Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

+19.17%
3Y annualised
+0.51% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Jul '26
₹41.87
Min. for SIP
₹500
Fund size (AUM)
₹3,730.34 Cr
Expense ratio
0.33%
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 (152)

NameSectorInstrumentsAssets
BSE LtdFinancialEquity3.86%
The Federal Bank LtdFinancialEquity1.99%
Multi Commodity Exchange Of India LtdFinancialEquity1.77%
Suzlon Energy LtdIndustrialsEquity1.75%
Hero Motocorp LtdConsumer DiscretionaryEquity1.52%
GE T&D India LtdIndustrialsEquity1.50%
Indusind Bank LtdFinancialEquity1.49%
Bharat Heavy Electricals LtdIndustrialsEquity1.48%
Laurus Labs LtdHealthcareEquity1.44%
Lupin LtdHealthcareEquity1.44%
AU Small Finance Bank LtdFinancialEquity1.44%
Bharat Forge LtdConsumer DiscretionaryEquity1.40%
PB Fintech LtdFinancialEquity1.38%
Polycab India LtdIndustrialsEquity1.30%
IDFC First Bank LtdFinancialEquity1.29%
Indus Towers LtdTechnologyEquity1.23%
Fortis Healthcare LtdHealthcareEquity1.22%
Dixon Technologies (India) LtdConsumer DiscretionaryEquity1.21%
One 97 Communications LtdIndustrialsEquity1.18%
Persistent Systems LtdTechnologyEquity1.15%
Ashok Leyland LtdIndustrialsEquity1.10%
Hitachi Energy India LtdIndustrialsEquity1.09%
Marico LtdConsumer StaplesEquity1.08%
Aurobindo Pharma LtdHealthcareEquity1.07%
FSN E-Commerce Ventures LtdConsumer DiscretionaryEquity1.04%
Yes Bank LtdFinancialEquity1.04%
ICICI Lombard General Insurance Company LtdFinancialEquity1.04%
Max Financial Services LtdFinancialEquity1.03%
Coforge LtdTechnologyEquity0.98%
GMR Airports Infrastructure LtdIndustrialsEquity0.98%
Vodafone Idea LtdTechnologyEquity0.97%
SRF LtdMaterialsEquity0.97%
Hindustan Petroleum Corporation LtdEnergy & UtilitiesEquity0.93%
Info Edge (India) LtdTechnologyEquity0.92%
Phoenix Mills LtdReal EstateEquity0.89%
JSW Energy LtdEnergy & UtilitiesEquity0.87%
Swiggy Ltd.TechnologyEquity0.83%
Kei Industries LtdIndustrialsEquity0.82%
Glenmark Pharmaceuticals LtdHealthcareEquity0.81%
Vishal Mega Mart Ltd.Consumer StaplesEquity0.80%
Alkem Laboratories LtdHealthcareEquity0.80%
APL Apollo Tubes LtdIndustrialsEquity0.80%
Tube Investments Of India LtdConsumer DiscretionaryEquity0.79%
Aditya Birla Capital LtdFinancialEquity0.79%
UPL LtdMaterialsEquity0.78%
Sundaram Finance LtdFinancialEquity0.76%
Radico Khaitan LtdConsumer StaplesEquity0.76%
NHPC LtdEnergy & UtilitiesEquity0.75%
National Aluminium Company LtdMaterialsEquity0.74%
Biocon LtdHealthcareEquity0.73%
NMDC LtdMaterialsEquity0.72%
Havells India LtdConsumer DiscretionaryEquity0.71%
Voltas LtdIndustrialsEquity0.71%
Indian BankFinancialEquity0.71%
Mankind Pharma Ltd.HealthcareEquity0.71%
Mphasis LtdTechnologyEquity0.70%
Waaree Energies Ltd.Energy & UtilitiesEquity0.69%
IIFL Wealth Management LtdFinancialEquity0.68%
Torrent Power LtdEnergy & UtilitiesEquity0.66%
Apar Industries LtdDiversifiedEquity0.65%
L&T Finance Holdings LtdFinancialEquity0.65%
Prestige Estates Projects LtdReal EstateEquity0.65%
Colgate-Palmolive (India) LtdConsumer StaplesEquity0.64%
Page Industries LtdConsumer DiscretionaryEquity0.64%
MRF LtdConsumer DiscretionaryEquity0.63%
Oracle Financial Services Software LtdTechnologyEquity0.63%
Godrej Properties LtdReal EstateEquity0.62%
Steel Authority Of India LtdMaterialsEquity0.61%
Dabur India LtdConsumer StaplesEquity0.61%
Coromandel International LtdMaterialsEquity0.59%
Ipca Laboratories LtdHealthcareEquity0.58%
Lloyds Metals and Energy LtdMaterialsEquity0.58%
Tata Communications LtdTechnologyEquity0.57%
JK Cement LtdMaterialsEquity0.56%
Oil India LtdEnergy & UtilitiesEquity0.56%
Reverse Repo/CBLOUnspecifiedReverse Repo/CBLO0.55%
Jindal Stainless LtdMaterialsEquity0.53%
Blue Star LtdIndustrialsEquity0.52%
Petronet LNG LtdEnergy & UtilitiesEquity0.51%
Mahindra & Mahindra Financial Services LtdFinancialEquity0.51%
Nippon Life India Asset Management LtdFinancialEquity0.51%
Oberoi Realty LtdReal EstateEquity0.51%
PI Industries LtdMaterialsEquity0.51%
Supreme Industries LtdMaterialsEquity0.50%
Adani Total Gas LtdEnergy & UtilitiesEquity0.50%
ITC Hotels LtdConsumer DiscretionaryEquity0.49%
Thermax LtdIndustrialsEquity0.49%
UNO Minda LtdConsumer DiscretionaryEquity0.48%
AIA Engineering LtdIndustrialsEquity0.48%
ICICI Prudential Life Insurance Company LtdFinancialEquity0.47%
Life Insurance Corporation of IndiaFinancialEquity0.47%
Bank of MaharashtraFinancialEquity0.46%
Exide Industries LtdConsumer DiscretionaryEquity0.43%
SBI Cards & Payments Services LtdFinancialEquity0.43%
Balkrishna Industries LtdConsumer DiscretionaryEquity0.43%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity0.42%
Bank of IndiaFinancialEquity0.42%
LIC Housing Finance LtdFinancialEquity0.41%
Schaeffler India LtdIndustrialsEquity0.41%
Gujarat Fluorochemicals LtdMaterialsEquity0.41%
Container Corporation Of India LtdIndustrialsEquity0.40%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity0.40%
Astral LtdIndustrialsEquity0.40%
ICICI Prudential Asset Management Company Ltd.FinancialEquity0.40%
HDB FINANCIAL SERVICES LIMITED EQFinancialEquity0.39%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.39%
Billionbrains Garage Ventures Ltd.FinancialEquity0.38%
Linde India LtdMaterialsEquity0.38%
Indian Railway Catering & Tourism Corporation LtdIndustrialsEquity0.37%
Motilal Oswal Financial Services LtdFinancialEquity0.36%
Kalyan Jewellers India LtdConsumer DiscretionaryEquity0.36%
Berger Paints India LtdMaterialsEquity0.36%
General Insurance Corporation of India LtdFinancialEquity0.35%
Ajanta Pharma LtdHealthcareEquity0.35%
Patanjali Foods LtdConsumer StaplesEquity0.35%
Apollo Tyres LtdConsumer DiscretionaryEquity0.34%
Authum Investment & Infrastructure LtdFinancialEquity0.34%
Dalmia Bharat LtdMaterialsEquity0.33%
Rail Vikas Nigam LtdIndustrialsEquity0.33%
Abbott India LtdHealthcareEquity0.32%
Tata Elxsi LtdTechnologyEquity0.32%
KPR Mills LtdConsumer DiscretionaryEquity0.32%
Cochin Shipyard LtdIndustrialsEquity0.31%
Bharat Dynamics LtdIndustrialsEquity0.31%
Premier Energies Ltd.Energy & UtilitiesEquity0.30%
NLC India LtdEnergy & UtilitiesEquity0.29%
Global Health LtdHealthcareEquity0.28%
Bharti Hexacom Ltd.TechnologyEquity0.27%
KPIT Technologies LtdTechnologyEquity0.27%
JSW Infrastructure LtdIndustrialsEquity0.26%
Housing & Urban Development Corporation LtdFinancialEquity0.25%
Indian Renewable Energy Development Agency LtdEnergy & UtilitiesEquity0.25%
Adani Wilmar LtdConsumer StaplesEquity0.25%
Glaxosmithkline Pharmaceuticals LtdHealthcareEquity0.25%
Crisil LtdIndustrialsEquity0.24%
Escorts Kubota LtdIndustrialsEquity0.24%
Bajaj Housing Finance Ltd.FinancialEquity0.24%
United Breweries LtdConsumer StaplesEquity0.24%
Endurance Technologies LtdConsumer DiscretionaryEquity0.23%
3M India LtdDiversifiedEquity0.23%
Godfrey Phillips India LtdConsumer StaplesEquity0.22%
NTPC Green Energy Ltd.Energy & UtilitiesEquity0.22%
Honeywell Automation India LtdTechnologyEquity0.21%
Tata Investment Corporation LtdFinancialEquity0.21%
L&T Technology Services LtdTechnologyEquity0.21%
ACC LtdMaterialsEquity0.19%
HEXAWARE TECHNOLOGIES LIMITED EQ NEW FV RS.2/-TechnologyEquity0.19%
Anthem Biosciences Ltd.HealthcareEquity0.17%
SJVN LtdEnergy & UtilitiesEquity0.13%
Godrej Industries LtdDiversifiedEquity0.12%
The New India Assurance Co. LtdFinancialEquity0.10%
Net PayablesUnspecifiedNet Payables-0.54%
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+6.0%+19.2%+18.1%+23.2%
Category average (Equity Mid Cap)+2.0%+21.6%+21.5%--
Rank (Equity Mid Cap)241911--

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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Edelweiss Mid Cap Direct Plan Growth
Edelweiss Mid Cap Direct Plan Growth
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Nippon India Growth Mid Cap Fund Direct Growth
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+8.62%+22.04%49,169.10
Sundaram Mid Cap Fund Direct Growth
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HDFC Mid Cap Fund Direct Growth
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Compare

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

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

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 ₹1,50,688 Cr and the Latest NAV as of 20 Jul 2026 is ₹41.87. 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₹1,50,688.38 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,