Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund vs Tata Nifty200 Alpha 30 Index 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 Tata Nifty200 Alpha 30 Index Fund is an Index fund. Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund charges 1.98% a year and Tata Nifty200 Alpha 30 Index Fund 0.82% (Direct plans). Their portfolios overlap 61.2%: they hold 19 of the same securities.
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
- Expense ratio
- 1.98%
- NAV
- ₹9.72
Tata Nifty200 Alpha 30 Index Fund
Index
- Expense ratio
- 0.82%
- NAV
- ₹8.40
Which is better, Motilal Oswal BSE Midcap 150 Momentum 30 Index or Tata Nifty200 Alpha 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.
- Tata Nifty200 Alpha 30 Index costs less: 0.82% 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 −14.0%.
- Tata Nifty200 Alpha 30 Index holds more in large companies: 49.1% of the fund in large caps against 18.2%.
- Tata Nifty200 Alpha 30 Index is the larger fund: ₹199 Cr against ₹156 Cr.
- Their portfolios overlap 61.2%: 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 | Tata Nifty200 Alpha 30 Index Fund |
|---|---|---|
| Fund house | Motilal Oswal Mutual Fund | Tata Mutual Fund |
| Category | Not available | Index |
| AUM | ₹156 Cr (30-09-2026) | ₹199 Cr (30-09-2026) |
| NAV | ₹9.72 (Direct) | ₹8.40 (Direct) |
| Expense ratio (Direct) | 1.98% | 0.82% |
| Expense ratio (Regular) | 2.59% | 1.37% |
| Riskometer | Not available | Very High |
| Benchmark | Not available | Nifty 200 Alpha 30 TRI |
| Launch date | Not available | 05-09-2024 |
| Minimum investment | Not available | ₹5,000 |
| Lock in | Not available | None |
| Fund managers | Not available | Nitin Sharma, Rakesh Prajapati |
| Exit load | Not available | Exit Load: 0.25% of the applicable NAV, if redeemed on or before 15 days from the date of allotment. |
Motilal Oswal BSE Midcap 150 Momentum 30 Index vs Tata Nifty200 Alpha 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 |
|---|---|---|---|---|---|---|---|
| Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund (Direct) | −2.80% | −3.47% | -- | -- | -- | -- | -- |
| Tata Nifty200 Alpha 30 Index Fund (Direct) | −2.55% | −4.61% | −1.32% | −3.23% | -- | -- | -- |
Motilal Oswal BSE Midcap 150 Momentum 30 Index vs Tata Nifty200 Alpha 30 Index: Year-wise Returns
| Year | Motilal Oswal BSE Midcap 150 MomentumMotilal Oswal BSE Midcap 150 Momentum 30 Index | Tata Nifty200 AlphaTata Nifty200 Alpha 30 Index |
|---|---|---|
| 2026to date | -- | −1.48% |
| 2025 | -- | −5.68% |
Motilal Oswal BSE Midcap 150 Momentum 30 Index vs Tata Nifty200 Alpha 30 Index: 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 Tata Nifty200 Alpha 30 Index: 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) | Tata Nifty200 Alpha 30 Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | −13.08% | −6.37% |
| Standard deviation | 16.80% | 19.86% |
| Sharpe ratio | -1.09 | -0.61 |
| Sortino ratio | -1.35 | -0.81 |
| Maximum drawdown | −12.9% (23-10-2026) | −29.5% (28-02-2025) |
| Beta | 1.00 | 1.00 |
| Alpha | −0.67% | −1.02% |
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)
Tata Nifty200 Alpha 30 Index 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% |
| Tata Nifty200 Alpha 30 Index Fund (Direct) | −14.0% | 27-08-2026 | 23-10-2026 | Not yet | -- | −10.1% |
| 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 Tata Nifty200 Alpha 30 Index: Portfolio Overlap
From each fund's latest monthly portfolio: Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund, September 2026; Tata Nifty200 Alpha 30 Index Fund, September 2026
Holdings in common
- Overlap
- 61.2%
- Held by both
- 19
- Only in Motilal Oswal BSE Midcap 150 Momentum 30 Index
- 11
- Only in Tata Nifty200 Alpha 30 Index
- 11
| Security | % of Motilal Oswal BSE Midcap 150 Momentum 30 Index | % of Tata Nifty200 Alpha 30 Index |
|---|---|---|
| Multi Commodity Exchange of India Limited | 5.24% | 5.10% |
| Bharat Heavy Electricals Limited | 5.08% | 5.10% |
| Laurus Labs Limited | 5.43% | 5.07% |
| Bharat Forge Limited | 5.16% | 4.35% |
| Vodafone Idea Limited | 4.33% | 4.67% |
| The Federal Bank Limited | 4.89% | 4.15% |
| National Aluminium Company Limited | 3.63% | 4.62% |
| Hitachi Energy India Limited | 3.33% | 3.71% |
| Aurobindo Pharma Limited | 5.23% | 3.06% |
| GE Vernova T&D India Limited | 3.81% | 3.03% |
| AU Small Finance Bank Limited | 5.07% | 2.71% |
| Aditya Birla Capital Limited | 2.58% | 2.67% |
| FSN E-Commerce Ventures Limited | 4.03% | 2.57% |
| Steel Authority of India Limited | 2.49% | 3.21% |
| One 97 Communications Limited | 4.69% | 2.45% |
| Ashok Leyland Limited | 2.86% | 2.27% |
| Indian Bank | 1.95% | 2.04% |
| L&T Finance Limited | 1.67% | 2.57% |
| Bank of Maharashtra | 1.40% | 3.00% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 61.2% means 61.2% 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% |
| Radico Khaitan Limited | 3.09% |
| Glenmark Pharmaceuticals Limited | 2.30% |
Largest holdings only in Tata Nifty200 Alpha 30 Index Fund
| Security | % of fund |
|---|---|
| SHRIRAM FINANCE LTD | 4.80% |
| ADANI ENERGY SOLUTIONS LTD | 4.38% |
| SAMVARDHANA MOTHERSON INTERNATIONAL LTD | 4.35% |
| VEDANTA LTD | 3.75% |
| ADANI POWER LTD | 3.33% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Motilal Oswal BSE Midcap 150 Momentum 30 Index | Tata Nifty200 Alpha 30 Index |
|---|---|---|
| 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 | Tata Nifty200 Alpha 30 Index |
|---|---|---|
| Large Cap | 18.2% | 49.1% |
| Mid Cap | 82.7% | 50.8% |
| 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 | Tata Nifty200 Alpha 30 Index |
|---|---|---|
| Pharmaceuticals & Biotechnology | 16.6% | 8.1% |
| Electrical Equipment | 15.7% | 11.8% |
| Banks | 13.3% | 14.6% |
| Finance | 4.3% | 10.0% |
| Auto Components | 9.8% | 8.7% |
| Power | 0.0% | 9.7% |
| Capital Markets | 6.7% | 8.1% |
| Industrial Products | 5.7% | 3.2% |
The six largest sectors of each fund's stocks, % of the fund.
Motilal Oswal BSE Midcap 150 Momentum 30 Index vs Tata Nifty200 Alpha 30 Index: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund | Tata Nifty200 Alpha 30 Index Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.98% | 0.82% |
| Base expense ratio (Direct) | 0.38% | 0.39% |
| Total expense ratio (Regular) | 2.59% | 1.37% |
| Base expense ratio (Regular) | 0.90% | 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.
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund vs Tata Nifty200 Alpha 30 Index Fund: Frequently Asked Questions
What is the difference between Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund and Tata Nifty200 Alpha 30 Index Fund?
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund is a mutual fund, Tata Nifty200 Alpha 30 Index Fund is an Index fund, run by Motilal Oswal Mutual Fund and Tata Mutual Fund. Their portfolios overlap 61.2%. Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund charges 1.98% a year and Tata Nifty200 Alpha 30 Index Fund 0.82%.
Which has the lower expense ratio, Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund or Tata Nifty200 Alpha 30 Index Fund?
Tata Nifty200 Alpha 30 Index Fund charges less: 0.82% 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 Tata Nifty200 Alpha 30 Index Fund overlap?
61.2%. They hold 19 of the same securities, the largest shared ones being MCX, BHEL, LAURUSLABS. From each fund's latest monthly portfolio.
Can I invest in both Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund and Tata Nifty200 Alpha 30 Index Fund?
Yes. 61.2% 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.