Motilal Oswal Nifty Midcap 150 Index Fund Overview
Category Index Fund
BMSMONEY Rank 1
Rating
Growth Option 11-04-2025
NAV ₹32.23(R) +1.86% ₹33.56(D) +1.87%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -% 16.25% 30.81% -% -%
Direct -% 17.11% 31.77% -% -%
Benchmark
SIP (XIRR) Regular -28.19% 14.49% 20.27% -% -%
Direct -27.71% 15.38% 21.22% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.67 0.34 0.62 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
17.32% -21.58% -20.58% - 12.47%
Top Index Fund
Fund Name Rank Rating
Motilal Oswal Nifty Midcap 150 Index Fund 1
Nippon India Nifty Midcap 150 Index Fund 2
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 3
ICICI Prudential Nifty Midcap 150 Index Fund 4
Navi Nifty Midcap 150 Index Fund 5
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 6
Edelweiss Nifty Large Mid Cap 250 Index Fund 7
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund 8
Motilal Oswal Nifty Bank Index Fund 9
ICICI Prudential Nifty Bank Index Fund 10
Navi Nifty Bank Index Fund 11
Axis Nifty Smallcap 50 Index Fund 12
- 13
HDFC NIFTY50 Equal Weight Index Fund 14
DSP Nifty 50 Equal Weight Index Fund 15
UTI BSE Low Volatility Index Fund 16

NAV Date: 11-04-2025

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan 32.23
0.5900
1.8600%
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan 33.56
0.6200
1.8700%

Review Date: 11-04-2025

Beginning of Analysis

In the Index Funds category, Motilal Oswal Nifty Midcap 150 Index Fund is the top ranked fund. The category has total 78 funds. The 5 star rating shows an excellent past performance of the Motilal Oswal Nifty Midcap 150 Index Fund in Index Funds. The fund has a Sharpe Ratio of 0.67 which is higher than the category average of 0.24.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Index Mutual Fundss

Motilal Oswal Nifty Midcap 150 Index Fund Return Analysis

  • The fund has given a return of 2.81%, -4.25 and -15.21 in last one, three and six months respectively. In the same period the category average return was 1.9%, -2.39% and -11.04% respectively.
  • The fund has given a return of 17.11% in last three years and ranked 2.0nd out of 83 funds in the category. In the same period the Index Funds category average return was 10.64%.
  • The fund has given a return of 31.77% in last five years and ranked 2nd out of 28 funds in the category. In the same period the Index Funds category average return was 22.42%.
  • The fund has given a SIP return of -27.71% in last one year whereas category average SIP return is -22.44%. The fund one year return rank in the category is 76th in 120 funds
  • The fund has SIP return of 15.38% in last three years and ranks 4th in 80 funds. Aditya Birla Sun Life Nifty Smallcap 50 Index Fund has given the highest SIP return (17.88%) in the category in last three years.
  • The fund has SIP return of 21.22% in last five years whereas category average SIP return is 13.72%.

Motilal Oswal Nifty Midcap 150 Index Fund Risk Analysis

  • The fund has a standard deviation of 17.32 and semi deviation of 12.47. The category average standard deviation is 13.49 and semi deviation is 9.59.
  • The fund has a Value at Risk (VaR) of -21.58 and a maximum drawdown of -20.58. The category average VaR is -18.31 and the maximum drawdown is -15.32.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Index Funds Category
  • Good Performance in Index Funds Category
  • Poor Performance in Index Funds Category
  • Very Poor Performance in Index Funds Category


    • Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Motilal Oswal Nifty Midcap 150 Index Fund NAV Regular Growth Motilal Oswal Nifty Midcap 150 Index Fund NAV Direct Growth
    11-04-2025 32.2273 33.5567
    09-04-2025 31.6374 32.9411
    08-04-2025 31.8361 33.1474
    07-04-2025 31.1788 32.4624
    04-04-2025 32.3415 33.6711
    03-04-2025 33.3164 34.6854
    02-04-2025 33.2522 34.6179
    01-04-2025 32.7869 34.1328
    28-03-2025 33.1168 34.4735
    27-03-2025 33.2117 34.5717
    26-03-2025 33.0893 34.4436
    25-03-2025 33.3006 34.6629
    24-03-2025 33.6303 35.0055
    21-03-2025 33.2605 34.6185
    20-03-2025 32.8186 34.1579
    19-03-2025 32.6392 33.9706
    18-03-2025 31.8843 33.1843
    17-03-2025 31.242 32.5151
    13-03-2025 31.0108 32.272
    12-03-2025 31.2052 32.4737
    11-03-2025 31.3664 32.6408

    Fund Launch Date: 19/Aug/2019
    Fund Category: Index Fund
    Investment Objective: The Scheme seeks investment return that corresponds to the performance of Nifty Midcap 150 Index subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
    Fund Description: An open ended scheme replicating /Tracking Nifty Midcap 150 Index
    Fund Benchmark: Nifty Midcap 150 Index Total Return Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.