Motilal Oswal Nifty Midcap 150 Momentum 50 ETF vs UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund
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 UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund is an Index fund. In the year to 30-10-2026, Motilal Oswal Nifty Midcap 150 Momentum 50 ETF returned −4.8% and UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund (Direct) returned 0.0%. Motilal Oswal Nifty Midcap 150 Momentum 50 ETF charges 1.02% a year and UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund 0.78%. Their portfolios overlap 54.1%: they hold 29 of the same securities.
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF
ETF
- 1 year return
- −4.8%
- Expense ratio
- 1.02%
- NAV
- ₹60.22
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund
Index
- 1 year return
- 0.0%
- Expense ratio
- 0.78%
- NAV
- ₹11.20
Which is better, Motilal Oswal Nifty Midcap 150 Momentum 50 ETF or UTI Nifty Midsmallcap 400 Momentum Quality 100 Index? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- UTI Nifty Midsmallcap 400 Momentum Quality 100 Index returned more over 1 year: 0.0% against −4.8%.
- UTI Nifty Midsmallcap 400 Momentum Quality 100 Index costs less: 0.78% a year against 1.02%.
- Motilal Oswal Nifty Midcap 150 Momentum 50 ETF fell less in its worst fall since 03-07-2025: −14.7% against −16.4%.
- UTI Nifty Midsmallcap 400 Momentum Quality 100 Index is the larger fund: ₹130 Cr against ₹45 Cr.
- Their portfolios overlap 54.1%: 29 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 | UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund |
|---|---|---|
| Fund house | Motilal Oswal Mutual Fund | UTI Mutual Fund |
| Category | ETF | Index |
| AUM | ₹45 Cr (30-09-2026) | ₹130 Cr (30-09-2026) |
| NAV | ₹60.22 | ₹11.20 (Direct) |
| Expense ratio (Direct) | Not available | 0.78% |
| Expense ratio (Regular) | Not available | 1.27% |
| Riskometer | Very High | Very High |
| Benchmark | NIFTY Midcap 150 Momentum 50 TRI | Nifty MidSmallcap400 Momentum Quality 100 TRI |
| Launch date | 30-06-2025 | 13-02-2025 |
| 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 | ₹1,000 |
| Lock in | None | None |
| Fund managers | Swapnil Mayekar, Dishant Mehta, Rakesh Shetty | Sharwan Kumar Goyal FM 1, Ayush Jain FM 2, Lokesh Kulthia FM 3 |
| Exit load | Nil | Nil |
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF vs UTI Nifty Midsmallcap 400 Momentum Quality 100 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 Nifty Midcap 150 Momentum 50 ETF | −2.16% | −4.30% | −2.79% | −4.80% | -- | -- | -- |
| UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund (Direct) | −1.53% | −3.37% | −0.88% | +0.01% | -- | -- | -- |
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF vs UTI Nifty Midsmallcap 400 Momentum Quality 100 Index: Year-wise Returns
| Year | Motilal Oswal Nifty Midcap 150 Momentum 50 ETFMotilal Oswal Nifty Midcap 150 Momentum 50 ETF | UTI Nifty Midsmallcap 400 Momentum Quality 100 IndexUTI Nifty Midsmallcap 400 Momentum Quality 100 Index |
|---|---|---|
| 2026to date | −3.98% | +2.89% |
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF vs UTI Nifty Midsmallcap 400 Momentum Quality 100 Index: Rolling Returns
Every holding period of both funds, against Nifty Midcap150 Momentum 50 TRI, the benchmark of Motilal Oswal Nifty Midcap 150 Momentum 50 ETF
Rolling returns
Every 1-year holding period, 81 of them, one for each trading day from 03-07-2026 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund (Direct)
Nifty Midcap150 Momentum 50 TRI
to
Jul 2026Aug 2025
to
Aug 2026Aug 2025
to
Aug 2026Sept 2025
to
Sept 2026Oct 2025
to
Oct 2026Oct 2025
to
Oct 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Nifty Midcap 150 Momentum 50 ETF | 30.9 | 49.4 | 19.8 | 0.0 | 0.0 | 0.0 | 0.0 | 1.6% | 1.5% | −8.4% | 9.5% | 0% |
| UTI Nifty Midsmallcap 400 Momentum Quality 100 Index | 14.8 | 39.5 | 37.0 | 8.6 | 0.0 | 0.0 | 0.0 | 4.6% | 4.3% | −3.4% | 12.7% | 91% |
| Nifty Midcap150 Momentum 50 TRI | 24.7 | 46.9 | 27.2 | 1.2 | 0.0 | 0.0 | 0.0 | 2.5% | 2.5% | −7.6% | 10.5% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is Nifty Midcap150 Momentum 50 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 03-07-2025. Past returns do not promise future returns.
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF vs UTI Nifty Midsmallcap 400 Momentum Quality 100 Index: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 03-07-2025 to 30-10-2026: 16 instalments, ₹1,60,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Motilal Oswal Nifty Midcap 150 Momentum 50 ETFMotilal Oswal Nifty Midcap 150 Momentum 50 ETF | ₹1,60,000 | ₹1,54,985 | −₹5,015 | −4.5% |
| UTI Nifty Midsmallcap 400 Momentum Quality 100 IndexUTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund (Direct) | ₹1,60,000 | ₹1,61,137 | ₹1,137 | 1.0% |
Motilal Oswal Nifty Midcap 150 Momentum 50 ETFMotilal Oswal Nifty Midcap 150 Momentum 50 ETF
UTI Nifty Midsmallcap 400 Momentum Quality 100 IndexUTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF vs UTI Nifty Midsmallcap 400 Momentum Quality 100 Index: 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 | UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | −4.80% | +0.01% |
| Standard deviation | 18.88% | 17.61% |
| Sharpe ratio | -0.53 | -0.30 |
| Sortino ratio | -0.72 | -0.41 |
| Maximum drawdown | −14.7% (31-03-2026) | −14.6% (23-03-2026) |
| Beta | 1.00 | 1.00 |
| Alpha | −0.83% | −0.47% |
From daily NAVs, 30-10-2025 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.
| Measure | Motilal Oswal Nifty Midcap 150 Momentum 50 ETF | UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | −5.03% | +8.71% |
| Standard deviation | 17.40% | 17.80% |
| Sharpe ratio | -0.59 | 0.18 |
| Sortino ratio | -0.81 | 0.26 |
| Maximum drawdown | −14.7% (31-03-2026) | −17.4% (23-03-2026) |
| Beta | 1.00 | 1.00 |
| Alpha | −0.75% | −0.54% |
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
UTI Nifty Midsmallcap 400 Momentum Quality 100 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 |
|---|---|---|---|---|---|---|
| Motilal Oswal Nifty Midcap 150 Momentum 50 ETF | −14.7% | 26-11-2025 | 31-03-2026 | 07-05-2026 | 37 days | −8.9% |
| UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund (Direct) | −16.4% | 03-07-2025 | 23-03-2026 | 07-05-2026 | 45 days | −7.1% |
| Nifty Midcap150 Momentum 50 TRI | −14.3% | 26-11-2025 | 30-03-2026 | 07-05-2026 | 38 days | −8.9% |
From daily values since 03-07-2025, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund (Direct)
Nifty Midcap150 Momentum 50 TRI
Against Nifty Midcap150 Momentum 50 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Motilal Oswal Nifty Midcap 150 Momentum 50 ETF | 99% | 103% | 0.24% |
| UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund (Direct) | 91% | 81% | 5.15% |
From month-end values since 03-07-2025. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF vs UTI Nifty Midsmallcap 400 Momentum Quality 100 Index: Portfolio Overlap
From each fund's latest monthly portfolio: Motilal Oswal Nifty Midcap 150 Momentum 50 ETF, September 2026; UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund, September 2026
Holdings in common
- Overlap
- 54.1%
- Held by both
- 29
- Only in Motilal Oswal Nifty Midcap 150 Momentum 50 ETF
- 21
- Only in UTI Nifty Midsmallcap 400 Momentum Quality 100 Index
- 71
| Security | % of Motilal Oswal Nifty Midcap 150 Momentum 50 ETF | % of UTI Nifty Midsmallcap 400 Momentum Quality 100 Index |
|---|---|---|
| Laurus Labs Limited | 7.02% | 4.78% |
| The Federal Bank Limited | 4.60% | 4.11% |
| BSE Limited | 4.10% | 4.16% |
| Multi Commodity Exchange of India Limited | 5.99% | 3.79% |
| Bharat Forge Limited | 3.91% | 2.80% |
| GE Vernova T&D India Limited | 4.29% | 2.56% |
| Polycab India Limited | 3.03% | 2.47% |
| Hitachi Energy India Limited | 3.54% | 2.45% |
| Aurobindo Pharma Limited | 2.35% | 2.35% |
| Lupin Limited | 2.21% | 2.21% |
| Marico Limited | 2.22% | 2.20% |
| AU Small Finance Bank Limited | 2.68% | 2.03% |
| Apar Industries Limited | 1.90% | 1.89% |
| Radico Khaitan Limited | 1.61% | 1.56% |
| National Aluminium Company Limited | 3.21% | 1.37% |
| KEI Industries Limited | 1.74% | 1.32% |
| Oracle Financial Services Software Limited | 1.22% | 1.36% |
| APL Apollo Tubes Limited | 1.24% | 1.19% |
| Indus Towers Limited | 1.95% | 1.16% |
| Glenmark Pharmaceuticals Limited | 2.15% | 1.10% |
| Nippon Life India Asset Management Limited | 1.08% | 1.06% |
| NMDC Limited | 1.34% | 1.05% |
| Indian Bank | 1.08% | 1.01% |
| Bank of Maharashtra | 1.05% | 0.97% |
| Thermax Limited | 1.15% | 0.78% |
| L&T Finance Limited | 1.08% | 0.75% |
| Ajanta Pharma Limited | 0.70% | 0.81% |
| Adani Total Gas Limited | 0.68% | 0.60% |
| Linde India Limited | 0.52% | 0.54% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 54.1% means 54.1% 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
| Security | % of fund |
|---|---|
| Bharat Heavy Electricals Limited | 4.46% |
| Vodafone Idea Limited | 2.47% |
| IndusInd Bank Limited | 2.14% |
| Steel Authority of India Limited | 2.06% |
| One 97 Communications Limited | 1.87% |
Largest holdings only in UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund
| Security | % of fund |
|---|---|
| EQ - WELSPUN CORP LTD. | 2.35% |
| EQ - HERO MOTOCORP LTD. | 2.28% |
| EQ - DIXON TECHNOLOGIES (INDIA) LTD | 2.15% |
| EQ - SUZLON ENERGY LTD. | 1.91% |
| EQ - SONA BLW PRECISION FORGING LTD | 1.76% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Motilal Oswal Nifty Midcap 150 Momentum 50 ETF | UTI Nifty Midsmallcap 400 Momentum Quality 100 Index |
|---|---|---|
| Equity | 100.0% | 100.1% |
| Debt | 0.0% | 0.0% |
| Cash and others | 0.0% | -0.1% |
Market cap of stocks
| Market cap | Motilal Oswal Nifty Midcap 150 Momentum 50 ETF | UTI Nifty Midsmallcap 400 Momentum Quality 100 Index |
|---|---|---|
| Large Cap | 20.6% | 11.3% |
| Mid Cap | 79.3% | 63.0% |
| Small Cap | 0.0% | 25.9% |
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 | UTI Nifty Midsmallcap 400 Momentum Quality 100 Index |
|---|---|---|
| Pharmaceuticals & Biotechnology | 15.6% | 16.0% |
| Electrical Equipment | 15.3% | 10.5% |
| Capital Markets | 11.2% | 15.0% |
| Banks | 12.0% | 10.4% |
| Industrial Products | 6.8% | 9.8% |
| Auto Components | 3.9% | 6.1% |
| Telecom - Services | 5.2% | 1.2% |
The six largest sectors of each fund's stocks, % of the fund.
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF vs UTI Nifty Midsmallcap 400 Momentum Quality 100 Index: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Motilal Oswal Nifty Midcap 150 Momentum 50 ETF | UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund |
|---|---|---|
| Total expense ratio (Direct) | Not available | 0.78% |
| Base expense ratio (Direct) | 0.00% | 0.46% |
| Total expense ratio (Regular) | Not available | 1.27% |
| Base expense ratio (Regular) | 0.45% | 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 Nifty Midcap 150 Momentum 50 ETF vs UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund: Frequently Asked Questions
What is the difference between Motilal Oswal Nifty Midcap 150 Momentum 50 ETF and UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund?
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF is an ETF fund, UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund is an Index fund, run by Motilal Oswal Mutual Fund and UTI Mutual Fund. Their portfolios overlap 54.1%. Motilal Oswal Nifty Midcap 150 Momentum 50 ETF charges 1.02% a year and UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund 0.78%.
Which has given higher returns, Motilal Oswal Nifty Midcap 150 Momentum 50 ETF or UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund?
Over 1 year: Motilal Oswal Nifty Midcap 150 Momentum 50 ETF −4.80%, UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund +0.01%. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Motilal Oswal Nifty Midcap 150 Momentum 50 ETF or UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund?
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund charges less: 0.78% 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 UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund overlap?
54.1%. They hold 29 of the same securities, the largest shared ones being LAURUSLABS, FEDERALBNK, BSE. From each fund's latest monthly portfolio.
Which is riskier, Motilal Oswal Nifty Midcap 150 Momentum 50 ETF or UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund?
On SEBI's riskometer, Motilal Oswal Nifty Midcap 150 Momentum 50 ETF is rated Very High and UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Very High. Over 1 years, the standard deviation of daily returns was 18.88% and 17.61% a year.
Can I invest in both Motilal Oswal Nifty Midcap 150 Momentum 50 ETF and UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund?
Yes. 54.1% 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 UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund?
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF: Swapnil Mayekar, Dishant Mehta, Rakesh Shetty. UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund: Sharwan Kumar Goyal FM 1, Ayush Jain FM 2, Lokesh Kulthia FM 3.
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.