Motilal Oswal Nifty MidSmall IT and Telecom Index Fund
An open ended fund replicating / tracking the Nifty MidSmall IT and Telecom Total Return Index
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investedProple:13,776
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fundIcon:/content/dam/motilal-mf/fund-icons/MO_IT.svg
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dateAsOn:31 Mar 2026
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schDetail:
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exitLoad:
1% if redeemed on or before 15 days of allotment.
Nil- If redeemed after 15 days from the date of allotment.
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cmotsGroupCode: MO45213
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CMOTSAMCCode: 38442
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nfoStartDate: 29-Oct-2024
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dateOfAllotment: 2024-11-12
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nfoEndDate: 12-Nov-2024
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sebiCategory: Index Fund
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schemeName: Motilal Oswal Nifty MidSmall IT and Telecom Index Fund
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fundCategoryCode: IF
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schcode: IT
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minamount:
-
0:
- minredamt: NULL
- minsipamt: 500
- minpuramt: 500
- minaddpuramt: NULL
- optioncode: G
- plancode: GD
-
1:
- minredamt: NULL
- minsipamt: 500
- minpuramt: 500
- minaddpuramt: NULL
- optioncode: G
- plancode: GP
-
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fundsTaggingSection:
- 0: motilal-oswal-amc:indian-equity-
- 1: motilal-oswal-amc:sector
- 2: motilal-oswal-amc:index-funds
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planList:
-
0:
- optionCode: G
- groupedCode: GDG
- planNameOriginal: Direct Growth
- planCode: GD
- sixth_char_name: D
- optionName: Growth
- groupedName: Direct Growth
- planName: Direct
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
- isin: INF247L01DY9
- amfi_schcode: 153029
- cmt_schcode: 45214
-
1:
- optionCode: G
- groupedCode: GPG
- planNameOriginal: Regular Growth
- planCode: GP
- sixth_char_name: R
- optionName: Growth
- groupedName: Regular-Growth
- planName: Regular
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
- isin: INF247L01DZ6
- amfi_schcode: 153028
- cmt_schcode: 45213
-
-
nav:
-
0:
- latnav: 7.5349
- optioncode: G
- plancode: GD
- prodcode: ITGD
- nav_date: 09-Apr-2026
- nav_amount: 8.2672
- recdt: 09-Apr-2026
- navchng: 0.03
- navchngper: 0.36
-
1:
- latnav: 7.484
- optioncode: G
- plancode: GP
- prodcode: ITGP
- nav_date: 09-Apr-2026
- nav_amount: 8.2106
- recdt: 09-Apr-2026
- navchng: 0.03
- navchngper: 0.36
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returns:
-
0:
- oneYear_Ret: -14.85
- oneYear_marketValue: 8514.588559676364
- inception_Ret: -18.77
- inception_marketValue: 7534.9
- latNavDate: 2026-03-31
- prodcode: ITGD
- plancode: GD
- optioncode: G
- amfi_schcode: 153029
- cmt_schcode: 45214
- isin: INF247L01DY9
-
1:
- oneYear_Ret: -15.28
- oneYear_marketValue: 8472.484801829441
- inception_Ret: -19.17
- inception_marketValue: 7483.999999999999
- latNavDate: 2026-03-31
- prodcode: ITGP
- plancode: GP
- optioncode: G
- amfi_schcode: 153028
- cmt_schcode: 45213
- isin: INF247L01DZ6
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Call back
Share
Historical Performance
CAGR
planList:
-
0:
- optionCode: G
- groupedCode: GDG
- planNameOriginal: Direct Growth
- planCode: GD
- sixth_char_name: D
- optionName: Growth
- groupedName: Direct Growth
- planName: Direct
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
- isin: INF247L01DY9
- amfi_schcode: 153029
- cmt_schcode: 45214
-
1:
- optionCode: G
- groupedCode: GPG
- planNameOriginal: Regular Growth
- planCode: GP
- sixth_char_name: R
- optionName: Growth
- groupedName: Regular-Growth
- planName: Regular
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
- isin: INF247L01DZ6
- amfi_schcode: 153028
- cmt_schcode: 45213
-
returns:
-
0:
- oneYear_Ret: -14.85
- oneYear_marketValue: 8514.588559676364
- inception_Ret: -18.77
- inception_marketValue: 7534.9
- latNavDate: 2026-03-31
- prodcode: ITGD
- plancode: GD
- optioncode: G
- amfi_schcode: 153029
- cmt_schcode: 45214
- isin: INF247L01DY9
-
1:
- oneYear_Ret: -15.28
- oneYear_marketValue: 8472.484801829441
- inception_Ret: -19.17
- inception_marketValue: 7483.999999999999
- latNavDate: 2026-03-31
- prodcode: ITGP
- plancode: GP
- optioncode: G
- amfi_schcode: 153028
- cmt_schcode: 45213
- isin: INF247L01DZ6
-
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bmCode: 2560
Periodic Returns
Data as on 31 Mar 2026
- 1Y
- 3Y
- 5Y
- 7Y
- 10Y
- Inception
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schemeName: Motilal Oswal Nifty MidSmall IT and Telecom Index Fund
-
planList:
-
0:
- optionCode: G
- groupedCode: GDG
- planNameOriginal: Direct Growth
- planCode: GD
- sixth_char_name: D
- optionName: Growth
- groupedName: Direct Growth
- planName: Direct
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
- isin: INF247L01DY9
- amfi_schcode: 153029
- cmt_schcode: 45214
-
1:
- optionCode: G
- groupedCode: GPG
- planNameOriginal: Regular Growth
- planCode: GP
- sixth_char_name: R
- optionName: Growth
- groupedName: Regular-Growth
- planName: Regular
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
- isin: INF247L01DZ6
- amfi_schcode: 153028
- cmt_schcode: 45213
-
-
returns:
-
0:
- oneYear_Ret: -14.85
- oneYear_marketValue: 8514.588559676364
- inception_Ret: -18.77
- inception_marketValue: 7534.9
- latNavDate: 2026-03-31
- prodcode: ITGD
- plancode: GD
- optioncode: G
- amfi_schcode: 153029
- cmt_schcode: 45214
- isin: INF247L01DY9
-
1:
- oneYear_Ret: -15.28
- oneYear_marketValue: 8472.484801829441
- inception_Ret: -19.17
- inception_marketValue: 7483.999999999999
- latNavDate: 2026-03-31
- prodcode: ITGP
- plancode: GP
- optioncode: G
- amfi_schcode: 153028
- cmt_schcode: 45213
- isin: INF247L01DZ6
-
-
benchmarkreturns:
-
0:
- type: BM
- groupName: Nifty MidSmall IT & Telecom TRI (PRIMARY)
- latNavDate: 2026-03-31
- bmcode: 2560.0
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Date of inception: 19-November-2024 In case the start or end date of the concerned period is a non-business day (NBD), the NAV of the previous business day is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Future returns are not guaranteed and a loss of original capital may occur. Different plans under the scheme may have different expense structures. The scheme is currently managed by Mr. Swapnil Mayekar, Mr. Dishant Mehta and Mr. Rakesh Shetty
Past Performance Calculator
Explore how much wealth you would have created by investing in our schemes using this SIP Calculator
Search a fund
Motilal Oswal Mid cap fund
SIP
Lumpsum
If you would have invested monthly
If you would have invested
10000
Tenure
10
Invested Amount
1200000
Current Value of Investment
Disclaimer:
- This calculator is provided for informational purposes only.
- The results are based on user inputs and should not be considered as investment advice. Users should seek the advice of a qualified financial professional before making any investment decisions.
- The creators of the calculator and its affiliates shall not be held responsible for any financial losses resulting from the use of the calculator.
- Past performance may or may not be sustained in the future and should not be used as a basis for comparison with other investments. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.
- SIP is allowed in select open ended schemes. Refer the Scheme SAI, SID, KIM for detailed information.
Why this fund?
Expertise
Backed by a decade of financial expertise, we focus on long-term wealth creation through early investment in promising midcaps.
High Conviction
A focused portfolio of ~35 high-conviction midcap stocks, carefully selected for their unique potential.
Quality and Growth
We prioritize business quality and management strength, guided by our QGLP investment philosophy.
*Based upon our current investment strategy.
Pioneering Growth
A House known for identifying high-growth themes that serve as compounding instruments & stand as formidable wealth creators.
Skin in the Game
Our promoters have invested a substantial ~71772 Cr.*, firmly aligning our interests with yours.
*Data as on 31st January 2024.
Disclaimer: The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity.
Portfolio Composition
Download
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Date As On: 31 Mar 2026
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portfolioUrl: /content/dam/motilal-mf/sheets/fund-csvs/Month_End_Portfolio_February_2026/YO62.xlsx
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holdings:
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0:
- srNo: 1
- nameOfSecurity: Indus Towers Limited
- percentToNAV: 16.52%
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1:
- srNo: 2
- nameOfSecurity: Persistent Systems Limited
- percentToNAV: 14.45%
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2:
- srNo: 3
- nameOfSecurity: Coforge Limited
- percentToNAV: 11.14%
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3:
- srNo: 4
- nameOfSecurity: Vodafone Idea Limited
- percentToNAV: 8.20%
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4:
- srNo: 5
- nameOfSecurity: Mphasis Limited
- percentToNAV: 7.35%
-
5:
- srNo: 6
- nameOfSecurity: Tata Communications Limited
- percentToNAV: 5.26%
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6:
- srNo: 7
- nameOfSecurity: Oracle Financial Services Software Limited
- percentToNAV: 4.63%
-
7:
- srNo: 8
- nameOfSecurity: Tata Elxsi Limited
- percentToNAV: 4.36%
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8:
- srNo: 9
- nameOfSecurity: KPIT Technologies Limited
- percentToNAV: 3.54%
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9:
- srNo: 10
- nameOfSecurity: Bharti Hexacom Limited
- percentToNAV: 3.39%
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10:
- srNo: 11
- nameOfSecurity: Tata Technologies Limited
- percentToNAV: 2.82%
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11:
- srNo: 12
- nameOfSecurity: L&T Technology Services Limited
- percentToNAV: 2.71%
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12:
- srNo: 13
- nameOfSecurity: Affle 3i Limited
- percentToNAV: 2.45%
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13:
- srNo: 14
- nameOfSecurity: Cyient Limited
- percentToNAV: 2.17%
-
14:
- srNo: 15
- nameOfSecurity: HFCL Limited
- percentToNAV: 2.06%
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15:
- srNo: 16
- nameOfSecurity: Hexaware Technologies Limited
- percentToNAV: 1.97%
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16:
- srNo: 17
- nameOfSecurity: Zensar Technologies Limited
- percentToNAV: 1.82%
-
17:
- srNo: 18
- nameOfSecurity: Birlasoft Limited
- percentToNAV: 1.81%
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18:
- srNo: 19
- nameOfSecurity: Intellect Design Arena Limited
- percentToNAV: 1.75%
-
19:
- srNo: 20
- nameOfSecurity: Sonata Software Limited
- percentToNAV: 1.46%
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20:
- srNo: 21
- nameOfSecurity: Collateralized Borrowing & Lending Obligation
- percentToNAV: 3.34%
-
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sector:
-
0:
- sector: IT - Software
- percentage: 54.27%
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1:
- sector: Telecom - Services
- percentage: 35.43%
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2:
- sector: IT - Services
- percentage: 10.15%
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3:
- sector: Cash & Equivalent
- percentage: 0.15%
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Industry Classification as recommended by AMFI
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Key Facts
- Launched on 06 Feb 2024
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Investment Objective
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investmentObjective:
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.
However, there can be no assurance or guarantee that the investment objectives of the scheme will be achieved.
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applicationAmount:
₹ 500/- and in multiples of ₹ 1/- thereafter
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redemptionAmont: ₹ 500/- and in multiples of ₹ 1/- thereafter or account balance, whichever is lower.
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exitLoad:
1% if redeemed on or before 15 days of allotment.
Nil- If redeemed after 15 days from the date of allotment.
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aum:
-
0:
- latestAum: 32.4577
- latestAumAsOnDt: 2026-03-31T00:00:00
- optioncode: G
- plancode: GD
- prodcode: ITGD
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1:
- latestAum: 32.4577
- latestAumAsOnDt: 2026-03-31T00:00:00
- optioncode: G
- plancode: GP
- prodcode: ITGP
-
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portfolioTurnoverRatio: NIL
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planList:
-
0:
- optionCode: G
- groupedCode: GDG
- planNameOriginal: Direct Growth
- planCode: GD
- sixth_char_name: D
- optionName: Growth
- groupedName: Direct Growth
- planName: Direct
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
- isin: INF247L01DY9
- amfi_schcode: 153029
- cmt_schcode: 45214
-
1:
- optionCode: G
- groupedCode: GPG
- planNameOriginal: Regular Growth
- planCode: GP
- sixth_char_name: R
- optionName: Growth
- groupedName: Regular-Growth
- planName: Regular
- schDetail:
- fundCategoryCode:
- cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
- isin: INF247L01DZ6
- amfi_schcode: 153028
- cmt_schcode: 45213
-
-
benchmark: Nifty MidSmall IT and Telecom Total Return Index
-
expenseRatioDirect: 0.50
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benchmarkreturns:
-
0:
- type: BM
- groupName: Nifty MidSmall IT & Telecom TRI (PRIMARY)
- latNavDate: 2026-03-31
- bmcode: 2560.0
-
Minimum Application Amount
₹500/- and in multiples of ₹1/- thereafter
Minimum Redemption Amount
₹500/- then ₹1/- increments, up to account balance
Latest AUM
32.4577
2026-03-31T00:00:00
Portfolio Turnover Ratio
NIL
Plans
Direct,Regular
Options (Under each plan)
Growth
Benchmark
Nifty MidSmall IT and Telecom Total Return Index
Total Expense Ratio
0.50
Inception date
2026-03-31
Entry Load
Exit Load Policy
Our Fund Managers
Managing this fund since
Total AUM
-
-
schDetail
-
exitLoad:
1% if redeemed on or before 15 days of allotment.
Nil- If redeemed after 15 days from the date of allotment.
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cmotsGroupCode: MO45213
-
CMOTSAMCCode: 38442
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nfoStartDate: 29-Oct-2024
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dateOfAllotment: 2024-11-12
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nfoEndDate: 12-Nov-2024
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sebiCategory: Index Fund
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schemeName: Motilal Oswal Nifty MidSmall IT and Telecom Index Fund
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fundCategoryCode: IF
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schcode: IT
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fundManager:
-
0:
-
description:
Swapnil has over 12 years of experience in the fund management and product development.
Motilal Oswal Asset Management Company Ltd. from March 2010 onwards.
Business Standard, Research Associate from August 2005 to February 2010.
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fundManagerName: Swapnil Mayekar
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dropdownField: MF
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picture: /content/dam/motilal-mf/fund-manager/mr-swapnil-mayekar.png
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type: MF
-
designation: Fund Manager
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cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/swapnil-mayekar
-
-
1:
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description:
Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
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fundManagerName: Rakesh Shetty
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dropdownField: MF
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picture: /content/dam/motilal-mf/fund-manager/mr-rakesh-shetty.png
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type: MF
-
designation: Fund Manager/Dealer
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cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/rakesh-shetty
-
-
2:
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description:
Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies. Managed Institutional and Foreign Portfolio Investment clients. Prior to joining Motilal Oswal Asset Management Company, Mr. Mehta has worked with Emkay Global Financial Services Limited, Anand Rathi Shares & Stock Brokers Limited, Kotak Securities Limited and Angel Broking Limited.
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fundManagerName: Dishant Mehta
-
dropdownField: MF
-
picture: /content/dam/motilal-mf/fund-manager/mr-dishant-mehta.png
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type: MF
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designation: Manager, Associate Fund Manager and Passive Dealer
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cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/dishant-mehta
-
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Downloads
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- Factsheet
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- Presentation
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- Brochures
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- Scheme information document
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- Forms
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- Index Component
- portfolioUrl/content/dam/motilal-mf/sheets/fund-csvs/Month_End_Portfolio_February_2026/YO62.xlsx
- brochurepdf/content/dam/motilal-mf/downloads/mf/leafletsbrochures/2026/mar/e0edd-index-fund-brochure-rd-feb-2026_compressed-1-.pdf
- latestFactsheetPdf/content/dam/motilal-mf/downloads/mf/factsheet/2026/mar/37a03-most-factsheet-february-2026-passive.pdf
- presentationPdf/content/dam/motilal-mf/downloads/mf/presentations/2026/jan/1db2f-presentation-motilal-oswal-nifty-midsmall-it-and-telecom-index-fund-rd-dec-2025.pdf
- sidDocumentPdf/content/dam/motilal-mf/downloads/mf/sid/2025/nov/b0910-sid_motilal-oswal-nifty-midsmall-it-and-telecom-index-fund.pdf
- formPdf
- indexComponent/content/dam/motilal-mf/sheets/index-component/IT.xlsx
Frequently Asked Questions
What is the Nifty MidSmall IT & Telecom Index Fund?
Who should invest in the Nifty MidSmall IT & Telecom Index Fund?
What are the risks associated with this fund?
This fund carries risks typical of mid and small-cap funds, such as:
- Higher volatility: Mid and small-cap companies may see significant price swings.
- Sector concentration: Since the fund focuses solely on IT and Telecom sectors, it is more susceptible to downturns in these industries.4
- Liquidity risk: Smaller companies may have lower trading volumes, making them more difficult to buy or sell quickly.
Product Label
This product is suitable for investors who are seeking*
- Long term capital growth
- Investments in equity and equity related instruments of large cap stocks.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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productLabellingDescription:
This product is suitable for investors who are seeking*
- Return that corresponds to the returns of the Nifty MidSmall IT and Telecom Total Return 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.
-
benchmarkreturns:
-
0:
- type: BM
- groupName: Nifty MidSmall IT & Telecom TRI (PRIMARY)
- latNavDate: 2026-03-31
- bmcode: 2560.0
-
-
schDetail
-
exitLoad:
1% if redeemed on or before 15 days of allotment.
Nil- If redeemed after 15 days from the date of allotment.
-
cmotsGroupCode: MO45213
-
CMOTSAMCCode: 38442
-
nfoStartDate: 29-Oct-2024
-
dateOfAllotment: 2024-11-12
-
nfoEndDate: 12-Nov-2024
-
sebiCategory: Index Fund
-
schemeName: Motilal Oswal Nifty MidSmall IT and Telecom Index Fund
-
fundCategoryCode: IF
-
schcode: IT
-
-
risk
- benchmarkRisk: Very High
- riskType: Very High
- Motilal Oswal Asset Allocation Passive Fund Conservative
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