Motilal Oswal Nifty Mid Cap 150 Index Fund
Direct · Growth ₹38.71
02 Nov 2026
NAV
25.4%
3Y CAGR
24.6%
5Y CAGR
23.4%
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.
3.14
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 | ₹13.01 L | 28.7% | -25.3% | 119.0% |
| 3 Years | ₹36.00 L | ₹49.81 L | 23.1% | 0.9% | 40.1% |
| 5 Years | ₹60.00 L | ₹1.01 Cr | 22.5% | 11.4% | 35.9% |
| 7 Years | ₹84.00 L | ₹1.69 Cr | 19.7% | 16.7% | 21.5% |
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 | 28.7% | 14.3% | 5.6% | +14.4% |
| 3 Years | 23.1% | 11.0% | 11.9% | +12.1% |
| 5 Years | 22.5% | 10.4% | 14.0% | +12.1% |
| 7 Years | 19.7% | 10.6% | 13.7% | +9.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 27.2% | 19.0% | -5.9% | 114.4% | 0.80 | 7.89 | 93% | — | — |
| 3 Years | 25.4% | 24.8% | 12.5% | 39.5% | 3.76 | — | 100% | — | — |
| 5 Years | 24.6% | 25.5% | 12.7% | 36.0% | 3.14 | — | 100% | — | — |
-37.2%
Max Drawdown
2 mo
Drawdown Duration
6 mo
Recovery Time
-5.0%
Avg Drawdown
Calmar Ratio by Duration
0.73
1Y
0.68
3Y
0.66
5Y
0.57
7Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +6.98 | 1.03 | 101.7% | 92.3% | -4.5% | -10.9% |
| 3 Years | +7.21 | 1.04 | 106.2% | 97.2% | 13.6% | 6.4% |
| 5 Years | +8.05 | 0.99 | 100.6% | 90.3% | 13.2% | 5.2% |
| 7 Years | +10.37 | 0.87 | 93.4% | 82.3% | 19.9% | 10.0% |
| 10 Years | +6.64 | 0.87 | 93.4% | 82.7% | 14.2% | 7.7% |
| 12 Years | +5.30 | 0.87 | 93.4% | 82.7% | 11.7% | 6.4% |
| 15 Years | +4.00 | 0.87 | 93.4% | 82.7% | 9.3% | 5.1% |
144
Total Holdings
16.9%
Top 10 Weight
40
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Multi Commodity Exchange of India Limited | 2.08% |
| 2 | The Federal Bank Limited | 1.93% |
| 3 | Laurus Labs Limited | 1.90% |
| 4 | One 97 Communications Limited | 1.78% |
| 5 | Hero MotoCorp Limited | 1.68% |
| 6 | The Indian Hotels Company Limited | 1.58% |
| 7 | Coforge Limited | 1.50% |
| 8 | Bharat Heavy Electricals Limited | 1.49% |
| 9 | IndusInd Bank Limited | 1.46% |
| 10 | AU Small Finance Bank Limited | 1.45% |