Kotak Nifty Midcap 150 Momentum 50 Index Fund vs Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Direct Plan, Growth option · Data as on 30-10-2026
Kotak Nifty Midcap 150 Momentum 50 Index Fund is an Index fund and Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund is a mutual fund. Kotak Nifty Midcap 150 Momentum 50 Index Fund charges 0.65% a year and Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund 1.98% (Direct plans). Their portfolios overlap 63.4%: they hold 26 of the same securities.
Kotak Nifty Midcap 150 Momentum 50 Index Fund
Index
- Expense ratio
- 0.65%
- NAV
- ₹9.00
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
- Expense ratio
- 1.98%
- NAV
- ₹9.72
Which is better, Kotak Nifty Midcap 150 Momentum 50 Index or Motilal Oswal BSE Midcap 150 Momentum 30 Index? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Kotak Nifty Midcap 150 Momentum 50 Index costs less: 0.65% a year against 1.98% (Direct plans).
- Motilal Oswal BSE Midcap 150 Momentum 30 Index fell less in its worst fall since 30-07-2026: −12.9% against −13.0%.
- Kotak Nifty Midcap 150 Momentum 50 Index is the larger fund: ₹447 Cr against ₹156 Cr.
- Their portfolios overlap 63.4%: 26 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Kotak Nifty Midcap 150 Momentum 50 Index Fund | Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund |
|---|---|---|
| Fund house | Kotak Mahindra Mutual Fund | Motilal Oswal Mutual Fund |
| Category | Index | Not available |
| AUM | ₹447 Cr (30-09-2026) | ₹156 Cr (30-09-2026) |
| NAV | ₹9.00 (Direct) | ₹9.72 (Direct) |
| Expense ratio (Direct) | 0.65% | 1.98% |
| Expense ratio (Regular) | 1.31% | 2.59% |
| Riskometer | Very High | Not available |
| Benchmark | NIFTY Midcap 150 Momentum 50 TRI | Not available |
| Launch date | 08-10-2024 | Not available |
| Minimum investment | ₹100 | Not available |
| Lock in | None | Not available |
| Fund managers | Satish Dondapati, Abhishek Bisen, Jeetu Valechha Sonar | Not available |
| Exit load | Nil | Not available |
Kotak Nifty Midcap 150 Momentum 50 Index vs Motilal Oswal BSE Midcap 150 Momentum 30 Index: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Kotak Nifty Midcap 150 Momentum 50 Index Fund (Direct) | −2.13% | −4.25% | −2.63% | −4.46% | -- | -- | -- |
| Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund (Direct) | −2.80% | −3.47% | -- | -- | -- | -- | -- |
Kotak Nifty Midcap 150 Momentum 50 Index vs Motilal Oswal BSE Midcap 150 Momentum 30 Index: Year-wise Returns
| Year | Kotak Nifty Midcap 150 Momentum 50Kotak Nifty Midcap 150 Momentum 50 Index | Motilal Oswal BSE Midcap 150 Momentum 30Motilal Oswal BSE Midcap 150 Momentum 30 Index |
|---|---|---|
| 2026to date | −3.79% | -- |
| 2025 | −4.10% | -- |
Kotak Nifty Midcap 150 Momentum 50 Index vs Motilal Oswal BSE Midcap 150 Momentum 30 Index: Rolling Returns
Every holding period of both funds, against Nifty Midcap150 Momentum 50 TRI, the benchmark of Kotak Nifty Midcap 150 Momentum 50 Index Fund
Kotak Nifty Midcap 150 Momentum 50 Index vs Motilal Oswal BSE Midcap 150 Momentum 30 Index: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Kotak Nifty Midcap 150 Momentum 50 Index Fund (Direct) | Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | −5.67% | −13.08% |
| Standard deviation | 19.47% | 16.80% |
| Sharpe ratio | -0.58 | -1.09 |
| Sortino ratio | -0.78 | -1.35 |
| Maximum drawdown | −25.5% (13-03-2025) | −12.9% (23-10-2026) |
| Beta | 1.00 | 1.00 |
| Alpha | −0.59% | −0.67% |
From daily NAVs, 11-10-2024 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Kotak Nifty Midcap 150 Momentum 50 Index Fund (Direct)
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund (Direct)
Nifty Midcap150 Momentum 50 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Kotak Nifty Midcap 150 Momentum 50 Index Fund (Direct) | −13.0% | 31-08-2026 | 23-10-2026 | Not yet | -- | −8.9% |
| Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund (Direct) | −12.9% | 26-08-2026 | 23-10-2026 | Not yet | -- | −9.1% |
| Nifty Midcap150 Momentum 50 TRI | −13.0% | 31-08-2026 | 23-10-2026 | Not yet | -- | −8.9% |
From daily values since 30-07-2026, the first day every fund has.
Kotak Nifty Midcap 150 Momentum 50 Index vs Motilal Oswal BSE Midcap 150 Momentum 30 Index: Portfolio Overlap
From each fund's latest monthly portfolio: Kotak Nifty Midcap 150 Momentum 50 Index Fund, September 2026; Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund, September 2026
Holdings in common
- Overlap
- 63.4%
- Held by both
- 26
- Only in Kotak Nifty Midcap 150 Momentum 50 Index
- 24
- Only in Motilal Oswal BSE Midcap 150 Momentum 30 Index
- 4
| Security | % of Kotak Nifty Midcap 150 Momentum 50 Index | % of Motilal Oswal BSE Midcap 150 Momentum 30 Index |
|---|---|---|
| Laurus Labs Ltd | 7.03% | 5.43% |
| MULTI COMMODITY EXCHANGE OF INDIA LIMITED | 6.00% | 5.24% |
| FEDERAL BANK LTD. | 4.61% | 4.89% |
| Bharat Heavy Electricals Ltd. | 4.47% | 5.08% |
| BHARAT FORGE LTD. | 3.91% | 5.16% |
| GE VERNOVA T&D INDIA LIMITED | 4.29% | 3.81% |
| HITACHI ENERGY INDIA LTD. | 3.54% | 3.33% |
| National Aluminium Company Ltd. | 3.22% | 3.63% |
| AU SMALL FINANCE BANK LTD. | 2.68% | 5.07% |
| Vodafone Idea Ltd | 2.48% | 4.33% |
| Aurobindo Pharma Ltd. | 2.36% | 5.23% |
| Glenmark Pharmaceuticals Ltd | 2.15% | 2.30% |
| Steel Authority of India Ltd. | 2.06% | 2.49% |
| One 97 Communications Ltd | 1.88% | 4.69% |
| KEI Industries Ltd. | 1.74% | 2.17% |
| FSN E-Commerce Ventures Ltd. | 1.66% | 4.03% |
| ADITYA BIRLA CAPITAL LTD | 1.65% | 2.58% |
| Ashok Leyland Ltd. | 1.63% | 2.86% |
| Radico Khaitan Ltd. | 1.61% | 3.09% |
| APL Apollo Tubes Ltd | 1.24% | 3.52% |
| Oracle Financial Services Software Ltd | 1.22% | 2.03% |
| L&T FINANCE LTD | 1.08% | 1.67% |
| INDIAN BANK | 1.08% | 1.95% |
| Nippon Life Asset Management Ltd | 1.08% | 1.49% |
| BANK OF MAHARASHTRA | 1.05% | 1.40% |
| Ajanta Pharma Ltd. | 0.70% | 1.51% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 63.4% means 63.4% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Kotak Nifty Midcap 150 Momentum 50 Index Fund
| Security | % of fund |
|---|---|
| BSE LTD | 4.11% |
| polycab India Limited | 3.04% |
| MARICO LTD. | 2.23% |
| Lupin Ltd. | 2.21% |
| INDUSIND BANK LTD. | 2.14% |
Largest holdings only in Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
| Security | % of fund |
|---|---|
| Sona BLW Precision Forgings Limited | 4.64% |
| CG Power and Industrial Solutions Limited | 3.49% |
| IPCA Laboratories Limited | 2.08% |
| Hindustan Copper Limited | 1.72% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Kotak Nifty Midcap 150 Momentum 50 Index | Motilal Oswal BSE Midcap 150 Momentum 30 Index |
|---|---|---|
| Equity | 100.1% | 100.9% |
| Debt | 0.0% | 0.0% |
| Cash and others | -0.1% | -0.9% |
Market cap of stocks
| Market cap | Kotak Nifty Midcap 150 Momentum 50 Index | Motilal Oswal BSE Midcap 150 Momentum 30 Index |
|---|---|---|
| Large Cap | 20.7% | 18.2% |
| Mid Cap | 79.4% | 82.7% |
| Small Cap | 0.0% | 0.0% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Kotak Nifty Midcap 150 Momentum 50 Index | Motilal Oswal BSE Midcap 150 Momentum 30 Index |
|---|---|---|
| Pharmaceuticals & Biotechnology | 0.0% | 16.6% |
| Electrical Equipment | 15.3% | 15.7% |
| Pharmaceuticals and Biotechnology | 15.7% | 0.0% |
| Banks | 12.0% | 13.3% |
| Capital Markets | 11.2% | 6.7% |
| Auto Components | 3.9% | 9.8% |
| Industrial Products | 6.8% | 5.7% |
| Telecom - Services | 5.2% | 4.3% |
The six largest sectors of each fund's stocks, % of the fund.
Kotak Nifty Midcap 150 Momentum 50 Index vs Motilal Oswal BSE Midcap 150 Momentum 30 Index: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Kotak Nifty Midcap 150 Momentum 50 Index Fund | Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.65% | 1.98% |
| Base expense ratio (Direct) | 0.24% | 0.38% |
| Total expense ratio (Regular) | 1.31% | 2.59% |
| Base expense ratio (Regular) | 0.79% | 0.90% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
Kotak Nifty Midcap 150 Momentum 50 Index Fund vs Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund: Frequently Asked Questions
What is the difference between Kotak Nifty Midcap 150 Momentum 50 Index Fund and Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund?
Kotak Nifty Midcap 150 Momentum 50 Index Fund is an Index fund, Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund is a mutual fund, run by Kotak Mahindra Mutual Fund and Motilal Oswal Mutual Fund. Their portfolios overlap 63.4%. Kotak Nifty Midcap 150 Momentum 50 Index Fund charges 0.65% a year and Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund 1.98%.
Which has the lower expense ratio, Kotak Nifty Midcap 150 Momentum 50 Index Fund or Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund?
Kotak Nifty Midcap 150 Momentum 50 Index Fund charges less: 0.65% a year against 1.98%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Kotak Nifty Midcap 150 Momentum 50 Index Fund and Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund overlap?
63.4%. They hold 26 of the same securities, the largest shared ones being LAURUSLABS, MCX, FEDERALBNK. From each fund's latest monthly portfolio.
Can I invest in both Kotak Nifty Midcap 150 Momentum 50 Index Fund and Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund?
Yes. 63.4% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.