ETF
Data as on 30-10-2026
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF is a mutual fund run by Motilal Oswal Mutual Fund. On 30-09-2026, it managed ₹45 Cr of investors' money. In the year to 30-10-2026, it returned −4.8%. Its benchmark, Nifty Midcap150 Momentum 50 TRI, returned −4.0% over the same year.
NAV on 30-10-2026: ₹60.22 (down 0.60% that day).
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Period | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| This fund | −2.16% | −4.30% | −2.79% | −4.80% | -- | -- | -- |
| Nifty Midcap150 Momentum 50 TRI | −2.12% | −4.17% | −2.39% | −3.97% | +13.95% | -- | -- |
| Category average | -- | -- | -- | -- | -- | -- | -- |
| Best in category | -- | -- | -- | -- | -- | -- | -- |
| Worst in category | -- | -- | -- | -- | -- | -- | -- |
| Rank in category | -- | -- | -- | -- | -- | -- | -- |
No category comparison is shown: this fund's category is too broad to compare, or has fewer than five funds.
| Year | This fund | Nifty Midcap150 Momentum 50 TRI |
|---|---|---|
| 2026to date | −3.98% | −3.44% |
The return of every holding period in the fund's history, not only the one that ends today
Rolling returns
Each point is the yearly return of one 1-year holding period, plotted on the day it ended. There are 81 periods, one for each trading day from 03-07-2026 to 30-10-2026.
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF
Nifty Midcap150 Momentum 50 TRI
Every holding period at a glance
| Period | Periods | Median | Lowest | Highest | With a loss | Benchmark median | Beat benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 81 | 1.5% | −8.4% | 9.5% | 31% | 2.5% | 0% |
Lumpsum: the yearly rate (CAGR) from the NAV on a period's first day to the NAV on its last. SIP: the XIRR of the monthly instalments and their value on the last day. "With a loss" counts the periods that ended below the money put in. "Beat benchmark" counts the periods in which the fund did better than Nifty Midcap150 Momentum 50 TRI over the same days. Past returns do not promise future returns.
How much it swings, and the falls an investor had to sit through
Risk and return
| Measure | Motilal Oswal Nifty Midcap 150 Momentum 50 ETFThis fund | Nifty Midcap150 Momentum 50 TRI |
|---|---|---|
| Return (CAGR) | −4.80% | −3.97% |
| Standard deviation | 18.88% | 18.73% |
| Sharpe ratio | -0.53 | -0.49 |
| Sortino ratio | -0.72 | -0.67 |
| Maximum drawdown | −14.7% (31-03-2026) | −14.3% (30-03-2026) |
| Beta | 1.00 | 1.00 |
| Alpha | −0.83% | 0.00% |
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: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.
| Measure | Motilal Oswal Nifty Midcap 150 Momentum 50 ETFThis fund | Nifty Midcap150 Momentum 50 TRI |
|---|---|---|
| Return (CAGR) | −5.03% | −4.27% |
| Standard deviation | 17.40% | 17.28% |
| Sharpe ratio | -0.59 | -0.55 |
| Sortino ratio | -0.81 | -0.76 |
| Maximum drawdown | −14.7% (31-03-2026) | −14.3% (30-03-2026) |
| Beta | 1.00 | 1.00 |
| Alpha | −0.75% | 0.00% |
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: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.
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
Nifty Midcap150 Momentum 50 TRI
| 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% |
| Nifty Midcap150 Momentum 50 TRI | −14.3% | 26-11-2025 | 30-03-2026 | 07-05-2026 | 38 days | −8.9% |
From the fund's daily NAV since 03-07-2025, adjusted for unit splits, and Nifty Midcap150 Momentum 50 TRI over the same days. "Time to climb back" runs from the bottom to the first day back at the old high.
What each plan charges a year, in force from 01-10-2026
| Plan | Base expense ratio | Brokerage | Transaction costs | Levies and GST | Total expense ratio |
|---|---|---|---|---|---|
| Fund | -- | 0.00% | 0.00% | 0.00% | 1.02% |
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, the cost of executing trades, and statutory levies with GST. From AMFI's expense ratio file.
What a one-time or monthly investment in this fund would be worth today, from its 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 |
|---|---|---|---|---|
| This fundMotilal Oswal Nifty Midcap 150 Momentum 50 ETF | ₹1,60,000 | ₹1,54,985 | −₹5,015 | −4.5% |
| Nifty Midcap150 Momentum 50 TRI | ₹1,60,000 | ₹1,55,851 | −₹4,149 | −3.7% |
This fundMotilal Oswal Nifty Midcap 150 Momentum 50 ETF
Nifty Midcap150 Momentum 50 TRI
Amount invested
From each plan's published NAV (Growth option), the benchmark's TRI, 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.
Asset allocation as on 30-09-2026
100.0%Equity
| Asset | Fund |
|---|---|
| Equity | 100.0% |
| Market cap | Fund |
|---|---|
| Large Cap | 20.6% |
| Mid Cap | 79.3% |
| Small Cap | 0.0% |
Share of the whole fund. Groups follow AMFI's latest list, as SEBI defines them: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Sector allocation of the fund's stocks as on 30-09-2026
Pharmaceuticals & Biotechnology15.6%
Electrical Equipment15.3%
Banks12.0%
Capital Markets11.2%
Industrial Products6.8%
Telecom - Services5.2%
Auto Components3.9%
Non - Ferrous Metals3.2%
Minerals & Mining2.9%
Finance2.7%
The ten largest of 25 sectors. The other 15 add up to 21.2%.
| Sector | July 2026 | August 2026 | September 2026 | Change |
|---|---|---|---|---|
| Pharmaceuticals & Biotechnology | 14.8% | 14.8% | 15.6% | +0.7% |
| Electrical Equipment | 15.0% | 15.3% | 15.3% | +0.3% |
| Banks | 12.6% | 12.3% | 12.0% | −0.6% |
| Capital Markets | 10.5% | 10.9% | 11.2% | +0.7% |
| Industrial Products | 7.1% | 7.4% | 6.8% | −0.3% |
Each sector's share of the fund at the end of each month. The five largest sectors of September 2026. Change: from July 2026 to September 2026, in % of the fund.
As on 30-09-2026 · 50 holdings · from the fund house's monthly portfolio
| Holdings | Sector | Weight% | Holdings trend | 1M change |
|---|---|---|---|---|
| Laurus Labs Limited | Pharmaceuticals & Biotechnology | 7.02% | −6.9% | |
| Multi Commodity Exchange of India Limited | Capital Markets | 5.99% | −6.9% | |
| The Federal Bank Limited | Banks | 4.60% | −6.9% | |
| Bharat Heavy Electricals Limited | Electrical Equipment | 4.46% | −6.9% | |
| GE Vernova T&D India Limited | Electrical Equipment | 4.29% | −6.9% | |
| BSE Limited | Capital Markets | 4.10% | −6.9% | |
| Bharat Forge Limited | Auto Components | 3.91% | −6.9% | |
| Hitachi Energy India Limited | Electrical Equipment | 3.54% | −6.7% | |
| National Aluminium Company Limited | Non - Ferrous Metals | 3.21% | −6.9% | |
| Polycab India Limited | Industrial Products | 3.03% | −6.9% | |
| AU Small Finance Bank Limited | Banks | 2.68% | −6.9% | |
| Vodafone Idea Limited | Telecom - Services | 2.47% | −6.9% | |
| Aurobindo Pharma Limited | Pharmaceuticals & Biotechnology | 2.35% | −6.9% | |
| Marico Limited | Agricultural Food & other Products | 2.22% | −6.9% | |
| Lupin Limited | Pharmaceuticals & Biotechnology | 2.21% | −6.9% | |
| Glenmark Pharmaceuticals Limited | Pharmaceuticals & Biotechnology | 2.15% | −6.9% | |
| IndusInd Bank Limited | Banks | 2.14% | −6.9% | |
| Steel Authority of India Limited | Ferrous Metals | 2.06% | −6.9% | |
| Indus Towers Limited | Telecom - Services | 1.95% | −6.9% | |
| Apar Industries Limited | Electrical Equipment | 1.90% | −7.1% | |
| One 97 Communications Limited | Financial Technology (Fintech) | 1.87% | −6.9% | |
| KEI Industries Limited | Industrial Products | 1.74% | −6.9% | |
| Fortis Healthcare Limited | Healthcare Services | 1.70% | −6.9% | |
| FSN E-Commerce Ventures Limited | Retailing | 1.65% | −6.9% | |
| Aditya Birla Capital Limited | Finance | 1.65% | −6.9% | |
| Ashok Leyland Limited | Agricultural, Commercial & Construction Vehicles | 1.63% | −6.9% | |
| Radico Khaitan Limited | Beverages | 1.61% | −7.0% | |
| Lloyds Metals And Energy Limited | Minerals & Mining | 1.53% | −6.9% | |
| JSW Energy Limited | Power | 1.51% | −6.9% | |
| NMDC Limited | Minerals & Mining | 1.34% | −6.9% | |
| APL Apollo Tubes Limited | Industrial Products | 1.24% | −6.9% | |
| Oracle Financial Services Software Limited | IT - Software | 1.22% | −6.9% | |
| Biocon Limited | Pharmaceuticals & Biotechnology | 1.20% | −6.9% | |
| Thermax Limited | Electrical Equipment | 1.15% | −6.9% | |
| Max Financial Services Limited | Insurance | 1.11% | −6.9% | |
| L&T Finance Limited | Finance | 1.08% | −6.9% | |
| Indian Bank | Banks | 1.08% | −6.9% | |
| Nippon Life India Asset Management Limited | Capital Markets | 1.08% | −6.9% | |
| Bank of Maharashtra | Banks | 1.05% | −6.9% | |
| Oil India Limited | Oil | 1.00% | −6.9% | |
| GMR Airports Limited | Transport Infrastructure | 0.99% | −6.9% | |
| AIA Engineering Limited | Industrial Products | 0.76% | −6.9% | |
| Tata Communications Limited | Telecom - Services | 0.73% | −6.9% | |
| Ajanta Pharma Limited | Pharmaceuticals & Biotechnology | 0.70% | −7.0% | |
| Adani Total Gas Limited | Gas | 0.68% | −6.9% | |
| NLC India Limited | Power | 0.63% | −6.9% | |
| Jindal Stainless Limited | Ferrous Metals | 0.53% | −6.9% | |
| Linde India Limited | Chemicals & Petrochemicals | 0.52% | −6.8% | |
| Bank of India | Banks | 0.45% | −6.9% | |
| 3M India Limited | Diversified | 0.25% | −8.1% |
All changes are between August 2026 and September 2026
| Laurus Labs Limited | Reduced | −6.9% | 7.02% |
|---|---|---|---|
| Multi Commodity Exchange of India Limited | Reduced | −6.9% | 5.99% |
| The Federal Bank Limited | Reduced | −6.9% | 4.60% |
| Bharat Heavy Electricals Limited | Reduced | −6.9% | 4.46% |
| GE Vernova T&D India Limited | Reduced | −6.9% | 4.29% |
| BSE Limited | Reduced | −6.9% | 4.10% |
| Bharat Forge Limited | Reduced | −6.9% | 3.91% |
| Hitachi Energy India Limited | Reduced | −6.7% | 3.54% |
| National Aluminium Company Limited | Reduced | −6.9% | 3.21% |
| Polycab India Limited | Reduced | −6.9% | 3.03% |
| AU Small Finance Bank Limited | Reduced | −6.9% | 2.68% |
| Vodafone Idea Limited | Reduced | −6.9% | 2.47% |
| Aurobindo Pharma Limited | Reduced | −6.9% | 2.35% |
| IndusInd Bank Limited | Reduced | −6.9% | 2.14% |
| Marico Limited | Reduced | −6.9% | 2.22% |
| Lupin Limited | Reduced | −6.9% | 2.21% |
| Glenmark Pharmaceuticals Limited | Reduced | −6.9% | 2.15% |
| KEI Industries Limited | Reduced | −6.9% | 1.74% |
| Steel Authority of India Limited | Reduced | −6.9% | 2.06% |
| Indus Towers Limited | Reduced | −6.9% | 1.95% |
| Apar Industries Limited | Reduced | −7.1% | 1.90% |
| One 97 Communications Limited | Reduced | −6.9% | 1.87% |
| Fortis Healthcare Limited | Reduced | −6.9% | 1.70% |
| Ashok Leyland Limited | Reduced | −6.9% | 1.63% |
| FSN E-Commerce Ventures Limited | Reduced | −6.9% | 1.65% |
| Aditya Birla Capital Limited | Reduced | −6.9% | 1.65% |
| Radico Khaitan Limited | Reduced | −7.0% | 1.61% |
| Lloyds Metals And Energy Limited | Reduced | −6.9% | 1.53% |
| JSW Energy Limited | Reduced | −6.9% | 1.51% |
| NMDC Limited | Reduced | −6.9% | 1.34% |
| Oracle Financial Services Software Limited | Reduced | −6.9% | 1.22% |
| Biocon Limited | Reduced | −6.9% | 1.20% |
| APL Apollo Tubes Limited | Reduced | −6.9% | 1.24% |
| Thermax Limited | Reduced | −6.9% | 1.15% |
| L&T Finance Limited | Reduced | −6.9% | 1.08% |
| Max Financial Services Limited | Reduced | −6.9% | 1.11% |
| Indian Bank | Reduced | −6.9% | 1.08% |
| Nippon Life India Asset Management Limited | Reduced | −6.9% | 1.08% |
| Bank of Maharashtra | Reduced | −6.9% | 1.05% |
| Oil India Limited | Reduced | −6.9% | 1.00% |
| GMR Airports Limited | Reduced | −6.9% | 0.99% |
| AIA Engineering Limited | Reduced | −6.9% | 0.76% |
| Tata Communications Limited | Reduced | −6.9% | 0.73% |
| Ajanta Pharma Limited | Reduced | −7.0% | 0.70% |
| Adani Total Gas Limited | Reduced | −6.9% | 0.68% |
| NLC India Limited | Reduced | −6.9% | 0.63% |
| Jindal Stainless Limited | Reduced | −6.9% | 0.53% |
| Linde India Limited | Reduced | −6.8% | 0.52% |
| Bank of India | Reduced | −6.9% | 0.45% |
| 3M India Limited | Reduced | −8.1% | 0.25% |
No stocks in this group for September 2026.
A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.
What Motilal Oswal Nifty Midcap 150 Momentum 50 ETF bought and sold
Funds with the most similar portfolios, across every fund house and category
| Fund | Overlap | Holdings in common | |
|---|---|---|---|
| Kotak Nifty Midcap 150 Momentum 50 Index FundIndex · Kotak Mahindra | 100.0% | 50 | Compare |
| SBI Nifty Midcap 150 Momentum 50 ETFETF · SBI | 100.0% | 50 | Compare |
| Edelweiss Nifty Midcap150 Momentum 50 Index FundIndex · Edelweiss | 99.9% | 50 | Compare |
| Tata NIFTY Midcap 150 Momentum 50 Index FundIndex · Tata | 99.9% | 50 | Compare |
| Motilal Oswal BSE Midcap 150 Momentum 30 Index FundIndex · Motilal Oswal | 63.3% | 26 | Compare |
| Mirae Asset BSE Midcap 150 Momentum 30 ETFETF · Mirae Asset | 63.1% | 26 | Compare |
| Mirae Asset Nifty 200 Alpha 30 ETFETF · Mirae Asset | 56.7% | 21 | Compare |
| Tata Nifty200 Alpha 30 Index FundIndex · Tata | 56.7% | 21 | Compare |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 40% means 40% of each fund's money sits in positions the other also holds. From each fund's latest monthly portfolio, matched by ISIN. Cash and hedged positions are left out. Funds that overlap under 10% are not listed. A high overlap does not make two funds the same: their costs, lock-in and category can differ.
Fund facts from the scheme summary document, as on 16-10-2026
Rules in force from 23-07-2024 (Finance Act 2024). Tax depends on your own income; this is general information, not tax advice.
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF is a mutual fund from Motilal Oswal Mutual Fund. Its category is ETF. It was launched on 30-06-2025. Its benchmark is NIFTY Midcap 150 Momentum 50 TRI. At the end of September 2026 it held 50 securities.
Swapnil Mayekar
Fund manager of Motilal Oswal Nifty Midcap 150 Momentum 50 ETF, since 30-06-2025
Dishant Mehta
Fund manager of Motilal Oswal Nifty Midcap 150 Momentum 50 ETF, since 30-06-2025
Rakesh Shetty
Fund manager of Motilal Oswal Nifty Midcap 150 Momentum 50 ETF, since 30-06-2025
See all funds of Motilal Oswal Mutual Fund
AUM moves with money invested or taken out, and with the value of what the fund holds.
Returns, risk, costs and the stocks they share, side by side
The NAV is ₹60.2166, as on 30-10-2026.
The fund returned −4.80% in 1 year. These figures are as on 30-10-2026.
The fund charges 1.02% a year. This is the figure the fund house reported to AMFI, in force from 01-10-2026.
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF managed ₹44.53 Cr on 30-09-2026, as its fund house reported in its monthly portfolio.
At the end of September 2026 the largest holdings were LAURUSLABS (7.02%), MCX (5.99%), FEDERALBNK (4.60%), BHEL (4.46%), GVT&D (4.29%). The fund held 50 securities in all.
It reduced 50.
Through Motilal Oswal Mutual Fund's website or app, a mutual fund distributor, or an investment platform. Choose the Direct plan to pay no distributor commission, or the Regular plan to invest through a distributor. The first investment is at least 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 . You can invest once or through a monthly SIP.
Swapnil Mayekar (since 30-06-2025), Dishant Mehta (since 30-06-2025), Rakesh Shetty (since 30-06-2025).
Sources: NAV and expense ratio from AMFI. Holdings from the fund house's monthly portfolio statement. Fund facts from its scheme summary document, as on 16-10-2026.
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.
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