Motilal Oswal Nifty Midcap150 Momentum 50 ETF
Returns
Risk
This fund has Very High risk.
As per SEBI's Riskometer.
Portfolio of Motilal Oswal Nifty Midcap150 Momentum 50 ETF
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
Peer Comparison
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Fund name
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Rating |
Our Opinion |
Risk
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Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
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Motilal Oswal Nifty Midcap150 Momentum 50 ETF
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Very High
|
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0.80 |
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Very High
|
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0.21 |
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Very High
|
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0.21 |
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|
Very High
|
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0.23 |
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|
Very High
|
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0.15 |
Other details of Motilal Oswal Nifty Midcap150 Momentum 50 ETF
Assets
₹39 Cr
Exit Load (Days)
--
Min. Investment (₹)
500
Min. Withdrawal (₹)
--
Min. SIP Investment (₹)
--
Min. No of Cheques
--
About Motilal Oswal Nifty Midcap150 Momentum 50 ETF
Motilal Oswal Nifty Midcap150 Momentum 50 ETF is a equity mutual fund scheme of Motilal Oswal Mutual Fund. Launched on June 30, 2025, it is currently managed by Swapnil P Mayekar, Rakesh Shetty and Dishant Mehta. The fund has an expense ratio of 0.80% with an overall AUM (Assets Under Management) of ₹39 Cr.
Motilal Oswal Nifty Midcap150 Momentum 50 ETF is mandated to invest at least 65 per cent of its assets in mid-cap stocks at all times. Being passively managed, it replicates the portfolio of its chosen benchmark index. The fund allows minimum lumpsum investment of ₹-- and minimum SIP of ₹--.
Investment Strategy
The scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by Nifty Midcap 150 Momentum 50 Index, subject to tracking error.
Suitability
Mid-cap funds are suitable for investors:
- Seeking exposure in mid-cap stocks for high returns
- Aiming for long-term wealth creation
- With a 7+ year investment horizon
- Who can withstand interim sharp declines in investment value
Note:
- Invest only through SIP
- Being passively managed, the fund replicates the portfolio of its chosen benchmark index
Capital Gains Taxation
- If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
- If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
- No tax is to be paid as long as you continue to hold the units.
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
- Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
FAQ for Motilal Oswal Nifty Midcap150 Momentum 50 ETF
How to Invest in Motilal Oswal Nifty Midcap150 Momentum 50 ETF?
To invest in Motilal Oswal Nifty Midcap150 Momentum 50 ETF you need a demat account and a trading account with a stockbroker, as Exchange Traded Funds (ETFs) are bought and sold on the stock exchange just like shares. You can purchase Motilal Oswal Nifty Midcap150 Momentum 50 ETF directly through your broker’s platform.
What is the current NAV of Motilal Oswal Nifty Midcap150 Momentum 50 ETF Today?
The latest declared NAV of Motilal Oswal Nifty Midcap150 Momentum 50 ETF, is ₹64.7691 as of 08-May-2026.
What are the top holdings of Motilal Oswal Nifty Midcap150 Momentum 50 ETF?
| Company | Percentage of Portfolio |
|---|---|
|
6.88
|
|
|
4.79
|
|
|
4.68
|
|
|
4.53
|
|
|
4.51
|
What is the return of Motilal Oswal Nifty Midcap150 Momentum 50 ETF in the last 5 years?
Over the past five years, Motilal Oswal Nifty Midcap150 Momentum 50 ETF has delivered an annualised return of --% as of 08-May-2026.
What is the minimum investment required in Motilal Oswal Nifty Midcap150 Momentum 50 ETF?
The minimum investment required to start investing in Motilal Oswal Nifty Midcap150 Momentum 50 ETF is ₹500 for the lump sum option and ₹-- for the SIP (Systematic Investment Plan) option.