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Fund Overview of Motilal Oswal Nifty Midcap 150 Index Fund Direct-growth
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₹3,588.6 CrAUM
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₹41.29NAV
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0.31%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Motilal Oswal Nifty Midcap 150 Index Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 11.93% | NA | 4.37% |
| 6 Months | 4.51% | NA | 15.67% |
| 1 Year | 6.65% | 6.65% | -0.50% |
| 2 Years | 10.98% | 5.34% | 23.18% |
| 3 Years | 74.68% | 20.43% | 22.72% |
| 5 Years | 130.80% | 18.21% | 26.92% |
Compare Motilal Oswal Nifty Midcap 150 Index Fund Direct-growth with other mutual funds in the same category
Motilal Oswal Nifty Midcap 150 Index Fund Direct-growth
Motilal Oswal Midcap Fund Direct-growth
Motilal Oswal Midcap Fund Direct-idcw
Asset Allocation
equities
100.10%Motilal Oswal Nifty Midcap 150 Index Fund Direct-growth is one Equity mutual fund offered by Motilal Oswal Mutual Fund. Launched on 06 Sep 2019, the fund aims 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. It manages assets worth ₹3,588.6 crore as on Sun May 31, 2026. The expense ratio stands at 0.31%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Motilal Oswal Nifty Midcap 150 Index Fund Direct-growth
The portfolio allocation consists of 100.10% in equities.Managed by Swapnil P Mayekar, it has delivered a return of 6.65% in the last year, a total return since inception of 23.25%.
For those looking to take well-planned investment decisions it is useful to also explore best sip in india that align with long-term goals.
Key Metrics of Motilal Oswal Nifty Midcap 150 Index Fund Direct-growth
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Standard Deviation18.34%
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Sharpe Ratio0.86%
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Alpha0.55%
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Beta1.00%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct-growth  |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Motilal Oswal Midcap Fund Direct-idcw |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Invesco India Mid Cap Fund Direct-growth |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Invesco India Mid Cap Fund Direct-idcw |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Motilal Oswal Midcap Fund Regular-growth |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Motilal Oswal Midcap Fund Regular-idcw |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Edelweiss Mid Cap Direct Plan-growth |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
| Edelweiss Mid Cap Direct Plan-idcw |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Motilal Oswal Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Motilal Oswal Midcap Fund Regular-growth
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₹36,458 | 3.96% | 12.24% | -4.86% | -6.33% | 17.89% |
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Motilal Oswal Midcap Fund Direct-growth
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₹36,458 | 4.03% | 12.46% | -4.49% | -5.56% | 19.05% |
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Motilal Oswal Midcap Fund Direct-idcw
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₹36,458 | 4.03% | 12.46% | -4.49% | -5.56% | 19.05% |
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Motilal Oswal Midcap Fund Regular-idcw
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₹36,458 | 3.96% | 12.24% | -4.86% | -6.33% | 17.89% |
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Motilal Oswal Nifty Midcap 150 Index Fund Regular-growth
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₹3,589 | 2.36% | 11.70% | 4.10% | 5.83% | 19.56% |
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Motilal Oswal Nifty Midcap 100 Etf-growth
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₹859 | 2.64% | 12.65% | 4.83% | 6.94% | 21.51% |
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Motilal Oswal Nifty Midcap150 Momentum 50 Etf-growth
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₹40 | 3.56% | 11.74% | 4.69% | - | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-growth |
₹97,350 | ₹202.51 | 20.00% | 19.88% | 17.89% |
| HDFC Mid Cap Fund Direct-growth |
₹97,350 | ₹224.28 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Direct-idcw |
₹97,350 | ₹79.64 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Regular-idcw |
₹97,350 | ₹50.81 | 20.00% | 19.88% | 17.89% |
| Kotak Midcap Fund Regular-growth |
₹64,749 | ₹143.78 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-growth |
₹64,749 | ₹167.97 | 21.23% | 19.00% | 19.10% |
| Kotak Midcap Fund Regular-idcw |
₹64,749 | ₹78.97 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-idcw |
₹64,749 | ₹100.07 | 21.23% | 19.00% | 19.10% |
| Nippon India Growth Mid Cap Fund-growth |
₹47,415 | ₹4,457.74 | 22.50% | 20.65% | 18.74% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | ₹4,918.68 | 23.48% | 21.61% | 19.63% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bse Ltd | Financial | 4.21% | ₹151.25 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 1.88% | ₹67.29 Cr |
| The Federal Bank Ltd | Financial | 1.77% | ₹63.50 Cr |
| Suzlon Energy Ltd | Industrials | 1.72% | ₹61.76 Cr |
| Ge T&d India Ltd | Industrials | 1.59% | ₹56.95 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 1.58% | ₹56.82 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 1.51% | ₹54.31 Cr |
| Indusind Bank Ltd | Financial | 1.50% | ₹53.76 Cr |
| Pb Fintech Ltd | Financial | 1.44% | ₹51.78 Cr |
| Indus Towers Ltd | Technology | 1.42% | ₹51.08 Cr |
| Persistent Systems Ltd | Technology | 1.41% | ₹50.45 Cr |
| Au Small Finance Bank Ltd | Financial | 1.39% | ₹49.72 Cr |
| Lupin Ltd | Healthcare | 1.37% | ₹49.10 Cr |
| Laurus Labs Ltd | Healthcare | 1.32% | ₹47.31 Cr |
| Bharat Forge Ltd | Consumer Discretionary | 1.30% | ₹46.57 Cr |
| Polycab India Ltd | Industrials | 1.24% | ₹44.65 Cr |
| Coforge Ltd | Technology | 1.23% | ₹44.16 Cr |
| Hitachi Energy India Ltd | Industrials | 1.22% | ₹43.65 Cr |
| Fortis Healthcare Ltd | Healthcare | 1.20% | ₹43.19 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 1.18% | ₹42.45 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth |
₹108.95 | 19.05% | 23.01% | - |
| Motilal Oswal Midcap Fund Direct-idcw |
₹44.44 | 19.05% | 23.01% | - |
| Invesco India Mid Cap Fund Direct-growth |
₹231.24 | 25.62% | 21.86% | - |
| Invesco India Mid Cap Fund Direct-idcw |
₹80.73 | 25.62% | 21.86% | - |
| Motilal Oswal Midcap Fund Regular-growth |
₹94.42 | 17.89% | 21.73% | - |
| Motilal Oswal Midcap Fund Regular-idcw |
₹42.67 | 17.89% | 21.73% | - |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹4,918.68 | 23.48% | 21.61% | - |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹190.79 | 23.48% | 21.61% | - |
| Edelweiss Mid Cap Direct Plan-growth |
₹125.75 | 23.85% | 20.92% | - |
| Edelweiss Mid Cap Direct Plan-idcw |
₹91.69 | 23.85% | 20.92% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Motilal Oswal Nifty Midcap 150 Index Fund Direct-growth
What is the current AUM of Motilal Oswal Nifty Midcap 150 Index Fund Direct-growth?
As of Sun May 31, 2026, Motilal Oswal Nifty Midcap 150 Index Fund Direct-growth manages assets worth ₹3,588.6 crore
How has Motilal Oswal Nifty Midcap 150 Index Fund Direct-growth performed recently?
- 3 Months: 11.93%
- 6 Months: 4.51%
What is the long-term performance of Motilal Oswal Nifty Midcap 150 Index Fund Direct-growth?
- 3 Years CAGR: 20.43%
- 5 Years CAGR: 18.21%
- Since Inception: 23.25%
What is the portfolio composition of Motilal Oswal Nifty Midcap 150 Index Fund Direct-growth?
Equity: 100.10%, Others: -0.10%.
Who manages Motilal Oswal Nifty Midcap 150 Index Fund Direct-growth?
Motilal Oswal Nifty Midcap 150 Index Fund Direct-growth is managed by Swapnil P Mayekar from Motilal Oswal Mutual Fund.
What is the market-cap allocation of Motilal Oswal Nifty Midcap 150 Index Fund Direct-growth?
Large Cap: 3.91%, Mid Cap: 92.47%, Small Cap: 3.63%.
Which are the top companies Motilal Oswal Nifty Midcap 150 Index Fund Direct-growth has invested in?
- BSE Ltd – 4.21% of the fund's portfolio
- Multi Commodity Exchange Of India Ltd – 1.88% of the fund's portfolio
- The Federal Bank Ltd – 1.77% of the fund's portfolio
- Suzlon Energy Ltd – 1.72% of the fund's portfolio
- GE T&D India Ltd – 1.59% of the fund's portfolio
Which are the major sectors Motilal Oswal Nifty Midcap 150 Index Fund Direct-growth focuses on?
- Financial – 12.19% of the fund's portfolio
- Industrials – 7.28% of the fund's portfolio
- Technology – 4.06% of the fund's portfolio
- Consumer Discretionary – 4.06% of the fund's portfolio
- Healthcare – 3.89% of the fund's portfolio
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