Motilal Oswal Nifty Midcap 150 Index Fund Datagrid
Category Index Fund
BMSMONEY Rank 13
Rating
Growth Option 09-09-2026
NAV ₹39.65(R) -0.43% ₹41.74(D) -0.43%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 7.57% 13.65% 15.49% -% -%
Direct 8.4% 14.49% 16.37% -% -%
Benchmark
SIP (XIRR) Regular 8.34% 9.38% 15.29% -% -%
Direct 9.19% 10.22% 16.17% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.68 0.33 0.62 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
18.13% -26.02% -20.58% - 13.49%
Fund AUM As on: 30/12/2025 2869 Cr
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NAV Date: 09-09-2026

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan 39.65
-0.1700
-0.4300%
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan 41.74
-0.1800
-0.4300%

Review Date: 09-09-2026

Beginning of Analysis

In the Index Funds category, Motilal Oswal Nifty Midcap 150 Index Fund is the 7th ranked fund. The category has total 0 funds. The 5 star rating shows an excellent past performance of the Motilal Oswal Nifty Midcap 150 Index Fund in Index Funds. The fund has a Sharpe Ratio of 0.68 which is higher than the category average of 0.56.
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.
Mid Cap Index Mutual Funds

Motilal Oswal Nifty Midcap 150 Index Fund Return Analysis

  • The fund has given a return of -2.01%, 3.69 and 11.05 in last one, three and six months respectively. In the same period the category average return was -2.01%, 3.42% and 10.49% respectively.
  • Motilal Oswal Nifty Midcap 150 Index Fund has given a return of 8.4% in last one year. In the same period the Mid Cap Index Mutual Funds category average return was 7.13%.
  • The fund has given a return of 14.49% in last three years and ranked 2.0nd out of eleven funds in the category. In the same period the Mid Cap Index Mutual Funds category average return was 13.07%.
  • The fund has given a return of 16.37% in last five years and ranked 1st out of three funds in the category. In the same period the Mid Cap Index Mutual Funds category average return was 16.26%.
  • The fund has given a SIP return of 9.19% in last one year whereas category average SIP return is 8.12%. The fund one year return rank in the category is 3rd in 19 funds
  • The fund has SIP return of 10.22% in last three years and ranks 2nd in 11 funds. AXIS Nifty Midcap 50 Index Fund has given the highest SIP return (11.59%) in the category in last three years.
  • The fund has SIP return of 16.17% in last five years whereas category average SIP return is 16.05%.

Motilal Oswal Nifty Midcap 150 Index Fund Risk Analysis

  • The fund has a standard deviation of 18.13 and semi deviation of 13.49. The category average standard deviation is 14.64 and semi deviation is 10.77.
  • The fund has a Value at Risk (VaR) of -26.02 and a maximum drawdown of -20.58. The category average VaR is -22.25 and the maximum drawdown is -17.1.

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 Mid Cap Index Mutual Funds Category
  • Good Performance in Mid Cap Index Mutual Funds Category
  • Poor Performance in Mid Cap Index Mutual Funds Category
  • Very Poor Performance in Mid Cap Index Mutual 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 % -2.07
    -2.06
    		-5.18 | -0.23 17 | 20 Poor
    3M Return % 3.48
    3.24
    		0.77 | 4.33 10 | 20 Good
    6M Return % 10.60
    10.12
    		6.78 | 12.20 9 | 20 Good
    1Y Return % 7.57
    6.42
    		-1.76 | 10.45 9 | 18 Good
    3Y Return % 13.65
    12.39
    		6.59 | 14.64 5 | 11 Good
    5Y Return % 15.49
    15.53
    		15.49 | 15.55 3 | 3 Average
    1Y SIP Return % 8.34
    7.34
    		0.24 | 10.48 8 | 17 Good
    3Y SIP Return % 9.38
    7.62
    		2.87 | 10.74 4 | 10 Good
    5Y SIP Return % 15.29
    15.32
    		15.29 | 15.35 2 | 2 Good
    Standard Deviation 18.13
    14.64
    		0.55 | 22.91 77 | 110 Average
    Semi Deviation 13.49
    10.77
    		0.37 | 17.17 77 | 110 Average
    Max Drawdown % -20.58
    -17.10
    		-37.89 | 0.00 67 | 110 Average
    VaR 1 Y % -26.02
    -22.25
    		-38.54 | 0.00 70 | 110 Average
    Average Drawdown % 8.39
    7.28
    		0.00 | 14.99 32 | 110 Good
    Sharpe Ratio 0.68
    0.56
    		-0.34 | 2.15 27 | 110 Very Good
    Sterling Ratio 0.62
    0.49
    		-0.05 | 1.48 29 | 110 Good
    Sortino Ratio 0.33
    0.33
    		-0.09 | 1.81 29 | 110 Good
    Return data last Updated On : Sept. 9, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -2.01 -2.01 -5.13 | -0.18 11 | 21 Good
    3M Return % 3.69 3.42 0.93 | 4.50 5 | 21 Very Good
    6M Return % 11.05 10.49 7.09 | 12.54 4 | 21 Very Good
    1Y Return % 8.40 7.13 -1.32 | 11.22 3 | 19 Very Good
    3Y Return % 14.49 13.07 7.12 | 15.49 2 | 11 Very Good
    5Y Return % 16.37 16.26 16.15 | 16.37 1 | 3 Very Good
    1Y SIP Return % 9.19 8.12 0.75 | 11.21 3 | 19 Very Good
    3Y SIP Return % 10.22 8.43 3.38 | 11.59 2 | 11 Very Good
    5Y SIP Return % 16.17 16.05 15.96 | 16.17 1 | 3 Very Good
    Standard Deviation 18.13 14.64 0.55 | 22.91 77 | 110 Average
    Semi Deviation 13.49 10.77 0.37 | 17.17 77 | 110 Average
    Max Drawdown % -20.58 -17.10 -37.89 | 0.00 67 | 110 Average
    VaR 1 Y % -26.02 -22.25 -38.54 | 0.00 70 | 110 Average
    Average Drawdown % 8.39 7.28 0.00 | 14.99 32 | 110 Good
    Sharpe Ratio 0.68 0.56 -0.34 | 2.15 27 | 110 Very Good
    Sterling Ratio 0.62 0.49 -0.05 | 1.48 29 | 110 Good
    Sortino Ratio 0.33 0.33 -0.09 | 1.81 29 | 110 Good
    Return data last Updated On : Sept. 9, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 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
    09-09-2026 39.6489 41.739
    08-09-2026 39.8205 41.9188
    07-09-2026 39.7724 41.8672
    04-09-2026 39.9582 42.0602
    03-09-2026 40.0481 42.154
    02-09-2026 39.867 41.9625
    01-09-2026 40.1059 42.213
    31-08-2026 40.5965 42.7285
    28-08-2026 40.5476 42.6744
    27-08-2026 40.5494 42.6753
    26-08-2026 40.5917 42.7189
    25-08-2026 40.587 42.7131
    24-08-2026 40.4069 42.5225
    18-08-2026 40.3035 42.4082
    17-08-2026 40.4592 42.5712
    14-08-2026 40.4014 42.5076
    13-08-2026 40.6049 42.7208
    12-08-2026 40.5749 42.6883
    11-08-2026 40.4681 42.5751
    10-08-2026 40.4871 42.594

    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.