Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth
Very High Risk
Index
NAV as of Feb 27, 2026
₹39.57
-1.08%1D Change
3Y returns
+93.52% ↑
Very High Risk
Index
NAV as of Feb 27, 2026
₹39.57
-1.08%1D Change
3Y returns
+93.52% ↑
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth
Very High Risk|Index
NAV as of Feb 27, 2026
₹39.57
-1.08%1D
3Y returns
+93.52% ↑
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- RatingNo Rating
- Expense ratio0.27%
- Exit Load1% within 15 days
- AUM (Fund size)₹3,004.72 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 Name | Assets (%) |
|---|---|
| BSE Ltd | 3.07% |
| Hero MotoCorp Ltd | 1.93% |
| The Federal Bank Ltd | 1.9% |
| Persistent Systems Ltd | 1.77% |
| IndusInd Bank Ltd | 1.59% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Motilal Oswal Nifty Bank ... | ₹ 669 Cr | ₹22.42 | -1.08% | Very High |
| DSP Nifty Next 50 Index F... | ₹ 1,143 Cr | ₹27.54 | -1.30% | Very High |
| UTI Nifty Next 50 Index F... | ₹ 6,010 Cr | ₹25.78 | -1.30% | Very High |
| Motilal Oswal Nifty Next ... | ₹ 401 Cr | ₹24.96 | -1.30% | 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 (Feb 27, 2026) | ₹39.57 |
| Class | Index | Nifty |
| Inception Date | Sep 06, 2019 |
| Fund Manager | Swapnil Mayekar, Rakesh Shetty, Dishant Mehta |
FUND | Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan - Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹500 and Lump. ₹500 |
| Exit Load | 1% within 15 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Motilal Oswal Nifty ... | -0.32% | 3.59% | -2.41% | 3.64% | 20.77% | 24.92% |
Frequently Asked Questions
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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
₹5,000
Duration
1Year
Estimated value after 1 year
(as per historical returns)
₹68,748
Min investment of ₹500 required
