Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

+22.60%
3Y annualised
+0.27% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 09 Apr '26
₹37.97
Min. for SIP
₹500
Fund size (AUM)
₹2,900.79 Cr
Expense ratio
0.23%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹28,078
-6.41%
1 year₹60,000₹56,801
-5.33%
3 years₹1,80,000₹1,97,024
+9.46%
5 years₹3,00,000₹4,17,950
+39.32%

Holdings (151)

NameSectorInstrumentsAssets
BSE Ltd.ServicesEquity3.16%
Hero Motocorp Ltd.AutomobileEquity1.90%
The Federal Bank Ltd.FinancialEquity1.84%
Multi Commodity Exchange Of India Ltd.ServicesEquity1.76%
Lupin Ltd.HealthcareEquity1.62%
Indus Towers Ltd.CommunicationEquity1.56%
Persistent Systems Ltd.TechnologyEquity1.53%
Indusind Bank Ltd.FinancialEquity1.43%
PB Fintech Ltd.ServicesEquity1.40%
Suzlon Energy Ltd.Capital GoodsEquity1.39%
AU Small Finance Bank Ltd.FinancialEquity1.38%
GE Vernova T&D India LtdCapital GoodsEquity1.30%
Bharat Forge Ltd.AutomobileEquity1.29%
Ashok Leyland Ltd.AutomobileEquity1.27%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.20%
Fortis Healthcare Ltd.HealthcareEquity1.20%
One97 Communications Ltd.ServicesEquity1.16%
Dixon Technologies (India) Ltd.Capital GoodsEquity1.15%
Max Financial Services Ltd.FinancialEquity1.14%
IDFC First Bank Ltd.FinancialEquity1.13%
Marico Ltd.Consumer StaplesEquity1.12%
Laurus Labs Ltd.HealthcareEquity1.11%
Coforge Ltd.TechnologyEquity1.08%
Info Edge (India) Ltd.ServicesEquity1.07%
Aurobindo Pharma Ltd.HealthcareEquity1.05%
Polycab India Ltd.Capital GoodsEquity1.04%
Bharat Heavy Electricals Ltd.Capital GoodsEquity1.03%
Swiggy Ltd.ServicesEquity1.03%
SRF Ltd.ChemicalsEquity1.02%
APL Apollo Tubes Ltd.Metals & MiningEquity1.02%
National Aluminium Company Ltd.Metals & MiningEquity1.00%
Hindustan Petroleum Corporation Ltd.EnergyEquity0.93%
FSN E-Commerce Ventures Ltd.ServicesEquity0.93%
Glenmark Pharmaceuticals Ltd.HealthcareEquity0.93%
UPL Ltd.ChemicalsEquity0.92%
Alkem Laboratories Ltd.HealthcareEquity0.89%
Hitachi Energy India Ltd.Capital GoodsEquity0.89%
Yes Bank Ltd.FinancialEquity0.87%
GMR Airports Ltd.ConstructionEquity0.87%
Sundaram Finance Ltd.FinancialEquity0.87%
Havells India Ltd.Capital GoodsEquity0.87%
Indian BankFinancialEquity0.86%
Waaree Energies Ltd.EnergyEquity0.86%
Voltas Ltd.Consumer DiscretionaryEquity0.84%
The Phoenix Mills Ltd.ConstructionEquity0.81%
Mphasis Ltd.TechnologyEquity0.78%
Tube Investments Of India Ltd.AutomobileEquity0.78%
NMDC Ltd.Metals & MiningEquity0.76%
MRF Ltd.AutomobileEquity0.75%
Oil India Ltd.EnergyEquity0.75%
Biocon Ltd.HealthcareEquity0.74%
JSW Energy Ltd.Capital GoodsEquity0.73%
Kei Industries Ltd.Capital GoodsEquity0.72%
Torrent Power Ltd.EnergyEquity0.72%
360 One Wam Ltd.FinancialEquity0.71%
Dabur India Ltd.Consumer StaplesEquity0.70%
Supreme Industries Ltd.ChemicalsEquity0.70%
Aditya Birla Capital Ltd.FinancialEquity0.70%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity0.68%
Vodafone Idea Ltd.CommunicationEquity0.68%
NHPC Ltd.EnergyEquity0.67%
Jindal Stainless Ltd.Metals & MiningEquity0.66%
Mankind Pharma Ltd.HealthcareEquity0.65%
Coromandel International Ltd.ChemicalsEquity0.65%
Vishal Mega Mart Ltd.ServicesEquity0.65%
Ipca Laboratories Ltd.HealthcareEquity0.64%
PI Industries Ltd.ChemicalsEquity0.64%
Godrej Properties Ltd.ConstructionEquity0.63%
Steel Authority Of India Ltd.Metals & MiningEquity0.63%
JK Cement Ltd.ConstructionEquity0.61%
Blue Star Ltd.Consumer DiscretionaryEquity0.60%
Radico Khaitan Ltd.Consumer StaplesEquity0.59%
L&T Finance Ltd.FinancialEquity0.59%
ICICI Prudential Life Insurance Company Ltd.InsuranceEquity0.58%
Page Industries Ltd.TextilesEquity0.58%
Astral Ltd.ChemicalsEquity0.56%
SBI Cards And Payment Services Ltd.FinancialEquity0.55%
Prestige Estates Projects Ltd.ConstructionEquity0.55%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity0.55%
UNO Minda Ltd.AutomobileEquity0.54%
Petronet LNG Ltd.EnergyEquity0.54%
Jubilant FoodWorks Ltd.ServicesEquity0.49%
Balkrishna Industries Ltd.AutomobileEquity0.48%
Oberoi Realty Ltd.ConstructionEquity0.48%
Apar Industries Ltd.Consumer StaplesEquity0.48%
Bank of IndiaFinancialEquity0.48%
Life Insurance Corporation of IndiaInsuranceEquity0.46%
Oracle Financial Services Software Ltd.TechnologyEquity0.46%
Lloyds Metals & Energy Ltd.Metals & MiningEquity0.46%
Patanjali Foods Ltd.Consumer StaplesEquity0.46%
Tata Communications Ltd.CommunicationEquity0.46%
Schaeffler India Ltd.Capital GoodsEquity0.45%
ITC Hotels Ltd.ServicesEquity0.45%
Indian Railway Catering & Tourism Corporation Ltd.ServicesEquity0.43%
LIC Housing Finance Ltd.FinancialEquity0.43%
Container Corporation Of India Ltd.ServicesEquity0.42%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity0.42%
Kalyan Jewellers India Ltd.Consumer DiscretionaryEquity0.42%
Linde India Ltd.ChemicalsEquity0.42%
Nippon Life India Asset Management Ltd.FinancialEquity0.41%
Dalmia Bharat Ltd.ConstructionEquity0.41%
Rail Vikas Nigam Ltd.ConstructionEquity0.41%
Adani Total Gas Ltd.EnergyEquity0.41%
AIA Engineering Ltd.Metals & MiningEquity0.41%
Tata Elxsi Ltd.TechnologyEquity0.39%
Abbott India Ltd.HealthcareEquity0.39%
Apollo Tyres Ltd.AutomobileEquity0.38%
Exide Industries Ltd.Capital GoodsEquity0.38%
Gujarat Fluorochemicals Ltd.ChemicalsEquity0.37%
Thermax Ltd.Capital GoodsEquity0.36%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.36%
Bank of MaharashtraFinancialEquity0.36%
Ajanta Pharma Ltd.HealthcareEquity0.34%
Berger Paints India Ltd.ChemicalsEquity0.34%
Authum Investment & Infrastructure Ltd.FinancialEquity0.33%
Bharti Hexacom Ltd.CommunicationEquity0.33%
General Insurance Corporation of IndiaInsuranceEquity0.32%
United Breweries Ltd.Consumer StaplesEquity0.32%
KPIT Technologies Ltd.TechnologyEquity0.30%
Premier Energies Ltd.EnergyEquity0.30%
HDB Financial Services Ltd.FinancialEquity0.29%
Bharat Dynamics Ltd.Capital GoodsEquity0.29%
Cochin Shipyard Ltd.Capital GoodsEquity0.29%
AWL Agri Business Ltd.Consumer StaplesEquity0.29%
Motilal Oswal Financial Services Ltd.FinancialEquity0.28%
ICICI Prudential Asset Management Company Ltd.FinancialEquity0.28%
Glaxosmithkline Pharmaceuticals Ltd.HealthcareEquity0.27%
K.P.R. Mill Ltd.TextilesEquity0.27%
Crisil Ltd.ServicesEquity0.26%
Billionbrains Garage Ventures Ltd.FinancialEquity0.26%
Escorts Kubota Ltd.AutomobileEquity0.26%
NLC India Ltd.EnergyEquity0.25%
Indian Renewable Energy Development Agency Ltd.FinancialEquity0.25%
L&T Technology Services Ltd.TechnologyEquity0.25%
NTPC Green Energy Ltd.EnergyEquity0.25%
3M India Ltd.Consumer StaplesEquity0.25%
Global Health Ltd.HealthcareEquity0.23%
Bajaj Housing Finance Ltd.FinancialEquity0.23%
Housing & Urban Development Corporation Ltd.FinancialEquity0.23%
JSW Infrastructure Ltd.ServicesEquity0.23%
Endurance Technologies Ltd.AutomobileEquity0.23%
Godfrey Phillips India Ltd.Consumer StaplesEquity0.22%
ACC Ltd.ConstructionEquity0.22%
Tata Investment Corporation Ltd.FinancialEquity0.20%
Hexaware Technologies Ltd.TechnologyEquity0.18%
Honeywell Automation India Ltd.Capital GoodsEquity0.17%
SJVN Ltd.EnergyEquity0.13%
Anthem Biosciences Ltd.HealthcareEquity0.12%
Godrej Industries Ltd.Consumer StaplesEquity0.09%
The New India Assurance Company Ltd.InsuranceEquity0.08%
IRB Infrastructure Developers Ltd.ConstructionEquity0.00%
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+15.3%+22.6%+18.3%+22.4%
Category average (Equity Mid Cap)+2.0%+21.6%+21.5%--
Rank (Equity Mid Cap)231611--

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

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.
Check past data

Compare similar funds

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Edelweiss Mid Cap Direct Plan Growth
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Fund management

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

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

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. Swapnil P Mayekar 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 ₹1,35,167 Cr and the Latest NAV as of 09 Apr 2026 is ₹37.97. 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₹1,35,166.52 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,