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 83/100 vs 78/100. Motilal Oswal Nifty Midcap 150 Index Dir has the weaker risk-adjusted profile (Sortino 1.01 vs 1.04), 3-year returns of 19.4% vs 20.1%, and an expense ratio of 0.26% vs 0.29%. Scores are relative to all Index — Mid Cap peers and refresh with every data update.
| Metric | 83 Motilal Oswal Nifty Midcap 150 Index Dir Motilal Oswal Strong Buy | Strong Buy | Add fund (3 left) |
|---|---|---|---|
| Returns (CAGR) | |||
1Y return ↑ higher is better | 5.8% | 8.2%BEST | |
3Y return ↑ higher is better | 19.4% | 20.1%BEST | |
5Y return ↑ higher is better | 18.1%BEST | — | |
Since launch ↑ higher is better | 23.0%BEST | 20.1% | |
| Vs category benchmark | |||
1Y vs index fund minus its own index | +0.0% | +2.4%BEST | |
3Y vs index fund minus its own index | -0.0% | +0.7%BEST | |
5Y vs index fund minus its own index | -0.0%BEST | — | |
Benchmark used | Nifty Midcap 150 | Nifty Midcap 150 | |
| Risk | |||
Sharpe ratio ↑ higher is better | 0.75 | 0.76BEST | |
Sortino ratio ↑ higher is better | 1.01 | 1.04BEST | |
Std deviation ↓ lower is better | 17.18BEST | 17.86 | |
Alpha ↑ higher is better | -2.40BEST | -2.87 | |
Beta ≈1 moves with the market | 1.00 | 1.02 | |
| Cost & size | |||
Expense ratio ↓ lower is better | 0.26%BEST | 0.29% | |
Fund size ↑ higher is better | ₹3.7k CrBEST | ₹698 Cr | |
Portfolio P/E ↓ lower is better | — | — | |
| Ratings | |||
Value Research 1–5 stars | ★★★★★BEST | — | |
Morningstar 1–5 stars | — | — | |
| 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 | |
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 83/100 vs 78/100. Motilal Oswal Nifty Midcap 150 Index Dir has the weaker risk-adjusted profile (Sortino 1.01 vs 1.04), 3-year returns of 19.4% vs 20.1%, and an expense ratio of 0.26% 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?
Motilal Oswal Nifty Midcap 150 Index Dir has the lower expense ratio: 0.26% vs 0.29% (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 1.04 vs 1.01. Sharpe ratios: Motilal Oswal Nifty Midcap 150 Index Dir 0.75, Axis Nifty Midcap 50 Index 0.76.