Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

+23.01%
3Y annualised
+0.37% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 May '26
₹40.71
Min. for SIP
₹500
Fund size (AUM)
₹3,408.10 Cr
Expense ratio
0.27%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹30,870
+2.90%
1 year₹60,000₹62,052
+3.42%
3 years₹1,80,000₹2,13,261
+18.48%
5 years₹3,00,000₹4,53,817
+51.27%

Holdings (150)

NameSectorInstrumentsAssets
BSE Ltd.ServicesEquity3.80%
Multi Commodity Exchange Of India Ltd.ServicesEquity1.94%
The Federal Bank Ltd.FinancialEquity1.80%
Suzlon Energy Ltd.Capital GoodsEquity1.72%
Hero Motocorp Ltd.AutomobileEquity1.69%
Indusind Bank Ltd.FinancialEquity1.54%
AU Small Finance Bank Ltd.FinancialEquity1.47%
PB Fintech Ltd.ServicesEquity1.45%
Lupin Ltd.HealthcareEquity1.43%
GE Vernova T&D India LtdCapital GoodsEquity1.41%
Indus Towers Ltd.CommunicationEquity1.36%
Persistent Systems Ltd.TechnologyEquity1.33%
Bharat Heavy Electricals Ltd.Capital GoodsEquity1.31%
Bharat Forge Ltd.AutomobileEquity1.28%
Fortis Healthcare Ltd.HealthcareEquity1.23%
Ashok Leyland Ltd.AutomobileEquity1.18%
IDFC First Bank Ltd.FinancialEquity1.18%
One97 Communications Ltd.ServicesEquity1.18%
Dixon Technologies (India) Ltd.Capital GoodsEquity1.18%
Laurus Labs Ltd.HealthcareEquity1.09%
Polycab India Ltd.Capital GoodsEquity1.09%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.09%
Hitachi Energy India Ltd.Capital GoodsEquity1.09%
Max Financial Services Ltd.FinancialEquity1.07%
Marico Ltd.Consumer StaplesEquity1.05%
Coforge Ltd.TechnologyEquity1.03%
Aurobindo Pharma Ltd.HealthcareEquity0.99%
Info Edge (India) Ltd.ServicesEquity0.95%
Swiggy Ltd.ServicesEquity0.95%
SRF Ltd.ChemicalsEquity0.93%
Glenmark Pharmaceuticals Ltd.HealthcareEquity0.93%
FSN E-Commerce Ventures Ltd.ServicesEquity0.92%
UPL Ltd.ChemicalsEquity0.92%
Hindustan Petroleum Corporation Ltd.EnergyEquity0.92%
National Aluminium Company Ltd.Metals & MiningEquity0.91%
Yes Bank Ltd.FinancialEquity0.89%
APL Apollo Tubes Ltd.Metals & MiningEquity0.88%
GMR Airports Ltd.ConstructionEquity0.88%
Torrent Power Ltd.EnergyEquity0.84%
The Phoenix Mills Ltd.ConstructionEquity0.84%
Voltas Ltd.Consumer DiscretionaryEquity0.83%
Alkem Laboratories Ltd.HealthcareEquity0.81%
Tube Investments Of India Ltd.AutomobileEquity0.80%
Havells India Ltd.Capital GoodsEquity0.80%
NMDC Ltd.Metals & MiningEquity0.80%
Sundaram Finance Ltd.FinancialEquity0.80%
JSW Energy Ltd.Capital GoodsEquity0.77%
Mphasis Ltd.TechnologyEquity0.77%
Indian BankFinancialEquity0.77%
Kei Industries Ltd.Capital GoodsEquity0.77%
Waaree Energies Ltd.EnergyEquity0.76%
Aditya Birla Capital Ltd.FinancialEquity0.73%
Vodafone Idea Ltd.CommunicationEquity0.72%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity0.70%
Godrej Properties Ltd.ConstructionEquity0.70%
360 One Wam Ltd.FinancialEquity0.69%
Radico Khaitan Ltd.Consumer StaplesEquity0.68%
Oil India Ltd.EnergyEquity0.68%
Steel Authority Of India Ltd.Metals & MiningEquity0.68%
NHPC Ltd.EnergyEquity0.67%
MRF Ltd.AutomobileEquity0.67%
Dabur India Ltd.Consumer StaplesEquity0.67%
Vishal Mega Mart Ltd.ServicesEquity0.67%
Biocon Ltd.HealthcareEquity0.66%
Mankind Pharma Ltd.HealthcareEquity0.65%
PI Industries Ltd.ChemicalsEquity0.63%
Jindal Stainless Ltd.Metals & MiningEquity0.63%
Prestige Estates Projects Ltd.ConstructionEquity0.61%
L&T Finance Ltd.FinancialEquity0.61%
Coromandel International Ltd.ChemicalsEquity0.60%
Supreme Industries Ltd.ChemicalsEquity0.60%
Page Industries Ltd.TextilesEquity0.59%
Oracle Financial Services Software Ltd.TechnologyEquity0.59%
Blue Star Ltd.Consumer DiscretionaryEquity0.59%
Lloyds Metals & Energy Ltd.Metals & MiningEquity0.57%
JK Cement Ltd.ConstructionEquity0.56%
Ipca Laboratories Ltd.HealthcareEquity0.54%
Apar Industries Ltd.Consumer StaplesEquity0.53%
Petronet LNG Ltd.EnergyEquity0.53%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity0.52%
ICICI Prudential Life Insurance Company Ltd.InsuranceEquity0.52%
UNO Minda Ltd.AutomobileEquity0.52%
Oberoi Realty Ltd.ConstructionEquity0.50%
SBI Cards And Payment Services Ltd.FinancialEquity0.49%
Jubilant FoodWorks Ltd.ServicesEquity0.48%
Astral Ltd.ChemicalsEquity0.48%
Tata Communications Ltd.CommunicationEquity0.47%
ITC Hotels Ltd.ServicesEquity0.46%
Nippon Life India Asset Management Ltd.FinancialEquity0.46%
Life Insurance Corporation of IndiaInsuranceEquity0.45%
Adani Total Gas Ltd.EnergyEquity0.45%
Container Corporation Of India Ltd.ServicesEquity0.45%
Balkrishna Industries Ltd.AutomobileEquity0.44%
Bank of IndiaFinancialEquity0.43%
Rail Vikas Nigam Ltd.ConstructionEquity0.43%
LIC Housing Finance Ltd.FinancialEquity0.43%
Schaeffler India Ltd.Capital GoodsEquity0.42%
Exide Industries Ltd.Capital GoodsEquity0.42%
Indian Railway Catering & Tourism Corporation Ltd.ServicesEquity0.42%
Bank of MaharashtraFinancialEquity0.41%
Patanjali Foods Ltd.Consumer StaplesEquity0.41%
Kalyan Jewellers India Ltd.Consumer DiscretionaryEquity0.41%
Thermax Ltd.Capital GoodsEquity0.40%
Linde India Ltd.ChemicalsEquity0.39%
AIA Engineering Ltd.Metals & MiningEquity0.39%
Dalmia Bharat Ltd.ConstructionEquity0.39%
Gujarat Fluorochemicals Ltd.ChemicalsEquity0.39%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity0.39%
Cochin Shipyard Ltd.Capital GoodsEquity0.37%
Tata Elxsi Ltd.TechnologyEquity0.36%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.35%
Berger Paints India Ltd.ChemicalsEquity0.34%
Abbott India Ltd.HealthcareEquity0.34%
Apollo Tyres Ltd.AutomobileEquity0.34%
Billionbrains Garage Ventures Ltd.FinancialEquity0.34%
Bharat Dynamics Ltd.Capital GoodsEquity0.32%
Authum Investment & Infrastructure Ltd.FinancialEquity0.32%
Motilal Oswal Financial Services Ltd.FinancialEquity0.32%
KPIT Technologies Ltd.TechnologyEquity0.32%
General Insurance Corporation of IndiaInsuranceEquity0.31%
HDB Financial Services Ltd.FinancialEquity0.30%
Ajanta Pharma Ltd.HealthcareEquity0.30%
Premier Energies Ltd.EnergyEquity0.30%
ICICI Prudential Asset Management Company Ltd.FinancialEquity0.29%
Bharti Hexacom Ltd.CommunicationEquity0.29%
Housing & Urban Development Corporation Ltd.FinancialEquity0.28%
AWL Agri Business Ltd.Consumer StaplesEquity0.28%
Escorts Kubota Ltd.AutomobileEquity0.27%
Indian Renewable Energy Development Agency Ltd.FinancialEquity0.27%
United Breweries Ltd.Consumer StaplesEquity0.27%
Crisil Ltd.ServicesEquity0.27%
K.P.R. Mill Ltd.TextilesEquity0.27%
NLC India Ltd.EnergyEquity0.26%
NTPC Green Energy Ltd.EnergyEquity0.26%
L&T Technology Services Ltd.TechnologyEquity0.26%
Glaxosmithkline Pharmaceuticals Ltd.HealthcareEquity0.25%
Bajaj Housing Finance Ltd.FinancialEquity0.25%
Global Health Ltd.HealthcareEquity0.24%
3M India Ltd.Consumer StaplesEquity0.24%
Tata Investment Corporation Ltd.FinancialEquity0.24%
Godfrey Phillips India Ltd.Consumer StaplesEquity0.23%
JSW Infrastructure Ltd.ServicesEquity0.23%
ACC Ltd.ConstructionEquity0.22%
Endurance Technologies Ltd.AutomobileEquity0.21%
Honeywell Automation India Ltd.Capital GoodsEquity0.17%
Hexaware Technologies Ltd.TechnologyEquity0.17%
SJVN Ltd.EnergyEquity0.14%
Anthem Biosciences Ltd.HealthcareEquity0.12%
Godrej Industries Ltd.Consumer StaplesEquity0.11%
The New India Assurance Company Ltd.InsuranceEquity0.10%
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
Name1Y3Y5YAll
Fund returns+9.2%+23.0%+19.3%+23.3%
Category average (Equity Mid Cap)+2.0%+21.6%+21.5%--
Rank (Equity Mid Cap)221312--

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%.
Check past data

Compare similar funds

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Nippon India Growth Mid Cap Fund Direct Growth
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Sundaram Mid Cap Fund Direct Growth
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Fund management

RS
Rakesh Shetty
Dec 2024 - 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
Oct 2024 - Present
View details

SPM
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

About Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Rakesh Shetty is the Current Fund Manager of Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,43,825 Cr and the Latest NAV as of 21 May 2026 is ₹40.71. The Motilal Oswal Nifty Midcap 150 Index Fund Direct 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 investment return that corresponds to the performance of Nifty Midcap 150 Index subject to tracking error.
Fund benchmarkNIFTY Midcap 150 Total Return Index

Fund house

Rank (total assets)#19 in India
Total AUM₹1,43,824.90 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
CustodianCitibank NA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,