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Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

Category: Index Fund Launch Date: 02-09-2019
AUM:

₹ 3,994.69 Cr

Expense Ratio

1.09%

Benchmark

Nifty Midcap 150 TRI

ISIN

INF247L01908

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 Nifty Midcap 150 Index Fund - Regular Plan -5.1 12.72 12.27
NIFTY MIDCAP 150 TRI -4.21 13.78 13.37
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
36.1916
Last change
0.33 (0.9082%)
Fund Size (AUM)
₹ 3,994.69 Cr
Performance
19.49% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The schemes seeks investment return that corresponds generally to the performance of Nifty Mid cap 150 Index Subject to tracking error.

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

Top 10 Holdings

Company Holdings (%)
Multi Commodity Exchange of India L 2.08
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- 1.93
LAURUS LABS LIMITED EQ NEW FV RS. 2/- 1.9
ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- 1.78
HERO MOTOCORP LIMITED EQ FV RS 2 1.68
THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/- 1.58
Coforge Limited 1.5
BHARAT HEAVY ELECTRICALS LIMITED EQ NEW FV RS. 2/- 1.49
INDUSIND BANK LIMITED EQ 1.46
AU SMALL FINANCE BANK LIMITED EQ 1.45

Sector Allocation

Sector Holdings (%)
Financial Services 26.78
Healthcare 11.23
Capital Goods 10.8
Consumer Services 8.43
Automobile and Auto Components 6.27
Fast Moving Consumer Goods 4.69
Information Technology 4.65
Consumer Durables 4.33
Metals & Mining 3.72
Chemicals 3.53

Peer Comparison

Scheme Name 5Y (%)
Motilal Oswal Nifty Midcap 150 Index Reg 12.27