Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth - Regular - Latest NAV [ ₹39.2147 ], Returns, Performance, Portfolio & Returns 2024

Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Direct

Growth

3 yr CAGR
+29.63%
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Direct

Growth

3 yr CAGR
+29.63%
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Fund overview

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Net Asset Value

₹39.2147
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AUM (Fund size)

1,986.47 Crore
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Lock-in period

No Lock-in
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Exit Load

1% in 15 days
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Expense ratio

0.3%
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Risk

Very High
Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

2.64 Lakhs ₹
Min investment of ₹500 required
risk

Top holdings

HoldingsWeightage
Suzlon Energy Ltd2.22%
Max Healthcare Institute Ltd Ordinary Shares2.18%
Indian Hotels Co Ltd2.08%
BSE Ltd1.89%
Persistent Systems Ltd1.88%
PB Fintech Ltd1.79%
Dixon Technologies (India) Ltd1.79%
Coforge Ltd1.72%
The Federal Bank Ltd1.54%
Lupin Ltd1.48%

Calculate returns

Monthly (SIP)
One-Time
4000
20
yrs
₹4,000 invested monthly becomes 0 in a period of 20 years

Top Sectors

About Motilal Oswal Asset Management Company Limited - Portfolio Managers

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated on November 14, 2008. Motilal Oswal Trustee Company Ltd. is the trustee company.

Managers

Swapnil Mayekar, Dishant Mehta

Custodians

Deutsche Bank AG

Address

Motilal Oswal Asset Management Company Limited Motilal Oswal Tower,

Fax Nos.

+91 22 22816161

Telephone Nos.

+91 22 39804263

Homepage

www.motilaloswalmf.com

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Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

2.64 Lakhs ₹
Min investment of ₹500 required
risk

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Frequently Asked Questions

What are Retirement funds?

Pension plans are also known as retirement plans. In this, you may invest some portion of your income into the designated plan. The main objective behind a pension plan is to have a regular income post-retirement. Considering the ever-growing inflation, investing in these plans has become necessary.The contributions that are made to a pension plan, under Section 80CCC, are tax-exempt up to a maximum ceiling of Rs 1.5 lakh.

What are children's funds?

Children's fund is a form of mutual fund with specific child-related goals and terms. These are a commonly availed investment option, acting as solution-oriented plans for the rising cost of education and other essential expenses. Most mutual fund child plan invests in both equity and debt portfolios.

What are index funds?

Index mutual funds are a class of equity funds. These funds are passively managed as the main objective of index funds is to track and emulate the performance of a popular stock market index such as S&P BSE Sensex and NSE Nifty 50. The asset allocation of an index fund would be the same as that of its underlying index

What is a lock-in period?

It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates

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