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Motilal Oswal Nifty Midcap 150 Index Fund

Motilal Oswal Index Fund Direct Plan ▲ Outlook: Strengthening

Ranked #1 of 2 in Index Fund · best in category

43
★★☆☆☆
SmartMoney Score™

Returns (Annualised)

1 Year

18.2%

3 Year

20.5%

5 Year

22.1%

Risk & Cost Metrics

Std Dev (3Y)

16.8%

Sortino

1.22

Max Drawdown

-25.2%

Beta

1.00

Alpha

+0.1%

Expense

0.22%

AUM

₹8,500 Cr

Mgr Tenure

3 yrs

See the full 20-factor breakdown ▸

Performance

3Y Risk-Adjusted Return
50
5Y Risk-Adjusted Return
50
Excess Return vs Benchmark
34
Up-Market Participation
53

Risk & Downside

Volatility (Std Dev)
41
Maximum Drawdown
37
Downside-Adjusted Return (Sortino)
34
Down-Market Protection
28

Cost & Efficiency

Expense Ratio vs Category
27
Jensen's Alpha
28
Information Ratio
20
Alpha per Unit of Market Risk
24

Portfolio Quality

Diversification
91
Quality of Holdings
37
Portfolio Liquidity
48
Size vs Mandate (AUM Fit)
57

Stewardship & Momentum

Manager Tenure
21
Fund-House Pedigree
31
Relative Strength (1Y vs peers)
71
Performance Trajectory
58

Pillar Scores

Performance 47/100
28%
Risk & Downside 35/100
22%
Cost & Efficiency 25/100
16%
Portfolio Quality 58/100
18%
Stewardship & Momentum 45/100
16%

vs Benchmark (3Y)

Fund

20.5%

vs

Benchmark

20.3%

Outperformed by 0.2%
How is this score calculated? → Compare with other funds → Best Index Fund funds →
Disclaimer: The SmartMoney Score™ is a proprietary, rules-based educational rating. Data shown is illustrative and may not reflect real-time performance. The "Outlook" describes the fund's recent trajectory and is not a buy/sell recommendation. Past performance does not guarantee future returns. This is not investment advice — consult a SEBI-registered investment adviser before investing. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.