Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Growth

Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Growth

1M
All
NAV: 01 Sep '26
₹10.48
Min. for SIP
₹500
Fund size (AUM)
₹38.02 Cr
Expense ratio
7.17%
Rating
--

Holdings (32)

NameSectorInstrumentsAssets
Laurus Labs LtdHealthcareEquity6.44%
The Federal Bank LtdFinancialEquity5.67%
RepoUnspecifiedRepo5.60%
Bharat Forge LtdConsumer DiscretionaryEquity5.54%
Bharat Heavy Electricals LtdIndustrialsEquity5.30%
AU Small Finance Bank LtdFinancialEquity5.26%
Multi Commodity Exchange Of India LtdFinancialEquity4.81%
Hitachi Energy India LtdIndustrialsEquity4.74%
National Aluminium Company LtdMaterialsEquity4.57%
GE T&D India LtdIndustrialsEquity4.37%
CG Power & Industrial Solutions LtdIndustrialsEquity4.36%
Vodafone Idea LtdTechnologyEquity3.95%
Fortis Healthcare LtdHealthcareEquity3.94%
Aditya Birla Capital LtdFinancialEquity3.59%
One 97 Communications LtdIndustrialsEquity3.44%
Glenmark Pharmaceuticals LtdHealthcareEquity3.40%
FSN E-Commerce Ventures LtdConsumer DiscretionaryEquity3.31%
Ashok Leyland LtdIndustrialsEquity3.23%
L&T Finance Holdings LtdFinancialEquity3.01%
Marico LtdConsumer StaplesEquity3.00%
Kei Industries LtdIndustrialsEquity2.81%
Radico Khaitan LtdConsumer StaplesEquity2.66%
Steel Authority Of India LtdMaterialsEquity2.39%
Indian BankFinancialEquity2.26%
Biocon LtdHealthcareEquity2.24%
GMR Airports Infrastructure LtdIndustrialsEquity2.21%
Hindustan Copper LtdMaterialsEquity1.86%
Nippon Life India Asset Management LtdFinancialEquity1.71%
Thermax LtdIndustrialsEquity1.43%
Bank of MaharashtraFinancialEquity1.37%
NLC India LtdEnergy & UtilitiesEquity0.76%
Net PayablesUnspecifiedNet Payables-9.23%
See All

Minimum investments

Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name1M3M6MAll
Fund returns------+6.5%
Category average (null null)--------
Rank (null null)--------

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 15 Days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Fund management

SPM
Swapnil P Mayekar
Jul 2026 - Present
View details

Education
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience
Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Also manages these schemes

RS
Rakesh Shetty
Jul 2026 - Present
View details

Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Also manages these schemes

DM
Dishant Mehta
Jul 2026 - Present
View details

Education
Bachelors of Science (B.SC)
Experience
Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies
Also manages these schemes

About Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Growth

Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Growth is a -- Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Swapnil P Mayekar is the Current Fund Manager of Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,55,306 Cr and the Latest NAV as of 01 Sep 2026 is ₹10.48. The Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 15 Days. ;

Investment Objective

The scheme seeks to provide returns that, before expenses, correspond to the total returns of the securities as represented by BSE Midcap 150 Momentum 30 Index, subject to tracking error.
Fund benchmarkBSE Midcap 150 Momentum 30 Total Return Index

Fund house

Rank (total assets)#19 in India
Total AUM₹1,55,305.63 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mail--
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,