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ShareMotilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Direct | Growth
- Direct | Growth
- Regular | Growth
Since 3 years
%
NFO Ends On
3rd Jun 2026
Historical Performance
CAGR
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
Industry Classification as recommended by AMFI
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Key Facts
- Launched on 23-07-2026
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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
₹
Portfolio Turnover
Ratio
NULL
Plans
Direct,Regular
Benchmark
BSE Midcap 150 Momentum 30 TRI
Total Expense Ratio
6.58
Inception date
23-07-2026
Entry Load
NIL
Tracking Error
NA
Historic Daily Tracking Error
Click HereExit 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
Swapnil Mayekar
Fund Manager
Dishant Mehta
Associate Fund Manager and Passive Dealer
Rakesh Shetty
Head Debt
Downloads
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- Factsheet
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- Presentation
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- Brochures
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- Scheme information document
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- 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
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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
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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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- Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund