Motilal Oswal Nifty Midcap150 Plus 8-13 Yr G-Sec 70:30 Index Fund Regular-Growth

Fund Card download factsheet

Value Research Rating

Unrated

Riskometer fund-quick-summary-circle

Very High

Value Research Opinion

New Fund

Too early to evaluate.

Returns

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Calculate SIP Returns of Motilal Oswal Nifty Midcap150 Plus 8-13 Yr G-Sec 70:30 Index Fund Regular-Growth

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has Very High risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Motilal Oswal Nifty Midcap150 Plus 8-13 Yr G-Sec 70:30 Index Fund Regular-Growth

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Other details of Motilal Oswal Nifty Midcap150 Plus 8-13 Yr G-Sec 70:30 Index Fund Regular-Growth

Assets

info

₹-- Cr

Exit Load (Days)

info

1.00 (15)

Min. Investment (₹)

500

Min. Withdrawal (₹)

500

Min. SIP Investment (₹)

500

Min. No of Cheques

12

About Motilal Oswal Nifty Midcap150 Plus 8-13 Yr G-Sec 70:30 Index Fund Regular-Growth

Motilal Oswal Nifty Midcap150 Plus 8-13 Yr G-Sec 70:30 Index Fund Regular-Growth is a hybrid mutual fund scheme of Motilal Oswal Mutual Fund. Launched on October 30, 2026, it is currently managed by Swapnil P Mayekar, Rakesh Shetty and Dishant Mehta. The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹-- Cr.

The scheme seeks to generate return that corresponds to the performance of the Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index, subject to tracking error. Long-term capital growth. The fund allows minimum lumpsum investment of ₹500 and minimum SIP of ₹500.

Suitability

Aggressive Hybrid funds are suitable for investors:

  • Looking to invest mostly in equity (~75%) with a small debt allocation (~25%) for moderately high returns
  • Aiming for long-term wealth creation
  • With a 5-8 year investment horizon
  • Who are new/unfamiliar with market's ups and downs

Note:

  • Invest only through SIP
  • Being passively managed, the fund replicates the portfolio of its chosen benchmark index
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FAQ for Motilal Oswal Nifty Midcap150 Plus 8-13 Yr G-Sec 70:30 Index Fund Regular-Growth

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Motilal Oswal Nifty Midcap150 Plus 8-13 Yr G-Sec 70:30 Index Fund Regular-Growth 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 Midcap150 Plus 8-13 Yr G-Sec 70:30 Index Fund Regular-Growth 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.

Over the past five years, Motilal Oswal Nifty Midcap150 Plus 8-13 Yr G-Sec 70:30 Index Fund Regular-Growth has delivered an annualised return of % as of 28-Oct-2026.

The minimum investment required to start investing in Motilal Oswal Nifty Midcap150 Plus 8-13 Yr G-Sec 70:30 Index Fund Regular-Growth is ₹500 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.

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