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OTHER•INDEX FUND

Motilal Oswal Nifty Midcap 150 Index Fund

3 Year return

21.99%
NAV on December 12, 2025
39.5987
1D Returns
+0.33%
Launched on August 2019(6 years)

Investment Details

₹500
Minimum SIP Amount
₹500
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
42.44%₹1,528
Total Value ₹5,128

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹2,929.32 Cr.
Expense Ratio
0.26% (inclusive of GST)
Exit Load
1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
3
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Motilal Oswal Mutual Fund Manager

DM

Dishant Mehta

Fund Manager since Oct 2024

SM

Swapnil Mayekar

Fund Manager since Nov 2025

Fund House Details

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund

Asset management company

AUM
₹1,27,837.28 Cr.
No. of Schemes
101
Setup Date
November 2008

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Motilal Oswal Nifty Smallcap 250 Index Fund19.04%
0
Nippon India Nifty Smallcap 250 Index Fund18.5644%
0
DSP Nifty 50 Equal Weight Index Fund16.6077%
0

Schemes by Motilal Oswal Mutual Fund

List of mutual fund schemes by AMC

About Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan

The Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan is a passively managed mutual fund owned by Motial Oswal Asset Management Limited (MOAMC), that falls under the index fund category. It tracks the Nifty Midcap 150 index, this means that the fund's returns will mirror the returns of the index, minus the fund's expenses. The Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan is an open-ended fund, which means that it can issue and redeem units on a continuous basis. This makes it a more liquid investment option than a close-ended fund. The expense ratio of the fund is lower than the category average. This means that the fund's fees are relatively low, which will help to boost your returns.

Investment Objectives of the Scheme

The investment objective of the Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan is to provide investors with long-term capital appreciation by investing in a diversified portfolio of mid-cap stocks.

Key Features of The Fund

5-year return
23.6396%
Expense Ratio
0.26%
Fund Manager
Dishant Mehta
Fund Size
₹2929.32 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

The Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan is a mid-cap fund, which means that it is more volatile than large-cap funds. This means that the fund's returns could be more volatile in the short term. It is a good investment option for investors who are looking for a low-cost, passive investment option that tracks the performance of the Nifty Midcap 150 Index.

AMC Contact Details

NameMotilal Oswal Mutual Fund
Launch DateNovember 2008
Address10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400 025
Contact91-2240548002 8108622222
Emailamc@motilaloswal.com
Websitehttps://www.motilaloswalmf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Motilal Oswal Nifty Midcap 150 Index Fund on December 12, 2025, is ₹39.5987
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Motilal Oswal Nifty Midcap 150 Index Fund, is ₹2929.32 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Motilal Oswal Nifty Midcap 150 Index Fund is 0.26%
The Motilal Oswal Nifty Midcap 150 Index Fund was launched on August 19, 2019. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Motilal Oswal Nifty Midcap 150 Index Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹5,128 in 3Y at 21.9927% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 January 2026

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