Call back
ShareMotilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Direct | Growth
- Direct | Growth
- Regular | Growth
₹10
Reopens on
30th Jul 2026
Performance
- Performance
- Why this fund?
- Fund Philosophy
- Key Facts
- Fund Managers
- Downloads
- Content Library
- People Also Like
- Product Label
Historical Performance
CAGR
planList:
-
0:
- optionName: Growth
- planCode: GD
- planNameOriginal: Direct Growth
- groupedCode: GDG
- planName: Direct
- groupedName: Direct Growth
- optionCode: G
- sixth_char_name: D
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
- isin: INF247L01HE2
- amfi_schcode: 154377
- cmt_schcode: 46496
-
1:
- optionName: Growth
- planCode: GP
- planNameOriginal: Regular Growth
- groupedCode: GPG
- planName: Regular
- groupedName: Regular-Growth
- optionCode: G
- sixth_char_name: R
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
- isin: INF247L01HF9
- amfi_schcode: 154378
- cmt_schcode: 46495
- bmCode: 2852
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
| 1Y | 3Y | 5Y | 7Y | 10Y | Inception |
|---|
Past Performance Calculator
Explore how much wealth you would have created by investing in our schemes using this SIP Calculator
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
Industry Classification as recommended by AMFI
-
-
Key Facts
- Launched on 23-07-2026
-
Investment Objective
The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the...Read More
Type of Scheme
An open-ended fund replicating/tracking the BSE Midcap 150 Momentum 30 Index.
Minimum Application Amount
During the NFO:
Lumpsum – Rs 500/- and in multiples of Re 1/- thereafter
Ongoing basis:
Lumpsum – Rs 500/- and in multiples of Re 1/- thereafter
Multiple SIP frequency options are available, for more details, please refer https://www.motilaloswalmf.com/
Additional Application Amount
undefined
Taxation
Long-term Capital Gains – 12.5% on gains above ₹1.25 lakh (held for more than 12 months)
Short-term Capital Gains – 20% (held for up-to 12 months)
Ongoing basis:
Tax treatment of mutual funds is subject to change. The tax information provided is for general informational purposes only and is not intended as tax advice. Investors are advised to consult their tax advisor before making any investment decisions and tax advice .
Plans
Direct,Regular
Options (Under each plan)
Growth
Type
An open-ended fund replicating/tracking the BSE Midcap 150 Momentum 30 Index.
Systematic Investment Plan
Flexible SIP options with choice of frequency and date Refer Scheme Information Document (SID) for details.
Start Date
03 Jul 2026
End Date
17 Jul 2026
Benchmark
BSE Midcap 150 Momentum 30 TRI
Entry Load
NIL
Date of Allotment
23rd July 2026
Exit Load Policy
- 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.
Our Fund Managers
Swapnil Mayekar
Fund Manager
Dishant Mehta
Associate Fund Manager and Passive Dealer
Rakesh Shetty
Fund Manager/Dealer
Downloads
-
- Factsheet
-
- Presentation
-
- Brochures
-
- Scheme information document
-
- Forms
Product Label
BSE Midcap 150 Momentum 30 TRI Risk- O-Meter
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Risk- O-Meter
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
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.
Learning Resource Vault
Learn with Motilal Oswal
Article
6 min read March 27, 2023
Get to know about Nifty 50 index funds like what is Nifty 50 index funds, how to invest in them - from price fluctuations and technical details to
Video
2 min watch January 19, 2022
If you want to watch a movie, how do you decide which one to watch? Well you might go and peep into the recent track record of hit movies or simply watch a
Podcast
1 min listen October 5, 2021
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.
People are also looking at
Motilal Oswal 5 Year G-Sec Fund Of Fund
- Debt & Liquid
- Government Securities
- Since Inception
- 1 Year
- 3 Years
10,378 Investors in this fund
Motilal Oswal Multi Asset Passive Fund Of Fund
- Index Funds
- Multi Asset
- Since Inception
- 1 Year
- 3 Years
- 5 Years
17,265 Investors in this fund
Motilal Oswal Asset Allocation Passive Fund Of Fund Conservative
- Index Funds
- Multi Asset
- Since Inception
- 1 Year
- 3 Years
- 5 Years
5,882 Investors in this fund
Motilal Oswal BSE 1000 Index Fund
- Indian Equity
- Index Funds
- Since Inception
- 1 Year
24,290 Investors in this fund
Motilal Oswal BSE Clean Environment Index Fund
- Index Funds
- Since Inception
- Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund