Motilal Oswal Nifty Midcap 150 Index Fund
The Scheme seeks investment return that corresponds to the performance of Nifty Midcap 150 Index subject to tracking error.
Growthvine rating: 5/5 — ranked #10 of 245 in category.
Fund basics
| Category | Equity: Index |
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| NAV | ₹35.49 (as of 2026-10-23) |
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| AUM | ₹3,995 Cr |
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| Expense ratio | 0.90% |
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| Riskometer | Very High |
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| Fund manager | Swapnil P Mayekar |
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| Exit load | 1% for redemption within 15 days |
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Performance & risk
| 5-year annualised return | 13.40% |
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| Sharpe ratio | 0.43 |
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| Standard deviation | 18.58% |
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| Max drawdown | −37.24% |
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| Alpha | -0.88 |
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| Beta | 1.01 |
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Market cap allocation
| Large cap | 5.8% |
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| Mid cap | 91.7% |
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| Small cap | 2.6% |
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Concentration
| Top 5 holdings | 9.4% |
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| Top 10 holdings | 16.8% |
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| Total holdings | 149 |
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Top holdings
- Multi Commodity Exchange of India Ltd — 2.1%
- Federal Bank Ltd. — 1.9%
- Laurus Labs Limited — 1.9%
- One 97 Communications Limited — 1.8%
- Hero MotoCorp Limited — 1.7%
- Indian Hotels Co. Ltd — 1.6%
- COFORGE LIMITED — 1.5%
- Bharat Heavy Electricals Ltd. — 1.5%
- IndusInd Bank Ltd. — 1.5%
- AU Small Finance Bank Limited — 1.5%
Top sectors
- Banking & Financial — 13.4%
- Pharma & Biotech — 9.2%
- Retail — 9.0%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −7.8% | — | — |
| 2025 | 5.0% | — | — |
| 2024 | 23.3% | — | — |
| 2023 | 43.3% | — | — |
| 2022 | 2.8% | — | — |