Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹114 Cr

Lock In Period

N/A

Expense Ratio

7.17

Exit Load

1% - If redeemed on or before 15 days from the allotment.Nil - If redeemed after 15 days from the allotment.

Benchmark

BSE Midcap 150 Momentum 30 Total Return

Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.92-1.054.56
6M0.003.2140.91
1Y0.003.6271.53
3Y0.0011.59210.09

Portfolio Analysis

  • Equity: 102.29%
  • Debt: -2.29%
  • Others
As on: 2026-08-31
View allocation % by

1. Laurus Labs Limited6.41%
2. Glenmark Pharmaceuticals Limited3.59%
3. Biocon Limited2.02%

1. AU Small Finance Bank Limited5.17%
2. The Federal Bank Limited5.07%

1. Multi Commodity Exchange of India Limited5.75%

1. Bharat Heavy Electricals Limited5.36%

1. Bharat Forge Limited4.90%

1. National Aluminium Company Limited4.71%

1. Hitachi Energy India Limited4.64%

1. CG Power and Industrial Solutions Limited4.30%

1. Vodafone Idea Limited4.20%

1. GE Vernova T&D India Limited4.16%

1. One 97 Communications Limited4.08%

1. Fortis Healthcare Limited3.59%

1. Indian Bank2.23%
2. Bank of Maharashtra1.35%

1. Aditya Birla Capital Limited3.40%

1. Ashok Leyland Limited3.23%

1. FSN E-Commerce Ventures Limited3.12%

1. KEI Industries Limited2.89%

1. L&T Finance Limited2.86%

1. Marico Limited2.71%

1. Steel Authority of India Limited2.64%

1. Radico Khaitan Limited2.60%

1. Hindustan Copper Limited1.89%

1. GMR Airports Limited1.87%

1. Nippon Life India Asset Management Limited1.68%

1. Thermax Limited1.22%
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About Fund Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Growth

Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Growth managed by Motilal Oswal Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹114 Crore. The fund benchmarks its performance against the BSE Midcap 150 Momentum 30 Total Return while maintaining an expense ratio of 7.17. Under the expert guidance of Swapnil Mayekar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Swapnil Mayekar

Mr. Mayekar has 10 years of experience in the financial services industry. He has been part of fund management & product development team for Motilal Oswal Asset Management Company Limited (Mutual Fund) for last 5 years. His key area of expertise is quantitative analysis, creating customized indices, model testing and building research database. His last assignment was with Business Standard Limited as a Research Associate. He has done his post-graduation in Commerce (Finance Management) from University of Mumbai.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Tata BSE Select Business Groups Index Fund Growth0225 CR1.07
Mirae Asset Nifty Total Market Index Fund Growth051 CR0.99
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Growth0114 CR7.17
HDFC Silver ETF Growth08,312 CR0.58
Axis Silver ETF Growth02,068 CR0.42
Fund Name1Y3Y
This FundTata BSE Select Business Groups Index Fund Growth-2.42780
This FundMirae Asset Nifty Total Market Index Fund Growth-2.0790
This FundMotilal Oswal BSE Midcap 150 Momentum 30 Index Fund Growth00
This FundHDFC Silver ETF Growth72.72209.5396
This FundAxis Silver ETF Growth73.2679210.6874

Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Growth FAQs

Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Growth is 7.17. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Growth’s fund performance is as follows:
  • 1 Month : -0.92%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Growth are updated daily based on NAV of ₹ 10.425 as on Sep 23,2026. Since inception, the return has been 0.00%.

You can invest in Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Growth is ₹114 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.