Motilal Oswal Nifty Midcap 150 Index Dir vs Tata Nifty Midcap 150 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 65/100. Motilal Oswal Nifty Midcap 150 Index Dir has the stronger risk-adjusted profile (Sortino 0.76 vs -0.03), 3-year returns of 16.2% vs —, and an expense ratio of 0.33% vs 0.24%. 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%BEST | 9.7% | ||
3Y return | 16.2%BEST | — | ||
5Y return | 16.8%BEST | — | ||
Since launch | 22.5%BEST | 6.1% | ||
| Vs category benchmark | ||||
1Y vs index | +0.0%BEST | -0.2% | ||
3Y vs index | -0.0%BEST | — | ||
5Y vs index | -0.0%BEST | — | ||
Benchmark used | Nifty Midcap 150 | Nifty Midcap 150 | ||
| Risk | ||||
Sharpe ratio | 0.57BEST | -0.02 | ||
Sortino ratio | 0.76BEST | -0.03 | ||
Std deviation | 17.15 | 15.26BEST | ||
Alpha | -2.17 | -1.65BEST | ||
Beta | 1.00 | 1.00 | ||
| Cost & size | ||||
Expense ratio | 0.33% | 0.24%BEST | ||
Fund size | ₹3.9k CrBEST | ₹317 Cr | ||
Portfolio P/E | — | — | ||
| Ratings | ||||
Value Research | ★★★★★BEST | — | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | — | — | ||
Benchmark | Nifty Midcap 150 TRI | Nifty Midcap 150 TRI | ||
Riskometer | Very High | Very High | ||
Start date | 02 Sept 2019 | 02 Jun 2025 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Motilal Oswal Nifty Midcap 150 Index Dir better than Tata Nifty Midcap 150 Index?
Motilal Oswal Nifty Midcap 150 Index Dir currently edges it with a Smart Score of 81/100 vs 65/100. Motilal Oswal Nifty Midcap 150 Index Dir has the stronger risk-adjusted profile (Sortino 0.76 vs -0.03), 3-year returns of 16.2% vs —, and an expense ratio of 0.33% vs 0.24%. 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 Tata Nifty Midcap 150 Index?
Tata Nifty Midcap 150 Index has the lower expense ratio: 0.24% 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), Motilal Oswal Nifty Midcap 150 Index Dir leads with 0.76 vs -0.03. Sharpe ratios: Motilal Oswal Nifty Midcap 150 Index Dir 0.57, Tata Nifty Midcap 150 Index -0.02.