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Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund

An open-ended fund replicating/tracking the BSE Midcap 150 Momentum 30 Index.

Regular | Growth

Return

3 years

6.08%

Nav

12.59

  • fundIcon:/content/dam/motilal-mf/motilal-oswal-bse-midcap-150-momentum-30-index-fund-images/ic_MO_BSE_Midcap_150_Momentum_30.svg

  • typeOfScheme:An open-ended fund replicating/tracking the BSE Midcap 150 Momentum 30 Index.

  • nfoReopenDate:30-Jul-2026

  • schDetail:

    • sebiCategory: Equity Fund

    • exitLoadShort: 1% < 1 Year

    • schemeName: Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund

    • 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.

    • dateOfAllotment: 2026-07-23

    • nfoStartDate: 03-Jul-2026

    • nfoEndDate: 17-Jul-2026

    • fundCategoryCode: MF

    • schcode: BM

  • fundsTaggingSection:

    • 0: motilal-oswal-amc:indian-equity-
    • 1: motilal-oswal-amc:index-funds
    • 2: motilal-oswal-amc:nfo

  • 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

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
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Tracking Difference

Data as on 27 Feb 2026

Scheme Inception Date -29-09-2023.
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

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Periodic Returns

Data as on

CAGR
Current value of Investment of ₹10,000
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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

Start SIP

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Disclaimer:

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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.

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Portfolio Composition

Download

Sector Holdings
Stock Holdings

Industry Classification as recommended by AMFI

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    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.

  • 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.

  • portfolioTurnoverRatio: NULL

  • 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

  • benchmark: BSE Midcap 150 Momentum 30 TRI

  • expenseRatioDirect: NIL

Minimum Application Amount

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

Minimum Redemption Amount

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

Latest AUM

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

Entry Load

Exit Load Policy

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Our Fund Managers

Managing this fund since

Total AUM

  • schDetail

    • sebiCategory: Equity Fund

    • exitLoadShort: 1% < 1 Year

    • schemeName: Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund

    • 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.

    • dateOfAllotment: 2026-07-23

    • nfoStartDate: 03-Jul-2026

    • nfoEndDate: 17-Jul-2026

    • 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.

      • picture: /content/dam/motilal-mf/fund-manager/mr-swapnil-mayekar.png

      • fundManagerName: Swapnil Mayekar

      • dropdownField: MF

      • type: MF

      • designation: Fund Manager

      • 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.

      • picture: /content/dam/motilal-mf/fund-manager/mr-dishant-mehta.png

      • fundManagerName: Dishant Mehta

      • dropdownField: MF

      • type: MF

      • designation: Associate Fund Manager and Passive Dealer

      • 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.

      • picture: /content/dam/motilal-mf/fund-manager/mr-rakesh-shetty.png

      • fundManagerName: Rakesh Shetty

      • dropdownField: MF

      • type: MF

      • designation: Fund Manager/Dealer

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/rakesh-shetty

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Downloads

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Product Label

Scheme Risk- O-Meter
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Nifty 100 TRI Risk- O-Meter
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This product is suitable for investors who are seeking*

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

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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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