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ETF📊 NIFTY MIDCAP 100 - TRI

Motilal Oswal Nifty Midcap 100 ETF · Regular · Growth

Motilal Oswal Mutual Fund

#64 of 243 (1Y)

NAV

₹67.8932

as of 31 Jul 2026

Expense Ratio

see scheme documents

AUM

₹840 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
+10.17%
3Y
+19.19%
5Y
+18.42%
Since Inception
+14.94%

SIP returns (XIRR)

1Y
+13.16%
3Y
+13.10%
5Y
+18.10%
Since Inception
+17.05%

What history actually did — last 10 years (Aug 2016 – Jul 2026)

A ₹5,000 monthly SIP for the last 10 years (Aug 2016 – Jul 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹15,54,053 today ₹5,95,000 invested, 18.5% XIRR.

₹5,95,000

Invested

₹15,54,053

Value today

18.5%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 10 years (Aug 2016 – Jul 2026)

Real NAV backtest

₹1,00,000 invested 10 years ago would be ₹4,40,413 today (16.0% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2016 would still hold ₹28,50,078.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 10 years (Aug 2016 – Jul 2026) (22 Mar 2020) would be ₹5,85,766 today (5.86×).

Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.

Risk Metrics

Trailing 1 year, annualised

0.39

Sharpe Ratio

Alpha

Beta

0.37

Sortino

17.84%

Std Dev

-14.17%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 Mar 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseMotilal Oswal Mutual Fund
CategoryETF
BenchmarkNIFTY MIDCAP 100 - TRI
Launch Date03 Feb 2011
AMFI Code114456

Investment Objective

Motilal Oswal Nifty Midcap 100 ETF · Regular · Growth is an exchange-traded fund (ETF) that trades on stock exchanges like a regular share. It offers real-time pricing, low expense ratios, and the flexibility to buy and sell units throughout the trading day.

About This Fund

Motilal Oswal Nifty Midcap 100 ETF · Regular · Growth is a ETF mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 15 years. It manages assets worth ₹840 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY MIDCAP 100 - TRI.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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