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Motilal Oswal Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index Fund

An open-ended fund replicating/tracking Nifty Midcap150 Plus 8–13 Yr G-Sec 70:30 Index

Regular | Growth

Return

3 years

6.08%

Nav

12.59

  • fundIcon:/content/dam/motilal-mf/nfo/nifty-midcap150-plus/nfo-icon.png

  • typeOfScheme:An open-ended fund replicating/tracking Nifty Midcap150 Plus 8–13 Yr G-Sec 70:30 Index

  • nfoReopenDate:05-Nov-2026

  • schDetail:

    • exitLoad:

      1% - If redeemed on or before 15 days from the allotment.
      Nil - If redeemed after 15 days from the 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 this Document.

    • nfoStartDate: 12-Oct-2026

    • sebiCategory: Equity Fund

    • cmotsGroupCode: MO46779

    • dateOfAllotment: 30/10/2026

    • schemeName: Motilal Oswal Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index Fund

    • nfoEndDate: 26-Oct-2026

    • fundCategoryCode: MF

    • schcode: PI

  • fundsTaggingSection:

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

  • planList:

    • 0:

      • 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_PI_GP_GR
      • isin: INF247L01HR4
      • amfi_schcode: 154794
      • cmt_schcode: 46779

    • 1:

      • 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_PI_GD_GD
      • isin: INF247L01HQ6
      • amfi_schcode: 154795
      • cmt_schcode: 46780
mob
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Bringing Equity & Debt Together

The index comprises 70% exposure to the Nifty Midcap 150 Index and 30% exposure to the Nifty 8–13 Yr G-Sec Index. The weights are rebalanced monthly on the last working day of the month, as per the index methodology.

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Understanding the Two Components – The Underlying Index
*The top 3 Government Securities – Based on turnover during the month
Note: Weights of the equity and fixed income sub-indices can drift between monthly reset dates due to underlying asset price movement. The weig hts are reset to their pre-defined levels on a monthly basis, as per the index methodology.
The above information is for illustration purpose only.

Source: NSE Indices
70% | Nifty Midcap 150 Index
Tracks 150 companies ranked 101–250 by full market capitalisation from Nifty 500, weighted based on free-float market capitalisation
30% | Nifty 8–13 Yr G-Sec Index
Tracks the top 3 liquid Government Securities* with 8–13 year maturities and an outstanding amount of ₹5,000+ crore. Each bond is weighted based on liquidity and outstanding amount, with liquidity carrying a 40% weight and outstanding amount carrying a 60% weight.
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What Can This Fund Offer?
*As per index methodology. <br> Source: NSE Indices, MOAMC Research. Data as on 30-Sep-2026. Risk-adjusted returns are based on index data and are not indicative of scheme performance. Past performance may or may not be sustained in future and is not a guarantee of any future returns.
Growth Potential of Midcaps
Relative Stability Through Government Securities
Potential Cushion During Market Corrections
Disciplined Monthly Rebalancing
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Inside the Index as on September 30, 2026

Source/Disclaimer: NSE Indices, MOAMC Research. Data as on 30-Sep-2026. The stocks/securities mentioned above are for illustration purpose only. They should not be used for development or implementation of any investment strategy and should not be construed as investment advice to any party. The scheme may or may not have any future position in these stocks/securities. Past performance may or may not be sustained in future and is not guaranteed of any future returns.

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Risk-Return Profile
The Hybrid Index (Nifty Midcap150 Plus 8-13 Yr G-Sec 70:30 Index) has outperformed/recorded lower volatility than Nifty 50 across given time horizons.
Source/Disclaimer: nifty indices. 250 trading days assumed in one year. Performance as on 30-Sep-2026.
CAGR / Risk-adjusted Returns: The above data represents historical performance/risk-adjusted returns of the respective indices and does not represent scheme performance. Past performance may or may not be sustained in future and is not a guarantee of future returns.<br>
Annualized Volatility: Standard deviation is calculated based on fluctuations in daily returns from their average.
The above graph/data is for illustrative and informational purposes only and should not be used for making any investment decision or implementing any investment strategy. Performance results have inherent limitations and no representation is made that any investor will, or is likely to, achieve similar results. It should not be construed as investment advice.
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Historical Performance

CAGR

planList:

  • 0:

    • 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_PI_GP_GR
    • isin: INF247L01HR4
    • amfi_schcode: 154794
    • cmt_schcode: 46779

  • 1:

    • 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_PI_GD_GD
    • isin: INF247L01HQ6
    • amfi_schcode: 154795
    • cmt_schcode: 46780
  • bmCode: 2877
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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

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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:

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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 correspond to the performance of the Nifty Midcap150 Plus 8–13 Yr G-Sec 70:30 Index, subject to tracking error.
    However, there is no guarantee or assurance that the investment objective of the scheme will be achieved

  • applicationAmount:

    During NFO and on Continuous Basis: For Lumpsum: ₹500/- and in multiple of ₹1/- thereafter

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

  • exitLoad:

    1% - If redeemed on or before 15 days from the allotment.
    Nil - If redeemed after 15 days from the 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 this Document.

  • portfolioTurnoverRatio: NA

  • planList:

    • 0:

      • 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_PI_GP_GR
      • isin: INF247L01HR4
      • amfi_schcode: 154794
      • cmt_schcode: 46779

    • 1:

      • 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_PI_GD_GD
      • isin: INF247L01HQ6
      • amfi_schcode: 154795
      • cmt_schcode: 46780

  • benchmark: Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index TRI

  • expenseRatioDirect: NA

  • entryLoad:

    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

NA

Plans

Regular,Direct

Options (Under each plan)

Growth

Benchmark

Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index TRI

Total Expense Ratio

NA

Inception date

Entry Load

Nil

Exit Load Policy

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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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Our Fund Managers

Managing this fund since

Total AUM

  • schDetail

    • exitLoad:

      1% - If redeemed on or before 15 days from the allotment.
      Nil - If redeemed after 15 days from the 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 this Document.

    • nfoStartDate: 12-Oct-2026

    • sebiCategory: Equity Fund

    • cmotsGroupCode: MO46779

    • dateOfAllotment: 30/10/2026

    • schemeName: Motilal Oswal Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index Fund

    • nfoEndDate: 26-Oct-2026

    • fundCategoryCode: MF

    • schcode: PI

  • 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

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Downloads

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Frequently Asked Questions

What is the Motilal Oswal Nifty Midcap150 Plus 8–13 Yr G-Sec 70:30 Index Fund?
It is an open-ended index fund that tracks the Nifty Midcap150 Plus 8–13 Yr G-Sec 70:30 Index. The fund follows a 70% equity and 30% debt allocation, combining Midcaps for growth potential with Government Securities for stability.
What does “70:30” mean?
The fund invests 70% in the Nifty Midcap 150 Index and 30% in the Nifty 8–13 Yr G-Sec Index. This creates a predefined mix of equity and debt within the portfolio
Why does the fund combine Midcaps and Government Securities?
Midcaps can offer higher long-term growth potential, while Government Securities can provide greater stability. The 70:30 allocation brings these two characteristics together in one portfolio.
What are the underlying indices of the fund?
The equity portion tracks the Nifty Midcap 150 Index, while the debt portion tracks the Nifty 8–13 Yr G-Sec Index. Together, they form the 70:30 hybrid index tracked by the fund.
What is the Nifty Midcap 150 Index?
The Nifty Midcap 150 Index tracks 150 companies ranked 101–250 by full market capitalisation within the Nifty 500. These companies are weighted based on their free-float market capitalisation.
What is the Nifty 8–13 Yr G-Sec Index?
It tracks Government Securities with 8–13 year maturities. The index consists of eligible liquid Government Securities and uses a methodology that considers both outstanding amount and liquidity.
Is the 70:30 allocation fixed?
Yes. The index follows a predefined 70:30 allocation between the equity and debt components. The portfolio is rebalanced periodically as per Index Methodology to bring the allocation back towards the intended mix.
How often is the portfolio rebalanced?
The 70:30 hybrid index is rebalanced every month as per index Methodology. This helps maintain the intended allocation through different market conditions.
How does monthly rebalancing work?
If one part of the portfolio rises and becomes a larger share than its target allocation, some of it is reduced. If another part falls and becomes a smaller share, the portfolio adds to it. In simple terms, the process buys more of what has fallen and sells some of what has risen, helping maintain the 70:30 allocation.
Who is this fund suitable for?
The scheme is intended for investors seeking long-term capital growth and returns that correspond to the performance of the Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index, , subject to tracking error. investors should consider their investment horizon, financial goals and risk appetite before investing.
Why consider a passive hybrid fund for a 70:30 allocation?
The fund provides a predefined 70:30 allocation and systematic monthly rebalancing within one investment.

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