Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan | Pros & Cons NAV(18.42)

Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan

Equity: Mid Cap

Fund Information

Objective

Very High Risk

Nifty Midcap 150

Benchmark

2019-09-06

Launched On

Type

--

Min SIP

500

Min Investment

367

AUM in Crores

0.21

Expense Ratio

1.00

Exit Load

Motilal Oswal Asset Management Company Limited

Fund House

Swapnil P Mayekar

Fund Managers

Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan Pros & Cons

Pros

  • Lower Expense Ratio

Cons

  • Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan is ranking 52nd in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan 
24.0
Nifty Midcap 150
24.2724.8516.3514.9317.7414.04

Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan 
Nifty Midcap 150
13.2739.66-17.3214.5429.12-2.34

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan 
-----
Nifty Midcap 150
-----
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2020-04-03 - 2020-04-10
9.81
2020-03-16 - 2020-03-23
-18.34
Month2020-03-23 - 2020-04-23
18.37
2020-02-24 - 2020-03-24
-34.97
Quarter2020-03-23 - 2020-07-23
41.08
2019-12-04 - 2020-04-04
-29.16
Year2020-03-23 - 2021-03-23
114.41
2021-06-15 - 2022-06-15
-1.36

Portfolio

Stock NameSector% of Total Holdings
Adani Total Gas Ltd.Energy2.53
Shriram Transport Finance Company Ltd.Financials1.83
Voltas Ltd.Consumer Durables1.59
Cholamandalam Investment and Finance Company Ltd.Financials1.48
PI Industries Ltd.Chemicals1.44
AU Small Finance Bank Ltd.Financials1.43
Crompton Greaves Consumer Electricals Ltd.Consumer Durables1.42
Laurus Labs Ltd.Healthcare1.36
Max Financial Services Ltd.Financials1.34
Zee Entertainment Enterprises Ltd.Media and Communications1.32
Trent Ltd.Retail and Other Services1.3
SRF Ltd.Diversified1.29
Container Corporation Of India Ltd.Logistics1.28
Steel Authority Of India Ltd.Metals1.25
Tata Power Company Ltd.Energy1.23
Balkrishna Industries Ltd.Automobile and Ancillaries1.22
Page Industries Ltd.Textile1.22
Ashok Leyland Ltd.Automobile and Ancillaries1.21
Bharat Electronics Ltd.Capital Goods1.19
The Federal Bank Ltd.Financials1.19
Bharat Forge Ltd.Automobile and Ancillaries1.16
Sundaram Finance Ltd.Financials1.16
Astral Ltd.Consumer Durables1.13
Jindal Steel & Power Ltd.Metals1.13
Godrej Properties Ltd.Construction1.09
Mphasis Ltd.Technology1.09
Aarti Industries Ltd.Chemicals1.06
Bank Of BarodaFinancials1.03
Mindtree Ltd.Technology1.02
Supreme Industries Ltd.Consumer Durables1
Dalmia Bharat Ltd.Construction0.99
Dixon Technologies (India) Ltd.Consumer Durables0.98
Ipca Laboratories Ltd.Healthcare0.97
Atul Ltd.Chemicals0.96
LIC Housing Finance Ltd.Financials0.96
Power Finance Corporation Ltd.Financials0.95
REC Ltd.Financials0.93
Deepak Nitrite Ltd.Chemicals0.9
Persistent Systems Ltd.Technology0.88
City Union Bank Ltd.Financials0.87
Tata Communications Ltd.Media and Communications0.86
Tata Elxsi Ltd.Technology0.85
TVS Motor Company Ltd.Automobile and Ancillaries0.84
The Ramco Cements Ltd.Construction0.84
IDFC First Bank Ltd.Financials0.84
Fortis Healthcare Ltd.Healthcare0.81
Tube Investments of India Ltd.Automobile and Ancillaries0.8
Tata Chemicals Ltd.Chemicals0.76
Indiamart Intermesh Ltd.Retail and Other Services0.76
Navin Fluorine International Ltd.Chemicals0.75
Cummins India Ltd.Automobile and Ancillaries0.73
Emami Ltd.FMCG0.7
Indian Railway Catering And Tourism Corporation Ltd.Travel0.69
Natco Pharma Ltd.Healthcare0.67
The Indian Hotels Company Ltd.Travel0.67
Coromandel International Ltd.Chemicals0.66
RBL Bank Ltd.Financials0.66
Mahindra & Mahindra Financial Services Ltd.Financials0.66
Varun Beverages Ltd.FMCG0.66
Honeywell Automation India Ltd.Consumer Durables0.65
Dr. Lal Pathlabs Ltd.Healthcare0.64
Bata India Ltd.Retail and Other Services0.64
Bharat Heavy Electricals Ltd.Capital Goods0.63
JK Cement Ltd.Construction0.63
Gujarat Gas Ltd.Energy0.63
Glenmark Pharmaceuticals Ltd.Healthcare0.61
Exide Industries Ltd.Automobile and Ancillaries0.6
ABB India Ltd.Capital Goods0.6
Manappuram Finance Ltd.Financials0.6
Hindustan Aeronautics Ltd.Travel0.58
Hindustan Zinc Ltd.Metals0.57
Sundram Fasteners Ltd.Miscellaneous0.57
Escorts Ltd.Automobile and Ancillaries0.56
Canara BankFinancials0.56
Aavas Financiers Ltd.Financials0.56
Relaxo Footwears Ltd.FMCG0.56
Pfizer Ltd.Healthcare0.55
Oracle Financial Services Software Ltd.Technology0.55
Kansai Nerolac Paints Ltd.Chemicals0.53
Indiabulls Housing Finance Ltd.Financials0.53
AIA Engineering Ltd.Capital Goods0.52
Gujarat State Petronet Ltd.Energy0.52
L&T Technology Services Ltd.Capital Goods0.51
L&T Finance Holdings Ltd.Financials0.51
Coforge Ltd.Technology0.51
Apollo Tyres Ltd.Automobile and Ancillaries0.5
Phoenix Mills Ltd.Construction0.5
Torrent Power Ltd.Energy0.5
Aditya Birla Capital Ltd.Financials0.5
3M India Ltd.Diversified0.49
Sanofi India Ltd.Healthcare0.49
Oberoi Realty Ltd.Construction0.48
Vodafone Idea Ltd.Media and Communications0.48
Rajesh Exports Ltd.Retail and Other Services0.48
Bayer CropScience Ltd.Chemicals0.47
Whirlpool Of India Ltd.Consumer Durables0.47
Mahanagar Gas Ltd.Energy0.47
Syngene International Ltd.Miscellaneous0.46
NHPC Ltd.Energy0.45
Metropolis Healthcare Ltd.Healthcare0.45
Castrol India Ltd.Automobile and Ancillaries0.44
Glaxosmithkline Pharmaceuticals Ltd.Healthcare0.44
Max Healthcare Institute Ltd.Healthcare0.43
Amara Raja Batteries Ltd.Automobile and Ancillaries0.42
Cholamandalam Financial Holdings Ltd.Financials0.42
Aditya Birla Fashion and Retail Ltd.Retail and Other Services0.42
Polycab India Ltd.Capital Goods0.39
GMR Infrastructure Ltd.Infrastructure0.39
Thermax Ltd.Capital Goods0.38
Alembic Pharmaceuticals Ltd.Healthcare0.38
SKF India Ltd.Automobile and Ancillaries0.37
Endurance Technologies Ltd.Automobile and Ancillaries0.36
Nippon Life India Asset Management Ltd.Financials0.36
Suven Pharmaceuticals Ltd.Healthcare0.36
Sun TV Network Ltd.Media and Communications0.36
Ajanta Pharma Ltd.Healthcare0.34
Minda Industries Ltd.Automobile and Ancillaries0.33
JSW Energy Ltd.Energy0.33
ICICI Securities Ltd.Financials0.33
General Insurance Corporation of IndiaFinancials0.33
Hatsun Agro Product Ltd.FMCG0.33
Vinati Organics Ltd.Chemicals0.32
Oil India Ltd.Energy0.32
Procter & Gamble Health Ltd.Healthcare0.32
CRISIL Ltd.Miscellaneous0.32
CESC Ltd.Energy0.31
Gillette India Ltd.FMCG0.31
V-Guard Industries Ltd.Capital Goods0.3
Dhani Services Ltd.Financials0.3
Schaeffler India Ltd.Automobile and Ancillaries0.29
Sumitomo Chemical India Ltd.Chemicals0.28
IIFL Wealth Management Ltd.Financials0.28
The New India Assurance Co. Ltd.Financials0.28
Solar Industries (India) Ltd.Chemicals0.26
TTK Prestige Ltd.Consumer Durables0.25
JM Financial Ltd.Financials0.25
Godrej Industries Ltd.Chemicals0.24
Prestige Estates Projects Ltd.Construction0.23
Zydus Wellness Ltd.FMCG0.22
Bank Of IndiaFinancials0.19
Motilal Oswal Financial Services Ltd.Financials0.19
Union Bank Of IndiaFinancials0.17
CreditAccess Grameen Ltd.Financials0.17
Bombay Burmah Trading Corporation Ltd.FMCG0.16
Astrazeneca Pharma India Ltd.Healthcare0.16
Akzo Nobel India Ltd.Chemicals0.15
IDBI Bank Ltd.Financials0.14
Godrej Agrovet Ltd.FMCG0.12
SJVN Ltd.Energy0.1
ITI Ltd.Media and Communications0.08
Adani Total GasEnergy2.24
SRFDiversified1.88
Crompton Greaves Consumer ElectricalsConsumer Durable1.62
VoltasConsumer Durable1.62
Zee EntertainmentServices1.6
Godrej PropertiesConstruction1.55
MindTreeTechnology1.55
Tata Power CompanyEnergy1.54
Shriram Transport Finance CompanyFinancial1.5
MphasisTechnology1.46
AU Small Finance BankFinancial1.46
Bharat ElectronicsEngineering1.39
Laurus LabsHealthcare1.38
TrentServices1.32
Max Financial ServicesFinancial1.26
Balkrishna IndustriesAutomobile1.18
Indian Railway Catering & Tourism CorporationServices1.15
Container Corporation Of IndiaServices1.11
Ashok LeylandAutomobile1.1
Tata ElxsiTechnology1.1
AstralChemicals1.09
Bharat ForgeAutomobile1.08
Persistent SystemsTechnology1.07
Alkem LaboratoriesHealthcare1.06
Aarti IndustriesChemicals1.06
Adani Total GasEnergy2.26
Tata Power CompanyEnergy2.08
SRFDiversified1.76
Shriram Transport Finance CompanyFinancial1.66
MindTreeTechnology1.65
VoltasConsumer Durable1.6
Zee EntertainmentServices1.59
Crompton Greaves Consumer ElectricalsConsumer Durable1.57
MphasisTechnology1.52
AU Small Finance BankFinancial1.52
Godrej PropertiesConstruction1.49
Bharat ElectronicsEngineering1.41
TrentServices1.28
Indian Railway Catering & Tourism CorporationServices1.28
Page IndustriesTextiles1.25
Max Financial ServicesFinancial1.21
Ashok LeylandAutomobile1.17
Laurus LabsHealthcare1.16
Tata ElxsiTechnology1.15
Balkrishna IndustriesAutomobile1.14
Persistent SystemsTechnology1.13
Bharat ForgeAutomobile1.12
The Federal BankFinancial1.11
AstralChemicals1.1
Aarti IndustriesChemicals1.1

AUM Yearly

Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan Details

Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan is a mutual fund scheme launched by Motilal Oswal Asset Management Company Limited.This fund has been launched on 2019-09-06. Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan currently has 367 crores of assets under management (AUM) and has an expense ratio of 0.21 which is lower than what most other Large Cap funds charge.


Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan has given returns of 24.0% in the last 1 year and % in the last 3 years. And since launch the fund has given 23.56% returns.


This fund invests in companies which are fundamentally strong and having growth potential.


The top holdings of the fund are Adani Total Gas Ltd. , Shriram Transport Finance Company Ltd. , Voltas Ltd. , Cholamandalam Investment and Finance Company Ltd. , PI Industries Ltd.

Frquently Asked Questions

1. What is the NAV of Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan?

The current Net Asset Value (NAV) of the Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan is 18.42

2. Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan Rolling Returns

The 3 year rolling returns of the Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan:

  • Mean : %
  • Max : %
  • Min : %

3. How do I invest in Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan?

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Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.