Motilal Oswal Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index Fund
This is the Regular plan of Motilal Oswal Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index Fund — bought through a distributor, whose commission is paid out of its expense ratio. Income is retained in the fund, so it shows up as NAV rather than as a payout.
NAV history
Key Metrics
Scheme Info
DefinitionsPeriod returns (<1Y, absolute — not annualized)
DefinitionsAnnualized returns (≥1Y — CAGR)
DefinitionsAdvanced metrics — risk
Not sure what a figure means? The glossary explains every metric, and the methodology shows the formulas.
Backtest this fund
What a SIP or one-time investment would have grown to over this fund’s real NAV history.
Pick a longer period to plot the path.
1 monthly installments of ₹10,000 into Motilal Oswal Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index Fund, valued at the latest NAV. XIRR annualizes for each installment’s timing.
Taxation
Taxed as debtThis is a debt / non-equity fund. Since April 2023 there is no long-term or indexation benefit — every rupee of gain is added to your income and taxed at your income-tax slab rate, whatever the holding period.
Your income-tax slab — no LTCG or indexation benefit
Pick your slab to see the rate that applies to you.
Applies to capital gains on redemption. Excludes IDCW/dividend tax, STT, surcharge and cess, and pre-2018 equity grandfathering. For research only — consult a tax advisor before filing.
AMC Profile
Motilal Oswal Mutual Fund is the asset management arm of the broker Motilal Oswal Financial Services and launched its first scheme in 2010. It is known for a concentrated 'buy right, sit tight' equity philosophy and for a large passive and international range.
Motilal Oswal in the news
Headlines about the fund house, not this scheme in particular — highlights only; tap through to read the full story at the source.
Nifty 50 gains 1.91%, microcaps crash nearly 9% in October: Should investors shift SIPs to large caps?
Business Today · 11h ago
Nifty 50 gained 1.91% in October, outperforming other market-cap segments: Motilal Oswal Mutual Fund
Investment Guru India · 13h ago
Where should you invest this Diwali? Nilesh Shah, Radhika Gupta and 6 others share their top themes
The Economic Times · 4d ago
One asset class to gift this Diwali? Radhika Gupta, Nilesh Shah, Samir Arora and 5 others share their picks
The Economic Times · 5d ago
'Earnings growth concentrated in pockets calls for stock-specific bets'
Business Standard · 6d ago
Motilal Oswal Mutual Fund has declared change in the fund managers of its few schemes
Value Research · 20 Jul 2026
Motilal Oswal Mutual Fund has declared change in the fund managers of its few schemes
Value Research · 03 Jul 2026
Motilal Oswal Mutual Fund announces fundamental attribute changes in Motilal Oswal Asset Allocation Passive FoF - Aggressive
Value Research · 19 Jun 2026
Returns and risk are computed from NAV history and may differ slightly from other portals due to methodology (rolling vs point-to-point, dividend treatment). For research only — not investment advice.
Frequently asked questions
What is the NAV of Motilal Oswal Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index Fund?
As of 06 Nov 2026, the NAV of Motilal Oswal Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index Fund is ₹10.44 per unit. NAV (net asset value) is the fund's per-unit price, published once each business day.
What returns has Motilal Oswal Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index Fund delivered?
Motilal Oswal Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index Fund has returned -0.11% per year since inception. Figures beyond one year are annualised (CAGR) and are computed from AMFI NAV history, so they may differ slightly from other portals.
How risky is Motilal Oswal Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index Fund?
Motilal Oswal Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index Fund sits at the moderate level on our estimate of SEBI's risk-o-meter scale and its worst peak-to-trough fall in our sample was 0.1%. Higher volatility means the NAV swings more; the drawdown shows how far it has fallen from a peak historically.
How is Motilal Oswal Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index Fund taxed?
Motilal Oswal Nifty Midcap150 Plus 8-13 yr G-Sec 70:30 Index Fund is a debt / non-equity fund. Since April 2023 there is no long-term or indexation benefit — capital gains are added to your income and taxed at your income-tax slab rate regardless of how long you held the units.