Motilal Oswal MF Launches 'Motilal Oswal Nifty Midcap150 Plus 8–13 Yr G-Sec 70:30 Index Fund'
Motilal Oswal Mutual Fund (MOMF) has announced the launch of its latest fund offer, "Motilal Oswal Nifty Midcap150 Plus 8–13 Yr G-Sec 70:30 Index Fund". The scheme is an open-ended fund replicating/tracking the Nifty Midcap150 Plus 8–13 Yr G-Sec 70:30 Index, subject to tracking error. The fund combines two asset classes together in a single, rules-based portfolio with 70% equity and 30% debt through two underlying indices: 70% Nifty Midcap 150 Index and 30% Nifty 8–13 Yr G-Sec Index. This brings together the growth potential of Midcaps and the stability of Government Securities. Midcap companies are in the growth phase of their lifecycle, while government securities carry zero credit risk. The fund is rebalanced monthly to maintain the 70:30 allocation — buying more of what has fallen and selling some of what has risen — helping maintain the pre-defined allocation without requiring market prediction or active shift between assets.
The equity component, the Nifty Midcap150 Index, comprises the 150 companies ranked 101–250 by full market capitalisation from the Nifty 500 Index, weighted by free-float market capitalisation and reconstituted semi-annually in March and September. The debt component, the Nifty 8–13 Yr G-Sec Index, comprises top three liquid Government Securities based on turnover during the month with 8–13 years of residual maturity and more than ?5,000 crore outstanding, weighted 60% by outstanding amount and 40% by liquidity, and reconstituted monthly as per Index Methodology.
According to Motilal Oswal Asset Management Company (MOAMC), the Nifty Midcap150 Plus 8–13 Yr G-Sec 70:30 Index (the "Hybrid Index") has delivered annualised returns (CAGR) of 12.2% over 5 years, 14.0% over 10 years and 15.1% over 15 years, compared to 6.4%, 11.5% and 12.0% respectively for the Nifty 50 TRI. This has come with lower volatility — 11.9%, 12.4% and 12.2% for the Hybrid Index over the same period, against 13.8%, 16.1% and 16.1% for the Nifty 50 TRI. The Hybrid Index outperformed the Nifty 50 in 10 of 15 calendar-years (2012 to 2026 YTD) and in 80% of rolling 5-year periods, with a maximum drawdown of -27.4% compared to -38.3% for the Nifty 50 Index.
Key Fund Details:
NFO Period: October 12, 2026 to October 26, 2026
Investment Objective: The investment objective of the scheme is to provide returns that correspond to the performance of the Nifty Midcap150 Plus 8–13 Yr G-Sec 70:30 Index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Benchmark: Nifty Midcap150 Plus 8–13 Yr G-Sec 70:30 Index
Product Suitability: This product is suitable for investors seeking returns that correspond to the performance of the Nifty Midcap150 Plus 8–13 Yr G-Sec 70:30 Index, subject to tracking error, and long-term capital growth.
Minimum application:
During NFO and Ongoing Basis:
For Lumpsum: Rs500 and in multiples of Rs1 thereafter
Multiple SIP frequency is available – refer to the SID for more details.
Exit load:
1 % - If redeemed on or before 15 days from the allotment.
Nil - If redeemed after 15 days from the allotment.
Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch out amongst the plans within the same scheme.
For details on load structure, please refer to Section on Load Structure in this Document.
Pratik Oswal, Chief of Business – Passive Funds, Motilal Oswal Asset Management Company (MOAMC) said, “Investors typically associate higher returns with higher risk. However, combining growth-oriented midcaps with the stability of government securities can potentially deliver a risk-return balance. The Motilal Oswal Nifty Midcap150 Plus 8–13 Yr G-Sec 70:30 Index Fund is designed to capture the long-term growth potential of midcaps while using government securities to help reduce portfolio volatility. The objective is to offer investors the potential to outperform broad equity benchmarks over the long term, while taking lower risk than a pure midcap portfolio, through a disciplined, rules-based approach.”
The fund will be managed by Mr. Swapnil Mayekar (Fund Manager – for Equity component) and Mr. Dishant Mehta (Associate Fund Manager - for Equity component) and by Mr. Rakesh Shetty (Fund Manager -for the debt component).
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