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| NAV as of Feb 02, 2026 | Returns since inception | ET Money Rank | AUM (Fund size) |
|---|---|---|---|
| ₹38.4396-1.12% 1 day change | 23.08% p.a. | App exclusive | ₹3,023 Cr |
| Expense ratio | 0.27% as on Feb 02, 2026 |
| Exit load | 1.0% Exit load of 1%, if redeemed within 15 days.! |
| AUM (Fund size) | ₹3,023 Cr |
| Lock-in Period | Nil |
| Age | 6 yrs 5 m since Aug 19, 2019 |
| Benchmark | NIFTY Midcap 150 TRI |
| Min. investment | SIP: ₹500 & Lumpsum: ₹510 |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
| Period | This fund | Category average |
|---|---|---|
| 1 Month | -5.76% | -7.75% |
| 3 Months | -4.28% | -7.07% |
| 6 Months | -0.23% | -2.79% |
| 1 Year | 8.98% | 6.1% |
| 2 Years | 9.45% | 7.65% |
| 3 Years | 23.15% | 21.66% |
| 4 Years | 17.0% | 15.85% |
| 5 Years | 20.86% | 19.77% |

Large Cap 7.79%
Mid Cap 86.06%
Small Cap 6.24%
Other Cap 0%
Financial 19.91%
Services 11.67%
Capital Goods 10.880000000000003%
Automobile 8.47%
Bifurcation by Credit Quality is not available for this fund
Others 0.17%
CBLO 0.17001707%
Bifurcation by Holding is not available for this fund

| Fund name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Motilal Oswal Nifty Midcap 150 Index Fund | -5.76% | -0.23% | 8.98% | 23.15% | 20.86% | N.A. |
| HDFC NIFTY Midcap 150 Index Fund | -5.79% | -0.35% | 8.72% | 21.97% | 12.66% | 6.14% |
| SBI Nifty Midcap 150 Index Fund | -5.79% | -0.35% | 8.69% | 22.84% | 12.93% | 6.27% |
| Axis Nifty Midcap 50 Index Fund | -5.33% | 2.32% | 11.91% | 24.44% | 14.97% | 7.22% |
| Nippon India Nifty Midcap 150 Index Fund | -5.76% | -0.27% | 8.75% | 22.9% | 19.68% | 9.4% |
| Fund name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Motilal Oswal Nifty Midcap 150 Index Fund | 15.8 | 0.99 | 1.02 | 1.42 |
| HDFC NIFTY Midcap 150 Index Fund | N.A. | N.A. | N.A. | N.A. |
| SBI Nifty Midcap 150 Index Fund | 15.78 | 0.99 | 1.01 | 1.4 |
| Axis Nifty Midcap 50 Index Fund | 16.64 | 1.02 | 1.05 | 1.47 |
| Nippon India Nifty Midcap 150 Index Fund | 15.77 | 0.99 | 1.01 | 1.4 |
| Fund name | ETM Rank | AUM | Fund age | Expense ratio |
|---|---|---|---|---|
| Motilal Oswal Nifty Midcap 150 Index Fund | N.A. | 3,023 Cr | 6 yrs 5 m | 0.27% |
| HDFC NIFTY Midcap 150 Index Fund | N.A. | 490 Cr | 2 yrs 9 m | 0.3% |
| SBI Nifty Midcap 150 Index Fund | N.A. | 974 Cr | 3 yrs 4 m | 0.4% |
| Axis Nifty Midcap 50 Index Fund | N.A. | 584 Cr | 3 yrs 10 m | 0.25% |
| Nippon India Nifty Midcap 150 Index Fund | N.A. | 2,153 Cr | 4 yrs 11 m | 0.3% |
| Alpha | 0.79 vs. 3.53 Underperformed at beating benchmark |
| Sharpe | 1.02 vs. 2.88 Poor risk-adjusted returns |
| Beta | 0.99 vs. 0.49 More sensitive to market's ups & downs |
| Standard deviation | 15.8 vs. 7.03 More volatile performance |
| Fund AUM | 3,023 Cr as on Dec 31, 2025 |
| Scheme document | View Scheme Document |
The Scheme seeks investment return that corresponds to the performance of Nifty Midcap 150 Index subject to tracking error.
| No. of schemes | 48 view all schemes |
| Total AUM | 1,41,910 Cr as on Dec 31, 2025 |
| Address | Motilal Oswal Towers - 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai, 400025 |
| Phone | 022-39804238 / 1800-200-6626 |
| Fund name | ETM Rank | AUM | 1Y | 5Y |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund | N.A. | 36,880 Cr | -4.17% | 25.54% |
| Motilal Oswal BSE Enhanced Value Index Fund | N.A. | 1,283 Cr | 29.56% | N.A. |
| Motilal Oswal Large and Midcap Fund | N.A. | 15,055 Cr | 4.36% | 21.1% |
| Motilal Oswal Nifty Smallcap 250 Index Fund | N.A. | 1,021 Cr | -0.7% | 19.35% |
| Motilal Oswal S&P 500 Index Fund | N.A. | 4,103 Cr | 22.45% | 18.39% |
The current Net Asset Value (NAV) of the Motilal Oswal Nifty Midcap 150 Index Fund - Direct Growth plan is approximately ₹38.4396 as of Feb 02, 2026.
The Motilal Oswal Nifty Midcap 150 Index Fund Direct - Growth is a 6 yrs 5 m old fund and has delivered average annual returns of 23.08% since inception.
| 1-Year | 3-Year | 5-Year | Since Inception |
|---|---|---|---|
| 8.98% | 23.15% | 20.86% | 23.08% |
The Motilal Oswal Nifty Midcap 150 Index Fund - Direct Growth has an expense ratio of 0.27%, representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.
The Motilal Oswal Nifty Midcap 150 Index Fund currently has assets under management (AUM) or fund size valued at approximately 3,023 Cr as on Dec 31, 2025.
The Motilal Oswal Nifty Midcap 150 Index Fund has invested the majority of its money in the stocks of the following companies -
| Company | Percentage of Portfolio |
|---|---|
| BSE Ltd. | 2.79% |
| Hero Motocorp Ltd. | 1.95% |
| Persistent Systems Ltd. | 1.77% |
| The Federal Bank Ltd. | 1.71% |
| Suzlon Energy Ltd. | 1.66% |
| PB Fintech Ltd. | 1.62% |
| Cummins India Ltd. | 1.56% |
| Indusind Bank Ltd. | 1.48% |
| IDFC First Bank Ltd. | 1.47% |
| AU Small Finance Bank Ltd. | 1.46% |
The Motilal Oswal Nifty Midcap 150 Index Fund has primarily invested in the following sectors
| Sector | Percentage of Portfolio |
|---|---|
| Financial | 19.91% |
| Services | 11.67% |
| Capital Goods | 10.880000000000003% |
| Automobile | 8.47% |
| Healthcare | 8.34% |
| Energy | 6.209999999999999% |
| Technology | 6.12% |
| Consumer Staples | 4.93% |
| Chemicals | 4.890000000000001% |
| Construction | 4.609999999999999% |
This is a Mid Cap Index fund comes with Very High risk.
No, this fund does not have any lock-in period.
It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. The whole process takes just a few minutes. Here's how it works:
For the Desktop Version:
For the Mobile Version:
That's it. Your investment in the Motilal Oswal Nifty Midcap 150 Index Fund is complete.
Redeeming your investments in the Motilal Oswal Nifty Midcap 150 Index Fund is simple. If you have invested via ET Money, just log in to the app, go to the holdings section, and submit the redemption request.
If you have invested from anywhere else, you can go to the fund house website and put a request through it.
