Motilal Oswal Nifty MidSmall India Consumption Index Fund
Get the latest NAV of Motilal Oswal Nifty MidSmall India Consumption Index Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹8.76
▲2.3%1D
NAV as on 25 Mar 2026
/per year
Since Inception
▲▼
274 people have invested ₹ 18.1L in Motilal Oswal Nifty MidSmall India Consumption Index Fund in the last three months
Peer comparison
Motilal Oswal Nifty MidSmall India Consumption Index Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Motilal Oswal Nifty MidSmall India Consumption Index Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Motilal Oswal Nifty MidSmall India Consumption Index Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Consumer Cyclical, Consumer Defensive & Health
Consumer Cyclical
37%
Consumer Defensive
18%
Health
15%
Consumer Cyclical
36%
Consumer Defensive
18%
Health
15%
Motilal Oswal Nifty MidSmall India Consumption Index Fund Holdings Details
as on (28-Feb-26)
Motilal Oswal Nifty MidSmall India Consumption Index Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.62% |
Benchmark | Nifty MidSmall India Consumption (TRI) |
| AUM | ₹22 Cr |
| Inception Date | 19 November, 2024 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 63.09% |
| Risk |   Very High Risk |
About Motilal Oswal Nifty MidSmall India Consumption Index Fund
Motilal Oswal Nifty MidSmall India Consumption Index Fund is an equity fund. This fund was started on 19 November, 2024. The fund is managed by Rakesh Shetty, Dishant Mehta, Swapnil Mayekar. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal Nifty MidSmall India Consumption Index Fund has ₹22 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.6.
Returns
Motilal Oswal Nifty MidSmall India Consumption Index Fund has given a CAGR return of -9.42% since inception. Over the last 1 year the fund has given a CAGR return of -10.19%.
Holdings
Motilal Oswal Nifty MidSmall India Consumption Index Fund has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Consumer Defensive, Health, Real Estate, Tech, Utilities, Communication, Industrial, Basic Materials. Its top holdings are Hero MotoCorp Ltd, Fortis Healthcare Ltd, Dixon Technologies (India) Ltd, Marico Ltd, Swiggy Ltd
Taxation
As it is a index funds 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 benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Motilal Oswal Nifty MidSmall India Consumption Index Fund
The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty MidSmall India Consumption Total Return Index, subject to tracking error.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Nifty MidSmall India Consumption Index Fund has no lock in period.
Fund Manager
Rakesh Shetty
Fund Manager of Motilal Oswal Nifty MidSmall India Consumption Index Fund, since 19 November 2024
Dishant Mehta
Fund Manager of Motilal Oswal Nifty MidSmall India Consumption Index Fund, since 20 December 2024
Swapnil Mayekar
Fund Manager of Motilal Oswal Nifty MidSmall India Consumption Index Fund, since 19 November 2024
- AUM of the fund stands at 22 Cr as of Feb'26
- AUM increased by 1.6 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Motilal Oswal Nifty MidSmall India Consumption Index Fund
How do I invest in Motilal Oswal Nifty MidSmall India Consumption Index Fund?
- Download the INDmoney app.
- Search for ‘Motilal Oswal Nifty MidSmall India Consumption Index Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.