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Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth-0.63%

89.29%
1 Year Return
Equity
Mid Cap
6M
1Y
All

Fund Details

Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.38%
NAV₹16.52 (12 May 2021)
Fund Started05 Sep 2019
Fund Size183 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
89.3%
-
-
36.7%
Category Average
67.4%
8.2%
13.7%
-
Rank Within Category
6
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Would have become
0
with 89.3% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 0.38%
2. 1Y Returns are higher than the category average returns
Cons
1. Age is less than 5 years

Top Holdings

NameSectorInstrument% Assets
Shriram Transport Finance Co. Ltd.FinancialEquity2.1%
Adani Total Gas Ltd.ChemicalsEquity2.1%
AU Small Finance Bank Ltd.FinancialEquity2.1%
Voltas Ltd.Cons DurableEquity1.8%
Cholamandalam Investment & Finance Co. Ltd.FinancialEquity1.7%
Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity1.6%
Zee Entertainment Enterprises Ltd.ServicesEquity1.5%
PI Industries Ltd.ChemicalsEquity1.4%
Max Financial Services Ltd.FinancialEquity1.4%
Page Industries Ltd.TextilesEquity1.4%
See All

Fund Managers

Swapnil P Mayekar
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Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth Details

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 05 Sep 2019. 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 ₹183 Cr and the Latest NAV as of 12 May 2021 is ₹16.52.

The Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth is rated Moderately 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.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

₹500
Min for First Investment
₹500
Min for Second Investment
Exit load of 1% if redeemed within 15 days.
Exit Load

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About Motilal Oswal Mutual Fund

Address
Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumba Mumbai 400025
Phone
022-39804263
Launch Date
29 Dec 2009
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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