Motilal Oswal Mutual Fund launched the Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund, an open-ended scheme replicating the BSE Midcap 150 Momentum 30 Total Return Index. The NFO runs from 3 July 2026 to 17 July 2026.
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Details
Particulars | Details |
Fund name | Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund |
Fund type | Open ended Index Fund |
Category | Index Fund |
Benchmark | BSE Midcap 150 Momentum 30 Total Return Index |
Fund managers | Swapnil Mayekar, Dishant Mehta, Rakesh Shetty (Debt Component) |
NFO open date | 3-July-2026 |
NFO close date | 17-July-2026 |
Allotment/Reopening date | 30-July-2026 |
Minimum investment | ₹500/- |
Additional investment | ₹500/- |
SIP | ₹500/- |
NAV | ₹10/- |
Stamp duty | 0.005% |
Entry load | Nil |
Exit load | 1% if redeemed on or before 15 days from allotment. Nil thereafter. |
Company details
Particulars | Details |
AMC name | Motilal Oswal Asset Management Company Limited |
AUM | ₹1,58,231 Crores |
Website | |
Address | 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp. Parel ST Depot, Prabhadevi, Mumbai 400025 |
Contact number | +91 8108622222, +91 22 40548002 |
Source: Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
What has Motilal Oswal AMC launched?
Motilal Oswal AMC has introduced an index fund that tracks the BSE Midcap 150 Momentum 30 Total Return Index. The investment objective is to provide returns that correspond to the total returns of the underlying index before expenses, subject to tracking error.
How does the strategy work?
The Fund purchases the same stocks that are part of the BSE Midcap 150 Momentum 30 Index in approximately the same weight as the index. The fund also adjusts its portfolio whenever the index changes its constituents or weightages.
You receive diversified exposure to companies that currently satisfy the momentum methodology used by the index provider.
Step by step
Step | What happens? |
1 | The BSE Midcap 150 Momentum 30 Index identifies eligible momentum stocks. |
2 | The fund invests in the same companies in nearly the same proportion as the index. |
3 | Up to 5% of assets may be held in liquid or money market instruments for liquidity management. |
4 | Whenever the index is rebalanced, the fund also rebalances its portfolio. |
5 | You earn returns based on the performance of the underlying index, after expenses and tracking error. |
Let’s see through an example
Consider the underlying index allocates its portfolio across 30 selected midcap companies based on its momentum methodology.
And if one company has a weight of 6% in the index, the fund will aim to maintain a similar allocation in its own portfolio. If another company is removed during the next index review and replaced by a different stock, the fund will update its holdings to match the revised index.
In this way, the scheme seeks to closely track the benchmark rather than relying on active investment decisions by the fund manager.
Potential benefits
Potential benefit | Why does it matter? |
Passive investing | The fund follows a predefined index instead of relying on active stock selection. |
Momentum based strategy | It provides exposure to midcap companies that meet the momentum methodology of the underlying index. |
Midcap diversification | You gain exposure to a basket of selected midcap companies instead of investing in a single stock. |
Transparent portfolio | The portfolio is based on a publicly available index methodology. |
Automatic rebalancing | The portfolio changes whenever the underlying index is reviewed and rebalanced. |
What are the key risks?
Risk | What does it mean? |
Equity market risk | The value of investments can rise or fall depending on market conditions. |
Midcap risk | Midcap companies can experience greater price fluctuations than large cap companies. |
Momentum risk | Stocks that have performed well recently may not continue to outperform in future. |
Tracking error | The fund’s returns may differ from the benchmark because of expenses, cash holdings and portfolio adjustments. |
Liquidity risk | Some securities may become difficult to buy or sell during certain market conditions. |
Who may consider this fund?
Investor type | Why? |
Long term investors | The scheme aims for long term capital growth through equity exposure. |
Investors looking for passive investing | The fund follows an index rather than active stock selection. |
Investors seeking midcap exposure | The scheme focuses on selected midcap companies forming part of the benchmark index. |
Investors comfortable with market volatility | Equity and midcap investments can experience significant price movements. |
Who may not find it suitable?
Investor type | Why? |
Conservative investors | The scheme invests predominantly in equities and carries market risk. |
Investors seeking guaranteed returns | Returns are market linked and are not assured. |
Investors with a short investment horizon | Short term market movements can affect returns. |
Investors uncomfortable with fluctuations | Midcap momentum strategies may experience periods of higher volatility. |
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund vs traditional investment options
Investment option | Return potential | Risk | Complexity |
Fixed Deposit | Low | Low | Low |
Debt Mutual Fund | Low to Moderate | Low to Moderate | Low |
Hybrid Mutual Fund | Moderate | Moderate | Moderate |
Equity Mutual Fund | Moderate to High | High | Moderate |
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund | Market linked | High | Moderate |
Zenith Finserve’s Review
The Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund provides passive exposure to the BSE Midcap 150 Momentum 30 Total Return Index. The fund eliminates active stock selection by tracking a predefined index.
Suitability depends on your goals, horizon, and risk tolerance. You must consider market volatility, tracking error, and index changes, as returns are not guaranteed.
How can Zenith Finserve help?
At Zenith Finserve, we follow a process driven investment framework. We assess your goals, cash flows, risk profile, time horizon, existing investments, loans, and tax situation before suggesting investments.
We align our investment suggestions to match your needs. Then, we review them periodically to keep them aligned with your changing life and financial position.
Frequently asked questions
What kind of fund is this?
It is an open ended index fund that tracks the BSE Midcap 150 Momentum 30 Total Return Index.When is the NFO open?
The NFO opens on 3 July 2026 and closes on 17 July 2026.When will the scheme reopen for continuous transactions?
The scheme is scheduled to reopen on 30 July 2026.What is the minimum investment amount?
The minimum lump sum investment is ₹500.Does the fund actively select stocks?
No. The fund follows a passive investment strategy and seeks to replicate the underlying index.Is there an exit load?
Yes. A 1% exit load applies if units are redeemed on or before 15 days from allotment. No exit load applies thereafter.Can I invest through SIP?
Yes. The scheme offers multiple SIP frequencies, subject to the minimum investment amounts specified in the Scheme Information Document.Are returns guaranteed?
No. The scheme invests in equities, and returns depend on market performance. The Scheme Information Document states that there is no assurance that the investment objective will be achieved.
