FundLens
81
Index — Mid CapStrong Buy

Motilal Oswal Nifty Midcap 150 Index Dir

Motilal Oswal · Direct–Growth · rank #1 of 24 by Smart Score

Data updated

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)
1 Year
9.9%
+0.0% vs index
3 Years
16.2%
-0.0% vs index
5 Years
16.8%
-0.0% vs index
Since launch
22.5%

Year-by-year performance

last entry = YTD
2021
+46.9%
2022
+3.6%
2023
+44.3%
2024
+24.2%
2025
+5.8%
2026
+4.4%

Why this score

Motilal Oswal Nifty Midcap 150 Index Dir scores 81/100 — the top-rated Index — Mid Cap fund of 24 (Strong Buy). It stands out for 3y return and 5y return — beating 85% of peers on 3y return. It has no major weak spot vs the category.

Each bar shows the fund's percentile vs Index — Mid Cap peers — a longer bar beats more of the category.

3Y return16.20% · 85th percentile in category
5Y return16.76% · 83rd percentile in category
Sharpe ratio0.57 · 91st percentile in category
Fund size3910.83 Cr · 98th percentile in category
Expense ratio0.33% · 88th percentile in category
Sortino ratio0.76 · 91st percentile in category

Top holdings

top 5 = 10.7% of portfolio
1.BSE Ltd3.57%
2.The Federal Bank Ltd2.12%
3.Laurus Labs Ltd1.69%
4.Hero Motocorp Ltd1.67%
5.Multi Commodity Exchange Of India Ltd1.65%

150 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Index — Mid Cap funds