Motilal Oswal NIFTY Midcap 150 Index Fund - Direct Plan
Expense Ratio: 0.26
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty Midcap 150 TRI
Inception: 19-08-2019
Exit Load: Nil
Fund Size:₹3,023.95 Cr
Performance
1Y
Fund-0.29%
Cat. Avg.-0.92%
2Y
Fund-0.38%
Cat. Avg.0.42%
3Y
Fund13.20%
Cat. Avg.9.27%
5Y
Fund12.96%
Cat. Avg.7.81%
10Y
FundN/A
Cat. Avg.11.35%
SI
Fund21.04%
Cat. Avg.5.56%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | BSE Limited | 144.14 | 3.88% |
| 2 | The Federal Bank Limited | 74.24 | 2.00% |
| 3 | Multi Commodity Exchange of India Limited | 66.07 | 1.78% |
| 4 | Suzlon Energy Limited | 65.39 | 1.76% |
| 5 | Hero MotoCorp Limited | 56.80 | 1.53% |
| 6 | GE Vernova T&D India Limited | 55.92 | 1.51% |
| 7 | IndusInd Bank Limited | 55.56 | 1.50% |
| 8 | Bharat Heavy Electricals Limited | 55.08 | 1.48% |
| 9 | Laurus Labs Limited | 53.89 | 1.45% |
| 10 | Lupin Limited | 53.62 | 1.44% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 59180 | -1.4% | -2.8% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.23 L. | +2.5% | +2.5% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.93 L. | +7.5% | +4.9% |
| 5Y | 08 Nov, 21 | 3 L. | 4.16 L. | +38.7% | +13.3% |
| SI | 07 Oct, 19 | 4.25 L. | 8.10 L. | +90.5% | +18.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 99705 | -0.3% | -0.3% |
| 2Y | 16 Oct, 24 | 1 L. | 99239 | -0.8% | -0.4% |
| 3Y | 16 Oct, 23 | 1 L. | 1.45 L. | +45.1% | +13.2% |
| 5Y | 18 Oct, 21 | 1 L. | 1.82 L. | +82.1% | +12.8% |
| SI | 11 Sep, 19 | 1 L. | 3.88 L. | +288.1% | +21.1% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.