3 Year return
23.57%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹1866.01 Cr.
Expense Ratio
0.3% (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.
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
Fund Holdings
Motilal Oswal Mutual Fund Managers
SM
Swapnil Mayekar
Fund Manager since Sep 2024
Fund House Details
Motilal Oswal Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Motilal Oswal Nifty Smallcap 250 Index Fund |
23.38% |
0 |
UTI Nifty Next 50 Index Fund |
20.79% |
0 |
DSP Nifty Next 50 Index Fund |
20.94% |
0 |
Schemes by Motilal Oswal Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balanced Advantage Fund Direct Quarterly IDCW Payout/Payout Payout
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balanced Advantage Fund Direct Quarterly IDCW Reinvestment/Reinvestment Reinvestment
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balanced Advantage Fund Direct Annual IDCW Payout/Payout Payout
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Motilal Oswal Balanced Advantage Fund Direct Annual IDCW Reinvestment/Reinvestment Reinvestment
Other . FoFs Domestic
Motilal Oswal 5 Year G-Sec Fund of Fund Direct Growth
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 | 31.29% |
Expense Ratio | 0.3% |
Fund Manager | Swapnil Mayekar |
Fund Size | ₹1866.01 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
Name | Motilal Oswal Mutual Fund |
Launch Date | November 2008 |
Addresss | 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400 025 |
Contact | 91-2240548002 8108622222 |
amc@motilaloswal.com | |
Website | https://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
What is today's NAV of Motilal Oswal Nifty Midcap 150 Index Fund?
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What is the minimum SIP amount to invest in Motilal Oswal Nifty Midcap 150 Index Fund?
How do I invest in Motilal Oswal Nifty Midcap 150 Index Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Motilal Oswal Nifty Midcap 150 Index Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Motilal Oswal Nifty Midcap 150 Index Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Motilal Oswal Nifty Midcap 150 Index Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.