Comprehensive analysis of Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) (40789) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Motilal Oswal Asset Management Company Limited
The Scheme seeks investment return that corresponds to the performance of Nifty Midcap 150 Index subject to tracking error.
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
High Risk
Low Expense Ratio
Balanced Mix
Seasoned Team
Neutral Fit
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Historical performance consistency
Outperformance vs benchmark
Fund management costs
Recent performance momentum
Fund manager experience
Assets under management
Risk-adjusted returns
Market exposure level
This fund has underperformed its benchmark by 0.03% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| BSE Ltd | Financial Services | 3.08% |
| Max Healthcare Institute Ltd | Healthcare | 2.59% |
| Suzlon Energy Ltd | Capital Goods - Electrical Equipment | 2.21% |
| Persistent Systems Ltd | IT - Software | 1.77% |
| Coforge Ltd | IT - Software | 1.75% |
| PB Fintech Ltd | IT - Software | 1.66% |
| Dixon Technologies (India) Ltd | Consumer Durables | 1.60% |
| Indus Towers Ltd | Telecomm Equipment & Infra Services | 1.52% |
| HDFC Asset Management Company Ltd | Finance | 1.44% |
| Federal Bank Ltd | Banks | 1.43% |
Compare against Index Fund category average
This comparison shows how the fund performs relative to the Index Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Index Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Invesco India Nifty G-sec Sep 2032 Index Fund-Dir (IDCW) | ₹1233.29 | 6.17% | 11.30% | N/A |
| Invesco India Nifty G-sec Sep 2032 Index Fund-Dir (G) | ₹1233.29 | 6.17% | 11.30% | N/A |
| Invesco India Nifty G-sec Sep 2032 Index Fund-Reg (G) | ₹1229.16 | 6.09% | 11.14% | N/A |
| Invesco India Nifty G-sec Sep 2032 Index Fund-Reg (IDCW) | ₹1229.15 | 6.09% | 11.14% | N/A |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Dir (G) | ₹1199.62 | 4.94% | 9.12% | N/A |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Dir (IDCW | ₹1199.62 | 4.94% | 9.12% | N/A |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Reg (IDCW) | ₹1195.53 | 4.86% | 8.96% | N/A |
| Invesco India Nifty G-sec Jul 2027 Index Fund-Reg (G) | ₹1195.51 | 4.86% | 8.96% | N/A |
| HDFC BSE Sensex Index Fund - Direct | ₹790.24 | 7.25% | 6.29% | 17.66% |
| HDFC BSE Sensex Index Fund - Regular | ₹771.61 | 7.17% | 6.12% | 17.46% |
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