Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth - Regular - Latest NAV [ ₹40.5368 ], Returns, Performance, Portfolio & Returns 2025

Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

Index

NAV as of Nov 18, 2025

40.41

-0.61%1D Change

Returns since inception

25.25%p.a.

Very High Risk

Index

NAV as of Nov 18, 2025

40.41

-0.61%1D Change

Returns since inception

25.25%p.a.

Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Very High Risk|Index
NAV as of Nov 18, 2025

40.41

-0.61%1D

Returns since inception

25.25%p.a.

Returns calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Returns0
Final Value0
Absolute ReturnNaN%

Fund overview

  • RatingNo Rating
  • Expense ratio0.26%
  • Exit Load1% within 15 days
  • AUM (Fund size)₹2,459.71 Crore
  • Lock-in periodNo Lock-in
  • Age6 yrs since Sep 06, 2019
  • Min. investmentSIP ₹500 & Lump. ₹500
  • RiskVery High
  • Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
  • Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Fund Distribution

Top Holdings
Top Sectors
Holding NameAssets (%)
BSE Ltd2.68%
Hero MotoCorp Ltd1.91%
Suzlon Energy Ltd1.91%
Dixon Technologies (India) Ltd1.68%
Persistent Systems Ltd1.68%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
Motilal Oswal Nifty Bank ...₹ 647 Cr
21.84
| -0.11%
Very High
Nippon India Index Fund -...₹ 2,864 Cr
47.46
| -0.40%
Very High
Motilal Oswal Nifty 50 In...₹ 806 Cr
22.44
| -0.40%
Very High
UTI Nifty 50 Index Fund-G...₹ 25,748 Cr
181.03
| -0.40%
Very High

NAV History - Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan - Growth

FUND

Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan - Growth

NAV (Nov 18, 2025)₹40.41
ClassIndex | Nifty
Inception DateSep 06, 2019
Fund ManagerSwapnil Mayekar, Rakesh Shetty, Dishant Mehta

FUND

Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan - Growth

Initial Price₹10
Min. Investment AmountSIP ₹500 and Lump. ₹500
Exit Load1% within 15 days

Returns

1W

1M

3M

6M

1Y

3Y

Motilal Oswal Nifty ...0.55%2.64%5.14%6.92%11.76%24.48%

About Motilal Oswal Asset Management Company Limited - Portfolio Managers

Motilal Oswal Mutual Fund is a part of Motilal Oswal Financial Services Limited (MOFSL) and was established in 2009. It is one of the premier asset management companies in India. It counts Motilal Oswal Securities Limited as the sponsor and Motilal Oswal Trustee Company Limited as the trustee.

Motilal Oswal Asset Management Company Limited - Portfolio Managers Details

  • No. of schemes82
  • Total AUM₹25,763.16 Crore
  • AddressMotilal Oswal Asset Management Company Limited, Motilal Oswal Tower, Mumbai, Maharashtra, 400 025
  • Phone+91 22 39804263
Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

2.67 Lakhs ₹
Min investment of ₹500 required