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NAV as of ( Sep 09, 2022 )
₹ 21.69 0.4 % 1-D Change
You get upto 0.8% extra returns
Sorry ! A report card is not available for this scheme since this scheme is a passively managed index scheme.
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Fresh Investments closed in this fund!
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|ET Money Rank||Not yet ranked|
|Expense ratio||0.21% As on Oct 31, 2021|
|AUM (Fund Size)||₹ 624 Crs|
|Age||3 yrs Since Aug 19, 2019|
|Benchmark||Nifty Midcap 150 TRI|
SIP ₹ 500 &
Lumpsum ₹ 500
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You would have earned ₹ 1,001 more by investing in ET Money Direct Plan
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.
Large Cap 12.06%
Mid Cap 82.45%
Small Cap 5.12%
Other Cap 0%
Capital Goods 12.63%
Bifurcation by Credit Quality is not available for this fund
Net Receivables 0.31%
Know in detail about the portfolio of this fund See detailed Portfolio Analysis
|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%|
|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||%|
Sign-up for free to compare fund with mid cap funds
|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
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
EQUITY MID CAP
The Scheme seeks investment return that corresponds to the performance of Nifty Midcap 150 Index subject to tracking error.
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.
As on Jun 30, 2022
The Motilal Oswal Nifty Midcap 150 Index Fund is a 3 yrs old fund and has delivered average annual returns of 28.67% since inception.
NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.
The NAV of Motilal Oswal Nifty Midcap 150 Index Fund for Sep 09, 2022 is 21.69 .
On ET Money, Investing in Motilal Oswal Nifty Midcap 150 Index Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -
The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.
The Expense Ratio of the direct plan of Motilal Oswal Nifty Midcap 150 Index Fund is 0.21%. .
Redeeming your investments in Motilal Oswal Nifty Midcap 150 Index Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.
If you have invested in Motilal Oswal Nifty Midcap 150 Index Fund from anywhere else, you can go to the fund house website and put a request through it.
AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.
The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.
The AUM of Motilal Oswal Nifty Midcap 150 Index Fund is ₹624 Crs.
The Motilal Oswal Nifty Midcap 150 Index Fund has invested the majority of its money in the stocks of the following companies -
|Company||Percentage of Portfolio|
|Adani Gas Ltd.||4.78%|
|Tata Power Co. Ltd.||2.09%|
|Coastal Gujarat Power Ltd.||2.09%|
|Bharat Electronics Ltd.||1.82%|
|Tata Elxsi Ltd.||1.68%|
|Page Industries Ltd.||1.6%|
|Shriram Transport Finance Co. Ltd.||1.53%|
|AU Small Finance Bank Ltd.||1.45%|
|Crompton Greaves Consumer Electricals Ltd.||1.3%|
The Motilal Oswal Nifty Midcap 150 Index Fund has primarily invested in the following sectors
|Sector||Percentage of Portfolio|