Motilal Oswal Nifty Midcap150 Plus 8-13 Yr G-Sec 70:30 Index Fund
- NAV as on 6 Nov 2026
- ₹10.44-0.11%1 day
- Return since launch
- -0.1%
- 52-week range
- ₹10.44 — ₹10.46
- AUM
- ₹3,880 Cr
Motilal Oswal Nifty Midcap150 Plus 8-13 Yr G-Sec 70:30 Index Fund is a Aggressive Hybrid hybrid fund from Motilal Oswal Mutual Fund with ₹3,880 Cr under management, launched in 2026. The expense ratio is 0.00% and the SEBI riskometer reading is Very High.
Performance
Motilal Oswal Nifty Midcap150 Plus 8-13 Yr G-Sec 70:30 Index Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned -0.1% against +0.8% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
Since launch (12 Oct 2026): -0.1%
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
0.00%
Expense ratio
Charged yearly and already deducted from the NAV.
- 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
- Nifty Midcap150 Plus 8-13 yr G-Sec 70:30
- 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 Nifty Midcap150 Plus 8-13 Yr G-Sec 70:30 Index Fund portfolio
What the fund owns, and how much of it.
Asset allocation
- Equity95.7%
- Other4.3%
Market cap split
- Large18.8%
- Mid75.7%
- Small5.6%
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 | ₹13,313 Cr | 2.04% | 8.2% | 8.1% | 12.1% |
 ICICI Prudential Aggressive Hybrid Fund | ₹50,706 Cr | 1.59% | 3.4% | 6.6% | 12.0% |
| ICICI Prudential Aggressive Hybrid Active FoF | ₹8,894 Cr | 1.50% | 6.4% | 7.2% | 12.0% |
 Bandhan Aggressive Hybrid Fund | ₹2,663 Cr | 2.25% | 12.0% | 10.6% | 12.4% |
 Bank of India Aggressive Hybrid Fund | ₹2,196 Cr | 2.24% | 9.9% | 8.4% | 13.3% |
 Quant Aggressive Hybrid Fund | ₹2,108 Cr | 2.60% | 9.5% | 7.5% | 10.5% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks to generate return that corresponds to the performance of the Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index, subject to tracking error. Long-term capital growth.
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.