Widely used:
Our Opinion
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Our Opinion
Riskometer
Very High
₹38.7982 -1.54%
As on 12-Jun-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan
|
|
|
Very High
|
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0.26 |
|
|
|
Very High
|
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0.30 |
||
|
|
Very High
|
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0.38 |
|||
|
|
Very High
|
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0.43 |
|||
|
|
Very High
|
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0.45 |
₹2,312 Cr
1.00 (15)
500
500
500
12
Investment Strategy
The Scheme seeks investment return that corresponds to the performance of Nifty Midcap 150 Index subject to tracking error.
Suitability
"When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in medium-sized companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other mid-cap fund, if you need to redeem your investment in less than seven years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan can be bought from the Motilal Oswal Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan, is ₹38.7982 as of 13-Jun-2025.
| Company | Percentage of Portfolio |
|---|---|
|
3.12
|
|
|
2.43
|
|
|
2.40
|
|
|
1.72
|
|
|
1.67
|
Over the past five years, Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan has delivered an annualised return of 31.99% as of 13-Jun-2025.
The minimum investment required to start investing in Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan is ₹500 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.
