Motilal Oswal Nifty Midcap 150 Index Fund · Regular · Growth
NAV
₹39.0991
as of 16 Jun 2026
Expense Ratio
1.00%
AUM
₹3,044 Cr
Lumpsum returns (CAGR)
- 1Y
- +4.65%
- 3Y
- +19.40%
- 5Y
- +17.21%
- Since Inception
- +22.29%
SIP returns (XIRR)
- 1Y
- +9.26%
- 3Y
- +11.74%
- 5Y
- +16.43%
- Since Inception
- +20.34%
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹40,500
Invested
₹77,140
Value today
19.1%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹3,748
Value today
21.6%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹4,05,000
Withdrawn
₹29,76,929
Corpus left
+₹23,81,929 net gain — withdrew ₹4,05,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹22,40,988
Value today
-0.4%
vs lumpsum
Direct lumpsum would have beaten STP by 0.4% — but STP reduced timing risk
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹5,04,662
Value today
5.0×
Multiple
Staying invested through that crash turned ₹1L into ₹5,04,662 — a 5.0× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised0.00
Sharpe Ratio
—
Alpha
—
Beta
0.00
Sortino
18.27%
Std Dev
-17.35%
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