Motilal Oswal Nifty Midcap 150 Index Fund Regular Growth
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- Rating N.A.
- Plan
- 5D
- 1M
- 6M
- 1Y
- 5Y
- MAX
Key Metrics
- AUM (in Cr)1759.07
- CAGR 54.81%
- Exit Load1.00%
- Expense ratio1.00%
- CategoryIndex Funds
- Min Investment500
- Min SIP500
- Launch Date2019-09-06
Asset Allocation
Holdings As On - 21 July 2024
- Name
- Value (Cr)
- Holding %
- Max Healthcare Institute
- 37.98
- 2.16%
- Suzlon Energy
- 30.66
- 1.74%
- Indian Hotels Company
- 29.67
- 1.69%
- Cummins India
- 29.45
- 1.67%
- Tube Investments Of India
- 24.77
- 1.41%
- CG Power & Industrial Solutions
- 24.71
- 1.40%
- Dixon Technologies (India)
- 24.67
- 1.40%
- Persistent Systems
- 24.29
- 1.38%
- Yes Bank
- 23.53
- 1.34%
- Bharat Forge
- 23.38
- 1.33%
Peer Comparison
Risk & Volitility
- Alpha 0.00%
- Beta 0.00
- Sharpe Ratio1.30
- Std Deviation 15.01%
- Tracking Error 0.00%
About Fund
The Scheme seeks investment return that corresponds to the performance of Nifty Midcap 150 Index subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
The Motilal Oswal Nifty Midcap 150 Index Fund Regular Growth has an AUM of 1759.07 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.00%. The minimum investment in Motilal Oswal Nifty Midcap 150 Index Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The top holdings of the fund include Max Healthcare Institute, Suzlon Energy, Indian Hotels Company & Cummins India.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Chemical Manufacturing & Construction Services.
Some of the similar funds are Motilal Oswal Nifty Midcap 150 Index Fund Regular Growth, ICICI Prudential BSE Sensex Index Fund Growth, Nippon India Index Fund - Nifty 50 Plan - Growth, Navi Nifty 50 Index Fund Regular Growth, HDFC NIFTY Next 50 Index Fund Regular Growth. Motilal Oswal Nifty Midcap 150 Index Fund Regular Growth has a sharpe ratio of 1.30 & a standard deviation of 15.01%.
