- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Nifty Midcap 150 Index Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 21.8945
NAV (May 30)
Fund Returns
Last 1Y | 20.5% |
Last 3Y | 34.5% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 23.3% |
6 Month CAGR | 4.3% |
Scheme Information
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.
Expense Ratio | 1.02 |
Launched (4y ago) | Sep 06, 2019 |
AUM in Crores | 660.253 |
ISIN | INF247L01908 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Midcap 150 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 17.1 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.99 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.436 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal Nifty Midcap 150 Index Fund (Growth) | NaN | NaN | % | |
| 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
shriram finance ltd shs dematerialised
2.1%max healthcare institute ltd ordinary shares
1.9%au small finance bank ltd
1.8%trent ltd
1.7%indian hotels co ltd
1.7%Allocation by Sector
financial services
20.3%consumer cyclical
18.6%industrials
14.4%basic materials
13.9%healthcare
11.6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 8,056 cr | ||
₹ 10,178 cr | ||
₹ 14,448 cr | ||
₹ 8,860 cr | ||
₹ 7,811 cr |
About the AMC
Motilal Oswal Asset Management Co. Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
40.6% | 20.3% | ||
17.4% | 21.7% | ||
38.5% | 18.1% | ||
38.5% | 18.1% | ||
26.2% | 13.6% |
Motilal Oswal Nifty Midcap 150 Index Fund (G) Review
Motilal Oswal Nifty Midcap 150 Index Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 23.3% over a period of 3 years. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund manager’s name is Swapnil Mayekar.
Nav of Motilal Oswal Nifty Midcap 150 Index Fund (G) as of 5/30/2023 is ₹21.89 with the total AUM as of 5/31/2023 is ₹660.253. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Nifty Midcap 150 Index Fund (G) was launched on Sep 06, 2019. The category risk of the fund is Very High Risk.
The minimum SIP amount for Motilal Oswal Nifty Midcap 150 Index Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.
Motilal Oswal Nifty Midcap 150 Index Fund (G) 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) is rated as a 0 fund in Equity and delivered 20.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Nifty Midcap 150 Index Fund (G).
Frequently Asked Questions
What is Motilal Oswal Nifty Midcap 150 Index Fund (G)?
How to invest in Motilal Oswal Nifty Midcap 150 Index Fund (G)?
You can invest in Motilal Oswal Nifty Midcap 150 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Motilal Oswal Nifty Midcap 150 Index Fund (G)?
The minimum sip amount for Motilal Oswal Nifty Midcap 150 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Motilal Oswal Nifty Midcap 150 Index Fund (G) good to invest in?
As per Scripbox experts, Motilal Oswal Nifty Midcap 150 Index Fund (G) is a Not Reviewed Yet fund. You can investMotilal Oswal Nifty Midcap 150 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Motilal Oswal Nifty Midcap 150 Index Fund (G)?
The expense ratio of the Motilal Oswal Nifty Midcap 150 Index Fund (G) is 1.02% for regular plan.