• Mutual Funds
  • Motilal Oswal Mutual Fund
  • Motilal Oswal Nifty Midcap 150 Index Fund (Growth)
Motilal Oswal Mutual Fund

Motilal Oswal Nifty Midcap 150 Index Fund (Growth)

EquityMid Cap

19.9632

NAV (Jan 27)

23.1%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

19.9632

NAV (Jan 27)

Fund Returns

Last 1Y

3.1%

Last 3Y

19.8%

Last 5Y

NA

Last 10Y

NA

Since Inception

23.1%

6 Month CAGR

5.2%

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.

Expense Ratio

1.02

Launched (4y ago)

Sep 06, 2019

AUM in Crores

660.938

ISIN

INF247L01908

Lock-in

No Lock-in

Benchmark

IISL Nifty Midcap 150 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

25.3

Standard Deviation (5yr)

0

Beta (3yr)

0.97

Beta (5yr)

0

Sharpe Ratio (3yr)

0.8

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Swapnil Mayekar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Nifty Midcap 150 Index Fund (Growth)70%NaN NaN%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2023-01-27

Top Stock Holdings

max healthcare institute ltd ordinary shares

1.8%
1.8%

au small finance bank ltd

1.8%
1.8%

varun beverages ltd

1.7%
1.7%

trent ltd

1.7%
1.7%

the federal bank ltd

1.6%
1.6%
See all holdings

Allocation by Sector

financial services

20.4%
20.4%

consumer cyclical

20.1%
20.1%

industrials

14.2%
14.2%

basic materials

12.8%
12.8%

healthcare

10.4%
10.4%
See all sectors

Compare Motilal Oswal Nifty Midcap 150 Index Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,444 cr

₹ 4,848 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 27,477 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,19 debt and 9 hybrid funds.

amc-img

  • 022-39804263
  • mfservice@motilaloswal.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.4%

    17.5%

    20.4%

    19.7%

    11.5%

    13.1%

    9.5%

    10.1%

    19.4%

    17.7%

    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 23.1% 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 1/27/2023 is ₹19.96 with the total AUM as of 1/28/2023 is ₹660.938. 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 3.1% 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)?

    Motilal Oswal Nifty Midcap 150 Index Fund (G) is a Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    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.