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Home Mf Research Motilal Oswal Nifty Midcap 150 Index Fund Regular Plan
MOTILAL OSWAL MUTUAL FUND

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Others Solution Oriented Index
Fund House : MOTILAL OSWAL MUTUAL FUND
Overview
Returns
Portfolio
SIP Calculator
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI
NAV (as on 2025-06-03)
36.62 -0.36%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
1.00%
Expense Ratio (Direct)
0.30%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-05-27 ₹1,000.00 ₹1,006.18
0.62 %
Two Week 2025-05-19 ₹1,000.00 ₹1,008.27
0.83 %
1 Month 2025-05-05 ₹1,000.00 ₹1,055.50
5.55 %
Three Months 2025-03-05 ₹3,000.00 ₹3,346.70
11.56 %
Six Months 2024-12-05 ₹6,000.00 ₹6,417.22
6.95 %
One Year 2024-06-03 ₹12,000.00 ₹12,401.72
3.35 %
Three Year 2022-06-06 ₹36,000.00 ₹50,426.66
40.07 %
Five Year 2020-06-04 ₹60,000.00 ₹109,825.33
83.04 %
Since Inception 2019-09-06 ₹70,000.00 ₹143,988.83
105.70 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
Suzlon Energy Ltd. Renewable Energy Equity 2.2
Max Healthcare Institute Ltd. Healthcare Equity 2.0
The Indian Hotels Company Ltd. Hospitality Equity 1.6
Cummins India Ltd. Engineering Equity 1.5
Persistent Systems Ltd. IT Equity 1.5
Yes Bank Ltd. Banking Equity 1.4
The Federal Bank Ltd. Banking Equity 1.4
CG Power and Industrial Solutions Ltd. Electrical Equipment Equity 1.4
Lupin Ltd. Pharmaceuticals Equity 1.4
Dixon Technologies (India) Ltd. Consumer Electronics Equity 1.3
Polycab India Ltd. Electrical Equipment Equity 10.0
Persistent Systems Ltd. IT - Software Equity 9.2
Kalyan Jewellers India Ltd. Retailing Equity 7.7
Jio Financial Services Ltd. Finance Equity 7.6
Coforge Ltd. IT - Software Equity 6.5
Tube Investments of India Ltd. Industrial Products Equity 6.2
Balkrishna Industries Ltd. Auto Components Equity 5.2
Dixon Technologies (India) Ltd. Consumer Durables Equity 4.2
Zomato Ltd. Consumer Durables Equity 4.0
KPIT Technologies Ltd. IT - Software Equity 3.8
Voltas Ltd. Air conditioning & Refrigeration Equity 3.2
Deepak Nitrite Ltd. Chemicals & Petrochemicals Equity 3.1
Max Healthcare Institute Ltd. Healthcare Services Equity 2.9
Suzlon Energy Ltd. Electrical Equipment Equity 2.4
Aurobindo Pharma Ltd. Pharmaceuticals & Biotechnology Equity 2.0
Prestige Estates Projects Ltd. Realty Equity 1.6
The Phoenix Mills Ltd. Realty Equity 1.4
Deepak Fertilizers & Petrochemicals Corporation Ltd. Chemicals & Petrochemicals Equity 1.3
CG Power and Industrial Solutions Ltd. Electrical Equipment Equity 0.9
Sonata Software Ltd. IT - Software Equity 0.3
SIP Calculator
Risk Ratios
Standard Deviation
0.33
Beta
1.4
Sharpe Ratio
14.9
Lock In Period
-
Residual Maturity
-
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
  • Fund manager(s) : Mr. Swapnil Mayekar (13 years), Mr. Niket Shah (15 years), Mr. Rakesh Shetty (14 years), Mr. Sunil Sawant (Unknown),
  • Expense ration regular : 1.00
  • Expense ration direct : 0.30
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹100.00
  • Type : others
Exit load
1%

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