Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Equity
Mid Cap
Moderately High Risk
21.53%
3Y annualised
-1.69% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Jan 2025₹35.50
Min. SIP amount₹500
Rating3
Fund size₹2,059.62Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns13.0%21.5%24.6%26.5%
Category average15.2%19.5%22.8%NA
Rank with in category291310NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
32.8%30.9%26,421.09
5
17.4%26.3%77,967.21
4
18.0%24.1%35,277.81
4
28.0%23.3%6,149.96
4
24.4%21.6%53,078.98

Holdings (150)

NameSectorInstrumentAssets
HealthcareEquity2.45%
ServicesEquity2.26%
Capital GoodsEquity2.16%
ServicesEquity2.11%
ServicesEquity2.04%
Capital GoodsEquity2.00%
TechnologyEquity1.99%
TechnologyEquity1.88%
HealthcareEquity1.66%
FinancialEquity1.43%
Capital GoodsEquity1.36%
Capital GoodsEquity1.30%
FinancialEquity1.24%
CommunicationEquity1.24%
ConstructionEquity1.23%
Consumer DiscretionaryEquity1.19%
EnergyEquity1.15%
FinancialEquity1.14%
AutomobileEquity1.11%
HealthcareEquity1.10%
HealthcareEquity1.09%
FinancialEquity1.08%
Capital GoodsEquity1.07%
Consumer StaplesEquity1.04%
ServicesEquity1.01%
AutomobileEquity0.99%
Consumer StaplesEquity0.99%
DiversifiedEquity0.95%
TechnologyEquity0.94%
AutomobileEquity0.92%
FinancialEquity0.92%
ConstructionEquity0.89%
ChemicalsEquity0.89%
TechnologyEquity0.88%
HealthcareEquity0.87%
HealthcareEquity0.87%
ChemicalsEquity0.87%
TextilesEquity0.86%
Consumer DiscretionaryEquity0.86%
FinancialEquity0.84%
ConstructionEquity0.83%
FinancialEquity0.83%
Metals & MiningEquity0.83%
EnergyEquity0.83%
ConstructionEquity0.82%
ServicesEquity0.80%
Capital GoodsEquity0.80%
ConstructionEquity0.79%
AutomobileEquity0.78%
AutomobileEquity0.77%
EnergyEquity0.76%
ChemicalsEquity0.74%
ConstructionEquity0.70%
TechnologyEquity0.70%
ChemicalsEquity0.70%
TechnologyEquity0.69%
EnergyEquity0.69%
AutomobileEquity0.68%
HealthcareEquity0.67%
FinancialEquity0.67%
Metals & MiningEquity0.67%
Metals & MiningEquity0.67%
ServicesEquity0.65%
ChemicalsEquity0.65%
ServicesEquity0.63%
CommunicationEquity0.60%
ChemicalsEquity0.60%
CommunicationEquity0.58%
FinancialEquity0.58%
Consumer StaplesEquity0.57%
ConstructionEquity0.56%
Capital GoodsEquity0.55%
AutomobileEquity0.55%
FinancialEquity0.55%
FinancialEquity0.53%
ServicesEquity0.52%
AutomobileEquity0.51%
ChemicalsEquity0.50%
ChemicalsEquity0.50%
ChemicalsEquity0.48%
HealthcareEquity0.48%
Metals & MiningEquity0.48%
ServicesEquity0.47%
FinancialEquity0.46%
Capital GoodsEquity0.46%
HealthcareEquity0.45%
HealthcareEquity0.45%
Consumer StaplesEquity0.45%
Capital GoodsEquity0.44%
Metals & MiningEquity0.44%
EnergyEquity0.43%
FinancialEquity0.42%
Metals & MiningEquity0.42%
HealthcareEquity0.41%
ConstructionEquity0.41%
ConstructionEquity0.41%
Consumer StaplesEquity0.41%
ServicesEquity0.40%
InsuranceEquity0.40%
Capital GoodsEquity0.40%
Capital GoodsEquity0.40%
Metals & MiningEquity0.39%
FinancialEquity0.39%
Metals & MiningEquity0.39%
Capital GoodsEquity0.38%
TechnologyEquity0.38%
ChemicalsEquity0.37%
FinancialEquity0.37%
FinancialEquity0.37%
ChemicalsEquity0.37%
FinancialEquity0.36%
HealthcareEquity0.36%
Consumer StaplesEquity0.35%
FinancialEquity0.34%
Capital GoodsEquity0.34%
ConstructionEquity0.33%
Capital GoodsEquity0.33%
ServicesEquity0.33%
AutomobileEquity0.32%
CommunicationEquity0.32%
FinancialEquity0.32%
InsuranceEquity0.30%
Capital GoodsEquity0.30%
Capital GoodsEquity0.30%
TextilesEquity0.29%
AutomobileEquity0.29%
HealthcareEquity0.27%
Capital GoodsEquity0.27%
FinancialEquity0.27%
FinancialEquity0.27%
HealthcareEquity0.26%
Metals & MiningEquity0.26%
EnergyEquity0.25%
ServicesEquity0.25%
DiversifiedEquity0.25%
FinancialEquity0.24%
EnergyEquity0.24%
AutomobileEquity0.22%
EnergyEquity0.22%
Consumer StaplesEquity0.22%
AutomobileEquity0.22%
ChemicalsEquity0.21%
ChemicalsEquity0.18%
ServicesEquity0.17%
InsuranceEquity0.14%
Consumer StaplesEquity0.14%
Consumer StaplesEquity0.13%
FinancialEquity0.13%
FinancialEquity0.10%
EnergyEquity0.08%
See All

Pros and cons

Category: Equity Mid Cap

Pros

Lower expense ratio: 0.3%
3Y and 5Y annualised returns higher than category average

Cons

1Y annualised returns lower than category average by 2.2%

Expense ratio, exit load and tax

Expense ratio: 0.30%

Inclusive of GST

Exit load

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

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

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

Fund management

Swapnil P Mayekar
Aug 2019 - 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

Fund house & investment objective

Fund house contact details

Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
NA
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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