Motilal Oswal Nifty Midcap 150 Index Dir vs Axis Nifty Midcap 50 Index
Data updated · direct-growth plans · not investment advice
Motilal Oswal Nifty Midcap 150 Index Dir currently edges it with a Smart Score of 81/100 vs 80/100. Motilal Oswal Nifty Midcap 150 Index Dir has the weaker risk-adjusted profile (Sortino 0.76 vs 0.81), 3-year returns of 16.2% vs 17.1%, and an expense ratio of 0.33% vs 0.29%. Scores are relative to all Index — Mid Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationOverlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
| Returns (CAGR) | ||||
1Y return | 9.9% | 13.0%BEST | ||
3Y return | 16.2% | 17.1%BEST | ||
5Y return | 16.8%BEST | — | ||
Since launch | 22.5%BEST | 19.5% | ||
| Vs category benchmark | ||||
1Y vs index | +0.0% | +3.1%BEST | ||
3Y vs index | -0.0% | +0.9%BEST | ||
5Y vs index | -0.0%BEST | — | ||
Benchmark used | Nifty Midcap 150 | Nifty Midcap 150 | ||
| Risk | ||||
Sharpe ratio | 0.57 | 0.59BEST | ||
Sortino ratio | 0.76 | 0.81BEST | ||
Std deviation | 17.15BEST | 17.83 | ||
Alpha | -2.17BEST | -2.36 | ||
Beta | 1.00 | 1.02 | ||
| Cost & size | ||||
Expense ratio | 0.33% | 0.29%BEST | ||
Fund size | ₹3.9k CrBEST | ₹733 Cr | ||
Portfolio P/E | — | — | ||
| Ratings | ||||
Value Research | ★★★★★BEST | — | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | — | — | ||
Benchmark | Nifty Midcap 150 TRI | NIFTY Midcap 50 TRI | ||
Riskometer | Very High | Very High | ||
Start date | 02 Sept 2019 | 28 Mar 2022 | ||
| Top 5 holdings | ||||
Biggest positions |
|
| ||
Quick answers
Is Motilal Oswal Nifty Midcap 150 Index Dir better than Axis Nifty Midcap 50 Index?
Motilal Oswal Nifty Midcap 150 Index Dir currently edges it with a Smart Score of 81/100 vs 80/100. Motilal Oswal Nifty Midcap 150 Index Dir has the weaker risk-adjusted profile (Sortino 0.76 vs 0.81), 3-year returns of 16.2% vs 17.1%, and an expense ratio of 0.33% vs 0.29%. Scores are relative to all Index — Mid Cap peers and refresh with every data update.
Which is cheaper — Motilal Oswal Nifty Midcap 150 Index Dir or Axis Nifty Midcap 50 Index?
Axis Nifty Midcap 50 Index has the lower expense ratio: 0.29% vs 0.33% (direct plans). Lower fees compound in your favour over long holding periods.
Which has better risk-adjusted returns?
On the Sortino ratio (return per unit of downside risk), Axis Nifty Midcap 50 Index leads with 0.81 vs 0.76. Sharpe ratios: Motilal Oswal Nifty Midcap 150 Index Dir 0.57, Axis Nifty Midcap 50 Index 0.59.