Should I invest in Motilal Oswal Nifty Midcap 150 Index Fund?

We don't give personal investment advice. Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.2%. 5-year CAGR: 18.16%.

Motilal Oswal

Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan

Latest NAV

₹40.2587

As of

3 Jun 2026

1,657 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.18%	+0.14%	+0.05	131 / 296	Q2
1W	-2.14%	-1.13%	-1.01	241 / 296	Q4
2W	-0.28%	+0.01%	-0.30	220 / 296	Q3
1M	+0.71%	-0.63%	+1.34	33 / 296	Q1
3M	+3.87%	-0.19%	+4.06	36 / 291	Q1
6M	+0.06%	-2.63%	+2.68	136 / 285	Q2
YTD	-0.12%	-2.85%	+2.73	139 / 287	Q2
1Y	+5.47%	+0.85%	+4.62	57 / 269	Q1
2Y	+6.33%	+3.09%	+3.24	67 / 188	Q2
3Y	+21.13%	+10.07%	+11.07	9 / 149	Q1
4Y	+21.12%	+11.38%	+9.74	3 / 74	Q1
5Y	+18.16%	+9.89%	+8.27	1 / 42	Q1
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+22.76%	+6.44%	+16.32	7 / 294	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-0.12%	-2.86%	+2.74	136 / 282
2025	+5.28%	+5.41%	-0.13	153 / 226
2024	+23.49%	+13.06%	+10.43	27 / 159
2023	+44.10%	+21.46%	+22.65	15 / 121
2022	+3.61%	+2.02%	+1.58	25 / 55
2021	+45.24%	+27.10%	+18.14	3 / 31
2020	+25.68%	+13.44%	+12.24	1 / 29
2019	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+28.45%

70 windows

min -3.3% · max 102.9%

94% positive

3-Year rolling

+25.89%

46 windows

min 16.9% · max 36.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+26.24%

22 windows

min 17.6% · max 32.3%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.75%

3-year · annualised

Sharpe ratio

0.85

vs risk-free 6.5%

Sortino ratio

1.37

Downside-only deviation

Max drawdown

-21.02%

Sep 2024 → Feb 2025

% positive months

80.6%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND - DIRECT Plan - IDCW Option	Nippon India	₹25.7075	3 Jun 2026
SBI Nifty Midcap 150 Index Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹19.3389	3 Jun 2026
ICICI Prudential Nifty Midcap 150 Index Fund - Direct Plan - IDCW	ICICI Prudential	₹19.8539	3 Jun 2026
BANDHAN Nifty Smallcap 250 Index Fund - Direct Plan - IDCW	Bandhan	₹12.2855	3 Jun 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Direct - Payout of IDCW	Aditya Birla Sun Life	₹25.1051	3 Jun 2026
Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan	Motilal Oswal	₹37.9333	3 Jun 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-DIRECT PLAN-IDCW-PAYOUT AND REINVESTMENT	Kotak	₹11.4080	3 Jun 2026
Edelweiss Nifty Next 50 Index Fund - Direct Plan - IDCW	Edelweiss	₹16.2676	3 Jun 2026
DSP Nifty Midcap 150 Index Fund - Direct - IDCW	DSP	₹10.1389	3 Jun 2026
HSBC NIFTY NEXT 50 INDEX FUND - Direct IDCW	HSBC	₹30.5433	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹40.2587
2 Jun 2026	₹40.4063
1 Jun 2026	₹40.3331
29 May 2026	₹40.8852
27 May 2026	₹41.4513
26 May 2026	₹41.2883
25 May 2026	₹41.1054
22 May 2026	₹40.7611
21 May 2026	₹40.7107
20 May 2026	₹40.6703

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan is ₹40.2587. It's a Index Fund from Motilal Oswal, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan has NAV history starting from 11 Sep 2019, a track record of about 6 years 8 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan is managed by Motilal Oswal. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan has delivered a absolute return of 5.47% — +4.62 pp ahead of the Index Fund category average of 0.85%. The fund ranks #57 of 269 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan has delivered a CAGR of 21.13% — +11.07 pp ahead of the Index Fund category average of 10.07%. The fund ranks #9 of 149 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan has delivered a CAGR of 18.16% — +8.27 pp ahead of the Index Fund category average of 9.89%. The fund ranks #1 of 42 in its category — the top (Q1) quartile.

₹1 lakh invested in Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan exactly 5 years ago would be worth approximately ₹230,346 today — a multiplier of 2.30×, based on the 5-year CAGR of 18.16%. The category average over the same window would have grown ₹1 lakh to ₹160,256.

A ₹10,000 monthly SIP in Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan over the last 5 years — total invested ₹600,000 — would be worth ₹913,106 today. That's an XIRR (money-weighted annualised return) of 16.80%.

Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹913,106 — XIRR 16.80%.

On a 5-year basis, Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan ranks #1 out of 42 funds in the Index Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 9.89%; this fund delivered 18.16%.

The worst peak-to-trough decline Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan has experienced over the last 5-year window is 21.19% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan averaged 26.24% (best 32.30%, worst 17.57%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.72 — reasonable risk-adjusted performance.

In calendar year 2025, Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan returned 5.28% — lagging the Index Fund category average of 5.41% by 0.13 pp. It ranked #153 of 226 in its category that year.

Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.2%. 5-year CAGR: 18.16%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.