Motilal Oswal Midcap Fund Direct-Growth

Q: What are the returns of Motilal Oswal Midcap Fund?

The Motilal Oswal Midcap Fund is a 11 yrs 2 m old fund and has delivered average annual returns of 23.74% since inception. Motilal Oswal Midcap Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception 16.46% 28.66% 39.31% 19.15% 23.74%

NAV as of Apr 23, 2025	Returns since inception	ET Money Rank	VRO Ratings
₹108.041+1.55% 1 day change	23.74% p.a.	#NA View Ranked Funds	5

Historical NAV & returns

NAV: ₹108.041 as on Apr 23, 2025

This fund Category average

Motilal Oswal Midcap Fund overview

VRO rating	5
Expense ratio	0.64% as on Mar 31, 2025
Exit load	1.0% Exit load of 1%, if redeemed within 365 days. !
AUM (Fund size)	₹26,028 Crs
Lock-in	No Lockin
Age	11 yrs 2 m since Feb 03, 2014
Benchmark	NIFTY Midcap 150 TRI
Min. investment	SIP ₹500 & Lump. ₹1000
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Motilal Oswal Midcap Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Apr 24, 2025

Period	This fund	Category average
1 month	1.94%	3.02%
3 months	-2.44%	1.69%
6 months	-9.88%	-5.01%
1 year	16.46%	11.66%
3 years	28.66%	21.52%
5 years	39.31%	32.06%
7 years	21.54%	17.52%
10 years	19.15%	16.96%

Asset allocationas on Mar 31, 2025

Large Cap 8.083152000000002%

Mid Cap 59.95684800000001%

Small Cap 0.0%

Other Cap 0.0%

Top holdings

Coforge Ltd.10.13%

Persistent Systems Ltd.9.53%

Kalyan Jewellers India Ltd.7.18%

Polycab India Ltd.4.4%

Top sectors

Technology 22.06%

Capital Goods 14.229999999999999%

Services 10.21%

Consumer Discretionary 8.209999999999999%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Others 18.45%

Allocation by Instruments

CBLO 18.44912524%

Net Receivables 6.99392286%

Cash Margin 6.51206525%

Other Holdings

Others 6.51%

Peer comparison

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
Motilal Oswal Midcap Fund	N.A.	₹26,028 Crs	11 yrs 2 m	0.64%
Nippon India Growth Fund	N.A.	₹33,175 Crs	12 yrs 3 m	0.74%
HDFC Mid-Cap Opportunities Fund	N.A.	₹72,610 Crs	12 yrs 3 m	0.89%
Quant Mid Cap Fund	N.A.	₹8,356 Crs	12 yrs 3 m	0.63%
Kotak Emerging Equity Fund	N.A.	₹48,129 Crs	12 yrs 3 m	0.46%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Motilal Oswal Midcap Fund	1.94%	-9.88%	16.46%	28.66%	39.31%	19.15%
Nippon India Growth Fund	4.11%	-3.73%	15.31%	25.58%	35.18%	18.49%
HDFC Mid-Cap Opportunities Fund	2.26%	-2.93%	12.3%	26.24%	34.83%	18.22%
Quant Mid Cap Fund	3.29%	-5.96%	-3.24%	21.49%	36.54%	17.89%
Kotak Emerging Equity Fund	2.38%	-6.31%	15.01%	20.88%	32.53%	18.56%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Motilal Oswal Midcap Fund	18.77	0.9	1.12	1.43
Nippon India Growth Fund	16.69	0.94	0.99	1.51
HDFC Mid-Cap Opportunities Fund	15.54	0.88	1.12	1.69
Quant Mid Cap Fund	18.18	0.97	0.71	1.04
Kotak Emerging Equity Fund	16.46	0.91	0.8	1.06

View all Mid Cap funds

Key risk & return ratios Compared to other funds in the category

Alpha	8.45 vs. 5.73 Higher outperformance against benchmark
Sharpe	1.12 vs. 6.06 Poor risk-adjusted returns
Beta	0.9 vs. 0.88 More sensitive to market's ups & downs
Standard deviation	18.77 vs. 13.95 More volatile performance

Compare Motilal Oswal Midcap Fund in detail with

About this fund

About Motilal Oswal Midcap Fund

Motilal Oswal Midcap Fund Direct-Growth is a Mid Cap mutual fund scheme from Motilal Oswal Mutual Fund. This fund has been in existence for 11 yrs 2 m, having been launched on 03/02/2014. Motilal Oswal Midcap Fund Direct-Growth has ₹26,028 Crores worth of assets under management (AUM) as on 31/03/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Motilal Oswal Midcap Fund Direct-Growth as of 23/04/2025 is ₹108.04. The fund has an expense ratio of 0.64%, which is close to what most other Mid Cap funds charge.

Motilal Oswal Midcap Fund Direct-Growth returns of last 1-year are 16.08%. Since launch, it has delivered 23.75% average annual returns. The fund has doubled the money invested in it every 3 yrs.
Motilal Oswal Midcap Fund Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is above average.
The fund has the majority of its money invested in Technology, Capital Goods, Services, Consumer Discretionary, Healthcare sectors. It has taken less exposure in Technology, Capital Goods sectors compared to other funds in the category.
The fund's top 5 holdings are in Coforge Ltd., Persistent Systems Ltd., Kalyan Jewellers India Ltd., Polycab India Ltd., Trent Ltd..

...

Fund AUM	₹26,028 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

Fund managers

Niket Shah

Mr. Shah is a MBA in Finance Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.

Rakesh Shetty

Mr. Shetty has done B.Com Prior to joining Motilal Oswal Mutual Fund, 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.

Ajay Khandelwal

Mr. Khandelwal is MBA & Bachelor of Engineering. Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.

Investment objective

The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.

Motilal Oswal Mutual Fund details

No. of schemes	44 view all schemes
Total AUM	₹99,318 Crs as on Mar 31, 2025
Address	Motilal Oswal Towers - 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai, 400025
Phone	022-39804238 / 1800-200-6626

More funds from Motilal Oswal Mutual Fund

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
Motilal Oswal Nifty Smallcap 250 Index Fund	N.A.	₹792 Crs	2.17%	35.18%
Motilal Oswal Nifty Midcap 150 Index Fund	N.A.	₹1,987 Crs	9.33%	33.28%
Motilal Oswal Large and Midcap Fund	N.A.	₹8,713 Crs	15.16%	32.13%
Motilal Oswal ELSS Tax Saver Fund	N.A.	₹3,817 Crs	10.6%	29.27%
Motilal Oswal Nifty 500 Index Fund	N.A.	₹2,102 Crs	7.89%	24.84%

See all Equity funds from this AMC

Frequently asked questions

What is the current NAV of Motilal Oswal Midcap Fund?

The current Net Asset Value (NAV) of the Motilal Oswal Midcap Fund - Direct Growth plan is approximately ₹108.041 as of Apr 23, 2025.

What are the returns of this mutual fund scheme?

The Motilal Oswal Midcap Fund is a 11 yrs 2 m old fund and has delivered average annual returns of 23.74% since inception.

Motilal Oswal Midcap Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
16.46%	28.66%	39.31%	19.15%	23.74%

How much does this mutual fund charge as expense ratio?

The Motilal Oswal Midcap Fund - Direct Growth has an expense ratio of 0.64%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

What is the AUM or fund size of this mutual fund?

The Motilal Oswal Midcap Fund currently has assets under management (AUM) or fund size valued at approximately ₹26,028 Crs crore as of Mar 31, 2025.

What are the top stock holdings of Motilal Oswal Midcap Fund?

The Motilal Oswal Midcap Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Coforge Ltd.	10.13%
Persistent Systems Ltd.	9.53%
Kalyan Jewellers India Ltd.	7.18%
Polycab India Ltd.	4.4%
Trent Ltd.	4.37%
Max Healthcare Institute Ltd.	4.2%
One97 Communications Ltd.	3.73%
Dixon Technologies (India) Ltd.	3.72%
Bharti Hexacom Ltd.	3.66%
Kei Industries Ltd.	2.78%

What are the top sectors Motilal Oswal Midcap Fund has invested in?

The Motilal Oswal Midcap Fund has primarily invested in the following sectors

Sector	Percentage of Portfolio
Technology	22.06%
Capital Goods	14.229999999999999%
Services	10.21%
Consumer Discretionary	8.209999999999999%
Healthcare	5.0600000000000005%
Automobile	3.9000000000000004%
Communication	3.66%
Construction	2.92%
Metals & Mining	2.25%
Energy	1.13%

What is risk level of Motilal Oswal Midcap Fund?

This is a Mid Cap fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How do I invest in Motilal Oswal Midcap Fund?

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Motilal Oswal Midcap Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Motilal Oswal Midcap Fund is complete.

How can I redeem my investments in Motilal Oswal Midcap Fund?

Redeeming your investments in Motilal Oswal Midcap Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Motilal Oswal Midcap Fund from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

in Mid Cap

#NA

Return Consistency: This fund is one of the best in generating consistent return in it's category.
Return Outperformance: This fund has generated highest return amongst Mid Cap funds in the last 10 Years.
Chance: This fund has generated a 12.51% annual return in 70% of times for investors holding for at least 5 years.
Return/Risk: The fund is performing poorly than its category.
Exit Load: Exit load of 1%, if redeemed within 365 days.