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Motilal Oswal Nifty Midcap 150 Index Fund Regular-Growth

Motilal Oswal Nifty Midcap 150 Index Fund Regular-Growth

Mid CapEquity: Mid CapVery High Risk
PaisaSmartPaisaSmart rating★★★★★★★★★★2

The fund is rated 2 stars. Taken together, the fund's movement relative to its index and annual fee of 1.09% place it behind most similar funds.

Why this rating

This index fund/ETF has a beta of 1.001%, and an expense ratio of 1.09%, giving it a 2.0 star rating, based on the principle that lower values of |1-beta| and expense ratio result in higher ratings.

Our score weighs long-term performance, risk and consistency — not just past returns.

Returns

As of 8 Oct 2026

1W
-1.54%
1M
-7.76%
3M
-5.48%
6M
+1.78%
9M
-4.10%
1Y
-1.09%
2Y
-1.21%
3Y
+11.85%
4Y
+15.26%
5Y
+12.27%
7Y
+20.26%
Since launch
+20.13%

Risk ratios

As of 30 Sep 2026

Standard deviation
18.58
Sharpe ratio
0.43
Sortino ratio
0.59
Beta
1.00
Alpha
-0.88
R-squared
0.99
Treynor ratio
7.98
Information ratio
-0.53
Mean
13.65

Portfolio

As of 31 Aug 2026

Market-cap split

Large cap11.60%Mid cap84.15%Small cap4.25%
P/E
24.24
P/B
3.88
Style
Blend

Sector allocation

Financial16.88%
Services14.71%
Capital Goods12.03%
Healthcare10.23%
Automobile7.24%
Technology5.42%
Energy4.99%
Consumer Staples4.93%

Holdings (151)

Holding% of fundValueShares
BSE Ltd.3.14%₹130.25 Cr3,96,851
The Federal Bank Ltd.2.05%₹85.29 Cr23,91,021
Multi Commodity Exchange Of India Ltd.2.03%₹84.23 Cr2,47,749
Laurus Labs Ltd.1.74%₹72.36 Cr3,77,854
One97 Communications Ltd.1.69%₹70.21 Cr4,08,873
Hero Motocorp Ltd.1.66%₹68.71 Cr1,26,073
Coforge Ltd.1.62%₹67.1 Cr3,37,990
Indusind Bank Ltd.1.57%₹65.03 Cr6,39,647
PB Fintech Ltd.1.52%₹63.01 Cr3,36,058
Bharat Heavy Electricals Ltd.1.51%₹62.67 Cr14,15,701

Fund details

In brief

Return that corresponds to the performance of Nifty Midcap 150 Index subject to tracking error. Equity and equity related securities covered by Nifty Midcap 150 Index. Long term capital growth.

Investment objective

The Scheme seeks investment return that corresponds to the performance of Nifty Midcap 150 Index subject to tracking error.

Exit load

Exit load of 1%, if redeemed within 15 days.

Fund type
Open-ended
Min lumpsum
₹500
Min withdrawal
₹500
Lock-in
None
SIP
Available
SWP
Available
STP
Available
Purchase cut-off
15:00
Frequently Asked Questions