Motilal Oswal Nifty Midcap 150 Index Fund Datagrid
Category Index Fund
BMSMONEY Rank 26
Rating
Growth Option 12-05-2026
NAV ₹37.87(R) -2.53% ₹39.77(D) -2.53%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 11.68% 21.26% 18.31% -% -%
Direct 12.56% 22.15% 19.2% -% -%
Benchmark
SIP (XIRR) Regular 3.26% 10.79% 15.78% -% -%
Direct 4.06% 11.64% 16.67% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.73 0.33 0.62 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
17.3% -26.02% -20.58% - 13.49%
Fund AUM As on: 30/12/2025 2869 Cr
Top Index Fund
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
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Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 3
ICICI Prudential Nifty Pharma Index Fund 4
Kotak Nifty SDL Apr 2027 Top 12 Eq Wt Index Fund 5
Axis CRISIL IBX SDL May 2027 Index Fund 6
Mirae Asset Nifty SDL Jun 2027 Index Fund 7
Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund 8
ICICI Prudential Nifty SDL Sep 2027 Index Fund 9
Navi Nifty India Manufacturing Index Fund 10
Nippon India Nifty AAA CPSE Bond Plus SDL - Apr 2027 Maturity 60:40 Index Fund 11
SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund 12
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund 13
ICICI Prudential Nifty Auto Index Fund 14
ICICI Prudential PSU Bond plus SDL 40:60 Index Fund - Sep 2027 15
Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund 16
- 17
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60: 40 Index Fund 18
Bandhan CRISIL Gilt 2027 Index Fund 19
DSP Nifty SDL Plus G-Sec Jun 2028 30:70 Index Fund 20
Bandhan CRISIL Gilt 2028 Index Fund 21

NAV Date: 12-05-2026

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan 37.87
-0.9800
-2.5300%
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan 39.77
-1.0300
-2.5300%

Review Date: 12-05-2026

Beginning of Analysis

Motilal Oswal Nifty Midcap 150 Index Fund is the 7th ranked fund in the Index Funds category. The category has total 90 funds. The Motilal Oswal Nifty Midcap 150 Index Fund has shown an excellent past performence in Index Funds. The fund has a Sharpe Ratio of 0.73 which is higher than the category average of 0.63.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Index Mutual Fundss

Motilal Oswal Nifty Midcap 150 Index Fund Return Analysis

  • The fund has given a return of 3.69%, -1.3 and -1.79 in last one, three and six months respectively. In the same period the category average return was 1.07%, -4.07% and -4.73% respectively.
  • Motilal Oswal Nifty Midcap 150 Index Fund has given a return of 12.56% in last one year. In the same period the Index Funds category average return was 5.86%.
  • The fund has given a return of 22.15% in last three years and ranked 11.0th out of one hundred and six funds in the category. In the same period the Index Funds category average return was 14.42%.
  • The fund has given a return of 19.2% in last five years and ranked 1st out of thirty nine funds in the category. In the same period the Index Funds category average return was 12.38%.
  • The fund has given a SIP return of 4.06% in last one year whereas category average SIP return is -3.8%. The fund one year return rank in the category is 30th in 206 funds
  • The fund has SIP return of 11.64% in last three years and ranks 9th in 101 funds. ICICI PRUDENTIAL NASDAQ 100 INDEX FUND has given the highest SIP return (35.41%) in the category in last three years.
  • The fund has SIP return of 16.67% in last five years whereas category average SIP return is 9.6%.

Motilal Oswal Nifty Midcap 150 Index Fund Risk Analysis

  • The fund has a standard deviation of 17.3 and semi deviation of 13.49. The category average standard deviation is 13.58 and semi deviation is 10.42.
  • The fund has a Value at Risk (VaR) of -26.02 and a maximum drawdown of -20.58. The category average VaR is -21.49 and the maximum drawdown is -16.43.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Index Funds Category
  • Good Performance in Index Funds Category
  • Poor Performance in Index Funds Category
  • Very Poor Performance in Index Funds Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 3.63
    1.03
    		-7.83 | 17.09 42 | 240 Very Good
    3M Return % -1.49
    -4.24
    		-14.92 | 23.99 65 | 240 Good
    6M Return % -2.17
    -5.00
    		-23.28 | 22.47 68 | 233 Good
    1Y Return % 11.68
    5.30
    		-20.27 | 60.58 35 | 210 Very Good
    3Y Return % 21.26
    13.89
    		1.49 | 35.82 13 | 106 Very Good
    5Y Return % 18.31
    11.87
    		5.84 | 18.39 3 | 39 Very Good
    1Y SIP Return % 3.26
    -4.32
    		-34.27 | 42.27 34 | 207 Very Good
    3Y SIP Return % 10.79
    6.09
    		-12.95 | 34.79 12 | 103 Very Good
    5Y SIP Return % 15.78
    9.14
    		4.35 | 23.07 4 | 39 Very Good
    Standard Deviation 17.30
    13.58
    		0.49 | 22.47 74 | 102 Average
    Semi Deviation 13.49
    10.42
    		0.33 | 16.92 74 | 102 Average
    Max Drawdown % -20.58
    -16.43
    		-31.62 | 0.00 65 | 102 Average
    VaR 1 Y % -26.02
    -21.49
    		-38.54 | 0.00 67 | 102 Average
    Average Drawdown % -8.39
    -7.11
    		-14.55 | 0.00 72 | 102 Average
    Sharpe Ratio 0.73
    0.63
    		-0.17 | 2.35 26 | 102 Very Good
    Sterling Ratio 0.62
    0.50
    		0.04 | 1.20 29 | 102 Good
    Sortino Ratio 0.33
    0.36
    		-0.02 | 1.97 28 | 102 Good
    Return data last Updated On : May 12, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 3.69 1.07 -7.78 | 17.14 41 | 248 Very Good
    3M Return % -1.30 -4.07 -14.78 | 24.15 64 | 248 Good
    6M Return % -1.79 -4.73 -23.03 | 22.78 67 | 240 Good
    1Y Return % 12.56 5.86 -19.74 | 61.36 32 | 211 Very Good
    3Y Return % 22.15 14.42 2.01 | 36.45 11 | 106 Very Good
    5Y Return % 19.20 12.38 6.10 | 19.20 1 | 39 Very Good
    1Y SIP Return % 4.06 -3.80 -33.82 | 43.00 30 | 206 Very Good
    3Y SIP Return % 11.64 6.62 -12.46 | 35.41 9 | 101 Very Good
    5Y SIP Return % 16.67 9.60 5.01 | 23.71 2 | 37 Very Good
    Standard Deviation 17.30 13.58 0.49 | 22.47 74 | 102 Average
    Semi Deviation 13.49 10.42 0.33 | 16.92 74 | 102 Average
    Max Drawdown % -20.58 -16.43 -31.62 | 0.00 65 | 102 Average
    VaR 1 Y % -26.02 -21.49 -38.54 | 0.00 67 | 102 Average
    Average Drawdown % -8.39 -7.11 -14.55 | 0.00 72 | 102 Average
    Sharpe Ratio 0.73 0.63 -0.17 | 2.35 26 | 102 Very Good
    Sterling Ratio 0.62 0.50 0.04 | 1.20 29 | 102 Good
    Sortino Ratio 0.33 0.36 -0.02 | 1.97 28 | 102 Good
    Return data last Updated On : May 12, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Motilal Oswal Nifty Midcap 150 Index Fund NAV Regular Growth Motilal Oswal Nifty Midcap 150 Index Fund NAV Direct Growth
    12-05-2026 37.873 39.7652
    11-05-2026 38.855 40.7953
    08-05-2026 39.2818 41.2407
    07-05-2026 39.3366 41.2973
    06-05-2026 38.909 40.8475
    05-05-2026 38.2613 40.1666
    04-05-2026 38.2183 40.1206
    30-04-2026 37.9539 39.8395
    29-04-2026 38.3211 40.224
    28-04-2026 38.3366 40.2393
    27-04-2026 38.299 40.199
    24-04-2026 37.7438 39.6136
    23-04-2026 38.1296 40.0177
    22-04-2026 38.2874 40.1824
    21-04-2026 38.2033 40.0932
    20-04-2026 38.0033 39.8824
    17-04-2026 38.0408 39.9191
    16-04-2026 37.585 39.44
    15-04-2026 37.3515 39.194
    13-04-2026 36.5481 38.3492

    Fund Launch Date: 19/Aug/2019
    Fund Category: Index Fund
    Investment Objective: 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.
    Fund Description: An open ended scheme replicating /Tracking Nifty Midcap 150 Index
    Fund Benchmark: Nifty Midcap 150 Index Total Return Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.