NFO Ends On: 04th Nov 202602d : 20h : 19m Motilal Oswal Multi Asset Omni Fund of Funds Call back Invest

21-Oct-2026

04-Nov-2026

Motilal Oswal Multi Asset Omni Fund of Funds

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New Fund Offer
An open-ended fund replicating/tracking the BSE Midcap 150 Momentum 30 Index.
  • Indian Equity
  • Index Funds
  • Direct | Growth
  • Regular | Growth
Return
  • Since Inception

0%

NAV as on 29 Oct 26

9.80

navalt

0.85%

NFO Ends On

3rd Jun 2026
12Days
14Hrs
32Mins
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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

1Y3Y5Y7Y10YInception
Motilal Oswal BSE Midcap 150 Momentum 30 Index FundNANANANANA0.00%
BSE Midcap 150 Momentum 30 TRI (PRIMARY)NANANANANA0.00%

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Past Performance Calculator

Explore how much wealth you would have created by investing in our schemes using this SIP Calculator

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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

    Expertise

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

  • High Conviction

    High Conviction

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

  • Quality and Growth

    Quality and Growth

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

    *Based upon our current investment strategy.

  • Pioneering Growth

    Pioneering Growth

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

  • Skin in the Game

    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

excelDownload

  • 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%
Pharmaceuticals & Biotechnology
16.55%
Electrical Equipment
15.70%
Banks
13.32%
Auto Components
9.80%
Capital Markets
6.73%
Industrial Products
5.70%
Non - Ferrous Metals
5.35%
Financial Technology (Fintech)
4.69%
Telecom - Services
4.33%
Finance
4.25%
Retailing
4.03%

Industry Classification as recommended by AMFI

  1. key facts

    1. Key Facts

    2. 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...

Minimum Application Amount

Rs. 500/- and in multiples of Re. 1/- thereafter

Minimum Redemption Amount

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

Latest AUM

₹156.46 Crs
(as on 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

NA

Inception date

23 Jul 2026

Entry Load

NA

Tracking Error

NA

Historic Daily Tracking Error

Click Here

Exit Load

  • 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

managerpic

Swapnil Mayekar

Fund Manager

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managerpic

Dishant Mehta

Associate Fund Manager and Passive Dealer

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managerpic

Rakesh Shetty

Head Debt

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Downloads

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

Product Label

BSE Midcap 150 Momentum 30 TRI
Risk-O-Meter

Very-High

Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Risk-O-Meter

Very-High

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.

  • 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.

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  • mic 1Podcast

    • 1 min listen
    • calendar invesOctober 5, 2021

  • Ep. 12: Wisdom Tree (part 1)

  • 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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