Motilal Oswal Nifty Midcap 150 Index Fund
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -3.34% | -7.72% | -8.18% | -4.99% | -3.65% | 12.46% | 13.20% | 20.22% | – |
NAV history
About this fund
Motilal Oswal Nifty Midcap 150 Index Fund is a passive index fund/ETF offered by Motilal Oswal Mutual Fund, classified under Index/ETF as Other Scheme - Index Funds. It aims to mirror an index rather than beat it, usually at a lower cost than active funds. Its latest NAV is ₹38.18, with assets under management of about ₹3,482 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Motilal Oswal Nifty Midcap 150 Index Fund has recorded a return of about -3.6%, with a three-year return of 12.5% and a five-year return of 13.2%. Its annualised volatility is 18.6% — relatively large fluctuations — and its Sharpe ratio is -0.54, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.22%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 27.34 | 19.52 | -5.90 | 114.41 | 94% | 58% |
| 3Y | 25.42 | 24.78 | 12.46 | 38.93 | 100% | 100% |
| 5Y | 24.77 | 25.62 | 12.73 | 35.97 | 100% | 100% |
| 7Y | 21.45 | 21.38 | 20.22 | 22.77 | 100% | 100% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Nifty Smallcap 250 Index Fund Other Scheme - Index Funds | -7.76 | -5.57 | 1.20 | -1.68 | 10.97 | 12.45 | – | 0.28 |
| Motilal Oswal Nifty 500 Index Fund Other Scheme - Index Funds | -4.80 | -6.05 | -5.05 | -7.76 | 8.80 | 7.86 | – | 0.13 |
| Axis Nifty 100 Index Fund Other Scheme - Index Funds | -3.39 | -5.52 | -6.07 | -9.91 | 7.57 | 6.22 | – | 0.18 |
| Motilal Oswal Nifty 50 Index Fund Other Scheme - Index Funds | -2.76 | -5.27 | -6.21 | -11.36 | 6.15 | 5.66 | – | 0.13 |
| Motilal Oswal Nifty Next 50 Index Fund Other Scheme - Index Funds | -6.20 | -6.61 | -5.30 | -2.47 | 15.34 | 10.29 | – | 0.27 |
| Motilal Oswal S&P 500 Index Fund Other Scheme - Index Funds | -2.10 | 0.38 | 8.65 | 23.02 | 27.70 | 16.81 | – | 0.52 |
| Nippon India Nifty Smallcap 250 Index Fund Other Scheme - Index Funds | -7.80 | -5.62 | 1.15 | -1.70 | 10.56 | 12.16 | – | 0.30 |
| Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Other Scheme - Index Funds | -4.09 | -0.54 | 13.38 | 13.83 | 19.07 | 13.98 | – | 0.43 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Arbitrage Fund Hybrid Scheme - Arbitrage Fund | 0.59 | 1.54 | 3.20 | 6.98 | – | – | – | 0.10 |
| Motilal Oswal Innovation Opportunities Fund Sectoral/Thematic - Innovation | -10.04 | -4.33 | 8.83 | 3.72 | – | – | – | 0.79 |
| Motilal Oswal Active Momentum Fund Equity Scheme - Sectoral/Thematic | -5.74 | 2.00 | 13.81 | 13.20 | – | – | – | 1.82 |
| Motilal Oswal Infrastructure Fund Sectoral/Thematic - Infrastructure | -6.21 | -5.68 | -4.82 | -2.82 | – | – | – | 0.82 |
| Motilal Oswal Services Fund Equity Scheme - Sectoral/Thematic | -5.64 | 0.37 | 8.68 | 4.33 | – | – | – | 0.86 |
| Motilal Oswal Special Opportunities Fund Sectoral/Thematic - Special Situations | -5.44 | 3.53 | 10.40 | 10.00 | – | – | – | 2.00 |
| Motilal Oswal Consumption Fund Sectoral/Thematic - Consumption | -4.58 | 2.10 | 18.85 | – | – | – | – | 0.47 |
| Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds Other Scheme - FoF Domestic | -6.64 | -6.62 | -3.43 | – | – | – | – | 0.09 |