Motilal Oswal Nifty Midcap 150 Index Fund · Regular · Growth
NAV
₹37.6671
as of 29 Sept 2026
Expense Ratio
1.09%
AUM
₹3,482 Cr
Lumpsum returns (CAGR)
- 1Y
- +3.61%
- 3Y
- +12.62%
- 5Y
- +13.64%
- Since Inception
- +20.65%
SIP returns (XIRR)
- 1Y
- -1.03%
- 3Y
- +5.78%
- 5Y
- +13.09%
- Since Inception
- +17.83%
What history actually did — last 7 years (Oct 2019 – Sept 2026)
A ₹5,000 monthly SIP for the last 7 years (Oct 2019 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹7,62,109 today — ₹4,15,000 invested, 17.4% XIRR.
₹4,15,000
Invested
₹7,62,109
Value today
17.4%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 7 years (Oct 2019 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 7 years ago would be ₹3,69,177 today (20.5% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Oct 2019 would still hold ₹29,29,658.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 7 years (Oct 2019 – Sept 2026) (22 Mar 2020) would be ₹5,07,137 today (5.07×).
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, annualised0.42
Sharpe Ratio
—
Alpha
—
Beta
0.40
Sortino
15.81%
Std Dev
-14.08%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Banks8.86%
- Pharmaceuticals & Biotechnology8.82%
- Capital Markets7.45%
- Electrical Equipment7.07%
- Finance5.39%
- IT - Software5.19%
- Auto Components5.02%
- Consumer Durables4.53%
- Retailing4.48%
- Industrial Products4.33%
- Insurance4.03%
- Financial Technology (Fintech)3.21%
Each sector links to the mutual funds most exposed to it.
Related reading
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Fund Details
Available transactions
What this fund does
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 7 years. It manages assets worth ₹3,482 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY MIDCAP 150 INDEX - TRI. The current expense ratio is 1.09%.
Who Should Invest?
- •Cost-conscious investors who prefer passive investing with low expense ratios