Motilal Oswal MF Launches ‘Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund’
The NFO opens on July 3, 2026 and closes on July 17, 2026
A passive strategy combining the growth potential of midcaps with the discipline of momentum investing
Mumbai, 02 July, 2026: Motilal Oswal Mutual Fund (MOMF) has announced the launch of its latest new fund offer, “Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund”. The scheme is an open-ended index fund replicating/tracking the BSE Midcap 150 Momentum 30 Index, offering investors exposure to a focused portfolio of momentum-driven midcap stocks through a transparent, rules-based investment approach.
The Fund seeks to capture opportunities within India's midcap segment, which has historically offered a reasonable balance between growth potential and business maturity. While midcap companies have delivered consistent long-term performance, identifying potential market leaders early can often be challenging for investors.The BSE Midcap 150 Momentum 30 Index addresses this challenge through a systematic methodology that selects stocks from the BSE Midcap 150 Index based on their 12-month price performance adjusted for volatility. The index follows a concentrated 30-stock portfolio approach, providing exposure to midcap companies exhibiting strong price momentum. Through quarterly rebalancing, the index aims to remain aligned with evolving market trends by increasing exposure to emerging leaders while reducing allocation to stocks with weakening momentum.
Historically, the combination of midcap exposure and momentum investing has delivered compelling outcomes. Over the last five years, the BSE Midcap 150 Momentum 30 Index has generated a CAGR of 30.46%, outperforming both the Nifty 50 TRI (9.88%) and the BSE Midcap 150 TRI (18.31%), highlighting the potential benefits of combining factor-based investing with the growth opportunities available within the midcap universe.
By adopting a passive investment approach, the scheme provides investors with a transparent and cost-efficient way to participate in momentum-driven opportunities within the midcap segment, without relying on discretionary stock selection.
Key Fund Details:
NFO Period: July 3, 2026 to July 17, 2026
Investment Objective: To provide returns that, before expenses, correspond to the total returns of the securities as represented by the BSE Midcap 150 Momentum 30 Index, subject to tracking error. However, there can be no assurance or guarantee that the investment objective of the Scheme will be achieved.
Benchmark: BSE Midcap 150 Momentum 30 Total Return Index
Investor Profile: Investors seeking long-term capital growth through passive exposure to momentum-driven midcap stocks.
Minimum Application:
During the NFO: Lumpsum – ₹500 and in multiples of ₹1 thereafter
Ongoing Basis: Lumpsum – ₹500 and in multiples of ₹1 thereafter
Exit Load:
1% if redeemed on or before 15 days from the date of allotment; Nil thereafter.
According to historical market data, momentum has been one of the most widely studied investment factors globally. Momentum strategies seek to identify stocks demonstrating relatively stronger price trends, based on the premise that such trends may persist over time. When applied within the midcap segment, this approach provides investors with exposure to companies that may be benefiting from improving fundamentals, earnings growth expectations or positive market sentiment.
India’s midcap segment continues to play an increasingly important role in the country’s equity markets, supported by expanding economic activity, growing domestic consumption and rising corporate profitability. As investors look for differentiated sources of long-term growth, factor-based strategies such as momentum can offer a structured framework for portfolio construction while maintaining transparency and discipline.
Pratik Oswal, Chief of Passive Business, Motilal Oswal Asset Management Company (MOAMC), said, “Midcaps continue to be an important part of India’s long-term growth story, and momentum investing offers a disciplined way to participate in this space. The Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund combines a transparent methodology of a focused 30-stock portfolio and quarterly rebalancing to stay aligned with evolving market leadership. Through this fund, investors can access a transparent and low-cost passive solution that combines the growth potential of midcaps with the discipline of momentum investing.”
Mr. Swapnil Mayekar and Mr. Dishant Mehta (Associate Fund Manager) will manage the fund for the Equity Component, while Mr. Rakesh Shetty will manage the Debt Component.
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
(An open-ended fund replicating/tracking the BSE Midcap 150 Momentum 30 Index)
(Scheme Code: MOTO/O/O/OIN/26/04/0094)
This product is suitable for investors who are seeking* Scheme Risk-O-Meter Benchmark Risk-O-Meter
BSE Midcap 150 Momentum 30 TRI
• Returns that correspond to the BSE Midcap 150 Momentum 30 index, subject to tracking error.
• Long-term capital growth
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
About Motilal Oswal Asset Management Company:
Motilal Oswal Group possesses a legacy in equities for over 3 decades. Motilal Oswal Asset Management Company Ltd. (MOAMC) is registered with SEBI as the Investment Manager for Motilal Oswal Mutual Fund. It was incorporated on November 14, 2008. It provides Investment Management and Advisory Services to investors based within and outside India and has Mutual Funds, AIFs and Portfolio Management Services business.
Source: NSE, BSE, MOAMC. Data as of 29th May, 2026.
Disclaimer: This article has been issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure of every material fact. The Stocks (if any) mentioned herein is for explaining the concept and shall not be construed as an investment advice to any party. The information / data herein alone is not sufficient and shouldn’t be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. All opinions, figures, estimates and data included in this article are as on date. The article does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. The statements contained herein may include statements of future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Readers shall be fully responsible/liable for any decision taken on the basis of this article. This is a sectoral fund focused on the services sector and excludes manufacturing companies. Performance may vary significantly from the broader market and involves sector-specific risks. Past performance or sector trends do not guarantee future returns.
Scheme-Specific Disclaimer:
The scheme employs a momentum-driven approach within the midcap segment, making it highly sensitive to shifts in market sentiment and trend reversals. Momentum stocks may experience sharp price corrections during periods of volatility or changing market dynamics. Given the focus on midcap stocks, the scheme is also exposed to liquidity and impact cost risks due to relatively lower trading volumes. Furthermore, the selection methodology may lead to sectoral or thematic concentration during specific phases, increasing overall portfolio risk.. For full details, investors are advised to read the Scheme Information Document (SID) and Key Information Memorandum (KIM) before investing.
