Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Direct Growth

Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Direct Growth

Equity

Motilal Oswal Mutual Fund

Index Funds

Get the latest NAV of Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Direct Growth. 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.

₹9.76

▲0.4%1D

NAV as on 28 Oct 2026

-0.64%/per year

Since Inception

Absolute Gain%

▲▼

902 people have invested ₹ 1.4Cr in Motilal Oswal Nifty MidSmall IT and Telecom Index Fund in the last three months

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Motilal Oswal Nifty MidSmall IT and Telecom Index Fund
-
52Cr
0.92%
0.06%
-
--
--
--
--
--
UTI Nifty200 Momentum 30 Index Fund
-
7,962Cr
0.89%
-10.71%
8.73%
-0.32
1.00
0.22
0.30
-1.62
Nippon India Nifty Smallcap 250 Index Fund Dir Gr
-
3,454Cr
0.41%
-2.18%
11.88%
-0.79
1.00
0.39
0.62
-2.22
Nippon India Nifty Midcap 150 Index Fund
-
2,675Cr
0.37%
-4.38%
13.37%
-0.38
1.00
0.43
0.65
-4.20
See all

Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Asset Allocation

See fund asset allocation details as on (14-Oct-26)

Fund Distribution

as on (14-Oct-26)

Mid cap
56%
Small cap
30.8%
Large cap
12.7%
Mid Cap allocation has gone up from 53.6% to 56%
Mid Cap allocation has gone up from 53.6% to 56%
Large Cap allocation has gone down from 20.5% to 12.7%
Large Cap allocation has gone down from 20.5% to 12.7%
Small Cap allocation has gone up from 26.8% to 30.8%
Small Cap allocation has gone up from 26.8% to 30.8%
Cash allocation has gone up from -0.9% to 0.5%
Cash allocation has gone up from -0.9% to 0.5%

Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Sector Allocation

See fund sector allocation details as on (14-Oct-26)

Sector Allocation

Tech
61.1%
Communication
34.2%
Health
2.8%
Industrial
1.9%

Top 3 Sectors in September were Tech, Communication & Health

Sep'26

Tech

69%

Communication

23%

Health

5%

Aug'26

Tech

66%

Communication

30%

Health

2%

Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Holdings Details

as on (30-Sep-26)

Holdings
Weight%
1M Change
Coforge Ltd
16.13%
11.4%
Persistent Systems Ltd
15.21%
11.4%
Indus Towers Ltd Ordinary Shares
12.72%
11.2%
Mphasis Ltd
7.55%
11.4%
Oracle Financial Services Software Ltd
6.72%
11.4%
See all
Top Stocks bought last month
Coforge Ltd's allocation increased from 13.89% to 16.13%
Coforge Ltd's allocation increased from 13.89% to 16.13%
HFCL Ltd's allocation increased from 4.8% to 5.71%
HFCL Ltd's allocation increased from 4.8% to 5.71%
Persistent Systems Ltd's allocation increased from 14.66% to 15.21%
Persistent Systems Ltd's allocation increased from 14.66% to 15.21%
Top Stocks sold last month
Bharti Hexacom Ltd's allocation decreased from 2.94 % to 2.84 %
Bharti Hexacom Ltd's allocation decreased from 2.94 % to 2.84 %
Tata Elxsi Ltd's allocation decreased from 3.07 % to 2.82 %
Tata Elxsi Ltd's allocation decreased from 3.07 % to 2.82 %
L&T Technology Services Ltd's allocation decreased from 2.38 % to 2.36 %
L&T Technology Services Ltd's allocation decreased from 2.38 % to 2.36 %

Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.92%
Benchmark
Nifty MidSmall IT and Telecom (TRI)
AUM₹52 Cr
Inception Date19 November, 2024
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
36.43%
Risk
Risk meter
pointer
Very High Risk

About Motilal Oswal Nifty MidSmall IT and Telecom Index Fund

Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Direct Growth is an equity fund. This fund was started on 19 November, 2024. The fund is managed by Dishant Mehta, Rakesh Shetty, Swapnil Mayekar. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Motilal Oswal Nifty MidSmall IT and Telecom Index Fund has ₹52 Cr worth of assets under management (AUM) as on Oct 2026 and is more than category average.
  2. The fund has an expense ratio 0.9.

Returns

Motilal Oswal Nifty MidSmall IT and Telecom Index Fund has given a CAGR return of -0.64% since inception. Over the last 1 year the fund has given a CAGR return of 0.06%.

Holdings

Motilal Oswal Nifty MidSmall IT and Telecom Index Fund has allocated its funds majorly in Cash Equivalent, Tech, Communication, Health, Industrial. Its top holdings are Coforge Ltd, Persistent Systems Ltd, Indus Towers Ltd Ordinary Shares, Mphasis Ltd, Oracle Financial Services Software 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 benefit
Dividends 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 IT and Telecom 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 IT and Telecom 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 IT and Telecom Index Fund has no lock in period.

Fund Manager

Dishant Mehta

Fund Manager of Motilal Oswal Nifty MidSmall IT and Telecom Index Fund, since 20 December 2024

Rakesh Shetty

Fund Manager of Motilal Oswal Nifty MidSmall IT and Telecom Index Fund, since 19 November 2024

Swapnil Mayekar

Fund Manager of Motilal Oswal Nifty MidSmall IT and Telecom Index Fund, since 19 November 2024

Learn more about Motilal Oswal Mutual Fund
Parameters
Sep'26
Aug'26
Jul'26
AUM
₹ 51.7 Cr
₹ 53.6 Cr
₹ 46.8 Cr
  • AUM of the fund stands at 51.7 Cr as of Sep'26
  • AUM decreased by 2 Cr between Sep'26 and Aug'26

Frequently Asked Questions for Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Direct Growth

How do I invest in Motilal Oswal Nifty MidSmall IT and Telecom Index Fund?

INDmoney makes it simple to invest in the Motilal Oswal Nifty MidSmall IT and Telecom Index Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Motilal Oswal Nifty MidSmall IT and Telecom 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.

What is the current NAV of Motilal Oswal Nifty MidSmall IT and Telecom Index Fund?

The NAV of the fund today is ₹9.76. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Motilal Oswal Nifty MidSmall IT and Telecom Index Fund fund has generated a return of 0.06% in 1 year

Who is the fund manager of Motilal Oswal Nifty MidSmall IT and Telecom Index Fund?

The fund managers are Dishant Mehta, Rakesh Shetty, Swapnil Mayekar.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-15 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.92%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹52 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Motilal Oswal Nifty MidSmall IT and Telecom Index Fund?

The top 3 holdings of the fund are Coforge Ltd(16.13%), Persistent Systems Ltd(15.21%), Indus Towers Ltd Ordinary Shares(12.72%)