NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund-Dir (G)	Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G)
Fund Type	Other	Other
Risk	Very High	Very High
Min SIP Amount	₹100	₹150
Min Lumpsum	₹500	₹5,000
Expense Ratio	1.89%	0.77%
NAV	₹10.38 (11 Nov 2026)	₹18.61 (11 Nov 2026)
Fund Size	₹178.98 Cr	₹1,200.98 Cr
Fund Started	23 Jul 2026	20 Oct 2022
Lock-in Period	No lock-in	No lock-in
Exit Load	1%If redeemed on or before 15 days from the allotment NilIf redeemed after 15 days from the allotment	0.50%

Returns	Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund-Dir (G)	Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G)
1M	3.59%	3.30%
3M	-1.41%	-1.86%
6M	—	-1.92%
1Y	—	0.16%
3Y	—	12.85%
5Y	—	—
Since Inception	3.00%	16.21%

Trailing risk-adjusted performance measures

Risk Ratio	Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund-Dir (G)	Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G)
Alpha	-14.58	7.90
Beta	0.41	1.10
Sharpe	-1.37	0.40
Standard Deviation	5.15	5.87

Holding Analysis	Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund-Dir (G)	Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G)
Top 5 Holdings	27.61%	28.70%
Top 10 Holdings	50.70%	45.72%
Portfolio Turnover	—	104.23
Equity	99.90%	100.01%
Debt	0.50%	0.05%
Cash	—	—

Name

Fund Manager	Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund-Dir (G)	Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G)
Name	, ,

About	Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund-Dir (G)	Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G)
AMC	Motilal Oswal Mutual Fund	Tata Mutual Fund
Scheme Category	Index Fund	Index Fund
Benchmark	BSE Midcap 150 Momentum 30 TRI	NIFTY Midcap 150 Momentum 50 Index (TRI)
Launch Date	03 Jul 2026	04 Oct 2022