MFDirect · Growth

Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund - Growth - Direct Plan

Index Funds - OtherIndex Funds - OtherBenchmark: BSE Midcap 150 Momentum 30 - TRI
NAV · 15 Sep 2026₹10.12-3.08%
AUM₹114 Crfrom this fund's primary plan
Expense Ratio
CAGR
Exit Load1% on or before 15D, Nil after 15D
Min SIP₹500from this fund's primary plan
Launched2026

Investment Objective

The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by BSE Midcap 150 Momentum 30 Index, subject to tracking error. However, there can be no assurance or guarantee that the investment objectives of the scheme will be achieved.

Fund Mandate

Constituents of BSE Midcap 150 Momentum 30 Index95%–100%
Units of Liquid schemes and Money Market instruments0%–5%
Fund Managers
SP
Swapnil P Mayekar
Fund Manager
Key Information
₹500from this fund's primary plan
₹500
1% on or before 15D, Nil after 15D
Nil
Inception23 Jul 2026
AMC
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day-3.08%
1 Week-3.89%
1 Month-3.60%
+1.17%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1% on or before 15D, Nil after 15D
Nil
₹500from this fund's primary plan
₹500
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme