Details as of: 21 October 2026
- Open until 26 Oct 2026 (opened 12 Oct 2026)
- Offer price: ₹10 per unit
- Minimum investment: ₹500
- Exit load: 1% on or before 15D, NIL after 15D
- Benchmark: Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index – TRI
- At least 95% must be in Constituents of Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index
The Motilal Oswal Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index Fund NFO is open until 26 October 2026. It opened for subscription on 12 October 2026. Investors can subscribe at an offer price of ₹10 per unit. The minimum investment required to participate in this new fund is ₹500.
Motilal Oswal Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index Fund NFO: key details
| Fund house | Motilal Oswal Mutual Fund |
| Category | Index Funds – Other |
| Opens | 12 October 2026 |
| Closes | 26 October 2026 |
| Offer price | ₹10 per unit |
| Minimum investment | ₹500, then ₹500 in multiples of ₹1 |
| SIP | Daily from ₹100 (30 instalments); Fortnightly from ₹500 (12 instalments); Monthly from ₹500 (12 instalments); Weekly from ₹500 (12 instalments); Quarterly from ₹1,500 (4 instalments); Yearly from ₹6,000 (1 instalments) |
| Exit load | 1% on or before 15D, NIL after 15D |
| Benchmark | Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index – TRI |
| Fund managers | Swapnil P Mayekar, Dishant Mehta, Rakesh Shetty |
| Plans | Regular and Direct plans, with Growth option |
What the scheme says it will invest in
The scheme states its objective as follows.
Return that corresponds to the performance of the Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index, subject to tracking error.
| Where the money goes | Minimum | Maximum |
|---|---|---|
| Constituents of Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index | 95% | 100% |
| Debt & Money Market instruments | 0% | 5% |
The scheme intends to invest at least 95% of its assets in constituents of the Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index. It may allocate up to 5% of its portfolio to debt and money market instruments. This allocation strategy ensures that 95% to 100% of the fund remains tied to the underlying index.
How it compares with existing funds
| Measure | Value |
|---|---|
| Funds in the category | 222 |
| Average 1-year return (184 funds) | −3.44% |
| Average 3-year return, a year (65 funds) | 11.00% |
| Highest 1-year return: ICICI Pru NASDAQ 100 Index Fund | 28.08% |
| Average expense ratio of Direct plans (214 funds) | 0.54% (range 0.16%–2.41%) |
| Fund | NFO period | Assets (₹ crore) | NAV now (Direct Growth) | Change on offer price |
|---|---|---|---|---|
| Kotak Nifty Capital Markets Index Fund | 15 September 2026 – 29 September 2026 | – | ₹10.10 (19 October 2026) | 0.96% |
| Invesco India Nifty Chemical Index Fund | 15 September 2026 – 29 September 2026 | – | ₹9.82 (19 October 2026) | −1.84% |
| HDFC BSE REITS and Commercial Real Estate Index Fund | 15 September 2026 – 17 September 2026 | 32 | ₹9.65 (19 October 2026) | −3.52% |
| Invesco India Nifty India Defence Index Fund | 15 September 2026 – 29 September 2026 | – | ₹9.80 (19 October 2026) | −1.96% |
| Axis Nifty500 Low Volatility 50 Index Fund | 9 September 2026 – 22 September 2026 | 29 | ₹9.88 (19 October 2026) | −1.16% |
| Mirae Asset BSE Information Technology Index Fund | 8 September 2026 – 22 September 2026 | 11 | ₹11.06 (19 October 2026) | 10.55% |
| Navi Nifty REITs & Realty Index Fund | 1 September 2026 – 11 September 2026 | 16 | ₹9.80 (19 October 2026) | −1.97% |
| UTI BSE India Sector Leaders Index Fund | 31 August 2026 – 11 September 2026 | 38 | ₹9.84 (19 October 2026) | −1.56% |
Existing funds in this category show an average 1-year return of −3.44% across 184 funds. The average expense ratio for 214 funds stands at 0.54%. Among earlier NFOs, the HDFC BSE REITS and Commercial Real Estate Index Fund reported assets of ₹32 crore as of 30 September 2026.
Fund managers
| Name | Role | Experience |
|---|---|---|
| Swapnil P Mayekar | Fund Manager | 10 Years |
| Dishant Mehta | Associate Fund Manager | 9 Years |
| Rakesh Shetty | Fund Manager | 13 Years |
Motilal Oswal Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index Fund NFO: FAQs
When does the Motilal Oswal Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index Fund NFO open and close?
The NFO opens on 12 Oct 2026 and closes on 26 Oct 2026.
What is the minimum investment in the Motilal Oswal Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index Fund NFO?
The minimum investment is ₹500. Further amounts are ₹500 in multiples of ₹1. SIPs: Daily from ₹100 (30 instalments); Fortnightly from ₹500 (12 instalments); Monthly from ₹500 (12 instalments); Weekly from ₹500 (12 instalments); Quarterly from ₹1,500 (4 instalments); Yearly from ₹6,000 (1 instalments).
What is the exit load of the Motilal Oswal Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index Fund?
The scheme states its exit load as: 1% on or before 15D, NIL after 15D
Who manages the Motilal Oswal Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index Fund?
The fund is managed by Swapnil P Mayekar, Dishant Mehta, Rakesh Shetty.
Which plans does the Motilal Oswal Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index Fund have?
Regular and Direct plans, with Growth option.
What does the NFO offer price mean?
The offer price is the price per unit at which units are allotted during the NFO, here ₹10. It is not a measure of value, and the fund has no track record to judge until it has run for some time.
What is the benchmark of the Motilal Oswal Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index Fund?
The scheme’s benchmark is the Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index – TRI.
Scheme terms from the offer documents; fund data: Accord Fintech. Calculations: ThePip. For information only; not investment advice.