Motilal Oswal Nifty Midcap 150 Index Fund · Regular · Growth
NAV
₹39.9206
as of 15 Jul 2026
Expense Ratio
1.00%
AUM
₹3,044 Cr
Lumpsum returns (CAGR)
- 1Y
- +5.50%
- 3Y
- +18.66%
- 5Y
- +16.76%
- Since Inception
- +22.31%
SIP returns (XIRR)
- 1Y
- +11.68%
- 3Y
- +11.70%
- 5Y
- +16.56%
- Since Inception
- +20.41%
What history actually did — last 6 years (Jul 2020 – Jul 2026)
A ₹5,000 monthly SIP for the last 6 years (Jul 2020 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹6,17,024 today — ₹3,60,000 invested, 18.2% XIRR.
₹3,60,000
Invested
₹6,17,024
Value today
18.2%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 6 years (Jul 2020 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 6 years ago would be ₹3,92,827 today (25.6% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Jul 2020 would still hold ₹33,11,249.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 6 years (Jul 2020 – Jul 2026) (3 Jun 2024) would be ₹1,15,123 today (1.15×).
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, annualised0.20
Sharpe Ratio
—
Alpha
—
Beta
0.19
Sortino
17.75%
Std Dev
-14.08%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Mar 2026- Pharmaceuticals & Biotechnology9.00%
- Banks8.00%
- Capital Markets7.00%
- Electrical Equipment7.00%
- Consumer Durables5.00%
- Auto Components5.00%
- IT - Software5.00%
- Finance5.00%
- Insurance4.00%
- Retailing4.00%
- Industrial Products4.00%
- Financial Technology (Fintech)3.00%
Each sector links to the mutual funds most exposed to it.
Thinking about Motilal Oswal Nifty Midcap 150 Index Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
Investment Objective
Motilal Oswal Nifty Midcap 150 Index Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
Motilal Oswal Nifty Midcap 150 Index Fund · Regular · Growth is a Index Fund mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 6 years. It manages assets worth ₹3,044 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY MIDCAP 150 INDEX - TRI. The current expense ratio is 1.00%.
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