Index funds funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
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Historical NAV
₹ 19.9081
NAV (Sep 23)
Fund Returns
Last 1Y
78.2%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
40%
6 Month CAGR
25.8%
Scheme Information
Investment Objective
The Scheme seeks investment return that corresponds to the performance of Nifty Midcap 150 Index subject to tracking error. However,there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
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.
Motilal Oswal Asset Management Co. Ltd manages assets worth 29,106 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,18 debt and 7 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Motilal Oswal Nifty Midcap 150 Index Fund (G)
About Motilal Oswal Nifty Midcap 150 Index Fund (G)
Motilal Oswal Nifty Midcap 150 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 40% over a period of 2 years. . The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund manager’s name is Swapnil Mayekar
Motilal Oswal Nifty Midcap 150 Index Fund (G) Investment Objective
The Scheme seeks investment return that corresponds to the performance of Nifty Midcap 150 Index subject to tracking error. However,there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. . However, there is no assurance that the objective of the scheme will be realized.
Motilal Oswal Nifty Midcap 150 Index Fund (G) NAV,AUM,Risk
The Motilal Oswal Nifty Midcap 150 Index Fund (G) fund was launched on Sep 06, 2019. The NAV (Net Asset Value) of this Index Funds Equity fund as of 2021-09-23 is ₹19.91. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹328.721. The category risk of the Motilal Oswal Nifty Midcap 150 Index Fund (G) fund is Very High Risk. The fund charges 1 % as expense ratio.
Motilal Oswal Nifty Midcap 150 Index Fund (G) Holdings
The fund’s highest allocation is towards Equity and has invested 99.3% in this asset class. The top three holdings of the fund are , adani total gas ltd , srf ltd , crompton greaves consumer electricals ltd , pi industries ltd , shriram transport finance co ltd , laurus labs ltd , mphasis ltd , au small finance bank ltd , trent ltd , voltas ltd , max financial services ltd , mindtree ltd , bharat electronics ltd , tata power co ltd , cholamandalam investment and finance co ltd , bharat forge ltd , container corporation of india ltd , balkrishna industries ltd , page industries ltd , dalmia bharat ltd , astral ltd , ashok leyland ltd , sundaram finance ltd , ipca laboratories ltd , aarti industries ltd , godrej properties ltd , steel authority of india ltd , deepak nitrite ltd , persistent systems ltd , tata communications ltd , tata elxsi ltd , the federal bank ltd , zee entertainment enterprises ltd , fortis healthcare ltd , jindal steel & power ltd , power finance corp ltd , dixon technologies (india) ltd , atul ltd , indian railway catering and tourism corp ltd , bank of baroda , supreme industries ltd , navin fluorine international ltd , rec ltd , cummins india ltd , tube investments of india ltd ordinary shares , tata chemicals ltd , dr. lal pathlabs ltd , ramco cements ltd , varun beverages ltd , gujarat gas ltd , lic housing finance ltd , emami ltd , indiamart intermesh ltd , jk cement ltd , tvs motor co ltd , hindustan aeronautics ltd ordinary shares , idfc first bank ltd , coforge ltd , oracle financial services software ltd , city union bank ltd , l&t technology services ltd , max healthcare institute ltd ordinary shares , bata india ltd , jsw energy ltd , abb india ltd , gujarat state petronet ltd , indian hotels co ltd , coromandel international ltd , mahindra & mahindra financial services ltd , escorts ltd , aavas financiers ltd , oberoi realty ltd , sanofi india ltd , kansai nerolac paints ltd , sundaram fasteners ltd , hindustan zinc ltd , relaxo footwears ltd , polycab india ltd , manappuram finance ltd , honeywell automation india ltd , natco pharma ltd , pfizer ltd , canara bank , torrent power ltd , phoenix mills ltd , aia engineering ltd , rajesh exports ltd , glenmark pharmaceuticals ltd , indiabulls housing finance ltd , rbl bank ltd , syngene international ltd , exide industries ltd , collateralized borrowing & lending obligation , aditya birla fashion and retail ltd , apollo tyres ltd , skf india ltd , amara raja batteries ltd , 3m india ltd , bharat heavy electricals ltd , nhpc ltd , whirlpool of india ltd , minda industries ltd , l&t finance holdings ltd , mahanagar gas ltd , crisil ltd , cholamandalam financial holdings ltd , aditya birla capital ltd , oil india ltd , castrol india ltd , gmr infrastructure ltd , glaxosmithkline pharmaceuticals ltd , metropolis healthcare ltd , nippon life india asset management ltd ordinary shares , hatsun agro product ltd , schaeffler india ltd , endurance technologies ltd , icici securities ltd , ajanta pharma ltd , bayer cropscience ltd , sumitomo chemical india ltd ordinary shares , suven pharmaceuticals ltd , cesc ltd , thermax ltd , prestige estates projects ltd , dhani services ltd , vodafone idea ltd , vinati organics ltd , sun tv network ltd , gillette india ltd , alembic pharmaceuticals ltd , procter & gamble health ltd , solar industries india ltd , iifl wealth management ltd ordinary shares , ttk prestige ltd , jm financial ltd , v-guard industries ltd , general insurance corporation of india , godrej industries ltd , zydus wellness ltd , creditaccess grameen ltd ordinary shares , motilal oswal financial services ltd , bank of india , the new india assurance co ltd , net receivables / (payables) , akzo nobel india ltd , idbi bank ltd , astrazeneca pharma india ltd , godrej agrovet ltd ordinary shares , sjvn ltd , iti ltd , bombay burmah trading corp ltd , union bank of india
Motilal Oswal Nifty Midcap 150 Index Fund (G) Sip
The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
Motilal Oswal Nifty Midcap 150 Index Fund (G) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Midcap 150 TR INR
Motilal Oswal Nifty Midcap 150 Index Fund (G) Review
Motilal Oswal Nifty Midcap 150 Index Fund (G) has a score of 2 on a scale of 5. The fund scores 1 out of 5 based on historical performance.
As compared to the other funds in its category, Motilal Oswal Nifty Midcap 150 Index Fund (G) has a score of 2 out of 5
Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.
