Motilal Oswal NIFTY Midcap 150 Index Fund - Regular Plan
Expense Ratio: 1
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty Midcap 150 TRI
Inception: 19-08-2019
Exit Load: Nil
Fund Size:₹3,023.95 Cr
Performance
1Y
Fund5.25%
Cat. Avg.2.61%
2Y
Fund4.95%
Cat. Avg.3.39%
3Y
Fund18.32%
Cat. Avg.10.42%
5Y
Fund17.20%
Cat. Avg.11.16%
10Y
FundN/A
Cat. Avg.11.44%
SI
Fund22.02%
Cat. Avg.7.02%
Fund Facts
Manager(s)
Mr. Rakesh Shetty
Beta
1
Std Dev
15.50%
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | BSE Limited | 144.14 | 3.88% |
| 2 | The Federal Bank Limited | 74.24 | 2.00% |
| 3 | Multi Commodity Exchange of India Limited | 66.07 | 1.78% |
| 4 | Suzlon Energy Limited | 65.39 | 1.76% |
| 5 | Hero MotoCorp Limited | 56.80 | 1.53% |
| 6 | GE Vernova T&D India Limited | 55.92 | 1.51% |
| 7 | IndusInd Bank Limited | 55.56 | 1.50% |
| 8 | Bharat Heavy Electricals Limited | 55.08 | 1.48% |
| 9 | Laurus Labs Limited | 53.89 | 1.45% |
| 10 | Lupin Limited | 53.62 | 1.44% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 63604 | +6.0% | +12.5% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.31 L. | +8.9% | +8.8% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.11 L. | +17.4% | +11.0% |
| 5Y | 09 Aug, 21 | 3 L. | 4.49 L. | +49.6% | +16.4% |
| SI | 07 Oct, 19 | 4.10 L. | 8.17 L. | +99.3% | +20.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.05 L. | +4.6% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 1.09 L. | +9.0% | +4.4% |
| 3Y | 20 Jul, 23 | 1 L. | 1.66 L. | +65.7% | +18.3% |
| 5Y | 20 Jul, 21 | 1 L. | 2.21 L. | +121.1% | +17.2% |
| SI | 11 Sep, 19 | 1 L. | 3.92 L. | +291.6% | +22.0% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.