Home Mf Research Motilal Oswal Nifty Midcap 150 Index Fund Regular Plan

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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Fund info
NAV (as on 2025-07-18)
37.83 -0.65%
AUM (Fund Size)
N/A
Expense Ratio
1.00%
Exit load
1%
Risk
N/A
AMC
MOTILAL OSWAL MUTUAL FUND
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-11 ₹1,000.00 ₹1,010.37
1.04 %
Two Week 2025-07-03 ₹1,000.00 ₹994.99
-0.50 %
One Month 2025-06-18 ₹1,000.00 ₹1,023.64
2.36 %
Three Months 2025-04-21 ₹3,000.00 ₹3,176.99
5.90 %
Six Months 2025-01-20 ₹6,000.00 ₹6,579.32
9.66 %
One Year 2024-07-18 ₹12,000.00 ₹12,782.62
6.52 %
Three Year 2022-07-19 ₹36,000.00 ₹50,712.23
40.87 %
Five Year 2020-07-20 ₹60,000.00 ₹107,889.50
79.82 %
Since Inception 2019-09-06 ₹72,000.00 ₹150,737.33
109.36 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity 10095%
Debt 3800%
Others 100%

Sectors Holding in Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Other
13995%

Companies Holding in Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Coforge Limited
100.00%
Persistent Systems Limited
200.00%
Kalyan Jewellers India Limited
300.00%
Polycab India Limited
400.00%
Bharti Hexacom Limited
500.00%
Dixon Technologies (India) Limited
600.00%
Trent Limited
700.00%
One 97 Communications Limited
800.00%
Max Healthcare Institute Limited
900.00%
KEI Industries Limited
1,000.00%
Hitachi Energy India Limited
1,100.00%
KPIT Technologies Limited
1,200.00%
Tube Investments Of India Limited
1,300.00%
The Indian Hotels Company Limited
1,400.00%
Jindal Steel & Power Limited
1,500.00%
Prestige Estates Projects Limited
1,600.00%
Mazagon Dock Shipbuilders Limited
1,700.00%
Balkrishna Industries Limited
1,800.00%
The Phoenix Mills Limited
1,900.00%
Supreme Industries Limited
2,000.00%
Mankind Pharma Limited
2,100.00%
Voltas Limited
2,200.00%
Indraprastha Gas Limited
2,300.00%
Jio Financial Services Limited
2,400.00%
Eternal Limited
2,500.00%
CG Power And Industrial Solutions Limited
2,600.00%
Indraprastha Gas Limited June 2025 Future
100.00%
Trent Limited June 2025 Future
200.00%
Supreme Industries Limited June 2025 Future
300.00%
Voltas Limited June 2025 Future
400.00%
Jindal Steel & Power Limited June 2025 Future
500.00%
The Indian Hotels Company Limited June 2025 Future
600.00%
Dixon Technologies (India) Limited June 2025 Future
700.00%
One 97 Communications Limited June 2025 Future
800.00%
Collateralized Borrowing & Lending Obligation
100.00%
BSE Limited
100.00%
Suzlon Energy Limited
200.00%
Max Healthcare Institute Limited
300.00%
Persistent Systems Limited
400.00%
PB Fintech Limited
500.00%
Coforge Limited
600.00%
Dixon Technologies (India) Limited
700.00%
Indus Towers Limited
800.00%
The Federal Bank Limited
900.00%
HDFC Asset Management Company Limited
1,000.00%
Lupin Limited
1,100.00%
Cummins India Limited
1,200.00%
IDFC First Bank Limited
1,300.00%
SRF Limited
1,400.00%
Yes Bank Limited
1,500.00%
Hindustan Petroleum Corporation Limited
1,600.00%
Solar Industries India Limited
1,700.00%
AU Small Finance Bank Limited
1,800.00%
Max Financial Services Limited
1,900.00%
Marico Limited
2,000.00%
Fortis Healthcare Limited
2,100.00%
Sundaram Finance Limited
2,200.00%
Godrej Properties Limited
2,300.00%
Ashok Leyland Limited
2,400.00%
Bharat Heavy Electricals Limited
2,500.00%
Bharat Forge Limited
2,600.00%
Tube Investments Of India Limited
2,700.00%
APL Apollo Tubes Limited
2,800.00%
Colgate Palmolive (India) Limited
2,900.00%
Aurobindo Pharma Limited
3,000.00%
UPL Limited
3,100.00%
PI Industries Limited
3,200.00%
One 97 Communications Limited
3,300.00%
Polycab India Limited
3,400.00%
GMR Airports Limited
3,500.00%
Page Industries Limited
3,600.00%
Mphasis Limited
3,700.00%
Voltas Limited
3,800.00%
The Phoenix Mills Limited
3,900.00%
Union Bank Of India
4,000.00%
MRF Limited
4,100.00%
Mankind Pharma Limited
4,200.00%
GE Vernova T&D India Limited
4,300.00%
FSN E-Commerce Ventures Limited
4,400.00%
NHPC Limited
4,500.00%
SBI Cards And Payment Services Limited
4,600.00%
Alkem Laboratories Limited
4,700.00%
Coromandel International Limited
4,800.00%
Supreme Industries Limited
4,900.00%
Torrent Power Limited
5,000.00%
Jubilant Foodworks Limited
5,100.00%
Prestige Estates Projects Limited
5,200.00%
NMDC Limited
5,300.00%
Hitachi Energy India Limited
5,400.00%
Sona BLW Precision Forgings Limited
5,500.00%
Muthoot Finance Limited
5,600.00%
Oil India Limited
5,700.00%
Petronet LNG Limited
5,800.00%
Rail Vikas Nigam Limited
5,900.00%
JK Cement Limited
6,000.00%
Indian Railway Catering And Tourism Corporation Limited
6,100.00%
Tata Elxsi Limited
6,200.00%
KEI Industries Limited
6,300.00%
Glenmark Pharmaceuticals Limited
6,400.00%
KPIT Technologies Limited
6,500.00%
Indian Bank
6,600.00%
Container Corporation Of India Limited
6,700.00%
Kalyan Jewellers India Limited
6,800.00%
Mazagon Dock Shipbuilders Limited
6,900.00%
Jindal Stainless Limited
7,000.00%
Oberoi Realty Limited
7,100.00%
Oracle Financial Services Software Limited
7,200.00%
Blue Star Limited
7,300.00%
Balkrishna Industries Limited
7,400.00%
IPCA Laboratories Limited
7,500.00%
Tata Communications Limited
7,600.00%
Vodafone Idea Limited
7,700.00%
Adani Total Gas Limited
7,800.00%
Steel Authority Of India Limited
7,900.00%
Bharat Dynamics Limited
8,000.00%
Patanjali Foods Limited
8,100.00%
Astral Limited
8,200.00%
UNO Minda Limited
8,300.00%
LIC Housing Finance Limited
8,400.00%
Exide Industries Limited
8,500.00%
Lloyds Metals And Energy Limited
8,600.00%
Schaeffler India Limited
8,700.00%
Hindustan Zinc Limited
8,800.00%
Cochin Shipyard Limited
8,900.00%
Berger Paints (I) Limited
9,000.00%
National Aluminium Company Limited
9,100.00%
Dalmia Bharat Limited
9,200.00%
360 One WAM Limited
9,300.00%
Aditya Birla Capital Limited
9,400.00%
Abbott India Limited
9,500.00%
Linde India Limited
9,600.00%
Mahindra & Mahindra Financial Services Limited
15,100.00%
Apollo Tyres Limited
9,800.00%
Biocon Limited
9,900.00%
Bank Of India
10,000.00%
Gujarat Fluorochemicals Limited
10,100.00%
Indraprastha Gas Limited
10,200.00%
United Breweries Limited
10,300.00%
Bandhan Bank Limited
10,400.00%
Deepak Nitrite Limited
10,500.00%
Bharti Hexacom Limited
10,600.00%
L&T Finance Limited
10,700.00%
Apar Industries Limited
10,800.00%
GlaxoSmithKline Pharmaceuticals Limited
10,900.00%
AIA Engineering Limited
11,000.00%
Thermax Limited
11,100.00%
Nippon Life India Asset Management Limited
11,200.00%
CRISIL Limited
11,300.00%
General Insurance Corporation Of India
11,400.00%
ACC Limited
11,500.00%
Gland Pharma Limited
11,600.00%
Syngene International Limited
11,700.00%
Housing & Urban Development Corporation Limited
11,800.00%
Motilal Oswal Financial Services Limited
11,900.00%
L&T Technology Services Limited
12,000.00%
Tata Technologies Limited
12,100.00%
Indian Renewable Energy Development Agency Limited
12,200.00%
Emami Limited
12,300.00%
K.P.R. Mill Limited
12,400.00%
Escorts Kubota Limited
12,500.00%
Star Health And Allied Insurance Company Limited
12,600.00%
Ajanta Pharma Limited
12,700.00%
IRB Infrastructure Developers Limited
12,800.00%
Global Health Limited
12,900.00%
Motherson Sumi Wiring India Limited
13,000.00%
Vishal Mega Mart Limited
13,100.00%
AWL Agri Business Limited
13,200.00%
Tata Investment Corporation Limited
13,300.00%
Endurance Technologies Limited
13,400.00%
Bank Of Maharashtra
13,500.00%
Honeywell Automation India Limited
13,600.00%
NTPC Green Energy Limited
13,700.00%
3M India Limited
13,800.00%
Gujarat Gas Limited
13,900.00%
JSW Infrastructure Ltd
14,000.00%
NLC India Limited
14,100.00%
Waaree Energies Limited
14,200.00%
Godrej Industries Limited
14,300.00%
Premier Energies Limited
14,400.00%
SJVN Limited
14,500.00%
Sun TV Network Limited
14,600.00%
Ola Electric Mobility Ltd
14,700.00%
The New India Assurance Company Limited
14,800.00%
Aditya Birla Fashion And Retail Limited
14,900.00%
Mangalore Refinery And Petrochemicals Limited
15,000.00%
Aditya Birla Lifestyle Brands Limited
100.00%
Collateralized Borrowing & Lending Obligation
100.00%

Risk Ratios

Std. Deviation 0.33
Beta 1.4
Sharpe Ratio 14.9
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
1.00
Expense Ratio Direct
0.30
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Mr. Swapnil Mayekar
13 years Experience
Mr. Niket Shah
15 years Experience
Mr. Rakesh Shetty
14 years Experience
Mr. Sunil Sawant
Unknown Experience

Exit load

1%

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