Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund vs Samco Mid Cap Fund
Direct Plan, Growth option · Data as on 30-10-2026
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund is a mutual fund and Samco Mid Cap Fund is a Mid Cap fund. Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund charges 1.98% a year and Samco Mid Cap Fund 1.66% (Direct plans). Their portfolios overlap 49.5%: they hold 19 of the same securities.
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
- Expense ratio
- 1.98%
- NAV
- ₹9.72
Which is better, Motilal Oswal BSE Midcap 150 Momentum 30 Index or Samco Mid Cap? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Samco Mid Cap costs less: 1.66% a year against 1.98% (Direct plans).
- Samco Mid Cap fell less in its worst fall since 30-07-2026: −10.8% against −12.9%.
- Motilal Oswal BSE Midcap 150 Momentum 30 Index is the larger fund: ₹156 Cr against ₹75 Cr.
- Their portfolios overlap 49.5%: 19 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 | Samco Mid Cap Fund |
|---|---|---|
| Fund house | Motilal Oswal Mutual Fund | Samco Mutual Fund |
| Category | Not available | Mid Cap |
| AUM | ₹156 Cr (30-09-2026) | ₹75 Cr (30-09-2026) |
| NAV | ₹9.72 (Direct) | ₹9.53 (Direct) |
| Expense ratio (Direct) | 1.98% | 1.66% |
| Expense ratio (Regular) | 2.59% | 3.08% |
| Riskometer | Not available | Very High |
| Benchmark | Not available | Nifty Midcap 150 TRI |
| Launch date | Not available | 10-02-2026 |
| Minimum investment | Not available | ₹5,000 |
| Lock in | Not available | None |
| Fund managers | Not available | Umeshkumar Mehta, Nirali Bhansali, Dhawal Dhanani, Vishal Shinde |
| Exit load | Not available | 1.00% If the investment is redeemed or switched out on or before 30 days from the date of allotment of units. No Exit Load will be charged if investment is redeemed or switched out after 30 days from the date of allotment of units. |
Motilal Oswal BSE Midcap 150 Momentum 30 Index vs Samco Mid Cap: 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% | -- | -- | -- | -- | -- |
| Samco Mid Cap Fund (Direct) | −1.45% | −3.25% | −1.75% | -- | -- | -- | -- |
| Mid Cap average | −3.36% | −6.03% | −0.14% | -- | -- | -- | -- |
Category average: the average of the 34 Mid Cap funds, same plan type.
Motilal Oswal BSE Midcap 150 Momentum 30 Index vs Samco Mid Cap: 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 Samco Mid Cap: 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) | Samco Mid Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | −13.08% | −3.72% |
| Standard deviation | 16.80% | 17.85% |
| Sharpe ratio | -1.09 | -0.50 |
| Sortino ratio | -1.35 | -0.67 |
| Maximum drawdown | −12.9% (23-10-2026) | −13.0% (23-03-2026) |
| Beta | 1.00 | 0.96 |
| Alpha | −0.67% | +0.58% |
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)
Samco Mid Cap Fund (Direct)
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% |
| Samco Mid Cap Fund (Direct) | −10.8% | 31-08-2026 | 23-10-2026 | Not yet | -- | −7.5% |
| 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 Samco Mid Cap: Portfolio Overlap
From each fund's latest monthly portfolio: Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund, September 2026; Samco Mid Cap Fund, September 2026
Holdings in common
- Overlap
- 49.5%
- Held by both
- 19
- Only in Motilal Oswal BSE Midcap 150 Momentum 30 Index
- 11
- Only in Samco Mid Cap
- 11
| Security | % of Motilal Oswal BSE Midcap 150 Momentum 30 Index | % of Samco Mid Cap |
|---|---|---|
| Laurus Labs Limited | 5.43% | 4.48% |
| National Aluminium Company Limited | 3.63% | 4.52% |
| The Federal Bank Limited | 4.89% | 3.52% |
| Multi Commodity Exchange of India Limited | 5.24% | 3.16% |
| GE Vernova T&D India Limited | 3.81% | 3.13% |
| AU Small Finance Bank Limited | 5.07% | 3.11% |
| FSN E-Commerce Ventures Limited | 4.03% | 2.88% |
| Aurobindo Pharma Limited | 5.23% | 2.71% |
| Aditya Birla Capital Limited | 2.58% | 3.53% |
| Bharat Heavy Electricals Limited | 5.08% | 2.56% |
| Hitachi Energy India Limited | 3.33% | 2.49% |
| One 97 Communications Limited | 4.69% | 2.39% |
| Vodafone Idea Limited | 4.33% | 2.29% |
| Bharat Forge Limited | 5.16% | 2.09% |
| Oracle Financial Services Software Limited | 2.03% | 2.07% |
| Indian Bank | 1.95% | 3.08% |
| L&T Finance Limited | 1.67% | 3.29% |
| Radico Khaitan Limited | 3.09% | 1.48% |
| Bank of Maharashtra | 1.40% | 3.55% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 49.5% means 49.5% 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% |
| APL Apollo Tubes Limited | 3.52% |
| CG Power and Industrial Solutions Limited | 3.49% |
| Ashok Leyland Limited | 2.86% |
| Steel Authority of India Limited | 2.49% |
Largest holdings only in Samco Mid Cap Fund
| Security | % of fund |
|---|---|
| Apar Industries Limited | 3.94% |
| Bank of India | 2.66% |
| BSE Limited | 2.63% |
| Lloyds Metals And Energy Limited | 2.52% |
| NMDC Limited | 2.34% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Motilal Oswal BSE Midcap 150 Momentum 30 Index | Samco Mid Cap |
|---|---|---|
| Equity | 100.9% | 80.0% |
| Debt | 0.0% | 0.0% |
| Cash and others | -0.9% | 20.0% |
Market cap of stocks
| Market cap | Motilal Oswal BSE Midcap 150 Momentum 30 Index | Samco Mid Cap |
|---|---|---|
| Large Cap | 18.2% | 13.1% |
| Mid Cap | 82.7% | 65.1% |
| Small Cap | 0.0% | 1.4% |
| Not on AMFI's list | 0.0% | 0.5% |
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 | Samco Mid Cap |
|---|---|---|
| Pharmaceuticals & Biotechnology | 16.6% | 7.2% |
| Banks | 13.3% | 15.9% |
| Electrical Equipment | 15.7% | 13.7% |
| Auto Components | 9.8% | 2.1% |
| Finance | 4.3% | 8.2% |
| Capital Markets | 6.7% | 6.3% |
| Industrial Products | 5.7% | 0.0% |
| Minerals & Mining | 0.0% | 4.9% |
The six largest sectors of each fund's stocks, % of the fund.
Motilal Oswal BSE Midcap 150 Momentum 30 Index vs Samco Mid Cap: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund | Samco Mid Cap Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.98% | 1.66% |
| Base expense ratio (Direct) | 0.38% | 0.81% |
| Total expense ratio (Regular) | 2.59% | 3.08% |
| Base expense ratio (Regular) | 0.90% | 2.10% |
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.
More comparisons
Each fund against the others of its category
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund vs Samco Mid Cap Fund: Frequently Asked Questions
What is the difference between Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund and Samco Mid Cap Fund?
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund is a mutual fund, Samco Mid Cap Fund is a Mid Cap fund, run by Motilal Oswal Mutual Fund and Samco Mutual Fund. Their portfolios overlap 49.5%. Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund charges 1.98% a year and Samco Mid Cap Fund 1.66%.
Which has the lower expense ratio, Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund or Samco Mid Cap Fund?
Samco Mid Cap Fund charges less: 1.66% a year against 1.98%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund and Samco Mid Cap Fund overlap?
49.5%. They hold 19 of the same securities, the largest shared ones being LAURUSLABS, NATIONALUM, FEDERALBNK. From each fund's latest monthly portfolio.
Can I invest in both Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund and Samco Mid Cap Fund?
Yes. 49.5% 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.