3 Year return

28.33%
Launched on August 2019 (5 years)

Investment Details

₹500

Minimum SIP Amount

₹500

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹1327.6 Cr.

Expense Ratio

0.3% (inclusive of GST)

Exit Load

Nil

Ratings

0

Ratings by other agencies

3
0
0

Tax Implications

There are no records found for Tax Implications.

Fund Holdings

Holdings

Motilal Oswal Mutual Fund Managers

SM

Swapnil Mayekar

Fund Manager since Jun 2023

Fund House Details

Motilal Oswal Mutual Fund Asset management company

AUM ₹42,406.68 Cr.
No. of Schemes 55
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Motilal Oswal Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns

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 NA
Expense Ratio 0.3%
Fund Manager Swapnil Mayekar
Fund Size ₹1327.6 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
Email [email protected]
Website https://www.motilaloswalmf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

FAQs

What is today's NAV of Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan?

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 Direct Plan Feb 23 2024 is 32.6154

What is the AUM of Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan?

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 Direct Plan is 1327.6 crore.

What is the expense ratio of Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan?

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 Direct Plan is 0.3%

What are the returns of Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan since inception?

The Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan was launched on Aug 19 2019. The fund has delivered a CAGR of 30.29 since inception.

What is the minimum SIP amount to invest in Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan?

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 Direct Plan is 500.

How do I invest in Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan?

  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.

How to start an SIP in Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan?

  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.

How do I automate an SIP in Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan?

  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.

How can I withdraw/redeem my investment in Motilal Oswal Nifty Midcap 150 Index Fund Direct Plan?

  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.