Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Category: Index Fund
Launch Date: 02-09-2019
AUM:
₹ 1,527.86 Cr
Expense Ratio
1.0%
Benchmark
NIFTY Midcap 150 Total Return Index
ISIN
INF247L01908
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
1000
Fund Manager
Swapnil P Mayekar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | 52.77 | 26.3 | - |
| NIFTY MIDCAP 150 TRI | 54.26 | 27.7 | 26.57 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
32.4474
Last change
0.3 (0.9246%)
Fund Size (AUM)
₹ 1,527.86 Cr
Performance
28.16% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The Scheme seeks investment return that corresponds to the performance of Nifty Midcap 150 Index subject to tracking error.
Fund Manager
Swapnil P Mayekar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| The Indian Hotels Company Ltd. | 1.75 |
| Yes Bank Ltd. | 1.6 |
| Cummins India Ltd. | 1.56 |
| Suzlon Energy Ltd. | 1.54 |
| Lupin Ltd. | 1.39 |
| Tube Investments Of India Ltd. | 1.39 |
| HDFC Asset Management Company Ltd. | 1.37 |
| BSE Ltd. | 1.32 |
| Bharat Heavy Electricals Ltd. | 1.27 |
| The Federal Bank Ltd. | 1.27 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 15.42 |
| N/A | 11.55 |
| Capital Goods | 11.4 |
| Healthcare | 8.13 |
| Automobile | 7.03 |
| Services | 5.99 |
| Chemicals | 5.87 |
| Energy | 5.86 |
| Technology | 5.75 |
| Metals & Mining | 5.75 |