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Motilal Oswal Nifty Midcap 150 Index Fund Regular-growth
Equity
Mid Cap
Very High Risk
Latest AUM
₹ 3,730.3 Cr.
NAV as on 23 oct, 2026
₹ 35.49
+20.58%
3 years annulised
This Fund
Fund Details
Fund Names
Motilal Oswal Nifty Midcap 150 Index Fund Regular-growth
Inception Date
06 Sep 2019
Lock In
No Lock-in
SIP Minimum Investment amount
₹100
SWP Minimum Investment amount
₹500
STP Minimum Investment amount
₹500
Risk
Principal at very high risk
Portfolio Composition Analysis
Equity
99.99%
Cash
0.01%
Portfolio Updated on: 08 Jul, 2026
Sector Allocations
Equity
Financial
Industrials
Technology
Consumer Discretionary
Healthcare
Materials
Energy & Utilities
Consumer Staples
Real Estate
Portfolio Updated on: 23 oct, 2026
Top 10 Holdings
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| BSE Ltd | Financial | Equity | 4.21% |
| BSE Ltd | Financial | Equity | 3.86% |
| BSE Ltd | Financial | Equity | 3.86% |
| BSE Ltd | Financial | Equity | 3.80% |
| BSE Ltd | Financial | Equity | 3.07% |
| BSE Ltd | Financial | Equity | 3.16% |
| BSE Ltd | Financial | Equity | 2.92% |
| BSE Ltd | Financial | Equity | 3.09% |
| BSE Ltd | Financial | Equity | 2.79% |
| BSE Ltd | Financial | Equity | 2.68% |
Debt & Credit Risk Analysis
| Alpha | -0.44% |
| Beta | 1.00% |
| R2 | 0.99% |
| Sharpe Ratio | 0.67% |
| Standard Deviation | 17.99% |
| Sortino Ratio | 0.87% |
Returns Analysis
| Tenure | Absolute | Annualised | Category Average |
|---|---|---|---|
| 3 Months | -9.37% | NA | 3.91% |
| 6 Months | -6.93% | NA | 15.00% |
| 9 Months | -2.17% | NA | 3.71% |
| 1 Year | -6.42% | -6.42% | -1.69% |
| 2 Years | -2.52% | -1.27% | 21.90% |
| 3 Years | 40.00% | 11.87% | 21.59% |
| 5 Years | 75.14% | 11.86% | 25.66% |
| 7 Years | 236.94% | 18.95% | NA |
Motilal Oswal Nifty Midcap 150 Index Fund Regular-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 ₹3,730.3 crore as on Tue Jun 30, 2026. The expense ratio stands at 1.12%.
Rakesh Shetty has 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.
Dishant Mehta has experience Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies
Swapnil P Mayekar has experience Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Top Performing Mutual Funds
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth | 37,473.9 | -9.71% | -3.35% | +2.02% | -8.88% | +16.31% | +17.90% |
| Motilal Oswal Midcap Fund Direct-idcw | 37,473.9 | -9.71% | -3.35% | +2.02% | -8.88% | +16.31% | +17.90% |
| Motilal Oswal Midcap Fund Regular-growth | 37,473.9 | -9.76% | -3.53% | +1.64% | -9.59% | +15.23% | +16.71% |
| Motilal Oswal Midcap Fund Regular-idcw | 37,473.9 | -9.76% | -3.53% | +1.64% | -9.59% | +15.23% | +16.71% |
| HDFC Mid Cap Fund Direct-growth | 100,858.3 | -7.64% | -5.94% | -3.26% | -3.17% | +15.26% | +16.49% |
| HDFC Mid Cap Fund Direct-idcw | 100,858.3 | -7.64% | -5.94% | -3.26% | -3.17% | +15.26% | +16.49% |
| Invesco India Mid Cap Fund Direct-growth | 13,790.3 | -11.68% | -9.33% | -1.66% | -4.01% | +20.34% | +16.42% |
| Invesco India Mid Cap Fund Direct-idcw | 13,790.3 | -11.68% | -9.33% | -1.66% | -4.01% | +20.34% | +16.42% |
| HSBC Midcap Fund Direct-growth | 15,351.9 | -11.42% | -6.29% | +0.29% | +6.26% | +20.19% | +16.00% |
| HSBC Midcap Fund Direct-idcw | 15,351.9 | -11.42% | -6.29% | +0.29% | +6.26% | +20.19% | +16.00% |
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 name | |||||||
|---|---|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund Regular-growth | 37,473.9 | -9.76% | -3.53% | +1.64% | -9.59% | +15.23% | +16.71% |
| Motilal Oswal Midcap Fund Direct-growth | 37,473.9 | -9.71% | -3.35% | +2.02% | -8.88% | +16.31% | +17.90% |
| Motilal Oswal Midcap Fund Direct-idcw | 37,473.9 | -9.71% | -3.35% | +2.02% | -8.88% | +16.31% | +17.90% |
| Motilal Oswal Midcap Fund Regular-idcw | 37,473.9 | -9.76% | -3.53% | +1.64% | -9.59% | +15.23% | +16.71% |
| Motilal Oswal Nifty Midcap 150 Index Fund Direct-growth | 3,730.3 | -10.19% | -9.20% | -6.57% | -5.70% | +12.70% | +12.71% |
| Motilal Oswal Nifty Midcap 100 Etf-growth | 884.4 | -10.57% | -9.41% | -6.64% | -5.52% | +13.42% | +13.01% |
growth is based on 1-month returns of the funds
Top Mutual Funds
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-growth | 100,858.3 | -7.68% | -6.07% | -3.53% | -3.75% | +14.54% | +15.73% |
| HDFC Mid Cap Fund Direct-growth | 100,858.3 | -7.64% | -5.94% | -3.26% | -3.17% | +15.26% | +16.49% |
| HDFC Mid Cap Fund Regular-idcw | 100,858.3 | -7.68% | -6.07% | -3.53% | -3.75% | +14.54% | +15.73% |
| HDFC Mid Cap Fund Direct-idcw | 100,858.3 | -7.64% | -5.94% | -3.26% | -3.17% | +15.26% | +16.49% |
| Kotak Midcap Fund Regular-growth | 67,611.0 | -10.97% | -10.65% | -7.61% | -7.06% | +12.72% | +12.56% |
| Kotak Midcap Fund Direct-growth | 67,611.0 | -10.90% | -10.43% | -7.16% | -6.13% | +13.90% | +13.81% |
| Kotak Midcap Fund Direct-idcw | 67,611.0 | -10.90% | -10.43% | -7.16% | -6.13% | +13.90% | +13.81% |
| Kotak Midcap Fund Regular-idcw | 67,611.0 | -10.97% | -10.65% | -7.61% | -7.06% | +12.72% | +12.56% |
| Nippon India Growth Mid Cap Fund-growth | 49,169.1 | -9.29% | -8.07% | -6.45% | -4.07% | +14.71% | +14.42% |
| Nippon India Growth Mid Cap Fund Direct-growth | 49,169.1 | -9.23% | -7.89% | -6.10% | -3.33% | +15.63% | +15.34% |
Top funds are based on Fund AUM
Top Equity Funds
| Fund name | ||||
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth | ₹108.60 | +16.31% | +17.90% | — |
| Motilal Oswal Midcap Fund Direct-idcw | ₹44.30 | +16.31% | +17.90% | — |
| Motilal Oswal Midcap Fund Regular-growth | ₹93.88 | +15.23% | +16.71% | — |
| Motilal Oswal Midcap Fund Regular-idcw | ₹42.42 | +15.23% | +16.71% | — |
| Hdfc Mid Cap Fund Direct-growth | ₹213.42 | +15.26% | +16.49% | — |
| Hdfc Mid Cap Fund Direct-idcw | ₹75.78 | +15.26% | +16.49% | — |
| Invesco India Mid Cap Fund Direct-growth | ₹215.67 | +20.34% | +16.42% | — |
| Invesco India Mid Cap Fund Direct-idcw | ₹75.30 | +20.34% | +16.42% | — |
| Hsbc Midcap Fund Direct-growth | ₹482.58 | +20.19% | +16.00% | — |
| Hsbc Midcap Fund Direct-idcw | ₹85.15 | +20.19% | +16.00% | — |
growth is based on 5Y returns of the funds
Historical NAV
| Date | NAV |
|---|---|
| 23 Oct 2026 | ₹35.49 |
| 22 Oct 2026 | ₹36.23 |
| 03 Aug 2026 | ₹40.40 |
| 31 Jul 2026 | ₹39.92 |
| 30 Jul 2026 | ₹39.73 |
| 29 Jul 2026 | ₹39.89 |
| 28 Jul 2026 | ₹39.56 |
| 27 Jul 2026 | ₹39.56 |
| 24 Jul 2026 | ₹39.13 |
| 23 Jul 2026 | ₹39.16 |
| 22 Jul 2026 | ₹39.54 |
| 21 Jul 2026 | ₹39.96 |
| 20 Jul 2026 | ₹39.82 |
| 17 Jul 2026 | ₹39.62 |
| 16 Jul 2026 | ₹39.76 |
| 15 Jul 2026 | ₹39.92 |
| 14 Jul 2026 | ₹39.75 |
| 13 Jul 2026 | ₹39.95 |
| 10 Jul 2026 | ₹39.95 |
| 09 Jul 2026 | ₹39.41 |
| 08 Jul 2026 | ₹38.86 |
| 07 Jul 2026 | ₹39.51 |
| 06 Jul 2026 | ₹39.61 |
| 03 Jul 2026 | ₹39.46 |
| 02 Jul 2026 | ₹39.55 |
| 01 Jul 2026 | ₹39.36 |
| 30 Jun 2026 | ₹39.27 |
| 29 Jun 2026 | ₹39.11 |
| 25 Jun 2026 | ₹39.24 |
| 24 Jun 2026 | ₹39.44 |
Portfolio Updated on: 24 Oct, 2026
Fund Growth & Size Analysis
+₹3,730.3 Cr
Since Launch
This Fund
Category Average
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Motilal Oswal Nifty Midcap 150 Index Fund Regular-growth Returns Comparison
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Jan 1, 2026 – Feb 1, 2026
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Motilal Oswal Nifty Midcap 150 Index Fund Regular-growth FAQ'S
- Sharpe Ratio: 0.67%
- Standard Deviation: 17.99%
- Beta: 1.00%
- Alpha: -0.44%
- R-squared: 0.99%
- Information Ratio: -0.26%
- Sortino Ratio: 0.87%
Additional important ratios:
As of Tue Jun 30, 2026, the total assets managed under Motilal Oswal Nifty Midcap 150 Index Fund Regular-growth stand at approximately ₹ 3,730.3 crore.
The historical growth of the Motilal Oswal Nifty Midcap 150 Index Fund Regular-growth is reflected through its CAGR returns:
- 3 Year CAGR: 11.87%
- 5 Year CAGR: 11.86%
- Return Since Launch: 19.43%
The portfolio of Motilal Oswal Nifty Midcap 150 Index Fund Regular-growth is distributed across different asset classes as follows:
- Equity: 99.99%
- Other Assets: 0.01%
The Motilal Oswal Nifty Midcap 150 Index Fund Regular-growth is managed by Swapnil P Mayekar, representing Motilal Oswal Mutual Fund.
The Motilal Oswal Nifty Midcap 150 Index Fund Regular-growth investments are allocated across market caps in the following manner:
- Large Cap Stocks: 11.89%
- Mid Cap Stocks: 83.80%
- Small Cap Stocks: 4.31%
Top stock holdings of Motilal Oswal Nifty Midcap 150 Index Fund Regular-growth include:
- BSE Ltd – represents 4.21% of the portfolio
- BSE Ltd – represents 3.86% of the portfolio
- BSE Ltd – represents 3.86% of the portfolio
- BSE Ltd – represents 3.80% of the portfolio
- BSE Ltd – represents 3.07% of the portfolio
- BSE Ltd – represents 3.16% of the portfolio
- BSE Ltd – represents 2.92% of the portfolio
- BSE Ltd – represents 3.09% of the portfolio
- BSE Ltd – represents 2.79% of the portfolio
- BSE Ltd – represents 2.68% of the portfolio
Major sector exposures in Motilal Oswal Nifty Midcap 150 Index Fund Regular-growth are:
- Financial – accounts for 205.91% of the portfolio
- Industrials – accounts for 131.16% of the portfolio
- Technology – accounts for 75.05% of the portfolio
- Consumer Discretionary – accounts for 67.08% of the portfolio
- Healthcare – accounts for 65.11% of the portfolio
