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Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth

Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth

Very High Risk
▲ 18.26%All Annualized
-0.60%1D Returns

NAV (15 Oct ’26)

₹13.73

Min SIP Amount

₹500.00

Fund Size (AUM)

₹118.09 Cr

Mutual Fund SIP Calculator

₹
/Month
₹100₹10L
Years
1Y40Y
%
1%30%
% /Year
0%25%

About Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth

Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth is a mutual fund scheme from Motilal Oswal Asset Management Company Limited - Portfolio Managers. The fund was launched on 19 November 2024 and is managed by Swapnil P Mayekar, Rakesh Shetty, and Dishant Mehta. As of 15 October 2026, the fund has an AUM of ₹118.09 Cr and its latest NAV is ₹13.73. The fund has a Very High Risk risk rating.

The fund allows minimum SIP of ₹500 and lumpsum investment starting from ₹500.

The fund primarily invests in Financial Services and Technology and its top holdings include BSE Ltd, Multi Commodity Exchange of India Ltd, The Federal Bank Ltd, One97 Communications Ltd, and IndusInd Bank Ltd. The fund has delivered 10.2% returns over the last 1 year and 18.3% annualised returns since inception.

Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth may be suitable for investors looking for long-term wealth creation and who are comfortable with Very High Risk risk.

Top 10 Holdings

NameValueWeighting
BSE LtdFinancial Services₹14.31 Cr11.45%
Multi Commodity Exchange of India LtdFinancial Services₹10.06 Cr8.52%
The Federal Bank LtdFinancial Services₹9.37 Cr7.93%
One97 Communications LtdTechnology₹8.63 Cr7.31%
IndusInd Bank LtdFinancial Services₹7.09 Cr6.01%
AU Small Finance Bank LtdFinancial Services₹7.02 Cr5.94%
IDFC First Bank LtdFinancial Services₹6.46 Cr5.47%
Life Insurance Corporation of IndiaFinancial Services₹5.99 Cr5.07%
ICICI Lombard General Insurance Co LtdFinancial Services₹4.63 Cr3.92%
PB Fintech LtdFinancial Services₹4.51 Cr3.82%

Returns & Rankings

Name3 Year4 Year5 Year
Fund returns--------
Category average--------
Rank--------
cc-incontent-mobile

Fund Management

SM

Swapnil P Mayekar

Experience: 1.86 Years

RS

Rakesh Shetty

Experience: 1.86 Years

DM

Dishant Mehta

Experience: 1.78 Years

Minimum SIP Amount, Expense Ratio & Exit Load

Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth Overview
Minimum SIP Amount₹500.00
Expense Ratio

1.21%

Inclusive of GST

Exit Load1%- If redeemed on or before 15 days from the date of allotment. Nil- If redeemed after 15 days from the date of allotment

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Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth FAQ's

What are the returns of Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth?

Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth has generated 10.2% returns over 1 year as of 15 October 2026.

What is today's NAV of Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth?

Currently, the Net Asset Value (NAV) of Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth is ₹13.73, as of 15 October 2026.

What are the ways to invest in Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth?

You can invest in Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth through a lumpsum, a monthly SIP and a daily SIP.

What is the minimum SIP investment in Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth?

The minimum SIP amount for Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth is ₹500 per instalment.

What is the expense ratio of Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth?

The expense ratio of Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth is 1.21%. It represents the annual expenses levied for managing and operating the fund scheme and is deducted from the fund's NAV rather than being charged separately. For example, if you invest ₹5,000, the annual expense is about ₹61.

What is the risk level of Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth?

As per the fund factsheet published by the fund house, Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth is considered to carry Very High Risk for its investors.

What are the top holdings of Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth?

The top holdings of Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth include BSE Ltd, Multi Commodity Exchange of India Ltd, The Federal Bank Ltd, One97 Communications Ltd and IndusInd Bank Ltd, based on the latest portfolio disclosure. The fund's holdings may change over time depending on the fund manager's investment strategy.

Is there any lock-in period for Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth?

Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth has no lock-in period for its investors. Thus, the investors of this fund are free to redeem their investments on any date as per their requirements.

How can I redeem my investments in Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth?

You can redeem your investment in Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth on any business day. The exit load is 1%- If redeemed on or before 15 days from the date of allotment. Nil- If redeemed after 15 days from the date of allotment.

Who is the fund manager of Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth?

Motilal Oswal Nifty MidSmall Financial Services Index Fund Regular Growth is managed by Swapnil P Mayekar, Rakesh Shetty and Dishant Mehta. A fund manager is an experienced finance professional responsible for making investment decisions and managing the fund's portfolio in line with its investment objective.

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