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Business News/Market/Market Stats/    Motilal Oswal Nifty Midcap 150 Index Fund Regular Growth

Motilal Oswal Nifty Midcap 150 Index Fund Regular Growth

+
  • Index Funds
  • Index Funds
  • Rating N.A.
  • Plan
33.42 +0.35 (1.05%) NAV as on 17 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1527.86
  • CAGR 54.48%
  • Exit Load0.00%
  • Expense ratio1.00%
  • CategoryIndex Funds
  • Min Investment500
  • Min SIP500
  • Launch Date2019-09-06

Morning Star Rating N.A.

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 20 May 2024

  • Name
  • Value (Cr)
  • Holding %
  • BSE
  • 20.18
  • 1.32%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio1.34
  • Std Deviation 14.90%
  • 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 1527.86 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.00% 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, Indian Hotels Company, Yes Bank & Cummins India.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Chemical Manufacturing & Biotechnology & Drugs.

 

Some of the similar funds are Motilal Oswal Nifty Midcap 150 Index Fund Regular Growth, ICICI Prudential S&P BSE Sensex Index Fund Growth, Nippon India Index Fund - Nifty 50 Plan - Growth, Axis Nifty 100 Index Fund Regular Growth, Navi Nifty 50 Index Fund Regular Growth. Motilal Oswal Nifty Midcap 150 Index Fund Regular Growth has a sharpe ratio of 1.34 & a standard deviation of 14.90%.

FAQs about Motilal Oswal Nifty Midcap 150 Index Fund Regular Growth

According to the morning star rating Motilal Oswal Nifty Midcap 150 Index Fund Regular Growth has a Medium risk & Exceptional return.
Motilal Oswal Nifty Midcap 150 Index Fund Regular Growth is managed by Swapnil Mayekar.
The expense ratio of Motilal Oswal Nifty Midcap 150 Index Fund Regular Growth is 1.00%.
The 5 year annualized return on Motilal Oswal Nifty Midcap 150 Index Fund Regular Growth is 0.00% & it has generated 54.48% in the last 1 year.
The minimum investment in Motilal Oswal Nifty Midcap 150 Index Fund Regular Growth is 500 Rs.
Motilal Oswal Nifty Midcap 150 Index Fund Regular Growth has an AUM of 1527.86 crores.
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