Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
- NAV as on 25 Sep 2026
- ₹10.24-0.17%1 day
- Return since launch
- 1.8%
- 52-week range
- ₹10.07 — ₹10.68
- AUM
- ₹114 Cr
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund is a Mid Cap Index equity fund from Motilal Oswal Mutual Fund with ₹114 Cr under management, launched in 2026. The expense ratio is 7.17% 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 +1.8% against -2.6% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
Since launch (3 Jul 2026): 1.8%
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
3.02%
Expense ratio as on 25 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 0.90%
- Brokerage
- 0.20%
- Transaction charges
- 0.05%
- Statutory levies
- 1.87%
- 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 31 Aug 2026
Asset allocation
- Equity102.3%
Market cap split
- Large20.3%
- Mid79.7%
- P/E
- 24.54
- P/B
- 5.67
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Laurus Labs Ltd. | Healthcare | 6.41% | ₹7.33 Cr | — | — | — |
| Multi Commodity Exchange Of India Ltd. | Services | 5.75% | ₹6.57 Cr | — | — | — |
| Bharat Heavy Electricals Ltd. | Capital Goods | 5.36% | ₹6.13 Cr | — | — | — |
| AU Small Finance Bank Ltd. | Financial | 5.17% | ₹5.91 Cr | — | — | — |
| The Federal Bank Ltd. | Financial | 5.07% | ₹5.80 Cr | — | — | — |
| Bharat Forge Ltd. | Automobile | 4.90% | ₹5.60 Cr | — | — | — |
| National Aluminium Company Ltd. | Metals & Mining | 4.71% | ₹5.38 Cr | — | — | — |
| Hitachi Energy India Ltd. | Capital Goods | 4.64% | ₹5.30 Cr | — | — | — |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 4.30% | ₹4.92 Cr | — | — | — |
| Vodafone Idea Ltd. | Communication | 4.20% | ₹4.80 Cr | — | — | — |
| GE Vernova T&D India Ltd | Capital Goods | 4.16% | ₹4.75 Cr | — | — | — |
| One97 Communications Ltd. | Services | 4.08% | ₹4.67 Cr | — | — | — |
| Fortis Healthcare Ltd. | Healthcare | 3.59% | ₹4.10 Cr | — | — | — |
| Glenmark Pharmaceuticals Ltd. | Healthcare | 3.59% | ₹4.11 Cr | — | — | — |
| Aditya Birla Capital Ltd. | Financial | 3.40% | ₹3.89 Cr | — | — | — |
| Ashok Leyland Ltd. | Automobile | 3.23% | ₹3.70 Cr | — | — | — |
| FSN E-Commerce Ventures Ltd. | Services | 3.12% | ₹3.57 Cr | — | — | — |
| Kei Industries Ltd. | Capital Goods | 2.89% | ₹3.31 Cr | — | — | — |
| L&T Finance Ltd. | Financial | 2.86% | ₹3.27 Cr | — | — | — |
| Marico Ltd. | Consumer Staples | 2.71% | ₹3.10 Cr | — | — | — |
| Steel Authority Of India Ltd. | Metals & Mining | 2.64% | ₹3.01 Cr | — | — | — |
| Radico Khaitan Ltd. | Consumer Staples | 2.60% | ₹2.97 Cr | — | — | — |
| Indian Bank | Financial | 2.23% | ₹2.55 Cr | — | — | — |
| Biocon Ltd. | Healthcare | 2.02% | ₹2.31 Cr | — | — | — |
| Hindustan Copper Ltd. | Metals & Mining | 1.89% | ₹2.16 Cr | — | — | — |
| GMR Airports Ltd. | Construction | 1.87% | ₹2.14 Cr | — | — | — |
| Nippon Life India Asset Management Ltd. | Financial | 1.68% | ₹1.92 Cr | — | — | — |
| Bank of Maharashtra | Financial | 1.35% | ₹1.54 Cr | — | — | — |
| Thermax Ltd. | Capital Goods | 1.22% | ₹1.40 Cr | — | — | — |
| NLC India Ltd. | Energy | 0.65% | ₹0.74 Cr | — | — | — |
| Others | Others | -2.29% | ₹-2.60 Cr | — | — | — |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Others | -9.23% | -5.39% | +3.84% |
| Multi Commodity Exchange Of India Ltd. | 4.81% | 5.75% | +0.94% |
| One97 Communications Ltd. | 3.44% | 4.08% | +0.64% |
| Bharat Forge Ltd. | 5.54% | 4.90% | -0.64% |
| The Federal Bank Ltd. | 5.67% | 5.07% | -0.60% |
| Fortis Healthcare Ltd. | 3.94% | 3.59% | -0.35% |
| GMR Airports Ltd. | 2.21% | 1.87% | -0.34% |
| Marico Ltd. | 3.00% | 2.71% | -0.29% |
| Steel Authority Of India Ltd. | 2.39% | 2.64% | +0.25% |
| Vodafone Idea Ltd. | 3.95% | 4.20% | +0.25% |
| Biocon Ltd. | 2.24% | 2.02% | -0.22% |
| GE Vernova T&D India Ltd | 4.37% | 4.16% | -0.21% |
| Thermax Ltd. | 1.43% | 1.22% | -0.21% |
| Aditya Birla Capital Ltd. | 3.59% | 3.40% | -0.19% |
| FSN E-Commerce Ventures Ltd. | 3.31% | 3.12% | -0.19% |
| Glenmark Pharmaceuticals Ltd. | 3.40% | 3.59% | +0.19% |
| L&T Finance Ltd. | 3.01% | 2.86% | -0.15% |
| National Aluminium Company Ltd. | 4.57% | 4.71% | +0.14% |
| NLC India Ltd. | 0.76% | 0.65% | -0.11% |
| Hitachi Energy India Ltd. | 4.74% | 4.64% | -0.10% |
| AU Small Finance Bank Ltd. | 5.26% | 5.17% | -0.09% |
| Kei Industries Ltd. | 2.81% | 2.89% | +0.08% |
| Bharat Heavy Electricals Ltd. | 5.30% | 5.36% | +0.06% |
| CG Power and Industrial Solutions Ltd. | 4.36% | 4.30% | -0.06% |
| Radico Khaitan Ltd. | 2.66% | 2.60% | -0.06% |
| Laurus Labs Ltd. | 6.44% | 6.41% | -0.03% |
| Nippon Life India Asset Management Ltd. | 1.71% | 1.68% | -0.03% |
| Hindustan Copper Ltd. | 1.86% | 1.89% | +0.03% |
| Indian Bank | 2.26% | 2.23% | -0.03% |
| Bank of Maharashtra | 1.37% | 1.35% | -0.02% |
| Ashok Leyland Ltd. | 3.23% | 3.23% | 0.00% |
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 | ₹1,912 Cr | 0.99% | 3.7% | 7.6% | 14.5% |
| Motilal Oswal Nifty Midcap 150 Index Fund | ₹4,151 Cr | 1.09% | 3.3% | 7.3% | 14.5% |
 Nippon India Nifty Midcap 150 Index Fund | ₹2,845 Cr | 0.89% | 3.5% | 7.4% | 14.6% |
 SBI Nifty Midcap 150 Index Fund | ₹1,292 Cr | 0.89% | 3.6% | 7.5% | — |
 Axis Nifty Midcap 50 Index Fund | ₹772 Cr | 1.10% | 4.6% | 8.4% | — |
 Aditya Birla Sun Life Nifty Midcap 150 Index Fund | ₹503 Cr | 1.00% | 3.3% | 7.3% | 14.5% |
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.