Motilal Oswal Nifty Midcap 150 Index Fund Datagrid
Category Index Fund
BMSMONEY Rank 13
Rating
Growth Option 19-10-2026
NAV ₹37.05(R) -1.1% ₹39.03(D) -1.09%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -2.25% 12.11% 12.08% 19.74% -%
Direct -1.49% 12.94% 12.93% 20.62% -%
Benchmark
SIP (XIRR) Regular -19.77% 1.94% 11.72% 16.88% -%
Direct -19.08% 2.76% 12.61% 17.82% -%
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: 19-10-2026

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan 37.05
-0.4100
-1.1000%
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan 39.03
-0.4300
-1.0900%

Review Date: 19-10-2026

Beginning of Analysis

Motilal Oswal Nifty Midcap 150 Index Fund is the 7th ranked fund in the Index Funds category. The category has total 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 -5.78%, -6.78 and -2.13 in last one, three and six months respectively. In the same period the category average return was -5.59%, -6.42% and -2.33% respectively.
  • Motilal Oswal Nifty Midcap 150 Index Fund has given a return of -1.49% in last one year. In the same period the Mid Cap Index Mutual Funds category average return was -2.38%.
  • The fund has given a return of 12.94% 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 11.62%.
  • The fund has given a return of 12.93% 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 12.82%.
  • The fund has given a SIP return of -19.08% in last one year whereas category average SIP return is -7.3%. The fund one year return rank in the category is 18th in 19 funds
  • The fund has SIP return of 2.76% in last three years and ranks 6th in 11 funds. AXIS Nifty Midcap 50 Index Fund has given the highest SIP return (5.48%) in the category in last three years.
  • The fund has SIP return of 12.61% in last five years whereas category average SIP return is 12.79%.

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 % -5.84
    -5.62
    		-6.29 | -3.88 10 | 20 Good
    3M Return % -6.96
    -6.54
    		-7.15 | -4.56 12 | 20 Average
    6M Return % -2.52
    -2.64
    		-3.63 | -1.43 9 | 20 Good
    1Y Return % -2.25
    -3.02
    		-6.97 | -0.69 9 | 18 Good
    3Y Return % 12.11
    10.95
    		6.26 | 12.60 5 | 11 Good
    5Y Return % 12.08
    12.11
    		12.08 | 12.13 3 | 3 Average
    7Y Return % 19.74
    19.74
    		19.74 | 19.74 1 | 1 Very Good
    1Y SIP Return % -19.77
    -7.98
    		-19.77 | -5.36 18 | 18 Poor
    3Y SIP Return % 1.94
    2.03
    		-0.78 | 4.65 7 | 11 Average
    5Y SIP Return % 11.72
    12.06
    		11.72 | 12.25 3 | 3 Average
    7Y SIP Return % 16.88
    16.88
    		16.88 | 16.88 1 | 1 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 : Oct. 19, 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 % -5.78 -5.59 -6.24 | -3.85 6 | 21 Very Good
    3M Return % -6.78 -6.42 -7.00 | -4.40 7 | 21 Good
    6M Return % -2.13 -2.33 -3.34 | -1.07 3 | 21 Very Good
    1Y Return % -1.49 -2.38 -6.50 | 0.02 3 | 19 Very Good
    3Y Return % 12.94 11.62 6.81 | 13.45 2 | 11 Very Good
    5Y Return % 12.93 12.82 12.71 | 12.93 1 | 3 Very Good
    7Y Return % 20.62 20.62 20.62 | 20.62 1 | 1 Very Good
    1Y SIP Return % -19.08 -7.30 -19.16 | -4.67 18 | 19 Poor
    3Y SIP Return % 2.76 2.66 -0.25 | 5.48 6 | 11 Good
    5Y SIP Return % 12.61 12.79 12.61 | 12.90 3 | 3 Average
    7Y SIP Return % 17.82 17.82 17.82 | 17.82 1 | 1 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 : Oct. 19, 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
    19-10-2026 37.046 39.0312
    16-10-2026 37.4579 39.4628
    15-10-2026 37.4926 39.4985
    14-10-2026 37.6039 39.6151
    13-10-2026 37.6205 39.6317
    12-10-2026 37.2616 39.2528
    09-10-2026 37.2348 39.2222
    08-10-2026 36.7324 38.6922
    07-10-2026 37.6387 39.6461
    06-10-2026 37.8837 39.9033
    05-10-2026 37.4986 39.4969
    01-10-2026 37.3071 39.292
    30-09-2026 37.6926 39.6972
    29-09-2026 37.6671 39.6695
    28-09-2026 38.0511 40.0732
    25-09-2026 38.6841 40.7374
    24-09-2026 38.7418 40.7973
    23-09-2026 39.534 41.6307
    22-09-2026 39.2908 41.3737
    21-09-2026 39.3424 41.4272

    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.