Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
- NAV as on 6 Nov 2026
- ₹10.16-0.02%1 day
- Return since launch
- 0.9%
- 52-week range
- ₹9.29 — ₹10.68
- AUM
- ₹156 Cr
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund is a Mid Cap Index equity fund from Motilal Oswal Mutual Fund with ₹156 Cr under management, launched in 2026. The expense ratio is 2.59% and the SEBI riskometer reading is Very High.
Performance
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +0.9% against -3.3% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
Since launch (3 Jul 2026): 0.9%
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
2.04%
Expense ratio as on 6 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 0.90%
- Brokerage
- 0.10%
- Transaction charges
- 0.02%
- Statutory levies
- 1.02%
- Exit load
- Exit load of 1%, if redeemed within 15 Days.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- BSE Midcap 150 Momentum 30 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
Portfolio
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity100.9%
Market cap split
- Large18.0%
- Mid82.0%
- P/E
- 24.76
- P/B
- 4.85
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Laurus Labs Ltd. | Healthcare | 5.43% | ₹8.50 Cr | +6.44% | — | — |
| Multi Commodity Exchange Of India Ltd. | Services | 5.24% | ₹8.20 Cr | +4.81% | — | — |
| Aurobindo Pharma Ltd. | Healthcare | 5.23% | ₹8.18 Cr | — | — | — |
| Bharat Forge Ltd. | Automobile | 5.16% | ₹8.07 Cr | +5.54% | — | — |
| Bharat Heavy Electricals Ltd. | Capital Goods | 5.08% | ₹7.94 Cr | +5.30% | — | — |
| AU Small Finance Bank Ltd. | Financial | 5.07% | ₹7.94 Cr | +5.26% | — | — |
| The Federal Bank Ltd. | Financial | 4.89% | ₹7.65 Cr | +5.67% | — | — |
| One 97 Communications Ltd. | Services | 4.69% | ₹7.33 Cr | +3.44% | — | — |
| Sona BLW Precision Forgings Ltd. | Automobile | 4.64% | ₹7.26 Cr | — | — | — |
| Vodafone Idea Ltd. | Communication | 4.33% | ₹6.78 Cr | +3.95% | — | — |
| FSN E-Commerce Ventures Ltd. | Services | 4.03% | ₹6.31 Cr | +3.31% | — | — |
| GE Vernova T&D India Ltd | Capital Goods | 3.81% | ₹5.95 Cr | +4.37% | — | — |
| National Aluminium Company Ltd. | Metals & Mining | 3.63% | ₹5.67 Cr | +4.57% | — | — |
| APL Apollo Tubes Ltd. | Metals & Mining | 3.52% | ₹5.51 Cr | — | — | — |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 3.49% | ₹5.45 Cr | +4.36% | — | — |
| Hitachi Energy India Ltd. | Capital Goods | 3.33% | ₹5.22 Cr | +4.74% | — | — |
| Radico Khaitan Ltd. | Consumer Staples | 3.09% | ₹4.83 Cr | +2.66% | — | — |
| Ashok Leyland Ltd. | Automobile | 2.86% | ₹4.48 Cr | +3.23% | — | — |
| Aditya Birla Capital Ltd. | Financial | 2.58% | ₹4.04 Cr | +3.59% | — | — |
| Steel Authority Of India Ltd. | Metals & Mining | 2.49% | ₹3.90 Cr | +2.39% | — | — |
| Glenmark Pharmaceuticals Ltd. | Healthcare | 2.30% | ₹3.59 Cr | +3.40% | — | — |
| Kei Industries Ltd. | Capital Goods | 2.17% | ₹3.40 Cr | +2.81% | — | — |
| Ipca Laboratories Ltd. | Healthcare | 2.08% | ₹3.25 Cr | — | — | — |
| Oracle Financial Services Software Ltd. | Technology | 2.03% | ₹3.17 Cr | — | — | — |
| Indian Bank | Financial | 1.95% | ₹3.06 Cr | +2.26% | — | — |
| Hindustan Copper Ltd. | Metals & Mining | 1.72% | ₹2.69 Cr | +1.86% | — | — |
| L&T Finance Ltd. | Financial | 1.67% | ₹2.61 Cr | +3.01% | — | — |
| Ajanta Pharma Ltd. | Healthcare | 1.51% | ₹2.37 Cr | — | — | — |
| Nippon Life India Asset Management Ltd. | Financial | 1.49% | ₹2.34 Cr | +1.71% | — | — |
| Bank of Maharashtra | Financial | 1.40% | ₹2.19 Cr | +1.37% | — | — |
| Others | Others | -0.91% | ₹-1.42 Cr | -18.46% | — | — |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Aurobindo Pharma Ltd. | 0.00% | 5.23% | +5.23% |
| Sona BLW Precision Forgings Ltd. | 0.00% | 4.64% | +4.64% |
| Fortis Healthcare Ltd. | 3.59% | 0.00% | -3.59% |
| APL Apollo Tubes Ltd. | 0.00% | 3.52% | +3.52% |
| Others | -5.39% | -2.30% | +3.09% |
| Marico Ltd. | 2.71% | 0.00% | -2.71% |
| Ipca Laboratories Ltd. | 0.00% | 2.08% | +2.08% |
| Oracle Financial Services Software Ltd. | 0.00% | 2.03% | +2.03% |
| Biocon Ltd. | 2.02% | 0.00% | -2.02% |
| GMR Airports Ltd. | 1.87% | 0.00% | -1.87% |
| Ajanta Pharma Ltd. | 0.00% | 1.51% | +1.51% |
| Hitachi Energy India Ltd. | 4.64% | 3.33% | -1.31% |
| Glenmark Pharmaceuticals Ltd. | 3.59% | 2.30% | -1.29% |
| Thermax Ltd. | 1.22% | 0.00% | -1.22% |
| L&T Finance Ltd. | 2.86% | 1.67% | -1.19% |
| National Aluminium Company Ltd. | 4.71% | 3.63% | -1.08% |
| Laurus Labs Ltd. | 6.41% | 5.43% | -0.98% |
| FSN E-Commerce Ventures Ltd. | 3.12% | 4.03% | +0.91% |
| Aditya Birla Capital Ltd. | 3.40% | 2.58% | -0.82% |
| CG Power and Industrial Solutions Ltd. | 4.30% | 3.49% | -0.81% |
| Kei Industries Ltd. | 2.89% | 2.17% | -0.72% |
| NLC India Ltd. | 0.65% | 0.00% | -0.65% |
| One 97 Communications Ltd. | 4.08% | 4.69% | +0.61% |
| Multi Commodity Exchange Of India Ltd. | 5.75% | 5.24% | -0.51% |
| Radico Khaitan Ltd. | 2.60% | 3.09% | +0.49% |
| Ashok Leyland Ltd. | 3.23% | 2.86% | -0.37% |
| GE Vernova T&D India Ltd | 4.16% | 3.81% | -0.35% |
| Bharat Heavy Electricals Ltd. | 5.36% | 5.08% | -0.28% |
| Indian Bank | 2.23% | 1.95% | -0.28% |
| Bharat Forge Ltd. | 4.90% | 5.16% | +0.26% |
| Nippon Life India Asset Management Ltd. | 1.68% | 1.49% | -0.19% |
| The Federal Bank Ltd. | 5.07% | 4.89% | -0.18% |
| Hindustan Copper Ltd. | 1.89% | 1.72% | -0.17% |
| Steel Authority Of India Ltd. | 2.64% | 2.49% | -0.15% |
| Vodafone Idea Ltd. | 4.20% | 4.33% | +0.13% |
| AU Small Finance Bank Ltd. | 5.17% | 5.07% | -0.10% |
| Bank of Maharashtra | 1.35% | 1.40% | +0.05% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹1,822 Cr | 1.03% | 1.9% | 6.1% | 13.2% |
| Motilal Oswal Nifty Midcap 150 Index Fund | ₹3,995 Cr | 1.12% | 1.5% | 5.7% | 13.2% |
 Nippon India Nifty Midcap 150 Index Fund | ₹2,675 Cr | 0.93% | 1.7% | 5.8% | 13.3% |
 SBI Nifty Midcap 150 Index Fund | ₹1,240 Cr | 0.91% | 1.8% | 5.9% | — |
 Axis Nifty Midcap 50 Index Fund | ₹732 Cr | 1.15% | 3.3% | 7.2% | — |
 Aditya Birla Sun Life Nifty Midcap 150 Index Fund | ₹469 Cr | 1.03% | 1.5% | 5.7% | 13.2% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks to provide returns that, before expenses, correspond to the total returns of the securities as represented by BSE Midcap 150 Momentum 30 Index, subject to tracking error.
Fund managers
- Dishant MehtaBachelors of Science (B.SC)Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies
- Rakesh ShettyMr. Shetty has done B.ComPrior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
- Swapnil P MayekarMr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
No return history published for this fund yet.
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.