Motilal Oswal Nifty Midcap150 Momentum 50 ETF details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 61.8823
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 to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by Nifty Midcap 150 Momentum 50 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) | — |
Min. SIP Investment (Rs) | — |
Min. Withdrawal (Rs) | — |
Min. No of Cheques | — |
Min. Balance (Rs) | — |
Lock-in Period | NA |
Exit Load | 0 |
Basic Details of Motilal Oswal Nifty Midcap150 Momentum 50 ETF
Fund House | Motilal Oswal Mutual Fund |
Launch Date | 30-Jun-25 |
Return Since Launch | -4.03% |
Benchmark | NIFTY Midcap 150 Moment 50 TRI |
Riskometer | Very High |
Type | Open-ended |
Assets | Rs 9 Cr |
(As on 31-Aug-2025) | |
Expense | 0.53% |
(As on 31-Aug-2025) | |
Risk Grade | — |
Return Grade | — |
Turnover | — |
Trailing Returns (%)
Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
Motilal Oswal Nifty Midcap150 Momentum 50 ETF | — | -0.42 | -1.21 | — | — | — | — | — | — | — |
BSE 150 MidCap TRI | — | -0.21 | 1.99 | — | — | — | — | — | — | — |
Equity: Mid Cap | — | -0.33 | 0.81 | — | — | — | — | — | — | — |
Rank within category | — | 52 | 61 | — | — | — | — | — | — | — |
Number of funds in category | 58 | 65 | 64 | 62 | 60 | 55 | 42 | 29 | 23 | 20 |
Peer Comparison of Motilal Oswal Nifty Midcap150 Momentum 50 ETF
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 Midcap150 Momentum 50 ETF | Unrated | — | — | — | 0.53 | 9 | -4.03 | — | 2M | — |
Nippon India ETF Nifty Midcap 150 | Unrated | -2.90 | 22.90 | 28.67 | 0.21 | 2,547 | 21.84 | — | 6Y 7M | 36.00 |
Mirae Asset Nifty Midcap 150 ETF | Unrated | -2.70 | 23.03 | — | 0.05 | 1,117 | 23.55 | — | 3Y 6M | — |
LIC MF Nifty Midcap 100 ETF | Unrated | -3.38 | — | — | 0.16 | 692 | 11.64 | — | 1Y 7M | 29.00 |
Motilal Oswal Nifty Midcap 100 ETF | Unrated | -3.20 | 23.90 | 29.36 | 0.23 | 657 | 15.26 | — | 14Y 7M | 37.00 |
Portfolio Analysis of Motilal Oswal Nifty Midcap150 Momentum 50 ETF
No. of Stocks | 50 |
Top 10 Stocks | 38.53% |
Top 5 Stocks | 21.65% |
Top 3 Sectors | 60.97% |
Portfolio P/B Ratio | 5.94 |
Portfolio P/E Ratio | 40.58 |
Portfolio Breakup
Fund | Category | |
Average Mkt Cap (Rs Cr) | 71,756 | 59,944 |
Giant (%) | — | 3.53 |
Large (%) | 63.48 | 42.74 |
Mid (%) | 36.52 | 52.64 |
Small (%) | — | 2.30 |
Tiny (%) | — | 0.39 |
Chanakya’s Mutual Fund Guidance For Motilal Oswal Nifty Midcap150 Momentum 50 Exchange Traded Fund
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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