Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth

Other · Index
 · ★★★
500
Min SIP
500
Min Lumpsum
0.3 %
Expense Ratio
★★★
Rating
1,003
Fund Size (in Cr)
4 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 25 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 24.5% 33.5% - 27.7%
Category Average 32.1% 34.7% 19.9% -

Scheme Allocation

By Holding
By Sector
By Asset
2.05%
Others
90.39%
View all Holdings
Holdings Sector Instrument Asset
Shriram Finance Finance Equity 2.33%
Trent Retail Equity 2.05%
Max Healthcare Healthcare Equity 1.97%
Indian Hotels Co Hotels & Restaurants Equity 1.68%
AU Small Finance Banks Equity 1.58%
Federal Bank Banks Equity 1.53%
TVS Motor Co. Automobile Equity 1.5%
Tube Investments Auto Ancillaries Equity 1.37%
Power Fin.Corpn. Finance Equity 1.37%
REC Ltd Finance Equity 1.34%
Yes Bank Banks Equity 1.34%
IDFC First Bank Banks Equity 1.32%
Supreme Inds. Plastic products Equity 1.31%
APL Apollo Tubes Steel Equity 1.31%
Persistent Sys IT - Software Equity 1.26%
CG Power & Indu. Capital Goods - Electrical Equipment Equity 1.25%
Bharat Forge Castings, Forgings & Fastners Equity 1.24%
Lupin Pharmaceuticals Equity 1.2%
Ashok Leyland Automobile Equity 1.2%
Tata Elxsi IT - Software Equity 1.15%
Adani Power Power Generation & Distribution Equity 1.12%
Zee Entertainmen Entertainment Equity 1.1%
Polycab India Cables Equity 1.08%
Sona BLW Precis. Auto Ancillaries Equity 1.06%
Aurobindo Pharma Pharmaceuticals Equity 1.06%
Cummins India Capital Goods-Non Electrical Equipment Equity 1.05%
Astral Plastic products Equity 1.05%
Coforge IT - Software Equity 1.05%
MRF Tyres Equity 1%
Max Financial Finance Equity 0.99%
Tata Comm Telecomm-Service Equity 0.95%
Mphasis IT - Software Equity 0.91%
Voltas Consumer Durables Equity 0.9%
Jubilant Food. Quick Service Restaurant Equity 0.89%
Crompton Gr. Con Consumer Durables Equity 0.87%
Godrej Propert. Realty Equity 0.85%
Punjab Natl.Bank Banks Equity 0.85%
PB Fintech. IT - Software Equity 0.84%
Dixon Technolog. Consumer Durables Equity 0.84%
Container Corpn. Logistics Equity 0.84%
Balkrishna Inds Tyres Equity 0.84%
Alkem Lab Pharmaceuticals Equity 0.81%
M & M Fin. Serv. Finance Equity 0.8%
Sundaram Finance Finance Equity 0.8%
Fortis Health. Healthcare Equity 0.78%
Bandhan Bank Banks Equity 0.77%
Phoenix Mills Realty Equity 0.76%
Tata Chemicals Chemicals Equity 0.75%
Dalmia BharatLtd Cement Equity 0.74%
Indraprastha Gas Gas Distribution Equity 0.74%
One 97 E-Commerce/App based Aggregator Equity 0.74%
Macrotech Devel. Construction Equity 0.73%
Petronet LNG Gas Distribution Equity 0.73%
Navin Fluo.Intl. Chemicals Equity 0.72%
H P C L Refineries Equity 0.72%
Zydus Lifesci. Pharmaceuticals Equity 0.72%
Laurus Labs Pharmaceuticals Equity 0.71%
B H E L Capital Goods - Electrical Equipment Equity 0.71%
GMR Airports Inf Infrastructure Developers & Operators Equity 0.69%
Deepak Nitrite Chemicals Equity 0.69%
AIA Engineering Castings, Forgings & Fastners Equity 0.66%
JSW Energy Power Generation & Distribution Equity 0.65%
Piramal Enterp. Finance Equity 0.64%
NMDC Mining & Mineral products Equity 0.64%
Syngene Intl. Pharmaceuticals Equity 0.62%
Sundram Fasten. Auto Ancillaries Equity 0.62%
NHPC Ltd Power Generation & Distribution Equity 0.62%
Delhivery Logistics Equity 0.61%
Linde India Chemicals Equity 0.61%
S A I L Steel Equity 0.59%
Oberoi Realty Realty Equity 0.59%
Coromandel Inter Fertilizers Equity 0.58%
Apollo Tyres Tyres Equity 0.58%
LIC Housing Fin. Finance Equity 0.58%
Aditya Birla Cap Finance Equity 0.58%
Schaeffler India Bearings Equity 0.56%
Abbott India Pharmaceuticals Equity 0.56%
Kajaria Ceramics Ceramic Products Equity 0.55%
SKF India Bearings Equity 0.55%
L&T Technology IT - Software Equity 0.55%
Gujarat Fluoroch Chemicals Equity 0.55%
Gland Pharma Pharmaceuticals Equity 0.55%
Poonawalla Fin Finance Equity 0.54%
Solar Industries Chemicals Equity 0.54%
Ipca Labs. Pharmaceuticals Equity 0.53%
Atul Chemicals Equity 0.53%
Biocon Pharmaceuticals Equity 0.52%
The Ramco Cement Cement Equity 0.5%
Torrent Power Power Generation & Distribution Equity 0.5%
J K Cements Cement Equity 0.5%
Bata India Leather Equity 0.49%
United Breweries Alcoholic Beverages Equity 0.49%
Thermax Capital Goods-Non Electrical Equipment Equity 0.49%
Emami FMCG Equity 0.48%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 0.48%
Escorts Kubota Automobile Equity 0.48%
Motherson Wiring Auto Ancillaries Equity 0.47%
Uno Minda Auto Ancillaries Equity 0.47%
Union Bank (I) Banks Equity 0.45%
Aarti Industries Chemicals Equity 0.44%
Oil India Crude Oil & Natural Gas Equity 0.44%
Oracle Fin.Serv. IT - Software Equity 0.44%
CRISIL Credit Rating Agencies Equity 0.43%
Indian Bank Banks Equity 0.43%
L&T Fin.Holdings Finance Equity 0.42%
I R F C Finance Equity 0.42%
Prestige Estates Realty Equity 0.41%
3M India Diversified Equity 0.4%
Honeywell Auto Electronics Equity 0.4%
Patanjali Foods Edible Oil Equity 0.38%
Hindustan Zinc Non Ferrous Metals Equity 0.37%
Gujarat Gas Miscellaneous Equity 0.35%
Timken India Bearings Equity 0.34%
Devyani Intl. Quick Service Restaurant Equity 0.34%
Ajanta Pharma Pharmaceuticals Equity 0.34%
AAVAS Financiers Finance Equity 0.34%
Dr Lal Pathlabs Healthcare Equity 0.34%
Aditya Bir. Fas. Retail Equity 0.33%
Vodafone Idea Telecomm-Service Equity 0.32%
Relaxo Footwear Leather Equity 0.31%
Kansai Nerolac Paints/Varnish Equity 0.3%
Bank of India Banks Equity 0.3%
Rajesh Exports Diamond, Gems and Jewellery Equity 0.3%
ZF Commercial Auto Ancillaries Equity 0.3%
K P R Mill Ltd Readymade Garments/ Apparells Equity 0.29%
Bayer Crop Sci. Agro Chemicals Equity 0.27%
Happiest Minds IT - Software Equity 0.27%
Endurance Tech. Auto Ancillaries Equity 0.26%
Glaxosmi. Pharma Pharmaceuticals Equity 0.26%
Pfizer Pharmaceuticals Equity 0.26%
Affle India IT - Software Equity 0.26%
Sumitomo Chemi. Agro Chemicals Equity 0.25%
General Insuranc Insurance Equity 0.24%
Whirlpool India Consumer Durables Equity 0.24%
Star Health Insu Insurance Equity 0.24%
Sun TV Network Entertainment Equity 0.23%
Mankind Pharma Trading Equity 0.23%
Nippon Life Ind. Finance Equity 0.23%
ICICI Securities Stock/ Commodity Brokers Equity 0.23%
Vinati Organics Chemicals Equity 0.22%
Vedant Fashions Retail Equity 0.21%
Tata Tele. Mah. Telecomm-Service Equity 0.2%
Trident Textiles Equity 0.19%
Blue Dart Expres Logistics Equity 0.17%
Fine Organic Chemicals Equity 0.17%
Alkyl Amines Chemicals Equity 0.16%
Godrej Industrie Chemicals Equity 0.16%
New India Assura Insurance Equity 0.14%
Metro Brands Leather Equity 0.14%
Clean Science Chemicals Equity 0.12%
Finance
10.66%
Industrial Products
9.05%
Banks
8.7%
Auto Components
7.95%
Pharmaceuticals & Biotech
7.8%
Others
55.84%
View all Sectors
Sectors Asset
Finance 10.66%
Industrial Products 9.05%
Banks 8.7%
Auto Components 7.95%
Pharmaceuticals & Biotech 7.8%
Chemicals & Petrochemical 5.18%
IT-Software 4.87%
Consumer Durables 4.87%
Healthcare Services 3.96%
Realty 3.56%
Leisure Services 2.86%
Power 2.75%
Retailing 2.4%
Electrical Equipments 2.32%
Gas 1.98%
Cement & Cement Products 1.77%
Agricultural, Commercial 1.72%
Transport Services 1.67%
Financial Technology (Fin 1.54%
Insurance 1.53%
Automobiles 1.51%
Telecom-Services 1.49%
Entertainment 1.27%
Fertilisers & Agrochemica 1.08%
Petroleum Products 0.85%
IT-Services 0.79%
Ferrous Metals 0.65%
Minerals & Mining 0.63%
Transport Infrastructure 0.6%
Diversified 0.53%
Beverages 0.52%
Capital Markets 0.48%
Oil 0.47%
Industrial Manufacturing 0.45%
Personal Products 0.44%
Textiles & Apparels 0.44%
Agricultural Food & other 0.43%
Non-Ferrous Metals 0.39%
Cash & Others -0.17%
Equity
99.86%
Net Curr Ass/Net Receivables
0.14%
Others
0%

Advance Ratio

-0.46
Alpha
4.66
SD
0.99
Beta
1.83
Sharpe

Exit Load

Exit Load Nil

Fund Objective

The Scheme seeks investment return that corresponds to the performance of Nifty Midcap 150 Index subject to tracking error.

Fund Managers

Swapnil Mayekar

Mr. Mayekar earned an M.Com from Mumbai University and an Advanced Diploma in Business Administration from Welingkar in Mumbai. From August 2005 until February 2010, he worked for Business Standard Limited before joining Motilal Oswal AMC. He manages IDFC with an AUM of INR 5038 crores.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Motilal Oswal Mutual Fund
AUM:
35,484 Cr
Address:
Motilal Oswal Tower,10th flr Rahimtu- llah sayani road opp parel st depot prabhadevi mumbai 4000
Contact:
022-39804263
Email ID:
mfservice@motilaloswal.com

Frequently Asked Questions

How to invest in Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth ?

You can invest in Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth ?

The NAV of Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth is ₹27 as of 25 September 2023.

How to redeem Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth?

The minimum SIP amount of Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth is ₹500

What are the top sectors Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth has invested in?

The top sectors Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth has invested in are
  1. Finance - 10.66%
  2. Industrial Products - 9.05%
  3. Banks - 8.7%
  4. Auto Components - 7.95%
  5. Pharmaceuticals & Biotech - 7.8%

Can I make investments in both the SIP and Lump Sum schemes of Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth?

Yes, You can select both SIP or Lumpsum investment of Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth based on your investment objective and risk tolerance.

How much returns have Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth generated ?

The Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth has delivered 27.7% since inception

What is the expense ratio of Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth ?

The expense ratio of Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth is 0.3 % as of 25 September 2023.

What is the AUM of Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth?

The AUM of Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth is ₹35,484 Cr as of 25 September 2023

What are the top stock holdings of Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth?

The top stock holdings of Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth are
  1. Shriram Finance - 2.33%
  2. Trent - 2.05%
  3. Max Healthcare - 1.97%
  4. Indian Hotels Co - 1.68%
  5. AU Small Finance - 1.58%

How can I redeem my investments in Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Motilal Oswal Nifty Midcap 150 Index Fund-Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now