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Snapshot
Snapshot
Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G)
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Summary
Fund Name : Motilal Oswal Mutual Fund
Scheme Name : Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G)
AMC : Motilal Oswal Mutual Fund
Type : Open
Category : Equity - Index
Launch Date : 19-Aug-19
Fund Manager : Swapnil Mayekar
Net Assets:(Rs. cr) 3408.10
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 500
Increm.Investment(Rs.) : 500
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return 1.12 1.44 2.67 1.74 8.92 22.90 19.21 23.29
Category Avg 0.65 -1.09 -1.99 -3.54 1.81 15.70 11.93 6.71
Category Best 4.70 11.93 24.34 31.64 56.13 35.24 19.23 31.78
Category Worst -1.67 -10.57 -16.46 -21.52 -20.94 1.14 8.06 -25.10
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.9996 5.0042 0.7477 -0.1938 0.0018
Asset Allocation
Holdings
Company Name% Hold
BSE 3.80
Multi Comm. Exc. 1.94
Federal Bank 1.80
Suzlon Energy 1.72
Hero Motocorp 1.69
IndusInd Bank 1.54
AU Small Finance 1.47
PB Fintech. 1.45
Lupin 1.43
GE Vernova T&D 1.41
Indus Towers 1.36
Persistent Systems 1.33
B H E L 1.31
Bharat Forge 1.28
Fortis Health. 1.23
Ashok Leyland 1.18
IDFC First Bank 1.18
One 97 1.18
Dixon Technolog. 1.18
Laurus Labs 1.09
Polycab India 1.09
ICICI Lombard 1.09
Hitachi Energy 1.09
Max Financial 1.07
Marico 1.05
Coforge 1.03
Aurobindo Pharma 0.99
Info Edg.(India) 0.95
Swiggy 0.95
SRF 0.93
Glenmark Pharma. 0.93
FSN E-Commerce 0.92
UPL 0.92
H P C L 0.92
Natl. Aluminium 0.91
Yes Bank 0.89
APL Apollo Tubes 0.88
GMR Airports 0.88
Torrent Power 0.84
Phoenix Mills 0.84
Voltas 0.83
Alkem Lab 0.81
Tube Investments 0.80
Havells India 0.80
NMDC 0.80
Sundaram Finance 0.80
JSW Energy 0.77
Mphasis 0.77
Indian Bank 0.77
KEI Industries 0.77
Waaree Energies 0.76
Aditya Birla Cap 0.73
Vodafone Idea 0.72
Colgate-Palmoliv 0.70
Godrej Propert. 0.70
360 ONE 0.69
Radico Khaitan 0.68
Oil India 0.68
S A I L 0.68
NHPC Ltd 0.67
MRF 0.67
Dabur India 0.67
Vishal Mega Mart 0.67
Biocon 0.66
Mankind Pharma 0.65
P I Industries 0.63
Jindal Stain. 0.63
Prestige Estates 0.61
L&T Finance Ltd 0.61
Coromandel Inter 0.60
Supreme Inds. 0.60
Page Industries 0.59
Oracle Fin.Serv. 0.59
Blue Star 0.59
Lloyds Metals 0.57
J K Cements 0.56
Ipca Labs. 0.54
Apar Inds. 0.53
Petronet LNG 0.53
M & M Fin. Serv. 0.52
ICICI Pru Life 0.52
Uno Minda 0.52
Oberoi Realty 0.50
SBI Cards 0.49
Jubilant Food. 0.48
Astral 0.48
Tata Comm 0.47
ITC Hotels 0.46
Nippon Life Ind. 0.46
Life Insurance 0.45
Adani Total Gas 0.45
Container Corpn. 0.45
Balkrishna Inds 0.44
Bank of India 0.43
Rail Vikas 0.43
LIC Housing Fin. 0.43
Schaeffler India 0.42
Exide Inds. 0.42
I R C T C 0.42
Bank of Maha 0.41
Patanjali Foods 0.41
Kalyan Jewellers 0.41
Thermax 0.40
Linde India 0.39
AIA Engineering 0.39
Dalmia BharatLtd 0.39
Gujarat Fluoroch 0.39
Lenskart Solut. 0.39
Cochin Shipyard 0.37
Tata Elxsi 0.36
LG Electronics 0.35
Berger Paints 0.34
Abbott India 0.34
Apollo Tyres 0.34
Billionbrains 0.34
Bharat Dynamics 0.32
Authum Invest 0.32
Motil.Oswal.Fin. 0.32
KPIT Technologi. 0.32
General Insuranc 0.31
HDB FINANC SER 0.30
Ajanta Pharma 0.30
Premier Energies 0.30
ICICI AMC 0.29
Bharti Hexacom 0.29
H U D C O 0.28
AWL Agri Busine. 0.28
Escorts Kubota 0.27
Indian Renewable 0.27
United Breweries 0.27
CRISIL 0.27
K P R Mill Ltd 0.27
NLC India 0.26
NTPC Green Ene. 0.26
L&T Technology 0.26
Glaxosmi. Pharma 0.25
Bajaj Housing 0.25
Global Health 0.24
3M India 0.24
Tata Inv.Corpn. 0.24
Godfrey Phillips 0.23
JSW Infrast 0.23
ACC 0.22
Endurance Tech. 0.21
Honeywell Auto 0.17
Hexaware Tech. 0.17
SJVN 0.14
Anthem Bioscienc 0.12
Godrej Industrie 0.11
New India Assura 0.10
Reverse Repo 0.18
Net CA & Others -0.29
Petronet LNG
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