Motilal Oswal Nifty Mid Cap 150 Index Fund
Direct · Growth ₹41.64
06 Jul 2026
NAV
26.0%
3Y CAGR
25.8%
5Y CAGR
26.1%
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.
3.82
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 | ₹13.08 L | 29.7% | -25.3% | 119.0% |
| 3 Years | ₹36.00 L | ₹50.14 L | 24.0% | 4.5% | 40.1% |
| 5 Years | ₹60.00 L | ₹1.02 Cr | 23.4% | 12.7% | 35.9% |
| 7 Years | ₹84.00 L | ₹1.77 Cr | 21.4% | 21.4% | 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 | 29.7% | 14.5% | 9.2% | +15.2% |
| 3 Years | 24.0% | 11.2% | 12.6% | +12.9% |
| 5 Years | 23.4% | 10.4% | 14.1% | +12.9% |
| 7 Years | 21.4% | 10.6% | 14.3% | +10.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 28.1% | 21.2% | -5.9% | 114.4% | 0.83 | 8.66 | 94% | — | — |
| 3 Years | 26.0% | 25.3% | 16.4% | 39.5% | 4.36 | — | 100% | — | — |
| 5 Years | 25.8% | 27.1% | 16.7% | 36.0% | 3.82 | — | 100% | — | — |
-37.2%
Max Drawdown
2 mo
Drawdown Duration
6 mo
Recovery Time
-5.0%
Avg Drawdown
Calmar Ratio by Duration
0.76
1Y
0.70
3Y
0.69
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +10.56 | 1.08 | 110.1% | 96.3% | 10.3% | 0.2% |
| 3 Years | +10.60 | 1.05 | 111.0% | 97.7% | 19.2% | 8.5% |
| 5 Years | +8.66 | 0.99 | 100.5% | 90.1% | 17.6% | 9.0% |
| 7 Years | +11.12 | 0.87 | 94.2% | 82.5% | 22.7% | 12.3% |
| 10 Years | +7.18 | 0.87 | 94.2% | 82.5% | 15.4% | 8.5% |
| 12 Years | +5.73 | 0.87 | 94.2% | 82.5% | 12.7% | 7.0% |
| 15 Years | +4.33 | 0.87 | 94.2% | 82.5% | 10.0% | 5.6% |
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% |