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Motilal Oswal Nifty Midcap 150 Index Fund Regular Growth+2.40%

20.20%
1 Year Return
Equity
Mid Cap
6M
1Y
All

Fund Details

Motilal Oswal Nifty Midcap 150 Index Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.03%
NAV13.16 (27 Nov 2020)
Fund Started05 Sep 2019
Fund Size70 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
20.2%
-
-
23.7%
Category Average
18.0%
3.3%
9.9%
-
Rank Within Category
11
-
-
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 20.2% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Apollo Hospitals Enterprise Ltd.HealthcareEquity2.1%
    PI Industries Ltd.ChemicalsEquity1.8%
    Zee Entertainment Enterprises Ltd.ServicesEquity1.8%
    Jubilant FoodWorks Ltd.ServicesEquity1.7%
    Voltas Ltd.Cons DurableEquity1.7%
    Ipca Laboratories Ltd.HealthcareEquity1.7%
    Trent Ltd.ServicesEquity1.5%
    AU Small Finance Bank Ltd.FinancialEquity1.5%
    Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity1.5%
    MRF Ltd.AutomobileEquity1.4%
    See All

    Motilal Oswal Nifty Midcap 150 Index Fund Regular Growth Details

    Motilal Oswal Nifty Midcap 150 Index Fund Regular 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 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹70 Cr and the Latest NAV as of 27 Nov 2020 is ₹13.16.

    The Motilal Oswal Nifty Midcap 150 Index Fund Regular 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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