Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan has delivered 164.93% absolute return over the last 5 years.
The average return for funds is 61.66% .
This fund ranks #2 in its category based on 5-year returns.
The largest portfolio holding is BSE LTD with a portfolio weight of 3.57% .
The fund currently owns more than 152 stocks.
The top 10 holdings account for 18.01% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 15.97% | 2.52% |
| 2 Year Return | 50.37% | 14.81% |
| 3 Year Return | 96.63% | 41.29% |
| 4 Year Return | 254.06% | 54.54% |
| 5 Year Return | N/A | 61.66% |
| 6 Year Return | N/A | 80.31% |
| 7 Year Return | N/A | 90.53% |
| Expense Ratio | 0.22% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
3.57%
|
|
| 2 | Financials |
2.12%
|
|
| 3 | Pharmaceuticals |
1.69%
|
|
| 4 | Consumer Discretionary |
1.67%
|
|
| 5 | Exchange Platform |
1.65%
|
|
| 6 | Financials |
1.60%
|
|
| 7 | IT Consulting & Software |
1.44%
|
|
| 8 | IT Consulting & Software |
1.43%
|
|
| 9 | Financials |
1.42%
|
|
| 10 | Industrials |
1.42%
|
|
| 11 | Consumer Electronics |
1.40%
|
|
| 12 | Industrials |
1.40%
|
Minimum Purchase: ₹500
Exit Load: 1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.
Lock-in: 1
Risk: Moderate Risk
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan is managed by MOTILALOSWAL .
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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