Invest In Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund - Direct Plan Growth: NAV, Returns and Performance

Historical Performance

CAGR

Since Inception

Tracking Difference

Data as on 27 Feb 2026

Scheme Inception Date -23-07-2026.
Performance is based on Compounded Annualised returns
Tracking Difference shall be disclosed only if the Scheme has completed 1 year
period Tracking Difference is the difference in the performance between Scheme and its Benchmark

Periodic Returns

Data as on 30 Sep 2026

1Y
3Y
5Y
7Y
10Y
Inception

schemeName: Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
planList:
- 0:
  - sixth_char_name: D
  - planNameOriginal: Direct Growth
  - groupedCode: GDG
  - groupedName: Direct Growth
  - optionCode: G
  - optionName: Growth
  - planCode: GD
  - planName: Direct
  - schDetail:
    - fundCategoryCode:
  - cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
  - dlPKey: DL_MF_BM_GD_GD
  - isin: INF247L01HE2
  - amfi_schcode: 154377
  - cmt_schcode: 46496
- 1:
  - sixth_char_name: R
  - planNameOriginal: Regular Growth
  - groupedCode: GPG
  - groupedName: Regular-Growth
  - optionCode: G
  - optionName: Growth
  - planCode: GP
  - planName: Regular
  - schDetail:
    - fundCategoryCode:
  - cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
  - dlPKey: DL_MF_BM_GP_GR
  - isin: INF247L01HF9
  - amfi_schcode: 154378
  - cmt_schcode: 46495
returns:
- 0:
  - inception_Ret: 0.0
  - inception_marketValue: 9998.5
  - latNavDate: 2026-09-30
  - prodcode: BMGD
  - plancode: GD
  - optioncode: G
  - amfi_schcode: 154377
  - cmt_schcode: 46496
  - isin: INF247L01HE2
- 1:
  - inception_Ret: 0.0
  - inception_marketValue: 9987.199999999999
  - latNavDate: 2026-09-30
  - prodcode: BMGP
  - plancode: GP
  - optioncode: G
  - amfi_schcode: 154378
  - cmt_schcode: 46495
  - isin: INF247L01HF9
benchmarkreturns:
- 0:
  - type: BM
  - groupName: BSE Midcap 150 Momentum 30 TRI (PRIMARY)
  - latNavDate: 2026-09-30
  - inception_Ret: 0.0
  - bmcode: 2852.0

Past Performance Calculator

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Motilal Oswal Mid cap fund

SIP

Lumpsum

If you would have invested monthly

If you would have invested

10000

Tenure

10

Invested Amount

1200000

Current Value of Investment

2500000

Return (CAGR)

18

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Disclaimer:

This calculator is provided for informational purposes only.
The results are based on user inputs and should not be considered as investment advice. Users should seek the advice of a qualified financial professional before making any investment decisions.
The creators of the calculator and its affiliates shall not be held responsible for any financial losses resulting from the use of the calculator.
Past performance may or may not be sustained in the future and should not be used as a basis for comparison with other investments. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.
SIP is allowed in select open ended schemes. Refer the Scheme SAI, SID, KIM for detailed information.

Why this fund?

Expertise

Backed by a decade of financial expertise, we focus on long-term wealth creation through early investment in promising midcaps.

High Conviction

A focused portfolio of ~35 high-conviction midcap stocks, carefully selected for their unique potential.

Quality and Growth

We prioritize business quality and management strength, guided by our QGLP investment philosophy.

*Based upon our current investment strategy.

Pioneering Growth

A House known for identifying high-growth themes that serve as compounding instruments & stand as formidable wealth creators.

Skin in the Game

Our promoters have invested a substantial ~71772 Cr.*, firmly aligning our interests with yours.

*Data as on 31st January 2024.

Disclaimer: The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity.

Portfolio Composition

Download

Date As On: 30 Sep 2026
portfolioUrl: /content/dam/motilal-mf/sheets/fund-csvs/Month_End_Portfolio_September_2026/YO94.xlsx
holdings:
- 0:
  - srNo: 1
  - nameOfSecurity: Laurus Labs Limited
  - percentToNAV: 5.43%
- 1:
  - srNo: 2
  - nameOfSecurity: Multi Commodity Exchange of India Limited
  - percentToNAV: 5.24%
- 2:
  - srNo: 3
  - nameOfSecurity: Aurobindo Pharma Limited
  - percentToNAV: 5.23%
- 3:
  - srNo: 4
  - nameOfSecurity: Bharat Forge Limited
  - percentToNAV: 5.16%
- 4:
  - srNo: 5
  - nameOfSecurity: Bharat Heavy Electricals Limited
  - percentToNAV: 5.08%
- 5:
  - srNo: 6
  - nameOfSecurity: AU Small Finance Bank Limited
  - percentToNAV: 5.07%
- 6:
  - srNo: 7
  - nameOfSecurity: The Federal Bank Limited
  - percentToNAV: 4.89%
- 7:
  - srNo: 8
  - nameOfSecurity: One 97 Communications Limited
  - percentToNAV: 4.69%
- 8:
  - srNo: 9
  - nameOfSecurity: Sona BLW Precision Forgings Limited
  - percentToNAV: 4.64%
- 9:
  - srNo: 10
  - nameOfSecurity: Vodafone Idea Limited
  - percentToNAV: 4.33%
- 10:
  - srNo: 11
  - nameOfSecurity: FSN E-Commerce Ventures Limited
  - percentToNAV: 4.03%
- 11:
  - srNo: 12
  - nameOfSecurity: GE Vernova T&D India Limited
  - percentToNAV: 3.81%
- 12:
  - srNo: 13
  - nameOfSecurity: National Aluminium Company Limited
  - percentToNAV: 3.63%
- 13:
  - srNo: 14
  - nameOfSecurity: APL Apollo Tubes Limited
  - percentToNAV: 3.52%
- 14:
  - srNo: 15
  - nameOfSecurity: CG Power and Industrial Solutions Limited
  - percentToNAV: 3.49%
- 15:
  - srNo: 16
  - nameOfSecurity: Hitachi Energy India Limited
  - percentToNAV: 3.33%
- 16:
  - srNo: 17
  - nameOfSecurity: Radico Khaitan Limited
  - percentToNAV: 3.09%
- 17:
  - srNo: 18
  - nameOfSecurity: Ashok Leyland Limited
  - percentToNAV: 2.86%
- 18:
  - srNo: 19
  - nameOfSecurity: Aditya Birla Capital Limited
  - percentToNAV: 2.58%
- 19:
  - srNo: 20
  - nameOfSecurity: Steel Authority of India Limited
  - percentToNAV: 2.49%
- 20:
  - srNo: 21
  - nameOfSecurity: Glenmark Pharmaceuticals Limited
  - percentToNAV: 2.3%
- 21:
  - srNo: 22
  - nameOfSecurity: KEI Industries Limited
  - percentToNAV: 2.17%
- 22:
  - srNo: 23
  - nameOfSecurity: IPCA Laboratories Limited
  - percentToNAV: 2.08%
- 23:
  - srNo: 24
  - nameOfSecurity: Oracle Financial Services Software Limited
  - percentToNAV: 2.03%
- 24:
  - srNo: 25
  - nameOfSecurity: Indian Bank
  - percentToNAV: 1.95%
- 25:
  - srNo: 26
  - nameOfSecurity: Hindustan Copper Limited
  - percentToNAV: 1.72%
- 26:
  - srNo: 27
  - nameOfSecurity: L&T Finance Limited
  - percentToNAV: 1.67%
- 27:
  - srNo: 28
  - nameOfSecurity: Ajanta Pharma Limited
  - percentToNAV: 1.51%
- 28:
  - srNo: 29
  - nameOfSecurity: Nippon Life India Asset Management Limited
  - percentToNAV: 1.49%
- 29:
  - srNo: 30
  - nameOfSecurity: Bank of Maharashtra
  - percentToNAV: 1.4%
- 30:
  - srNo: 1
  - nameOfSecurity: Triparty Repo
  - percentToNAV: 1.39%
sector:
- 0:
  - sector: Pharmaceuticals & Biotechnology
  - percentage: 16.55%
- 1:
  - sector: Electrical Equipment
  - percentage: 15.70%
- 2:
  - sector: Banks
  - percentage: 13.32%
- 3:
  - sector: Auto Components
  - percentage: 9.80%
- 4:
  - sector: Capital Markets
  - percentage: 6.73%
- 5:
  - sector: Industrial Products
  - percentage: 5.70%
- 6:
  - sector: Non - Ferrous Metals
  - percentage: 5.35%
- 7:
  - sector: Financial Technology (Fintech)
  - percentage: 4.69%
- 8:
  - sector: Telecom - Services
  - percentage: 4.33%
- 9:
  - sector: Finance
  - percentage: 4.25%
- 10:
  - sector: Retailing
  - percentage: 4.03%

Sector Holdings

Stock Holdings

Industry Classification as recommended by AMFI

1. Key Facts
2. Launched on 06 Feb 2024

Investment Objective

investmentObjective:

The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by BSE Midcap 150 Momentum 30 Index, subject to tracking error. However, there can be no assurance or guarantee that the investment objectives of the scheme will be achieved.

applicationAmount:

Rs. 500/- and in multiples of Re. 1/- thereafter
redemptionAmont: Rs. 500/- and in multiples of Re. 1/- thereafter or account balance, whichever is lower.
exitLoad:

1% if redeemed on or before 15 days from the date of allotment.Nil if redeemed after 15 days from the date of allotment.Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out amongst the plans within the same scheme. For details on load structure, please refer to Section on Load Structure in Scheme Information Document.
aum:
- 0:
  - latestAum: 156.4614
  - latestAumAsOnDt: 2026-09-30T00:00:00
  - optioncode: G
  - plancode: GD
  - prodcode: BMGD
- 1:
  - latestAum: 156.4614
  - latestAumAsOnDt: 2026-09-30T00:00:00
  - optioncode: G
  - plancode: GP
  - prodcode: BMGP
portfolioTurnoverRatio: NULL
planList:
- 0:
  - sixth_char_name: D
  - planNameOriginal: Direct Growth
  - groupedCode: GDG
  - groupedName: Direct Growth
  - optionCode: G
  - optionName: Growth
  - planCode: GD
  - planName: Direct
  - schDetail:
    - fundCategoryCode:
  - cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
  - dlPKey: DL_MF_BM_GD_GD
  - isin: INF247L01HE2
  - amfi_schcode: 154377
  - cmt_schcode: 46496
- 1:
  - sixth_char_name: R
  - planNameOriginal: Regular Growth
  - groupedCode: GPG
  - groupedName: Regular-Growth
  - optionCode: G
  - optionName: Growth
  - planCode: GP
  - planName: Regular
  - schDetail:
    - fundCategoryCode:
  - cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
  - dlPKey: DL_MF_BM_GP_GR
  - isin: INF247L01HF9
  - amfi_schcode: 154378
  - cmt_schcode: 46495
benchmark: BSE Midcap 150 Momentum 30 TRI
expenseRatioDirect: NIL
benchmarkreturns:
- 0:
  - type: BM
  - groupName: BSE Midcap 150 Momentum 30 TRI (PRIMARY)
  - latNavDate: 2026-09-30
  - inception_Ret: 0.0
  - bmcode: 2852.0

Minimum Application Amount

₹500/- and in multiples of ₹1/- thereafter

Minimum Redemption Amount

₹500/- then ₹1/- increments, up to account balance

Latest AUM

156.4614

2026-09-30T00:00:00

Portfolio Turnover Ratio

NULL

Plans

Direct,Regular

Options (Under each plan)

Growth

Benchmark

BSE Midcap 150 Momentum 30 TRI

Total Expense Ratio

NIL

Inception date

2026-09-30

Entry Load

Exit Load Policy

Our Fund Managers

Managing this fund since

Total AUM

schDetail
- exitLoad:
  
  1% if redeemed on or before 15 days from the date of allotment.Nil if redeemed after 15 days from the date of allotment.Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out amongst the plans within the same scheme. For details on load structure, please refer to Section on Load Structure in Scheme Information Document.
- nfoStartDate: 03-Jul-2026
- sebiCategory: Equity Fund
- dateOfAllotment: 2026-07-23
- schemeName: Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
- nfoEndDate: 17-Jul-2026
- exitLoadShort: 1% < 1 Year
- fundCategoryCode: MF
- schcode: BM
fundManager:
- 0:
  - description:
    
    Swapnil has over 12 years of experience in the fund management and product development.
    
    Motilal Oswal Asset Management Company Ltd. from March 2010 onwards.
    
    Business Standard, Research Associate from August 2005 to February 2010.
  - designation: Fund Manager
  - picture: /content/dam/motilal-mf/fund-manager/mr-swapnil-mayekar.png
  - fundManagerName: Swapnil Mayekar
  - type: MF
  - dropdownField: MF
  - cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/swapnil-mayekar
- 1:
  - description:
    
    Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies. Managed Institutional and Foreign Portfolio Investment clients. Prior to joining Motilal Oswal Asset Management Company, Mr. Mehta has worked with Emkay Global Financial Services Limited, Anand Rathi Shares & Stock Brokers Limited, Kotak Securities Limited and Angel Broking Limited.
  - designation: Associate Fund Manager and Passive Dealer
  - picture: /content/dam/motilal-mf/fund-manager/mr-dishant-mehta.png
  - fundManagerName: Dishant Mehta
  - type: MF
  - dropdownField: MF
  - cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/dishant-mehta
- 2:
  - description:
    
    Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, 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.
  - designation: Head Debt
  - picture: /content/dam/motilal-mf/fund-manager/mr-rakesh-shetty.png
  - fundManagerName: Rakesh Shetty
  - type: MF
  - dropdownField: MF
  - cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/rakesh-shetty

Downloads

- Factsheet
- Presentation
- Brochures
- Scheme information document
- Forms
- Index Component

Product Label

Scheme Risk- O-Meter

Nifty 100 TRI Risk- O-Meter

This product is suitable for investors who are seeking*

Long term capital growth
Investments in equity and equity related instruments of large cap stocks.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

productLabellingDescription:

This product is suitable for investors who are seeking*
- Return that corresponds to the BSE Midcap 150 Momentum 30, subject to tracking error
- Long-term capital growth
  *Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
benchmarkreturns:
- 0:
  - type: BM
  - groupName: BSE Midcap 150 Momentum 30 TRI (PRIMARY)
  - latNavDate: 2026-09-30
  - inception_Ret: 0.0
  - bmcode: 2852.0
schDetail
- exitLoad:
  
  1% if redeemed on or before 15 days from the date of allotment.Nil if redeemed after 15 days from the date of allotment.Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out amongst the plans within the same scheme. For details on load structure, please refer to Section on Load Structure in Scheme Information Document.
- nfoStartDate: 03-Jul-2026
- sebiCategory: Equity Fund
- dateOfAllotment: 2026-07-23
- schemeName: Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
- nfoEndDate: 17-Jul-2026
- exitLoadShort: 1% < 1 Year
- fundCategoryCode: MF
- schcode: BM
risk
- riskType: Very High
- riskImageURL: https://www.motilaloswalmf.com/content/dam/motilal-mf/risk-meter-images/risk-meter/very-high-risk.png
- benchmarkRisk: Very High
- benchmarkRiskImageURL: https://www.motilaloswalmf.com/content/dam/motilal-mf/risk-meter-images/benchmark/very-high-risk.png

Frequently Asked Questions

What is the Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund?

An open-ended index fund that replicates the BSE Midcap 150 Momentum 30 Index — comprising the 30 highest-momentum stocks from the BSE 150 Midcap universe. Stocks are selected through a systematic momentum-scoring methodology and the portfolio is rebalanced quarterly.

What index does this fund track?

This fund tracks the BSE Midcap 150 Momentum 30 Index — a rules-based index of 30 highest-momentum stocks from the BSE 150 Midcap universe. Selection is based on 12-month price returns adjusted for volatility, with free-float market cap weighting capped at 5% per stock, and the portfolio is rebalanced quarterly.

Why only 30 stocks?

Fewer stocks create excessive concentration and higher volatility. More stocks dilute the momentum signal into a broad index. The 30-stock portfolio strikes the optimal balance — delivering the best risk-adjusted returns by maximising the Sharpe Ratio.

Is midcap momentum a risky strategy?

Midcap momentum carries both midcap volatility and momentum reversal risk. However, the strategy is fully rules-based — with periodic rebalancing that systematically stays with stronger trends and removes weaker stocks over time, reducing reliance on any single discretionary call.

Who should consider this fund?

This fund is best suited for investors who: seek long-term growth with a 5+ year investment horizon; can tolerate midcap volatility; believe in systematic, data-driven momentum strategies; and want concentrated, high-conviction exposure to market leaders.

How often does the portfolio change?

The portfolio rebalances quarterly — in March, June, September, and December — as momentum leadership shifts across sectors and stocks. During each rebalancing, the portfolio adapts to refresh momentum rankings, keeping it aligned with current market trends while maintaining the focused 30-stock structure.

Why quarterly rebalancing instead of semi-annual?

Quarterly rebalancing enables faster adaptation to market trend shifts. When momentum leadership rotates, quarterly rebalancing captures the shift within weeks, not months. This faster responsiveness is a key driver of alpha generation over time.

What is the buffer zone and why does it matter?

A buffer zone reduces unnecessary portfolio churn during rebalancing. It ensures that stocks are not removed simply due to small rank movements, while still allowing meaningfully weaker momentum stocks to be replaced when a trend has genuinely changed. This keeps turnover costs low without sacrificing responsiveness.

Can I invest through SIP?

Yes. Multiple SIP frequency options are available. SIP is a particularly good fit for a volatile thematic fund — it enables you to average your cost of acquisition across market cycles, reducing the impact of entry-timing risk.

What is the exit load?

1% exit load if redeemed within 15 days from the date of allotment. Zero exit load after 15 days. No exit load is charged on switches between options within the scheme.

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On this exclusive episode, Mr. Raamdeo Agrawal, Co-founder of Motilal Oswal Group talks to host Anupam Gupta about his fascinating journey – from being a farmer’s son in a small village to becoming a successful entrepreneur. He talks about his humble beginnings, his background, how he met Mr. Motilal Oswal, his struggles, and a lot more. Tune in to this very inspirational episode.On this exclusive episode.
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