Motilal Oswal Nifty Midcap 150 Index Fund Datagrid
Category Index Fund
BMSMONEY Rank 11
Rating
Growth Option 23-01-2026
NAV ₹36.27(R) -1.71% ₹38.0(D) -1.71%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 4.45% 20.87% 20.71% -% -%
Direct 5.23% 21.76% 21.61% -% -%
Benchmark
SIP (XIRR) Regular 0.3% 12.62% 15.84% -% -%
Direct 1.09% 13.49% 16.74% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
1.02 0.49 0.74 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
15.74% -21.58% -20.58% - 11.88%
Fund AUM As on: 30/06/2025 2215 Cr
Top Index Fund
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
ICICI Prudential Nifty Auto Index Fund 2
Motilal Oswal BSE Financials ex Bank 30 Index Fund 3
AXIS Nifty Midcap 50 Index Fund 4
HDFC NIFTY50 Equal Weight Index Fund 5
DSP Nifty 50 Equal Weight Index Fund 6
ICICI Prudential Nifty50 Equal Weight Index Fund 7
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 8
SBI NIFTY MIDCAP 150 INDEX FUND 9
Nippon India Nifty Midcap 150 Index Fund 10
Motilal Oswal Nifty Midcap 150 Index Fund 11
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 12
ICICI Prudential Nifty Midcap 150 Index Fund 13
Navi Nifty Midcap 150 Index Fund 14
Bandhan Nifty100 Low Volatility 30 Index Fund 15
Edelweiss Nifty Large Mid Cap 250 Index Fund 16
UTI Nifty 50 Index Fund 17
Navi Nifty 50 Index Fund 18
HDFC NIFTY 100 Equal Weight Index Fund 19
Dsp Nifty 50 Index Fund 20

NAV Date: 23-01-2026

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan 36.27
-0.6300
-1.7100%
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan 38.0
-0.6600
-1.7100%

Review Date: 23-01-2026

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 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 1.02 which is higher than the category average of 0.88.
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 -6.01%, -4.17 and -4.12 in last one, three and six months respectively. In the same period the category average return was -4.02%, -3.48% and -2.02% respectively.
  • Motilal Oswal Nifty Midcap 150 Index Fund has given a return of 5.23% in last one year. In the same period the Index Funds category average return was 5.71%.
  • The fund has given a return of 21.76% in last three years and ranked 9.0th out of 101 funds in the category. In the same period the Index Funds category average return was 14.7%.
  • The fund has given a return of 21.61% in last five years and ranked 1st out of 31 funds in the category. In the same period the Index Funds category average return was 14.25%.
  • The fund has given a SIP return of 1.09% in last one year whereas category average SIP return is 1.85%. The fund one year return rank in the category is 90th in 146 funds
  • The fund has SIP return of 13.49% in last three years and ranks 6th in 99 funds. ICICI PRUDENTIAL NASDAQ 100 INDEX FUND has given the highest SIP return (28.73%) in the category in last three years.
  • The fund has SIP return of 16.74% in last five years whereas category average SIP return is 11.45%.

Motilal Oswal Nifty Midcap 150 Index Fund Risk Analysis

  • The fund has a standard deviation of 15.74 and semi deviation of 11.88. The category average standard deviation is 12.15 and semi deviation is 8.91.
  • The fund has a Value at Risk (VaR) of -21.58 and a maximum drawdown of -20.58. The category average VaR is -15.3 and the maximum drawdown is -15.81.

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 % -6.07
    -4.06
    		-14.51 | 2.67 120 | 147 Poor
    3M Return % -4.35
    -3.62
    		-19.74 | 7.19 90 | 147 Average
    6M Return % -4.49
    -2.30
    		-22.15 | 16.80 114 | 147 Poor
    1Y Return % 4.45
    5.22
    		-14.13 | 23.10 95 | 146 Average
    3Y Return % 20.87
    14.18
    		7.06 | 33.92 11 | 101 Very Good
    5Y Return % 20.71
    13.74
    		11.13 | 20.71 1 | 31 Very Good
    1Y SIP Return % 0.30
    1.33
    		-29.98 | 37.99 91 | 144 Average
    3Y SIP Return % 12.62
    9.44
    		5.11 | 28.16 8 | 99 Very Good
    5Y SIP Return % 15.84
    10.96
    		8.53 | 19.70 2 | 31 Very Good
    Standard Deviation 15.74
    12.15
    		0.68 | 20.30 70 | 99 Average
    Semi Deviation 11.88
    8.91
    		0.46 | 14.48 71 | 99 Average
    Max Drawdown % -20.58
    -15.81
    		-29.16 | 0.00 63 | 99 Average
    VaR 1 Y % -21.58
    -15.30
    		-29.82 | 0.00 74 | 99 Average
    Average Drawdown % -7.61
    -5.98
    		-13.66 | 0.00 63 | 99 Average
    Sharpe Ratio 1.02
    0.88
    		0.26 | 2.03 23 | 99 Very Good
    Sterling Ratio 0.74
    0.61
    		0.34 | 1.21 19 | 99 Very Good
    Sortino Ratio 0.49
    0.48
    		0.15 | 1.37 23 | 99 Very Good
    Return data last Updated On : Jan. 23, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -6.01 -4.02 -14.47 | 2.72 119 | 149 Poor
    3M Return % -4.17 -3.48 -19.61 | 7.33 91 | 149 Average
    6M Return % -4.12 -2.02 -21.90 | 17.07 113 | 149 Average
    1Y Return % 5.23 5.71 -13.57 | 23.67 89 | 148 Average
    3Y Return % 21.76 14.70 7.27 | 34.53 9 | 101 Very Good
    5Y Return % 21.61 14.25 11.84 | 21.61 1 | 31 Very Good
    1Y SIP Return % 1.09 1.85 -29.51 | 38.63 90 | 146 Average
    3Y SIP Return % 13.49 9.95 5.32 | 28.73 6 | 99 Very Good
    5Y SIP Return % 16.74 11.45 9.24 | 20.34 2 | 31 Very Good
    Standard Deviation 15.74 12.15 0.68 | 20.30 70 | 99 Average
    Semi Deviation 11.88 8.91 0.46 | 14.48 71 | 99 Average
    Max Drawdown % -20.58 -15.81 -29.16 | 0.00 63 | 99 Average
    VaR 1 Y % -21.58 -15.30 -29.82 | 0.00 74 | 99 Average
    Average Drawdown % -7.61 -5.98 -13.66 | 0.00 63 | 99 Average
    Sharpe Ratio 1.02 0.88 0.26 | 2.03 23 | 99 Very Good
    Sterling Ratio 0.74 0.61 0.34 | 1.21 19 | 99 Very Good
    Sortino Ratio 0.49 0.48 0.15 | 1.37 23 | 99 Very Good
    Return data last Updated On : Jan. 23, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 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
    23-01-2026 36.2735 37.9971
    22-01-2026 36.9056 38.6584
    21-01-2026 36.4616 38.1926
    20-01-2026 36.8359 38.5839
    19-01-2026 37.7728 39.5645
    16-01-2026 37.9423 39.7396
    14-01-2026 37.9274 39.7224
    13-01-2026 37.8476 39.638
    12-01-2026 37.9006 39.6927
    09-01-2026 37.9673 39.7602
    08-01-2026 38.3044 40.1123
    07-01-2026 39.0407 40.8826
    06-01-2026 38.8762 40.7095
    05-01-2026 38.9546 40.7907
    02-01-2026 38.9979 40.8336
    01-01-2026 38.6365 40.4544
    31-12-2025 38.4781 40.2877
    30-12-2025 38.1073 39.8987
    29-12-2025 38.1766 39.9704
    26-12-2025 38.3345 40.1332
    24-12-2025 38.4342 40.236
    23-12-2025 38.6187 40.4283

    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.