Motilal Oswal Nifty Midcap 150 Index Fund Overview
Category Index Fund
BMSMONEY Rank 2
Rating
Growth Option 23-06-2025
NAV ₹36.98(R) +0.4% ₹38.56(D) +0.4%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 2.48% 29.05% 29.47% -% -%
Direct 3.2% 30.0% 30.42% -% -%
Benchmark
SIP (XIRR) Regular 6.68% 20.78% 23.17% -% -%
Direct 7.42% 21.66% 24.1% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
1.09 0.54 0.83 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
17.05% -21.58% -20.58% - 12.63%
Fund AUM As on: 31/03/2025 1938 Cr
Top Index Fund
Fund Name Rank Rating
AXIS Nifty Midcap 50 Index Fund 1
Motilal Oswal Nifty Midcap 150 Index Fund 2
Nippon India Nifty Midcap 150 Index Fund 3
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 4
ICICI Prudential Nifty Midcap 150 Index Fund 5
Navi Nifty Midcap 150 Index Fund 6
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund 7
Motilal Oswal S&P 500 Index Fund 8
Axis Nifty Smallcap 50 Index Fund 9
Edelweiss Nifty Large Mid Cap 250 Index Fund 10
Kotak Nifty SDL Apr 2032 Top 12 Eq Wt Index Fund 11
ICICI Prudential Nifty Bank Index Fund 12
Motilal Oswal Nifty Bank Index Fund 13
Navi Nifty Bank Index Fund 14
HDFC NIFTY50 Equal Weight Index Fund 15
Motilal Oswal Nifty Smallcap 250 Index Fund 16
DSP Nifty 50 Equal Weight Index Fund 17

NAV Date: 23-06-2025

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan 36.98
0.1500
0.4000%
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan 38.56
0.1600
0.4000%

Review Date: 23-06-2025

Beginning of Analysis

Motilal Oswal Nifty Midcap 150 Index Fund is the second ranked fund in the Index Funds category. The category has total 81 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 1.09 which is higher than the category average of 0.91.
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 2.44%, 10.16 and 1.58 in last one, three and six months respectively. In the same period the category average return was 1.32%, 6.66% and 2.05% respectively.
  • Motilal Oswal Nifty Midcap 150 Index Fund has given a return of 3.2% in last one year. In the same period the Index Funds category average return was 3.53%.
  • The fund has given a return of 30.0% in last three years and ranked 4.0th out of 84 funds in the category. In the same period the Index Funds category average return was 18.81%.
  • The fund has given a return of 30.42% in last five years and ranked 2nd out of 29 funds in the category. In the same period the Index Funds category average return was 20.95%.
  • The fund has given a SIP return of 7.42% in last one year whereas category average SIP return is 4.84%. The fund one year return rank in the category is 46th in 139 funds
  • The fund has SIP return of 21.66% in last three years and ranks 5th in 82 funds. Aditya Birla Sun Life Nifty Smallcap 50 Index Fund has given the highest SIP return (25.68%) in the category in last three years.
  • The fund has SIP return of 24.1% in last five years whereas category average SIP return is 15.59%.

Motilal Oswal Nifty Midcap 150 Index Fund Risk Analysis

  • The fund has a standard deviation of 17.05 and semi deviation of 12.63. The category average standard deviation is 12.41 and semi deviation is 8.96.
  • The fund has a Value at Risk (VaR) of -21.58 and a maximum drawdown of -20.58. The category average VaR is -15.79 and the maximum drawdown is -14.31.

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 % 2.38
    1.29
    		-1.66 | 7.92 34 | 143 Very Good
    3M Return % 9.96
    6.55
    		-1.98 | 40.20 23 | 143 Very Good
    6M Return % 1.22
    1.85
    		-11.75 | 38.23 85 | 143 Average
    1Y Return % 2.48
    3.05
    		-12.01 | 22.68 85 | 139 Average
    3Y Return % 29.05
    18.30
    		7.08 | 31.86 6 | 84 Very Good
    5Y Return % 29.47
    20.42
    		16.92 | 31.47 2 | 29 Very Good
    1Y SIP Return % 6.68
    4.41
    		-6.04 | 28.43 53 | 137 Good
    3Y SIP Return % 20.78
    12.41
    		3.25 | 24.95 6 | 82 Very Good
    5Y SIP Return % 23.17
    15.08
    		12.57 | 23.17 1 | 29 Very Good
    Standard Deviation 17.05
    12.41
    		0.85 | 20.67 64 | 82 Poor
    Semi Deviation 12.63
    8.96
    		0.67 | 14.95 64 | 82 Poor
    Max Drawdown % -20.58
    -14.31
    		-28.89 | -0.40 59 | 82 Average
    VaR 1 Y % -21.58
    -15.79
    		-29.72 | 0.00 62 | 82 Average
    Average Drawdown % -6.51
    -5.33
    		-12.39 | -0.18 57 | 82 Average
    Sharpe Ratio 1.09
    0.91
    		0.59 | 1.78 22 | 82 Good
    Sterling Ratio 0.83
    0.67
    		0.50 | 0.89 6 | 82 Very Good
    Sortino Ratio 0.54
    0.47
    		0.29 | 1.00 21 | 82 Very Good
    Return data last Updated On : June 23, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : May 30, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 2.44 1.32 -1.61 | 7.98 31 | 145
    3M Return % 10.16 6.66 -1.84 | 40.46 23 | 145
    6M Return % 1.58 2.05 -11.42 | 38.75 85 | 145
    1Y Return % 3.20 3.53 -11.44 | 23.31 85 | 141
    3Y Return % 30.00 18.81 7.28 | 32.65 4 | 84
    5Y Return % 30.42 20.95 17.60 | 32.38 2 | 29
    1Y SIP Return % 7.42 4.84 -5.58 | 29.07 46 | 139
    3Y SIP Return % 21.66 12.89 3.45 | 25.68 5 | 82
    5Y SIP Return % 24.10 15.59 13.37 | 24.10 1 | 29
    Standard Deviation 17.05 12.41 0.85 | 20.67 64 | 82
    Semi Deviation 12.63 8.96 0.67 | 14.95 64 | 82
    Max Drawdown % -20.58 -14.31 -28.89 | -0.40 59 | 82
    VaR 1 Y % -21.58 -15.79 -29.72 | 0.00 62 | 82
    Average Drawdown % -6.51 -5.33 -12.39 | -0.18 57 | 82
    Sharpe Ratio 1.09 0.91 0.59 | 1.78 22 | 82
    Sterling Ratio 0.83 0.67 0.50 | 0.89 6 | 82
    Sortino Ratio 0.54 0.47 0.29 | 1.00 21 | 82
    Return data last Updated On : June 23, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : May 30, 2025
    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
    23-06-2025 36.9795 38.5608
    20-06-2025 36.8326 38.4053
    19-06-2025 36.3763 37.9288
    18-06-2025 36.9547 38.531
    17-06-2025 37.1328 38.716
    16-06-2025 37.3607 38.9528
    13-06-2025 37.0826 38.6605
    12-06-2025 37.2154 38.7982
    11-06-2025 37.7978 39.4045
    10-06-2025 37.9168 39.5278
    09-06-2025 37.9045 39.5142
    06-06-2025 37.5275 39.1188
    05-06-2025 37.1592 38.7341
    04-06-2025 36.9148 38.4786
    03-06-2025 36.622 38.1725
    02-06-2025 36.7544 38.3098
    30-05-2025 36.5576 38.1024
    29-05-2025 36.6216 38.1683
    28-05-2025 36.4171 37.9544
    27-05-2025 36.397 37.9326
    26-05-2025 36.3205 37.8522
    23-05-2025 36.1212 37.6422

    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.