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OmniAsset › Mutual funds › Motilal Oswal Nifty Midcap 150 Index Fund

Motilal Oswal Nifty Midcap 150 Index Fund

Index Fund fund benchmarked to Nifty Midcap 150 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202639.867
CategoryIndex Fund
PlanRegular · Growth
Launched19 Aug 2019
Risk labelthe scheme's own riskometerVery high
Legal benchmarkSEBI Tier-1Nifty Midcap 150 TRI
Expense ratiodirect plan, a year1.13%
AUM₹647 Cr
Growth of ₹10,000₹20,9432 Sep 2021 to 2 Sep 2026
₹21,326₹18,193₹15,061₹11,928₹8,796Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹20,943 (+15.9% a year) Motilal Oswal Nifty Midcap 150 Index Fund

Performance (trailing, annualised)

1Y annualised8.91%
3Y annualised15.58%
5Y annualised15.94%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,26,61410.34%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,17,4899.86%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹8,88,25115.69%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202145.79%
Calendar 20222.78%
Calendar 202343.25%
Calendar 202423.32%
Calendar 20255.02%

Rolling returns

Rolling 1Y · average309 windows since 15 Sep 202026.81%
Rolling 1Y · median19.29%
Rolling 1Y · worst window-6.06%
Rolling 1Y · best window107.12%
Rolling 1Y · windows positive92%
Rolling 3Y · average206 windows since 13 Sep 202224.82%
Rolling 3Y · median24.04%
Rolling 3Y · worst window15.60%
Rolling 3Y · best window36.87%
Rolling 3Y · windows positive100%
Rolling 5Y · average102 windows since 13 Sep 202424.52%
Rolling 5Y · median25.77%
Rolling 5Y · worst window16.29%
Rolling 5Y · best window34.99%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)17.26%
Downside deviation (3Y)12.88%
Maximum drawdown-21.25%

Management

Fund managerMr. Swapnil Mayekar
Managing since6 Sep 2019

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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