Download Mobile Apps
-
Mutual Funds
-
Genius
-
Insurance
-
Calculators
Great! You have sucessfully subscribed for newsletters for investments
Subscribed email:
Prudential Technology Bluechip Fund
Find out how much and how long you should invest in it to suit your overall portfolio
Knowing this helps you control risk in your portfolio
Your investor personality
Adventurer
You confirm that you have seen and understood your investor personality by entering the OTP.
Motilal Oswal Nifty Midcap 150 Index Fund Direct - Growth
NAV as of ( Sep 09, 2022 )
₹ 21.69 0.4 % 1-D Change
Returns
28.67% p.a.
You get upto 0.8% extra returns
ET Money's Fund Report Card - Motilal Oswal Nifty Midcap 150 Index Fund
Sorry ! A report card is not available for this scheme since this scheme is a passively managed index scheme.
-
Monthly SIP
Monthly SIP is not available for this fund
-
Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund
vs
Show performance of:
Scheme Details
| ET Money Rank | Not yet ranked |
| VRO Rating | |
| Expense ratio | 0.21% As on Oct 31, 2021 |
| Exit Load |
1.0%
|
| AUM (Fund Size) | ₹ 624 Crs |
| Lock-in | No Lockin |
| Age | 3 yrs Since Aug 19, 2019 |
| Benchmark | Nifty Midcap 150 TRI |
| Min. Investment |
SIP ₹ 500 & Lumpsum ₹ 500 |
About Motilal Oswal Nifty Midcap 150 Index Fund
Motilal Oswal Nifty Midcap 150 Index Fund Direct - Growth is a Mid Cap mutual fund scheme from
Motilal Oswal Mutual Fund
. This fund has been in existence for 3 yrs, having been launched on 19/08/2019. Motilal Oswal Nifty Midcap 150 Index Fund Direct - Growth has ₹624 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.21%, which is less than what most other
Mid Cap
funds charge.
.....
- Motilal Oswal Nifty Midcap 150 Index Fund Direct - Growth returns of last 1-year are 10.90%. Since launch, it has delivered 29.33% average annual returns. The fund has doubled the money invested in it every 3 yrs.
- The fund has the majority of its money invested in Financial, Capital Goods, Energy, Automobile, Healthcare sectors. It has taken less exposure in Financial, Capital Goods sectors compared to other funds in the category.
- The fund's top 5 holdings are in Adani Gas Ltd., Tata Power Co. Ltd., Coastal Gujarat Power Ltd., Bharat Electronics Ltd., Tata Elxsi Ltd..
Find your investor personality!
Answer a few simple questions and understand why you take the financial decisions you do.
Investment Returns Calculator
Total investment
Invested
Profit
Current value of investment
| Total value | Profit |
|
|
|---|---|---|---|
|
This fund
|
|||
|
Category Average
|
|||
|
Bank FD
|
|||
|
Gold
|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Nov 30, 2021
Top Stock Holdings
Allocation by Market Cap
Large Cap 12.06%
Mid Cap 82.45%
Small Cap 5.12%
Other Cap 0%
Allocation by Sector
Financial 14.3%
Capital Goods 12.63%
Energy 11.48%
Automobile 9.36%
Top Debt Holdings
Others 0.05%
Allocation by Credit Quality
Bifurcation by Credit Quality is not available for this fund
Allocation by Instruments
Net Receivables 0.31%
CBLO 0.06%
Other Holdings
Others 0.33%
Know in detail about the portfolio of this fund See detailed Portfolio Analysis
Comparison with mid cap Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| PGIM India Midcap Opportunities Fund | 44.06% | ||
| Quant Mid Cap Fund | 41.19% | ||
| SBI Magnum Midcap Fund | 33.3% | ||
| Edelweiss Mid Cap Fund | 31.92% | ||
| Mirae Asset Midcap Fund | 31.91% | ||
| Motilal Oswal Midcap Fund | 30.68% | ||
| Axis Midcap | 27.35% | ||
| DSP Midcap Fund | 21.76% | ||
| Franklin India Prima Fund | 21.03% | ||
| Baroda BNP Paribas Midcap Fund | 28.64% | ||
| Kotak Emerging Equity Fund | 30.64% | ||
| Motilal Oswal Nifty Midcap 150 Index Fund | % |
Trailing Returns and Ranks
as on Dec 17, 2021| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 4.39% | 4.22% | 10 / 28 |
| 3 months | 20.6% | 19.72% | 9 / 27 |
| 6 months | 14.69% | 13.34% | 8 / 25 |
| 1 year | 10.31% | 9.73% | 8 / 23 |
| 3 years | 28.83% | 28.83% | 10 / 21 |
Know in detail about the returns of this fund See detailed Return Analysis
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
Motilal Oswal Nifty Midcap 150 Index Fund
EQUITY MID CAP
The Scheme seeks investment return that corresponds to the performance of Nifty Midcap 150 Index subject to tracking error.
- Std. Dev : -
- Alpha : -
- Beta : -
- Sharpe : -
- Sortino : -
-
Swapnil P Mayekar
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Motilal Oswal Mutual Fund
TOTAL AUM:
₹32,303 Crs
As on Jun 30, 2022
- Phone: 022-39804238 / 1800-200-6626
-
Address: Motilal Oswal Towers - 10th Floor,
Rahimtullah Sayani Road,
Opposite Parel ST Depot, Prabhadevi,
Mumbai, 400025
