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 84/100 vs 66/100. Motilal Oswal Nifty Midcap 150 Index Dir has the stronger risk-adjusted profile (Sortino 0.95 vs -0.15), 3-year returns of 18.6% vs —, and an expense ratio of 0.26% vs 0.23%. Scores are relative to all Index — Mid Cap peers and refresh with every data update.
| Metric | 84 Motilal Oswal Nifty Midcap 150 Index Dir Motilal Oswal Strong Buy | Buy | Add fund (3 left) |
|---|---|---|---|
| Returns (CAGR) | |||
1Y return ↑ higher is better | 3.9%BEST | 3.7% | |
3Y return ↑ higher is better | 18.6%BEST | — | |
5Y return ↑ higher is better | 17.4%BEST | — | |
Since launch ↑ higher is better | 22.6%BEST | 4.7% | |
| Vs category benchmark | |||
1Y vs index fund minus its own index | +0.0%BEST | -0.2% | |
3Y vs index fund minus its own index | -0.1%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 | 0.71BEST | -0.11 | |
Sortino ratio ↑ higher is better | 0.95BEST | -0.15 | |
Std deviation ↓ lower is better | 17.19 | 15.92BEST | |
Alpha ↑ higher is better | -2.32 | -1.79BEST | |
Beta ≈1 moves with the market | 1.00 | 1.00 | |
| Cost & size | |||
Expense ratio ↓ lower is better | 0.26% | 0.23%BEST | |
Fund size ↑ higher is better | ₹3.7k CrBEST | ₹295 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 150 TRI | |
Riskometer | Very High | Very High | |
Start date | 02 Sept 2019 | 02 Jun 2025 | |
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 84/100 vs 66/100. Motilal Oswal Nifty Midcap 150 Index Dir has the stronger risk-adjusted profile (Sortino 0.95 vs -0.15), 3-year returns of 18.6% vs —, and an expense ratio of 0.26% vs 0.23%. 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: 0.23% vs 0.26% (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 0.95 vs -0.15. Sharpe ratios: Motilal Oswal Nifty Midcap 150 Index Dir 0.71, Tata Nifty Midcap 150 Index -0.11.