Motilal Oswal Nifty Mid Cap 150 Index Fund
Direct · Growth ₹41.64
19 Jun 2026
NAV
26.2%
3Y CAGR
26.4%
5Y CAGR
26.5%
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.
4.16
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.
NA
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 | ₹13.12 L | 30.0% | -25.3% | 119.0% |
| 3 Years | ₹36.00 L | ₹50.27 L | 24.4% | 4.5% | 40.1% |
| 5 Years | ₹60.00 L | ₹1.03 Cr | 23.7% | 12.7% | 35.9% |
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 | 30.0% | 14.5% | 9.1% | +15.5% |
| 3 Years | 24.4% | 11.2% | 13.2% | +13.2% |
| 5 Years | 23.7% | 10.5% | 14.2% | +13.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 28.6% | 22.4% | -5.9% | 114.4% | 0.85 | 8.77 | 94% | — | — |
| 3 Years | 26.2% | 25.6% | 16.4% | 39.5% | 4.49 | — | 100% | — | — |
| 5 Years | 26.4% | 27.3% | 16.7% | 36.0% | 4.16 | — | 100% | — | — |
-37.2%
Max Drawdown
2 mo
Drawdown Duration
6 mo
Recovery Time
-5.1%
Avg Drawdown
Calmar Ratio by Duration
0.77
1Y
0.70
3Y
0.71
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +13.92 | 1.10 | 113.5% | 97.9% | 9.8% | -3.1% |
| 3 Years | +12.09 | 1.06 | 112.1% | 97.3% | 20.8% | 8.6% |
| 5 Years | +9.68 | 1.00 | 101.4% | 89.4% | 18.5% | 8.8% |
| 7 Years | +15.77 | 0.01 | 79.5% | 74.5% | 22.4% | 11.8% |
| 10 Years | +8.65 | 0.01 | 79.5% | 74.5% | 15.2% | 8.1% |
| 12 Years | +5.99 | 0.01 | 79.5% | 74.5% | 12.5% | 6.7% |
| 15 Years | +3.39 | 0.01 | 79.5% | 74.5% | 9.9% | 5.3% |
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% |