Motilal Oswal Nifty Midcap 150 Index Fund Datagrid
Category Index Fund
BMSMONEY Rank 7
Rating
Growth Option 04-12-2025
NAV ₹38.23(R) -0.93% ₹40.01(D) -0.93%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 2.59% 21.2% 23.24% -% -%
Direct 3.36% 22.09% 24.16% -% -%
Benchmark
SIP (XIRR) Regular 13.57% 18.22% 18.86% -% -%
Direct 14.43% 19.11% 19.75% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.99 0.48 0.72 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
15.76% -21.58% -20.58% - 11.85%
Fund AUM As on: 30/06/2025 2215 Cr
Top Index Fund
Fund Name Rank Rating
- 1
Motilal Oswal S&P 500 Index Fund 2
Motilal Oswal BSE Financials ex Bank 30 Index Fund 3
ICICI Prudential Nifty Auto Index Fund 4
AXIS Nifty Midcap 50 Index Fund 5
Nippon India Nifty Midcap 150 Index Fund 6
Motilal Oswal Nifty Midcap 150 Index Fund 7
HDFC NIFTY50 Equal Weight Index Fund 8
SBI NIFTY MIDCAP 150 INDEX FUND 9
DSP Nifty 50 Equal Weight Index Fund 10
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 11
ICICI Prudential Nifty Midcap 150 Index Fund 12
ICICI Prudential Nifty50 Equal Weight Index Fund 13
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 14
Navi Nifty Midcap 150 Index Fund 15
Edelweiss Nifty Large Mid Cap 250 Index Fund 16
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund 17
HDFC NIFTY 100 Equal Weight Index Fund 18
Axis Nifty Smallcap 50 Index Fund 19
- 20

NAV Date: 04-12-2025

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan 38.23
-0.3600
-0.9300%
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan 40.01
-0.3800
-0.9300%

Review Date: 04-12-2025

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 0.99 which is higher than the category average of 0.9.
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 -0.01%, 4.58 and 3.98 in last one, three and six months respectively. In the same period the category average return was 0.31%, 3.62% and 4.04% respectively.
  • Motilal Oswal Nifty Midcap 150 Index Fund has given a return of 3.36% in last one year. In the same period the Index Funds category average return was 2.55%.
  • The fund has given a return of 22.09% in last three years and ranked 6.0th out of 98 funds in the category. In the same period the Index Funds category average return was 14.48%.
  • The fund has given a return of 24.16% in last five years and ranked 1st out of 30 funds in the category. In the same period the Index Funds category average return was 16.66%.
  • The fund has given a SIP return of 14.43% in last one year whereas category average SIP return is 11.21%. The fund one year return rank in the category is 47th in 142 funds
  • The fund has SIP return of 19.11% in last three years and ranks 5th in 96 funds. ICICI Prudential Nifty Auto Index Fund has given the highest SIP return (26.97%) in the category in last three years.
  • The fund has SIP return of 19.75% in last five years whereas category average SIP return is 13.64%.

Motilal Oswal Nifty Midcap 150 Index Fund Risk Analysis

  • The fund has a standard deviation of 15.76 and semi deviation of 11.85. The category average standard deviation is 11.94 and semi deviation is 8.76.
  • The fund has a Value at Risk (VaR) of -21.58 and a maximum drawdown of -20.58. The category average VaR is -15.13 and the maximum drawdown is -15.16.

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 % -0.08
    0.25
    		-7.49 | 8.69 93 | 143 Average
    3M Return % 4.39
    3.48
    		-5.40 | 9.73 65 | 143 Good
    6M Return % 3.57
    3.77
    		-11.71 | 20.00 77 | 143 Average
    1Y Return % 2.59
    2.09
    		-18.02 | 21.75 83 | 142 Average
    3Y Return % 21.20
    13.96
    		7.08 | 28.24 7 | 98 Very Good
    5Y Return % 23.24
    16.14
    		13.70 | 23.24 1 | 30 Very Good
    1Y SIP Return % 13.57
    10.67
    		-7.04 | 34.19 55 | 140 Good
    3Y SIP Return % 18.22
    13.09
    		7.15 | 26.30 7 | 96 Very Good
    5Y SIP Return % 18.86
    13.14
    		10.94 | 19.40 2 | 30 Very Good
    Standard Deviation 15.76
    11.94
    		0.54 | 20.24 71 | 96 Average
    Semi Deviation 11.85
    8.76
    		0.35 | 14.61 71 | 96 Average
    Max Drawdown % -20.58
    -15.16
    		-29.16 | 0.00 64 | 96 Average
    VaR 1 Y % -21.58
    -15.13
    		-29.82 | 0.00 74 | 96 Poor
    Average Drawdown % -7.87
    -6.40
    		-14.65 | 0.00 62 | 96 Average
    Sharpe Ratio 0.99
    0.90
    		0.11 | 2.28 25 | 96 Good
    Sterling Ratio 0.72
    0.62
    		0.26 | 1.61 28 | 96 Good
    Sortino Ratio 0.48
    0.50
    		0.09 | 1.81 27 | 96 Good
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -0.01 0.31 -7.45 | 8.75 94 | 145 Average
    3M Return % 4.58 3.62 -5.25 | 9.93 63 | 145 Good
    6M Return % 3.98 4.04 -11.41 | 20.33 75 | 145 Average
    1Y Return % 3.36 2.55 -17.49 | 22.37 79 | 144 Average
    3Y Return % 22.09 14.48 7.29 | 28.93 6 | 98 Very Good
    5Y Return % 24.16 16.66 14.42 | 24.16 1 | 30 Very Good
    1Y SIP Return % 14.43 11.21 -6.45 | 34.90 47 | 142 Good
    3Y SIP Return % 19.11 13.60 7.36 | 26.97 5 | 96 Very Good
    5Y SIP Return % 19.75 13.64 11.66 | 20.03 2 | 30 Very Good
    Standard Deviation 15.76 11.94 0.54 | 20.24 71 | 96 Average
    Semi Deviation 11.85 8.76 0.35 | 14.61 71 | 96 Average
    Max Drawdown % -20.58 -15.16 -29.16 | 0.00 64 | 96 Average
    VaR 1 Y % -21.58 -15.13 -29.82 | 0.00 74 | 96 Poor
    Average Drawdown % -7.87 -6.40 -14.65 | 0.00 62 | 96 Average
    Sharpe Ratio 0.99 0.90 0.11 | 2.28 25 | 96 Good
    Sterling Ratio 0.72 0.62 0.26 | 1.61 28 | 96 Good
    Sortino Ratio 0.48 0.50 0.09 | 1.81 27 | 96 Good
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 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
    04-12-2025 38.2324 40.0085
    03-12-2025 38.2497 40.0258
    02-12-2025 38.5923 40.3835
    01-12-2025 38.6701 40.4641
    28-11-2025 38.7124 40.5059
    27-11-2025 38.7559 40.5506
    26-11-2025 38.755 40.5489
    25-11-2025 38.2671 40.0375
    24-11-2025 38.1696 39.9347
    21-11-2025 38.2962 40.0647
    20-11-2025 38.7353 40.5233
    19-11-2025 38.749 40.5368
    18-11-2025 38.6241 40.4053
    17-11-2025 38.8629 40.6543
    14-11-2025 38.6043 40.3814
    13-11-2025 38.5864 40.3618
    12-11-2025 38.7111 40.4914
    11-11-2025 38.4183 40.1843
    10-11-2025 38.2501 40.0076
    07-11-2025 38.0777 39.8249
    06-11-2025 37.8984 39.6365
    04-11-2025 38.2612 40.0144

    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.