September 26, 2025
RA Jainee
Motilal Oswal Nifty Midcap 150 Index Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: ₹ 39.2612
Suitable For Which Investors?
When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in medium-sized companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The Scheme seeks investment return that corresponds to the performance of Nifty Midcap 150 Index subject to tracking error.
Fund Manager:
1) Swapnil P Mayekar
Education: Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience: Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
2) Rakesh Shetty
Education: Mr. Shetty has done B.Com
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.
3) Dishant Mehta
Education: Bachelors of Science (B.SC)
Experience: Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 15 days |
Basic Details of Motilal Oswal Nifty Midcap 150 Index Fund
| Fund House | Motilal Oswal Mutual Fund |
| Launch Date | 06-Sep-19 |
| Return Since Launch | 25.36% |
| Benchmark | NIFTY Midcap 150 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 2,502 Cr |
| (As on 31-Aug-2025) | |
| Expense | 0.26% |
| (As on 31-Aug-2025) | |
| Risk Grade | Above Average |
| Return Grade | Above Average |
| Turnover | 24.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal Nifty Midcap 150 Dir | 3.11 | -0.29 | 1.32 | 1.82 | 13.41 | -2.79 | 22.90 | 28.39 | — | — |
| BSE 150 MidCap TRI | 2.52 | -0.21 | 1.99 | 2.64 | 12.79 | -4.32 | 23.30 | 28.75 | — | — |
| Equity: Mid Cap | 1.70 | -0.33 | 0.85 | 1.90 | 13.43 | -3.00 | 22.07 | 27.58 | — | — |
| Rank within category | 16 | 24 | 7 | 24 | 21 | 20 | 15 | 10 | — | — |
| Number of funds in category | 48 | 54 | 53 | 51 | 50 | 45 | 35 | 25 | 21 | 19 |
Peer Comparison of Motilal Oswal Nifty Midcap 150 Index Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Motilal Oswal Nifty Midcap 150 Dir | 3 star | -2.79 | 22.90 | 28.39 | 0.26 | 2,502 | 25.36 | 1.00 (15) | 6Y | 24.00 |
| Nippon India Nifty Midcap150 Dir | 3 star | -3.07 | 22.67 | — | 0.30 | 1,857 | 22.16 | — | 4Y 7M | 28.00 |
| Edelweiss Nifty Midcap150 Momentum 50 Index Dir | Unrated | -10.64 | — | — | 0.40 | 1,144 | 23.18 | 0.50 (30) | 2Y 9M | 110.00 |
| Tata Nifty Midcap 150 Momentum 50 Index Dir | Unrated | -10.78 | — | — | 0.43 | 949 | 22.13 | 0.50 (30) | 2Y 11M | 108.44 |
| SBI Nifty Midcap 150 Index Dir | Unrated | -3.07 | — | — | 0.40 | 883 | 23.82 | 0.25 (30) | 2Y 11M | 22.00 |
Portfolio Analysis of Motilal Oswal Nifty Midcap 150 Index Fund
| No. of Stocks | 150 |
| Top 10 Stocks | 18.29% |
| Top 5 Stocks | 10.49% |
| Top 3 Sectors | 53.16% |
| Portfolio P/B Ratio | 4.12 |
| Portfolio P/E Ratio | 31.24 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 60,012 | 59,944 |
| Giant (%) | 0.46 | 3.53 |
| Large (%) | 43.68 | 42.74 |
| Mid (%) | 55.76 | 52.64 |
| Small (%) | 0.11 | 2.30 |
| Tiny (%) | — | 0.39 |
Chanakya’s Mutual Fund Guidance For Motilal Oswal Nifty Midcap 150 Index Fund
WILL POST SOON
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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