Motilal Oswal Nifty Midcap 150 Index Fund Regular - Growth

Fund Details

NAV 38.0785

Sub-Type Mid Cap

Rating 3

Min. SIP Amount 500.0

Fund Age(Year) 6.45

Fund Size 3004.72

Fund Performance

1 Month 0.35%

3 Month -2.01%

6 Month 4.65%

1 Year 19.36%

3 Year 23.39%

5 Year 19.72%

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M 0.42% Ret 1Y 18.07% Ret 3Y 20.76% Ret 5Y 18.04%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M 0.42% Ret 1Y 18.07% Ret 3Y 20.76% Ret 5Y 18.04%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M 0.42% Ret 1Y 18.07% Ret 3Y 20.76% Ret 5Y 18.04%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M 0.35% Ret 1Y 19.21% Ret 3Y 23.48% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M 0.35% Ret 1Y 19.21% Ret 3Y 23.48% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M 0.35% Ret 1Y 19.21% Ret 3Y 23.48% Ret 5Y 0%

Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M 2.46% Ret 1Y 17.09% Ret 3Y 19.49% Ret 5Y 15.94%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M 2.46% Ret 1Y 17.09% Ret 3Y 19.49% Ret 5Y 15.94%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M 2.46% Ret 1Y 17.09% Ret 3Y 19.49% Ret 5Y 15.94%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -0.53% Ret 1Y 21.24% Ret 3Y 24.48% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -0.53% Ret 1Y 21.24% Ret 3Y 24.48% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.01%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Dishant Mehta

Education Bachelors of Science (B.SC)

Experience Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies

Rakesh Shetty

Education Mr. Shetty has done B.Com

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

Swapnil P Mayekar

Education Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.

Experience Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk%

AMC and Fund details

Rank (total sets) 38

Date of Incorporation 2019-09-06

Total AUM 2026-01-31

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.

Know This Fund

As on 18 Feb 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (100.01%) Market Cap Small Cap 8.31 Mid Cap 75.89 Large Cap 15.81 Top Sectors Financial 20.45 Services 11.31 Capital Goods 10.53 Healthcare 8.56 Automobile 8.5 Energy 6.26 Technology 6.1 Consumer Staples 4.86 Metals & Mining 4.78 Chemicals 4.71 Construction 4.25 Communication 3.18 Materials 2.78 Consumer Discretionary 1.82 Insurance 1.08 Textiles 0.83 Top Holding Rail Vikas Nigam 0.52 Endurance Technologies 0.23 National Aluminium Company 0.93 Aurobindo Pharma 0.91 Thermax 0.3 Tata Communications 0.5 FSN E-Commerce Ventures 0.87 Cummins India 1.49 BSE 3.07 Linde India 0.34 Dixon Technologies (India) 1.16 L&T Technology Services 0.28 HDFC AMC 1.38 Ajanta Pharma 0.32 AWL Agri Business 0.27 One97 Communications 1.24 New India Assurance 0.1 The Federal Bank 1.9 Hero Motocorp 1.93 Union Bank of India 0.94 UPL 1.06 K.P.R. Mill 0.27 Bank of Maharashtra 0.36 Godfrey Phillips India 0.22 SBI Cards 0.61 Indraprastha Gas 0.34 Oberoi Realty 0.47 ACC 0.27 PI Industries 0.7 Kei Industries 0.67 AIA Engineering 0.42 Sona BLW Precision Forgings 0.6 United Breweries 0.29 Housing & Urban Dev Corp 0.26 Colgate-Palmolive (India) 0.75 Supreme Industries 0.61 IRB Infra Dev 0.22 JK Cement 0.62 360 One Wam 0.78 Glenmark Pharmaceuticals 0.82 Dabur India 0.8 L&T Fin 0.63 Exide Industries 0.39 Syngene International 0.24 Nippon Life India Asset Management 0.42 Voltas 0.81 Swiggy 1.11 IDBI Bank 0.15 Mankind Pharma 0.65 Persistent Systems 1.77 Godrej Industries 0.11 Polycab India 0.99 Astral 0.49 Indian Railway Catering & Tourism 0.51 Tata Technologies 0.3 Lupin 1.4 Hexaware Technologies 0.28 APL Apollo Tubes 1 Blue Star 0.63 Indian Overseas Bank 0.14 Jindal Stainless 0.71 Procter & Gamble Hygiene and Health Care 0.3 Mphasis 0.85 Godrej Properties 0.63 Adani Total Gas 0.39 Mahindra & Mahindra Financial Services 0.67 Cochin Shipyard 0.38 Gujarat Fluorochemicals 0.35 Apar Industries 0.36 Page Industries 0.56 Honeywell Automation India 0.2 MRF 0.72 Sundaram Finance 0.98 Torrent Power 0.71 Vodafone Idea 0.83 NHPC 0.67 Oil India 0.75 CRISIL 0.31 Berger Paints India 0.35 Max Financial Services 1.14 Abbott India 0.39 General Insurance Corporation of India 0.31 GE Vernova T&D 1.08 Indian Bank 0.87 Dalmia Bharat 0.44 Prestige Estates Projects 0.66 Motilal Oswal Financial Services 0.31 Suzlon Energy 1.56 Fert & Chem Travancore 0.14 Apollo Tyres 0.43 Aditya Birla Capital 0.7 Muthoot Finance 1.1 Bank of India 0.54 Lloyds Metals & Energy 0.38 Bharat Dynamics 0.38 Premier Energies 0.22 Jubilant FoodWorks 0.52 Hitachi Energy India 0.64 Schaeffler India 0.39 Ipca Laboratories 0.55 3M India 0.26 Bharat Heavy Electricals 0.91 Waaree Energies 0.72 Patanjali Foods 0.46 Escorts Kubota 0.3 Steel Authority Of India 0.59 Vishal Mega Mart 0.72 Glaxosmithkline Pharma 0.27 The Phoenix Mills 0.84 Alkem Laboratories 0.89 Tata Investment Corporation 0.22 GMR Airports 0.9 Fortis Healthcare 1.19 Biocon 0.7 ITC Hotels 0.45 Deepak Nitrite 0.3 IDFC First Bank 1.49 SRF 1.1 Coromandel International 0.73 Tube Investments Of India 0.67 KPIT Technologies 0.46 Kalyan Jewellers India 0.37 NTPC Green Energy 0.22 Gujarat Gas 0.2 UNO Minda 0.58 AU Small Finance Bank 1.49 Oracle Financial Services Software 0.5 UCO Bank 0.09 JSW Infrastructure 0.22 LIC Housing Fin. 0.43 NMDC 0.75 Global Health 0.24 Ashok Leyland 1.51 Hindustan Petroleum Corporation 1.1 Indusind Bank 1.59 SJVN 0.14 Container Corporation Of India 0.47 Coforge 1.49 Marico 1.04 Indian Renewable Energy Development Agency 0.28 Balkrishna Industries 0.5 Indus Towers 1.55 Bharat Forge 1.03 Petronet LNG 0.58 ICICI Prudential 0.67 PB Fintech 1.52 Yes Bank 1.01 Bharti Hexacom 0.31 NLC India 0.23 Tata Elxsi 0.49

Debt & Others (-0.01%) Sector Allocation Net Payables -0.16 Reverse Repo/CBLO 0.15 Debt Credit Ratings Debt Category Others -0.01