Submit
logo

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

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

₹ 3,408.1 Cr

Expense Ratio

1.13%

Benchmark

NIFTY Midcap 150 TRI

ISIN

INF247L01908

Minimum Investment

500.0

Minimum Topup

500.0

Minimum SIP Amount

500

Fund Manager

Mr. Swapnil Mayekar, Mr. Dishant Mehta, Mr. Rakesh Shetty

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan 3.29 20.03 17.05
NIFTY MIDCAP 150 TRI 5.26 21.34 18.31
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
38.38
Last change
-0.11 (-0.2806%)
Fund Size (AUM)
₹ 3,408.1 Cr
Performance
21.8% (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
Mr. Swapnil Mayekar, Mr. Dishant Mehta, Mr. Rakesh Shetty
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
BSE LIMITED EQ NEW FV RS. 2/- 3.8
Multi Commodity Exchange of India Ltd 1.94
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- 1.8
SUZLON ENERGY LIMITED EQ. NEW RS. 2/- 1.72
HERO MOTOCORP LIMITED EQ FV RS 2 1.69
INDUSIND BANK LIMITED EQ 1.54
AU SMALL FINANCE BANK LIMITED EQ 1.47
PB FINTECH LIMITED EQ NEW FV RS. 2/- 1.45
LUPIN LIMITED EQ NEW F.V. RS.2/- 1.43
GE T&D INDIA LIMITED EQ NEW RS. 2/- 1.41

Sector Allocation

Sector Holdings (%)
Financial Services 28.01
Capital Goods 14.04
Healthcare 9.58
Automobile and Auto Components 6.79
Consumer Services 5.24
Information Technology 4.83
Consumer Durables 4.5
Fast Moving Consumer Goods 4.29
Chemicals 3.86
Metals & Mining 3.59

Peer Comparison

Scheme Name 5Y (%)
Motilal Oswal Nifty MidCap 150 Index Reg 17.05