Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund-Direct
Motilal Oswal Asset Management Company Limited · Direct Plan · Growth
Fund overview
1% on or before 15D, Nil after 15D
Returns & rankings
| Period | Fund Returns | Category Avg. | Rank | VS Category |
|---|---|---|---|---|
| … | ||||
Green = fund outperformed the category average for that period; red = underperformed. Periods under 1 year always show absolute (non-annualised) returns. Past performance does not guarantee future returns.
Return calculator
One-time investment
₹1,000
| Over the past | Total investment | Would've become | Returns |
|---|---|---|---|
| 1 Year | ₹1,000 | — | — |
| 3 Years | ₹1,000 | — | — |
| 5 Years | ₹1,000 | — | — |
Historical returns aren't available in the current data feed yet — projections will appear once the returns API is live. Mutual fund investments are subject to market risks.
Holdings
30 securitiesTop 10 holdings make up 45.4% of the portfolio.
| Security | Sector | Market Cap | Weight |
|---|---|---|---|
| Laurus Labs Ltd | Pharmaceuticals & Biotechnology | Mid Cap | 5.43% |
| Multi Commodity Exchange of India Ltd | Capital Markets | Mid Cap | 5.24% |
| Aurobindo Pharma Ltd | Pharmaceuticals & Biotechnology | Mid Cap | 5.23% |
| Bharat Forge Ltd | Auto Components | Mid Cap | 5.16% |
| Bharat Heavy Electricals Ltd | Electrical Equipment | Large Cap | 5.08% |
| AU Small Finance Bank Ltd | Banks | Mid Cap | 5.07% |
| Federal Bank Ltd | Banks | Mid Cap | 4.89% |
| One 97 Communications Ltd | Financial Technology (Fintech) | Mid Cap | 4.69% |
| Sona Blw Precision Forgings Ltd | Auto Components | Mid Cap | 4.64% |
| Vodafone Idea Ltd | Telecom - Services | Large Cap | 4.33% |
Portfolio Allocation
Equity / Debt / Cash
Total Value
₹156 Cr
Market Cap Split
Total Value
100%
Equity sector allocation
Total Value
₹158 Cr
Exit load, stamp duty & tax
23-Jul-26
1% on or before 15D, Nil after 15D
0.005% (from July 1st, 2020)
Taxation depends on the fund category and holding period. Consult the scheme document or a tax advisor for details.
Risk & Performance Ratios (1Y)
| Standard Deviation | -- |
| Beta | -- |
| Sharpe Ratio | -- |
| Sortino Ratio | -- |
| Treynor Ratio | -- |
| Jensen's Alpha | -- |
| Information Ratio | -- |
| R-Squared | -- |
| Max Drawdown | -- |
| Upside Capture | -- |
| Downside Capture | -- |
Fund management
Scheme Details
Investment objective
The Investment Objective Of The Scheme Is To Provide Returns That, Before Expenses, Correspond To The Total Returns Of The Securities As Represented By Bse Midcap 150 Momentum 30 Index, Subject To Tracking Error. However, There Can Be No Assurance Or Guarantee That The Investment Objectives Of The Scheme Will Be Achieved.
Fund house
Motilal Oswal Asset Management Company Limited
Frequently asked questions
What is the NAV of Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund-Direct?
The NAV of Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund-Direct is ₹9.59 as of 21 Oct 2026. NAV is updated at the end of every trading day.
How much expense ratio is charged by Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund-Direct?
The expense ratio charged by Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund-Direct is 2.41%.
What is the Min. SIP of Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund-Direct?
The minimum SIP investment in Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund-Direct is ₹500 per month.
What is the Min. Lumpsum of Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund-Direct?
The minimum lumpsum investment in Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund-Direct is ₹500.
What is the Exit Load of Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund-Direct?
The exit load for Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund-Direct is: 1% on or before 15D, Nil after 15D
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