GMP IPO Watch
Other Scheme - Index Funds
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Motilal Oswal Mutual Fund
Risk: Very High Risk
52W Low ₹9.83 8 Oct 2026
52W High ₹10.69 26 Aug 2026
₹10.0024
NAV as of 14 Oct 2026
-0.09% day change
Other Plans of This Fund
ISININF247L01HE2
Scheme Code154377
StructureOpen Ended Schemes
AUM (avg. July - September 2026)₹45.78 Cr
Expense Ratio (as of 9 Oct 2026)2.59%
Min. InvestmentRs. 500/- and in multiples of Re. 1/- thereafter.
Inception Date3 Jul 2026
Returns
Since Inception
-2.67%
Annualised (CAGR) returns for periods over a year.
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Rank in Category
| Period | This Fund | Category Avg. | Rank |
|---|---|---|---|
| 1W | -1.26% | -0.26% | 253 of 293 |
| 1M | -4.09% | -2.33% | 228 of 293 |
| YTD | -0.55% | -2.66% | 124 of 293 |
| INCEPTION | -2.67% | — | — |
Ranked among: Other Scheme - Index Funds.
NAV History
Expense Ratio Trend
Portfolio · Sep 2026
Asset Allocation
- Equity100.91%
- Debt0.00%
- Cash-0.91%
- Other0.00%
Market Cap Split
- Large Cap18.02%
- Mid Cap81.98%
- Small Cap0.00%
- Others0.00%
Fundamentals
| Fund | Category | |
|---|---|---|
| P/E | 25.37 | 23.44 |
| P/B | 5.24 | 3.86 |
| Price / Sales | 4.81 | 3.27 |
| Price / Cash Flow | 20.92 | 17.38 |
| Dividend Yield (%) | 0.67 | 1.59 |
Holdings30
Top 5 Stocks26.14%
Top 10 Stocks49.76%
Top 3 Sectors45.57%
Holdings · Sep 2026
| Holding | Sector | Weight | Change (1M) |
|---|---|---|---|
| Laurus Labs | Pharmaceuticals & Biotechnology | 5.43% | -0.98% |
| MCX | Capital Markets | 5.24% | -0.51% |
| Aurobindo Pharma | Pharmaceuticals & Biotechnology | 5.23% | — |
| Bharat Forge | Auto Components | 5.16% | +0.26% |
| Bharat Heavy Electricals | Electrical Equipment | 5.08% | -0.28% |
| AU Small Finance Bank | Banks | 5.07% | -0.10% |
| Federal Bank | Banks | 4.89% | -0.18% |
| One 97 Communications | Financial Technology (Fintech) | 4.69% | +0.61% |
| Sona BLW Precision Forgings | Auto Components | 4.64% | — |
| Vodafone Idea | Telecom - Services | 4.33% | +0.13% |
| Nykaa | Retailing | 4.03% | +0.91% |
| GE Vernova T&D | Electrical Equipment | 3.81% | -0.35% |
| NALCO | Non - Ferrous Metals | 3.63% | -1.08% |
| APL Apollo Tubes | Industrial Products | 3.52% | — |
| CG Power & Industrial Solutions | Electrical Equipment | 3.49% | -0.81% |
View all 32 holdings
| Hitachi Energy | Electrical Equipment | 3.33% | -1.31% |
| Radico Khaitan | Beverages | 3.09% | +0.49% |
| Ashok Leyland | Agricultural, Commercial & Construction Vehicles | 2.86% | -0.37% |
| Aditya Birla Capital | Finance | 2.58% | -0.82% |
| Steel Authority of India | Ferrous Metals | 2.49% | -0.15% |
| Glenmark Pharmaceuticals | Pharmaceuticals & Biotechnology | 2.30% | -1.29% |
| KEI Industries | Industrial Products | 2.17% | -0.72% |
| IPCA Laboratories | Pharmaceuticals & Biotechnology | 2.08% | — |
| Oracle Financial Services Software | IT - Software | 2.03% | — |
| Indian Bank | Banks | 1.95% | -0.28% |
| Hindustan Copper | Non - Ferrous Metals | 1.72% | -0.17% |
| L&T Finance | Finance | 1.67% | -1.19% |
| Ajanta Pharma | Pharmaceuticals & Biotechnology | 1.51% | — |
| Nippon Life India AMC | Capital Markets | 1.49% | -0.19% |
| Bank of Maharashtra | Banks | 1.40% | +0.05% |
| Triparty Repo | Reverse Repo / TREPS | 1.39% | — |
| Net Receivables / (Payables) | Net Current Assets | -2.30% | — |
Sector Allocation · Sep 2026
View all 15 sectors
Tracking Difference
Since Inception-0.37%
Versus BSE Midcap 150 Momentum 30 - TRI, as of Sep 2026.
Compare With Peers
| Scheme | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|
|
ICICI Prudential NASDAQ 100 Index Fund
Regular Plan · Growth
|
+35.61% | +31.86% | — | +19.96% |
|
Motilal Oswal S&P 500 Index Fund
Direct Plan · GROWTH
|
+28.74% | +27.61% | +18.27% | +21.45% |
|
ICICI Prudential Nifty Pharma Index Fund
Direct Plan · IDCW
|
+17.57% | +19.68% | — | +20.33% |
|
Tata Nifty Capital Markets Index Fund
Direct Plan · Growth Option
|
+15.90% | — | — | +20.86% |
|
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund
Direct Plan · Growth
|
+15.53% | +18.78% | +13.52% | +15.95% |
|
Motilal Oswal Nifty Capital Market Index Fund
Regular Plan · Growth
|
+15.32% | — | — | +15.03% |
|
Motilal Oswal Nifty India Defence Index Fund
Regular Plan · Growth
|
+14.69% | — | — | +4.75% |
|
Tata Nifty MidSmall Healthcare Index Fund
Regular Plan · IDCW Payout Option
|
+11.51% | — | — | +15.80% |
|
Motilal Oswal Nifty MidSmall Healthcare Index Fund
Regular Plan · Growth
|
+11.47% | — | — | +9.00% |
|
Kotak Nifty Smallcap 50 Index Fund
Regular Plan · Growth
|
+10.58% | +16.73% | — | +24.81% |
More From Motilal Oswal Asset Management Company Limited
| Scheme | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|
| Motilal Oswal Nasdaq Q50 ETF | +44.41% | +32.54% | — | +13.90% |
|
Motilal Oswal Nasdaq 100 Fund of Fund
Direct plan · Growth
|
+37.87% | +37.67% | +24.01% | +26.86% |
| Motilal Oswal Nasdaq 100 ETF | +36.63% | +32.47% | +21.51% | +23.79% |
|
Motilal Oswal S&P 500 Index Fund
Direct Plan · GROWTH
|
+28.74% | +27.61% | +18.27% | +21.45% |
|
Motilal Oswal Active Momentum Fund
Direct Plan · Reinvestment/Payout
|
+27.13% | — | — | +28.60% |
| Motilal Oswal Silver ETF | +27.03% | — | — | +71.51% |
|
Motilal Oswal Focused Fund
Direct Plan · Growth
|
+25.57% | +14.73% | +10.86% | +14.79% |
|
Motilal Oswal Developed Market Ex US ETFs Overseas Equity Passive FOF
Direct Plan · Growth
|
+24.97% | +22.80% | — | +22.60% |
|
Motilal Oswal Special Opportunities Fund
Direct Plan · Payout/Reinvestment
|
+22.15% | — | — | +22.04% |
|
Motilal Oswal Small Cap Fund
Direct Plan · Growth
|
+19.43% | — | — | +21.53% |
About This Scheme
Investment Objective
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.
Official Documents
Scheme Information Document (PDF)
Scheme Summary (PDF)
Scheme Summary (XLS)
Motilal Oswal Asset Management Company Limited website
Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. Data is sourced from AMFI and fund houses via FinAPI and may lag official figures.