Motilal Oswal Nifty Mid Cap 150 Index Fund
Direct · Growth ₹42.41
18 Aug 2026
NAV
25.9%
3Y CAGR
25.6%
5Y CAGR
26.0%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.73
Sharpe
-37.2%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.23%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.06 L | 29.6% | -25.3% | 119.0% |
| 3 Years | ₹36.00 L | ₹50.06 L | 23.9% | 4.5% | 40.1% |
| 5 Years | ₹60.00 L | ₹1.02 Cr | 23.2% | 12.7% | 35.9% |
| 7 Years | ₹84.00 L | ₹1.76 Cr | 21.3% | 21.2% | 21.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 29.6% | 14.4% | 9.4% | +15.2% |
| 3 Years | 23.9% | 11.1% | 12.3% | +12.8% |
| 5 Years | 23.2% | 10.4% | 14.1% | +12.8% |
| 7 Years | 21.3% | 10.6% | 14.3% | +10.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 28.0% | 20.7% | -5.9% | 114.4% | 0.83 | 8.64 | 94% | — | — |
| 3 Years | 25.9% | 25.2% | 16.4% | 39.5% | 4.30 | — | 100% | — | — |
| 5 Years | 25.6% | 26.9% | 16.7% | 36.0% | 3.73 | — | 100% | — | — |
-37.2%
Max Drawdown
2 mo
Drawdown Duration
6 mo
Recovery Time
-5.0%
Avg Drawdown
Calmar Ratio by Duration
0.75
1Y
0.70
3Y
0.69
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +13.90 | 1.07 | 110.3% | 92.4% | 10.3% | -2.9% |
| 3 Years | +10.72 | 1.06 | 111.2% | 98.0% | 18.5% | 7.8% |
| 5 Years | +10.17 | 1.00 | 102.2% | 89.7% | 18.0% | 7.8% |
| 7 Years | +11.43 | 0.87 | 94.2% | 82.2% | 22.7% | 11.9% |
| 10 Years | +7.39 | 0.87 | 94.2% | 82.2% | 15.4% | 8.2% |
| 12 Years | +5.91 | 0.87 | 94.2% | 82.2% | 12.7% | 6.8% |
| 15 Years | +4.48 | 0.87 | 94.2% | 82.2% | 10.0% | 5.4% |
144
Total Holdings
17.6%
Top 10 Weight
40
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | BSE Limited | 3.16% |
| 2 | Hero MotoCorp Ltd | 1.90% |
| 3 | The Federal Bank Limited | 1.84% |
| 4 | Multi Commodity Exchange of India Ltd | 1.76% |
| 5 | Lupin Ltd | 1.62% |
| 6 | Indus Towers Limited | 1.56% |
| 7 | Persistent Systems Ltd | 1.53% |
| 8 | Indusind Bank Ltd | 1.43% |
| 9 | PB Fintech Limited | 1.40% |
| 10 | Suzlon Energy Ltd | 1.39% |