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3 Year return
26.86%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹1527.86 Cr.
Expense Ratio
0.3% (inclusive of GST)
Exit Load
Nil
Tax Implications
Fund Holdings
| Other Holdings | % of Asset |
|---|---|
| Lupin | 1.39 % |
| Tube Investments | 1.39 % |
| HDFC AMC | 1.37 % |
| PB Fintech. | 1.34 % |
| BSE | 1.32 % |
| Federal Bank | 1.27 % |
| B H E L | 1.27 % |
| CG Power & Indu. | 1.24 % |
| Persistent Sys | 1.22 % |
| Voltas | 1.18 % |
| Macrotech Devel. | 1.16 % |
| Supreme Inds. | 1.15 % |
| Bharat Forge | 1.14 % |
| IDFC First Bank | 1.14 % |
| Aurobindo Pharma | 1.13 % |
| Sundaram Finance | 1.12 % |
| H P C L | 1.11 % |
| Dixon Technolog. | 1.1 % |
| Coforge | 1.09 % |
| AU Small Finance | 1.07 % |
| Godrej Propert. | 1.06 % |
| NHPC Ltd | 1.05 % |
| P I Industries | 1.03 % |
| Union Bank (I) | 1.03 % |
| NMDC | 1.02 % |
| Phoenix Mills | 1.02 % |
| Container Corpn. | 0.99 % |
| Ashok Leyland | 0.97 % |
| APL Apollo Tubes | 0.97 % |
| MRF | 0.95 % |
| JSW Energy | 0.94 % |
| Polycab India | 0.92 % |
| Astral | 0.91 % |
| Sona BLW Precis. | 0.9 % |
| UPL | 0.89 % |
| Torrent Power | 0.88 % |
| Max Financial | 0.87 % |
| Tata Elxsi | 0.86 % |
| Alkem Lab | 0.85 % |
| FSN E-Commerce | 0.85 % |
| KPIT Technologi. | 0.84 % |
| S A I L | 0.83 % |
| Jindal Stain. | 0.83 % |
| Petronet LNG | 0.81 % |
| Fortis Health. | 0.8 % |
| Indus Towers | 0.8 % |
| Oil India | 0.78 % |
| KEI Industries | 0.78 % |
| Solar Industries | 0.77 % |
| Page Industries | 0.75 % |
| GMR Airports Inf | 0.74 % |
| LIC Housing Fin. | 0.71 % |
| Tata Comm | 0.71 % |
| Prestige Estates | 0.68 % |
| Balkrishna Inds | 0.67 % |
| Indian Bank | 0.67 % |
| Mphasis | 0.67 % |
| Bank of India | 0.67 % |
| Muthoot Finance | 0.65 % |
| Ipca Labs. | 0.63 % |
| Linde India | 0.62 % |
| Jubilant Food. | 0.62 % |
| Oracle Fin.Serv. | 0.62 % |
| Laurus Labs | 0.62 % |
| Thermax | 0.62 % |
| Delhivery | 0.61 % |
| Oberoi Realty | 0.6 % |
| ACC | 0.6 % |
| Mankind Pharma | 0.6 % |
| Apollo Tyres | 0.59 % |
| Tata Chemicals | 0.58 % |
| Deepak Nitrite | 0.58 % |
| J K Cements | 0.58 % |
| Aditya Birla Cap | 0.57 % |
| Indraprastha Gas | 0.57 % |
| Rail Vikas | 0.56 % |
| Carborundum Uni. | 0.55 % |
| Bandhan Bank | 0.54 % |
| M & M Fin. Serv. | 0.54 % |
| AIA Engineering | 0.53 % |
| P & G Hygiene | 0.53 % |
| United Breweries | 0.53 % |
| Schaeffler India | 0.52 % |
| Dalmia BharatLtd | 0.51 % |
| Patanjali Foods | 0.5 % |
| Coromandel Inter | 0.5 % |
| Poonawalla Fin | 0.5 % |
| Gujarat Fluoroch | 0.5 % |
| Abbott India | 0.49 % |
| L&T Finance Ltd | 0.48 % |
| Zee Entertainmen | 0.47 % |
| Biocon | 0.46 % |
| Uno Minda | 0.46 % |
| L&T Technology | 0.45 % |
| Syngene Intl. | 0.44 % |
| Sundram Fasten. | 0.42 % |
| Motherson Wiring | 0.41 % |
| Gland Pharma | 0.41 % |
| Escorts Kubota | 0.39 % |
| Piramal Enterp. | 0.38 % |
| One 97 | 0.38 % |
| SKF India | 0.38 % |
| Hindustan Zinc | 0.38 % |
| CRISIL | 0.37 % |
| Timken India | 0.36 % |
| Vodafone Idea | 0.36 % |
| Kajaria Ceramics | 0.35 % |
| The Ramco Cement | 0.35 % |
| Honeywell Auto | 0.35 % |
| Grindwell Norton | 0.35 % |
| Ajanta Pharma | 0.34 % |
| Gujarat Gas | 0.33 % |
| Atul | 0.33 % |
| Kalyan Jewellers | 0.33 % |
| Emami | 0.33 % |
| SJVN | 0.33 % |
| Bharat Dynamics | 0.32 % |
| Bata India | 0.31 % |
| 3M India | 0.3 % |
| Glaxosmi. Pharma | 0.3 % |
| General Insuranc | 0.3 % |
| Dr Lal Pathlabs | 0.3 % |
| Aditya Bir. Fas. | 0.29 % |
| Lloyds Metals | 0.29 % |
| Star Health Insu | 0.29 % |
| K P R Mill Ltd | 0.26 % |
| Mazagon Dock | 0.25 % |
| Bayer Crop Sci. | 0.24 % |
| Bank of Maha | 0.24 % |
| Endurance Tech. | 0.24 % |
| Tata Technolog. | 0.24 % |
| ZF Commercial | 0.23 % |
| JSW Infrast | 0.22 % |
| Devyani Intl. | 0.22 % |
| ICICI Securities | 0.21 % |
| New India Assura | 0.21 % |
| Godrej Industrie | 0.21 % |
| Kansai Nerolac | 0.2 % |
| Vedant Fashions | 0.2 % |
| Sun TV Network | 0.19 % |
| Adani Wilmar | 0.19 % |
| Sumitomo Chemi. | 0.17 % |
| IDBI Bank | 0.17 % |
| F A C T | 0.16 % |
| Metro Brands | 0.11 % |
| Net CA & Others | -0.1 % |
Motilal Oswal Mutual Fund Managers
SM
Swapnil Mayekar
Fund Manager since Aug 2019
Fund House Details
Motilal Oswal Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
DSP Nifty Next 50 Index Fund Direct Plan IDCW Payout |
23.03% |
0 |
|
LIC MF Nifty Next 50 Index Fund Direct Plan IDCW Payout |
22.95% |
0 |
|
ICICI Prudential Nifty Next 50 Index Fund Direct Plan IDCW Payout |
22.89% |
0 |
Schemes by Motilal Oswal Mutual Fund
List of mutual fund schemes by AMC
Other . FoFs Domestic
Motilal Oswal Asset Allocation FoF A Direct Growth
Other . FoFs Domestic
Motilal Oswal Asset Allocation FoF C Direct Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balanced Advantage Fund Direct Annual IDCW Payout/Payout Payout
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balanced Advantage Fund Direct Annual IDCW Reinvestment/Reinvestment Reinvestment
Other . FoFs Domestic
Motilal Oswal 5 Year G-Sec Fund of Fund Direct Growth
About Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan
The Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan is a passively managed mutual fund owned by Motial Oswal Asset Management Limited (MOAMC), that falls under the index fund category. It tracks the Nifty Midcap 150 index, this means that the fund's returns will mirror the returns of the index, minus the fund's expenses. The Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan is an open-ended fund, which means that it can issue and redeem units on a continuous basis. This makes it a more liquid investment option than a close-ended fund. The expense ratio of the fund is lower than the category average. This means that the fund's fees are relatively low, which will help to boost your returns.
Investment Objectives of the Scheme
The investment objective of the Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan is to provide investors with long-term capital appreciation by investing in a diversified portfolio of mid-cap stocks.
Key Features of The Fund
| 5-year return | NA |
| Expense Ratio | 0.3% |
| Fund Manager | Swapnil Mayekar |
| Fund Size | ₹1527.86 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
The Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan is a mid-cap fund, which means that it is more volatile than large-cap funds. This means that the fund's returns could be more volatile in the short term. It is a good investment option for investors who are looking for a low-cost, passive investment option that tracks the performance of the Nifty Midcap 150 Index.
AMC Contact Details
| Name | Motilal Oswal Mutual Fund |
| Launch Date | November 2008 |
| Addresss | 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400 025 |
| Contact | 91-2240548002 8108622222 |
| amc@motilaloswal.com | |
| Website | https://www.motilaloswalmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
