Motilal Oswal Nifty Midcap 150 Idx RegGr

Diversified

Equity

India Growth

Large Cap

Others

Growth Derivatives

Investor Profile

1–7 yearsInvestment Horizon

HNI,MATarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

What This Strategy Does

Motilal Oswal Nifty Midcap 150 Idx RegGr is an equity fund which captures India's ₹25 trillion mid-cap opportunity through index replication, deploying capital across industrials, financials, and consumer sectors to achieve benchmark-aligned compounding.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

8.6% AnnuallyAlpha

+21.0% vs +12.4% benchmarkSince Inception

+13.8% vs +9.2% benchmark3Y Annualized

+13.4% vs +6.9% benchmark5Y Annualized

Motilal Oswal Nifty Midcap 150 Idx RegGr

Benchmark Index

Benchmark Performance Comparison

Motilal Oswal Nifty Midcap 150 Idx RegGr

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation19.5%

Maximum Drawdown-20.6% | Oct 2024

Sharpe Ratio0.20

Disclaimer: Mutual Fund Investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results and there is no assurance that the scheme's objective will be achieved. Specialised Investment Funds (SIF) involve a higher degree of risk and a minimum investment of ₹10 Lakhs.

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Provides exposure to India's dynamic mid-cap segment—companies poised for rapid growth as they transition from niche players to industry leaders. This segment captures the entrepreneurial energy driving India's economic expansion while offering diversification benefits relative to large caps.

Portfolio Holdings Overview

SectoralAllocation

Services14.77%

Capital Goods25.06%

Energy & Infra4.7%

Utilities3.18%

Financial Services26.53%

Consumers16.5%

Technology9.26%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

BSE LtdFinancial Services3.57%

The Federal Bank LtdFinancial Services2.12%

Laurus Labs LtdServices1.69%

Hero MotoCorp LtdConsumers1.67%

Multi Commodity Exchange of India LtdFinancial Services1.65%

IndusInd Bank LtdFinancial Services1.60%

Persistent Systems LtdTechnology1.44%

Coforge LtdTechnology1.43%

Bharat Heavy Electricals LtdCapital Goods1.42%

AU Small Finance Bank LtdFinancial Services1.42%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Rakesh Shetty

Lead Portfolio Manager

Mr. Rakesh Shetty has experience of 4 years. Manages 285 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹10,161 Cr

CW Expert Take

Motilal Oswal's Nifty Midcap 150 Index Fund offers exposure to the mid-cap segment of the Indian equity market. The fund passively tracks the Nifty Midcap 150 Index, providing diversified access to companies ranked 101-250 by market capitalization. With a focus on replicating index performance, the strategy maintains sector allocations aligned with the benchmark while minimizing tracking error.

27 years

Combined Team Experience

₹ 29,325 Cr

Assets Under Management

Firm Overview

AMCMotilal Oswal Asset Management Company Limited - Portfolio Managers

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)1.12%

Regulatory & Tax Information

INF247L01908

ISIN

DailyDealing Frequency

Nifty 50Benchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)