Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund vs Motilal Oswal Nifty Midcap 150 Momentum 50 ETF
Direct Plan where a fund has one, Growth option · Data as on 30-10-2026
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund is a mutual fund and Motilal Oswal Nifty Midcap 150 Momentum 50 ETF is an ETF fund. Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund charges 1.98% a year and Motilal Oswal Nifty Midcap 150 Momentum 50 ETF 1.02%. Their portfolios overlap 63.3%: they hold 26 of the same securities.
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
- Expense ratio
- 1.98%
- NAV
- ₹9.72
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF
ETF
- Expense ratio
- 1.02%
- NAV
- ₹60.22
Which is better, Motilal Oswal BSE Midcap 150 Momentum 30 Index or Motilal Oswal Nifty Midcap 150 Momentum 50 ETF? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Motilal Oswal Nifty Midcap 150 Momentum 50 ETF costs less: 1.02% a year against 1.98%.
- Motilal Oswal BSE Midcap 150 Momentum 30 Index fell less in its worst fall since 30-07-2026: −12.9% against −13.0%.
- Motilal Oswal BSE Midcap 150 Momentum 30 Index is the larger fund: ₹156 Cr against ₹45 Cr.
- Their portfolios overlap 63.3%: 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 | Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund | Motilal Oswal Nifty Midcap 150 Momentum 50 ETF |
|---|---|---|
| Fund house | Motilal Oswal Mutual Fund | Motilal Oswal Mutual Fund |
| Category | Not available | ETF |
| AUM | ₹156 Cr (30-09-2026) | ₹45 Cr (30-09-2026) |
| NAV | ₹9.72 (Direct) | ₹60.22 |
| Expense ratio (Direct) | 1.98% | Not available |
| Expense ratio (Regular) | 2.59% | Not available |
| Riskometer | Not available | Very High |
| Benchmark | Not available | NIFTY Midcap 150 Momentum 50 TRI |
| Launch date | Not available | 30-06-2025 |
| Minimum investment | Not available | Ongoing Basis: On Exchange: Investors can buy/sell units of the Scheme in round lots of 1 unit and in multiples thereof. Directly with the Mutual Fund: For Eligible investors: Transactions must be in multiple of unit creation size and the execution value |
| Lock in | Not available | None |
| Fund managers | Not available | Swapnil Mayekar, Dishant Mehta, Rakesh Shetty |
| Exit load | Not available | Nil |
Motilal Oswal BSE Midcap 150 Momentum 30 Index vs Motilal Oswal Nifty Midcap 150 Momentum 50 ETF: 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 |
|---|---|---|---|---|---|---|---|
| Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund (Direct) | −2.80% | −3.47% | -- | -- | -- | -- | -- |
| Motilal Oswal Nifty Midcap 150 Momentum 50 ETF | −2.16% | −4.30% | −2.79% | −4.80% | -- | -- | -- |
Motilal Oswal BSE Midcap 150 Momentum 30 Index vs Motilal Oswal Nifty Midcap 150 Momentum 50 ETF: Year-wise Returns
| Year | BSE Midcap 150 Momentum 30 IndexMotilal Oswal BSE Midcap 150 Momentum 30 Index | Nifty Midcap 150 Momentum 50 ETFMotilal Oswal Nifty Midcap 150 Momentum 50 ETF |
|---|---|---|
| 2026to date | -- | −3.98% |
Motilal Oswal BSE Midcap 150 Momentum 30 Index vs Motilal Oswal Nifty Midcap 150 Momentum 50 ETF: Rolling Returns
Every holding period of both funds, against BSE Midcap 150 Momentum 30 TRI, the benchmark of Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Motilal Oswal BSE Midcap 150 Momentum 30 Index vs Motilal Oswal Nifty Midcap 150 Momentum 50 ETF: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund (Direct) | Motilal Oswal Nifty Midcap 150 Momentum 50 ETF |
|---|---|---|
| Return (CAGR) | −13.08% | −5.03% |
| Standard deviation | 16.80% | 17.40% |
| Sharpe ratio | -1.09 | -0.59 |
| Sortino ratio | -1.35 | -0.81 |
| Maximum drawdown | −12.9% (23-10-2026) | −14.7% (31-03-2026) |
| Beta | 1.00 | 1.00 |
| Alpha | −0.67% | −0.75% |
From daily NAVs, 30-07-2026 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.
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund (Direct)
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF
BSE Midcap 150 Momentum 30 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund (Direct) | −12.9% | 26-08-2026 | 23-10-2026 | Not yet | -- | −9.1% |
| Motilal Oswal Nifty Midcap 150 Momentum 50 ETF | −13.0% | 31-08-2026 | 23-10-2026 | Not yet | -- | −8.9% |
| BSE Midcap 150 Momentum 30 TRI | −13.2% | 26-08-2026 | 23-10-2026 | Not yet | -- | −9.3% |
From daily values since 30-07-2026, the first day every fund has.
Motilal Oswal BSE Midcap 150 Momentum 30 Index vs Motilal Oswal Nifty Midcap 150 Momentum 50 ETF: Portfolio Overlap
From each fund's latest monthly portfolio: Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund, September 2026; Motilal Oswal Nifty Midcap 150 Momentum 50 ETF, September 2026
Holdings in common
- Overlap
- 63.3%
- Held by both
- 26
- Only in Motilal Oswal BSE Midcap 150 Momentum 30 Index
- 4
- Only in Motilal Oswal Nifty Midcap 150 Momentum 50 ETF
- 24
| Security | % of Motilal Oswal BSE Midcap 150 Momentum 30 Index | % of Motilal Oswal Nifty Midcap 150 Momentum 50 ETF |
|---|---|---|
| Laurus Labs Limited | 5.43% | 7.02% |
| Multi Commodity Exchange of India Limited | 5.24% | 5.99% |
| The Federal Bank Limited | 4.89% | 4.60% |
| Bharat Heavy Electricals Limited | 5.08% | 4.46% |
| Bharat Forge Limited | 5.16% | 3.91% |
| GE Vernova T&D India Limited | 3.81% | 4.29% |
| Hitachi Energy India Limited | 3.33% | 3.54% |
| National Aluminium Company Limited | 3.63% | 3.21% |
| AU Small Finance Bank Limited | 5.07% | 2.68% |
| Vodafone Idea Limited | 4.33% | 2.47% |
| Aurobindo Pharma Limited | 5.23% | 2.35% |
| Glenmark Pharmaceuticals Limited | 2.30% | 2.15% |
| Steel Authority of India Limited | 2.49% | 2.06% |
| One 97 Communications Limited | 4.69% | 1.87% |
| KEI Industries Limited | 2.17% | 1.74% |
| FSN E-Commerce Ventures Limited | 4.03% | 1.65% |
| Aditya Birla Capital Limited | 2.58% | 1.65% |
| Ashok Leyland Limited | 2.86% | 1.63% |
| Radico Khaitan Limited | 3.09% | 1.61% |
| APL Apollo Tubes Limited | 3.52% | 1.24% |
| Oracle Financial Services Software Limited | 2.03% | 1.22% |
| Indian Bank | 1.95% | 1.08% |
| L&T Finance Limited | 1.67% | 1.08% |
| Nippon Life India Asset Management Limited | 1.49% | 1.08% |
| Bank of Maharashtra | 1.40% | 1.05% |
| Ajanta Pharma Limited | 1.51% | 0.70% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 63.3% means 63.3% 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 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% |
Largest holdings only in Motilal Oswal Nifty Midcap 150 Momentum 50 ETF
| Security | % of fund |
|---|---|
| BSE Limited | 4.10% |
| Polycab India Limited | 3.03% |
| Marico Limited | 2.22% |
| Lupin Limited | 2.21% |
| IndusInd Bank Limited | 2.14% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Motilal Oswal BSE Midcap 150 Momentum 30 Index | Motilal Oswal Nifty Midcap 150 Momentum 50 ETF |
|---|---|---|
| Equity | 100.9% | 100.0% |
| Debt | 0.0% | 0.0% |
| Cash and others | -0.9% | 0.0% |
Market cap of stocks
| Market cap | Motilal Oswal BSE Midcap 150 Momentum 30 Index | Motilal Oswal Nifty Midcap 150 Momentum 50 ETF |
|---|---|---|
| Large Cap | 18.2% | 20.6% |
| Mid Cap | 82.7% | 79.3% |
| 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 | Motilal Oswal BSE Midcap 150 Momentum 30 Index | Motilal Oswal Nifty Midcap 150 Momentum 50 ETF |
|---|---|---|
| Pharmaceuticals & Biotechnology | 16.6% | 15.6% |
| Electrical Equipment | 15.7% | 15.3% |
| Banks | 13.3% | 12.0% |
| Capital Markets | 6.7% | 11.2% |
| Auto Components | 9.8% | 3.9% |
| Industrial Products | 5.7% | 6.8% |
| Telecom - Services | 4.3% | 5.2% |
The six largest sectors of each fund's stocks, % of the fund.
Motilal Oswal BSE Midcap 150 Momentum 30 Index vs Motilal Oswal Nifty Midcap 150 Momentum 50 ETF: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund | Motilal Oswal Nifty Midcap 150 Momentum 50 ETF |
|---|---|---|
| Total expense ratio (Direct) | 1.98% | Not available |
| Base expense ratio (Direct) | 0.38% | 0.00% |
| Total expense ratio (Regular) | 2.59% | Not available |
| Base expense ratio (Regular) | 0.90% | 0.45% |
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.
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund vs Motilal Oswal Nifty Midcap 150 Momentum 50 ETF: Frequently Asked Questions
What is the difference between Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund and Motilal Oswal Nifty Midcap 150 Momentum 50 ETF?
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund is a mutual fund, Motilal Oswal Nifty Midcap 150 Momentum 50 ETF is an ETF fund, run by Motilal Oswal Mutual Fund. Their portfolios overlap 63.3%. Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund charges 1.98% a year and Motilal Oswal Nifty Midcap 150 Momentum 50 ETF 1.02%.
Which has the lower expense ratio, Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund or Motilal Oswal Nifty Midcap 150 Momentum 50 ETF?
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF charges less: 1.02% a year against 1.98%. These are the total expense ratios reported to AMFI.
How much do Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund and Motilal Oswal Nifty Midcap 150 Momentum 50 ETF overlap?
63.3%. 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 Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund and Motilal Oswal Nifty Midcap 150 Momentum 50 ETF?
Yes. 63.3% 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.