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Motilal Oswal Nifty Midcap 150 Index Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.30 | 52.90 | 1.78 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.57 | 43.45 | 0.88 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| Nifty Midcap 150 - TRI |
About Index Fund
Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.
Peers & Comparison
EquityIndex Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Motilal Oswal Nifty Midcap 150 Index Fund | 37.04% | 20.98% | 28.94% |
| UTI Nifty 50 Index Fund | 25.40% | 11.59% | 13.50% |
| HDFC Index Fund-NIFTY 50 Plan | 25.35% | 11.56% | 13.63% |
| ICICI Pru Nifty 50 Index Fund | 25.33% | 11.56% | 13.57% |
Price Comparison
Compare Motilal Oswal Nifty Midcap 150 Index Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Suzlon Energy Ltd3M change : 0.21 %
Holdings
2.38 %
0.21 % - Max Healthcare Institute Ltd3M change : 0.26 %
Holdings
2.27 %
0.26 % - BSE Ltd3M change : 0.79 %
Holdings
1.82 %
0.79 %
AMC Profile
Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).
No.of Schemes
37
Total AUM
₹ 76,995.24 Cr.
Fund Manager Profile
Swapnil P Mayekar
AUM: ₹17,408.31 Cr.
|
Exp: 10yrs
Dishant Mehta
AUM: ₹12,269.91 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%