Motilal Oswal Nifty Midcap 100 ETF

Motilal Oswal Nifty Midcap 100 ETF is an equity fund. This fund was started on 31 January, 2011. The fund is managed by Swapnil Mayekar. The fund could potentially beat inflation in the long-run.

1. Motilal Oswal Nifty Midcap 100 ETF has ₹709 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 0.2.
   

Motilal Oswal Nifty Midcap 100 ETF has given a CAGR return of 13.68% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 4.43%, 29.52% and 31.55% respectively.

Motilal Oswal Nifty Midcap 100 ETF has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Tech, Consumer Cyclical, Health, Basic Materials, Real Estate, Communication, Utilities, Energy, Consumer Defensive. Its top holdings are BSE Ltd, Max Healthcare Institute Ltd Ordinary Shares, Suzlon Energy Ltd, Persistent Systems Ltd, Coforge Ltd

As it is a mid-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The Scheme seeks investment return that corresponds (before fees and expenses) to the performance of Nifty Midcap 100 Index (Underlying Index), subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. Motilal Oswal Nifty Midcap 100 ETF has no lock in period.