Motilal Oswal Nifty Midcap 150 Index Fund Direct - Growth

Fund Details

NAV 39.9082

Sub-Type Mid Cap

Rating 3

Min. SIP Amount 500.0

Fund Age(Year) 6.45

Fund Size 3004.72

Fund Performance

1 Month 0.42%

3 Month -1.83%

6 Month 5.07%

1 Year 20.27%

3 Year 24.29%

5 Year 20.62%

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): 0.27%

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) 25

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

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