Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
Category: Index Fund
Launch Date: 02-09-2019
AUM:
₹ 2,382.4 Cr
Expense Ratio
1.0%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF247L01908
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan | -3.17 | 22.42 | 28.5 |
| NIFTY MIDCAP 150 TRI | -2.3 | 23.64 | 30.07 |
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
36.5033
Last change
-0.47 (-1.281%)
Fund Size (AUM)
₹ 2,382.4 Cr
Performance
24.22% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The schemes seeks investment return that corresponds generally to the performance of Nifty Mid cap 150 Index Subject to tracking error.
Fund Manager
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| BSE LIMITED EQ NEW FV RS. 2/- | 3.08 |
| MAX HEALTHCARE INSTITUTE LIMITED EQ | 2.59 |
| SUZLON ENERGY LIMITED EQ. NEW RS. 2/- | 2.21 |
| Persistent Systems Ltd | 1.77 |
| Coforge Limited | 1.75 |
| PB FINTECH LIMITED EQ NEW FV RS. 2/- | 1.66 |
| DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- | 1.6 |
| INDUS TOWERS LIMITED EQ | 1.52 |
| HDFC ASSET MANAGEMENT COMPANY LTD EQ NEW FV RS. 5/- | 1.44 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 1.43 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 23.83 |
| Capital Goods | 14.41 |
| Healthcare | 11.33 |
| Information Technology | 6.78 |
| Automobile and Auto Components | 6.32 |
| Chemicals | 6.26 |
| Consumer Durables | 4.04 |
| Oil, Gas & Consumable Fuels | 3.64 |
| Fast Moving Consumer Goods | 3.34 |
| Metals & Mining | 3.29 |