FundLens
81
Index — Mid CapStrong Buy

Motilal Oswal Nifty Midcap 150 Index Dir

Motilal Oswal · Direct–Growth · rank #1 of 24 by Smart Score

Data updated

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)
1 Year
5.0%
+0.0% vs index
3 Years
15.2%
-0.0% vs index
5 Years
15.8%
-0.0% vs index
Since launch
22.2%

Year-by-year performance

last entry = YTD
2021
+46.9%
2022
+3.6%
2023
+44.3%
2024
+24.2%
2025
+5.8%
2026
+3.2%

Why this score

Motilal Oswal Nifty Midcap 150 Index Dir scores 81/100 — the top-rated Index — Mid Cap fund of 24 (Strong Buy). It stands out for 3y return and 5y return — beating 85% of peers on 3y return. It has no major weak spot vs the category.

Each bar shows the fund's percentile vs Index — Mid Cap peers — a longer bar beats more of the category.

3Y return15.16% · 85th percentile in category
5Y return15.84% · 83rd percentile in category
Sharpe ratio0.51 · 91st percentile in category
Fund size4150.62 Cr · 98th percentile in category
Expense ratio0.33% · 87th percentile in category
Sortino ratio0.68 · 91st percentile in category

Top holdings

top 5 = 10.6% of portfolio
1.BSE Ltd3.14%
2.The Federal Bank Ltd2.05%
3.Multi Commodity Exchange Of India Ltd2.03%
4.Laurus Labs Ltd1.74%
5.One 97 Communications Ltd1.69%

150 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other Index — Mid Cap funds