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Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund-Regular

Category: Index Fund Launch Date: 30-07-2026
AUM:

₹ 156.46 Cr

Expense Ratio

3.02%

Benchmark

BSE Midcap 150 Momentum 30 TRI

ISIN

INF247L01HF9

Minimum Investment

500.0

Minimum Topup

500.0

Minimum SIP Amount

500

Fund Manager

Swapnil Mayekar, Dishant Mehta, Rakesh Shetty

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund-Regular - - -
Benchmark - - -
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
9.6246
Last change
0.16 (1.704%)
Fund Size (AUM)
₹ 156.46 Cr
Performance
-4.39% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by BSE Midcap 150 Momentum 30 Index, subject to tracking error. However, there can be no assurance or guarantee that the investment objectives of the scheme will be achieved.

Fund Manager
Swapnil Mayekar, Dishant Mehta, Rakesh Shetty
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
LAURUS LABS LIMITED EQ NEW FV RS. 2/- 5.43
Multi Commodity Exchange of India L 5.24
AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/- 5.23
BHARAT FORGE LIMITED EQ NEW FV RS. 2/- 5.16
BHARAT HEAVY ELECTRICALS LIMITED EQ NEW FV RS. 2/- 5.08
AU SMALL FINANCE BANK LIMITED EQ 5.07
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- 4.89
ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- 4.69
SONA BLW PRECISION FORGINGS LIMITED EQ 4.64
VODAFONE IDEA LIMITED EQ 4.33

Sector Allocation

Sector Holdings (%)
Financial Services 28.98
Capital Goods 24.26
Healthcare 16.55
Automobile and Auto Components 9.8
Metals & Mining 7.84
Telecommunication 4.33
Consumer Services 4.03
Fast Moving Consumer Goods 3.09
Information Technology 2.03

Peer Comparison