Motilal Oswal Nifty Midcap 150 Momentum 50 ETF vs SBI Nifty Midcap 150 Momentum 50 ETF
Direct Plan where a fund has one, Growth option · Data as on 30-10-2026
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF is an ETF fund and SBI Nifty Midcap 150 Momentum 50 ETF is an ETF fund. Motilal Oswal Nifty Midcap 150 Momentum 50 ETF charges 1.02% a year and SBI Nifty Midcap 150 Momentum 50 ETF 0.47%. Their portfolios overlap 100.0%: they hold 50 of the same securities.
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF
ETF
- Expense ratio
- 1.02%
- NAV
- ₹60.22
SBI Nifty Midcap 150 Momentum 50 ETF
ETF
- Expense ratio
- 0.47%
- NAV
- ₹59.47
Which is better, Motilal Oswal Nifty Midcap 150 Momentum 50 ETF or SBI 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.
- SBI Nifty Midcap 150 Momentum 50 ETF costs less: 0.47% a year against 1.02%.
- SBI Nifty Midcap 150 Momentum 50 ETF fell less in its worst fall since 05-03-2026: −13.0% against −13.0%.
- SBI Nifty Midcap 150 Momentum 50 ETF is the larger fund: ₹129 Cr against ₹45 Cr.
- Their portfolios overlap 100.0%: 50 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 Nifty Midcap 150 Momentum 50 ETF | SBI Nifty Midcap 150 Momentum 50 ETF |
|---|---|---|
| Fund house | Motilal Oswal Mutual Fund | SBI Mutual Fund |
| Category | ETF | ETF |
| AUM | ₹45 Cr (30-09-2026) | ₹129 Cr (30-09-2026) |
| NAV | ₹60.22 | ₹59.47 (Regular) |
| Expense ratio (Direct) | Not available | Not available |
| Expense ratio (Regular) | Not available | 0.47% |
| Riskometer | Very High | Very High |
| Benchmark | NIFTY Midcap 150 Momentum 50 TRI | NIFTY Midcap 150 Momentum 50 TRI |
| Launch date | 30-06-2025 | 02-03-2026 |
| Minimum investment | 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 | Not available |
| Lock in | None | None |
| Fund managers | Swapnil Mayekar, Dishant Mehta, Rakesh Shetty | Viral Chhadva |
| Exit load | Nil | Not available |
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF vs SBI 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 Nifty Midcap 150 Momentum 50 ETF | −2.16% | −4.30% | −2.79% | −4.80% | -- | -- | -- |
| SBI Nifty Midcap 150 Momentum 50 ETF (Regular) | −2.14% | −4.23% | −2.63% | -- | -- | -- | -- |
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF vs SBI Nifty Midcap 150 Momentum 50 ETF: Year-wise Returns
| Year | Motilal OswalMotilal Oswal Nifty Midcap 150 Momentum 50 ETF | SBISBI Nifty Midcap 150 Momentum 50 ETF | Nifty Midcap150 Momentum 50 TRI |
|---|---|---|---|
| 2026to date | −3.98% | -- | −3.44% |
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF vs SBI Nifty Midcap 150 Momentum 50 ETF: Rolling Returns
Every holding period of both funds, against Nifty Midcap150 Momentum 50 TRI, the benchmark of both
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF vs SBI 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 Nifty Midcap 150 Momentum 50 ETF | SBI Nifty Midcap 150 Momentum 50 ETF (Regular) |
|---|---|---|
| Return (CAGR) | −5.03% | −2.31% |
| Standard deviation | 17.40% | 20.16% |
| Sharpe ratio | -0.59 | -0.38 |
| Sortino ratio | -0.81 | -0.52 |
| Maximum drawdown | −14.7% (31-03-2026) | −13.0% (23-10-2026) |
| Beta | 1.00 | 1.00 |
| Alpha | −0.75% | −0.43% |
From daily NAVs, 03-07-2025 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 Nifty Midcap 150 Momentum 50 ETF
SBI Nifty Midcap 150 Momentum 50 ETF (Regular)
Nifty Midcap150 Momentum 50 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Motilal Oswal Nifty Midcap 150 Momentum 50 ETF | −13.0% | 31-08-2026 | 23-10-2026 | Not yet | -- | −8.9% |
| SBI Nifty Midcap 150 Momentum 50 ETF (Regular) | −13.0% | 31-08-2026 | 23-10-2026 | Not yet | -- | −8.9% |
| Nifty Midcap150 Momentum 50 TRI | −13.0% | 31-08-2026 | 23-10-2026 | Not yet | -- | −8.9% |
From daily values since 05-03-2026, the first day every fund has.
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF vs SBI Nifty Midcap 150 Momentum 50 ETF: Portfolio Overlap
From each fund's latest monthly portfolio: Motilal Oswal Nifty Midcap 150 Momentum 50 ETF, September 2026; SBI Nifty Midcap 150 Momentum 50 ETF, September 2026
Holdings in common
- Overlap
- 100.0%
- Held by both
- 50
- Only in Motilal Oswal Nifty Midcap 150 Momentum 50 ETF
- 0
- Only in SBI Nifty Midcap 150 Momentum 50 ETF
- 0
| Security | % of Motilal Oswal Nifty Midcap 150 Momentum 50 ETF | % of SBI Nifty Midcap 150 Momentum 50 ETF |
|---|---|---|
| Laurus Labs Limited | 7.02% | 7.02% |
| Multi Commodity Exchange of India Limited | 5.99% | 5.99% |
| The Federal Bank Limited | 4.60% | 4.60% |
| Bharat Heavy Electricals Limited | 4.46% | 4.46% |
| GE Vernova T&D India Limited | 4.29% | 4.29% |
| BSE Limited | 4.10% | 4.10% |
| Bharat Forge Limited | 3.91% | 3.91% |
| Hitachi Energy India Limited | 3.54% | 3.53% |
| National Aluminium Company Limited | 3.21% | 3.21% |
| Polycab India Limited | 3.03% | 3.03% |
| AU Small Finance Bank Limited | 2.68% | 2.68% |
| Vodafone Idea Limited | 2.47% | 2.47% |
| Aurobindo Pharma Limited | 2.35% | 2.35% |
| Marico Limited | 2.22% | 2.22% |
| Lupin Limited | 2.21% | 2.21% |
| Glenmark Pharmaceuticals Limited | 2.15% | 2.15% |
| IndusInd Bank Limited | 2.14% | 2.14% |
| Steel Authority of India Limited | 2.06% | 2.06% |
| Indus Towers Limited | 1.95% | 1.95% |
| Apar Industries Limited | 1.90% | 1.90% |
| One 97 Communications Limited | 1.87% | 1.87% |
| KEI Industries Limited | 1.74% | 1.74% |
| Fortis Healthcare Limited | 1.70% | 1.70% |
| FSN E-Commerce Ventures Limited | 1.65% | 1.66% |
| Aditya Birla Capital Limited | 1.65% | 1.65% |
| Ashok Leyland Limited | 1.63% | 1.63% |
| Radico Khaitan Limited | 1.61% | 1.61% |
| Lloyds Metals And Energy Limited | 1.53% | 1.53% |
| JSW Energy Limited | 1.51% | 1.51% |
| NMDC Limited | 1.34% | 1.34% |
| APL Apollo Tubes Limited | 1.24% | 1.24% |
| Oracle Financial Services Software Limited | 1.22% | 1.22% |
| Biocon Limited | 1.20% | 1.20% |
| Thermax Limited | 1.15% | 1.15% |
| Max Financial Services Limited | 1.11% | 1.11% |
| L&T Finance Limited | 1.08% | 1.08% |
| Indian Bank | 1.08% | 1.08% |
| Nippon Life India Asset Management Limited | 1.08% | 1.08% |
| Bank of Maharashtra | 1.05% | 1.05% |
| Oil India Limited | 1.00% | 1.00% |
| GMR Airports Limited | 0.99% | 0.99% |
| AIA Engineering Limited | 0.76% | 0.76% |
| Tata Communications Limited | 0.73% | 0.73% |
| Ajanta Pharma Limited | 0.70% | 0.70% |
| Adani Total Gas Limited | 0.68% | 0.68% |
| NLC India Limited | 0.63% | 0.63% |
| Jindal Stainless Limited | 0.53% | 0.53% |
| Linde India Limited | 0.52% | 0.52% |
| Bank of India | 0.45% | 0.45% |
| 3M India Limited | 0.25% | 0.25% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 100.0% means 100.0% 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 Nifty Midcap 150 Momentum 50 ETF
Every holding of this fund is also held by the other.
Largest holdings only in SBI Nifty Midcap 150 Momentum 50 ETF
Every holding of this fund is also held by the other.
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Motilal Oswal Nifty Midcap 150 Momentum 50 ETF | SBI Nifty Midcap 150 Momentum 50 ETF |
|---|---|---|
| Equity | 100.0% | 100.0% |
| Debt | 0.0% | 0.0% |
| Cash and others | 0.0% | 0.0% |
Market cap of stocks
| Market cap | Motilal Oswal Nifty Midcap 150 Momentum 50 ETF | SBI Nifty Midcap 150 Momentum 50 ETF |
|---|---|---|
| Large Cap | 20.6% | 20.6% |
| Mid Cap | 79.3% | 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 Nifty Midcap 150 Momentum 50 ETF | SBI Nifty Midcap 150 Momentum 50 ETF |
|---|---|---|
| Pharmaceuticals & Biotechnology | 15.6% | 15.6% |
| Electrical Equipment | 15.3% | 15.3% |
| Banks | 12.0% | 12.0% |
| Capital Markets | 11.2% | 11.2% |
| Industrial Products | 6.8% | 6.8% |
| Telecom - Services | 5.2% | 5.2% |
The six largest sectors of each fund's stocks, % of the fund.
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF vs SBI Nifty Midcap 150 Momentum 50 ETF: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Motilal Oswal Nifty Midcap 150 Momentum 50 ETF | SBI Nifty Midcap 150 Momentum 50 ETF |
|---|---|---|
| Base expense ratio (Direct) | 0.00% | 0.00% |
| Total expense ratio (Regular) | Not available | 0.47% |
| Base expense ratio (Regular) | 0.45% | 0.35% |
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 Nifty Midcap 150 Momentum 50 ETF vs SBI Nifty Midcap 150 Momentum 50 ETF: Frequently Asked Questions
What is the difference between Motilal Oswal Nifty Midcap 150 Momentum 50 ETF and SBI Nifty Midcap 150 Momentum 50 ETF?
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF is an ETF fund, SBI Nifty Midcap 150 Momentum 50 ETF is an ETF fund, run by Motilal Oswal Mutual Fund and SBI Mutual Fund. Their portfolios overlap 100.0%. Motilal Oswal Nifty Midcap 150 Momentum 50 ETF charges 1.02% a year and SBI Nifty Midcap 150 Momentum 50 ETF 0.47%.
Which has the lower expense ratio, Motilal Oswal Nifty Midcap 150 Momentum 50 ETF or SBI Nifty Midcap 150 Momentum 50 ETF?
SBI Nifty Midcap 150 Momentum 50 ETF charges less: 0.47% a year against 1.02%. These are the total expense ratios reported to AMFI.
How much do Motilal Oswal Nifty Midcap 150 Momentum 50 ETF and SBI Nifty Midcap 150 Momentum 50 ETF overlap?
100.0%. They hold 50 of the same securities, the largest shared ones being LAURUSLABS, MCX, FEDERALBNK. From each fund's latest monthly portfolio.
Which is riskier, Motilal Oswal Nifty Midcap 150 Momentum 50 ETF or SBI Nifty Midcap 150 Momentum 50 ETF?
On SEBI's riskometer, Motilal Oswal Nifty Midcap 150 Momentum 50 ETF is rated Very High and SBI Nifty Midcap 150 Momentum 50 ETF Very High. Over their common history, the standard deviation of daily returns was 17.40% and 20.16% a year.
Can I invest in both Motilal Oswal Nifty Midcap 150 Momentum 50 ETF and SBI Nifty Midcap 150 Momentum 50 ETF?
Yes. 100.0% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Motilal Oswal Nifty Midcap 150 Momentum 50 ETF and SBI Nifty Midcap 150 Momentum 50 ETF?
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF: Swapnil Mayekar, Dishant Mehta, Rakesh Shetty. SBI Nifty Midcap 150 Momentum 50 ETF: Viral Chhadva.
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.