Growth?
What is the current AUM of Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth?
What is the latest NAV of Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth?
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What is the asset allocation of Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan Growth?
What has been the performance of Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth returns?
Does Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth have a lock-in period?
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