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Motilal Oswal Midcap Fund Direct-Growth
| NAV as of Oct 20, 2025 | Returns since inception | ET Money Rank | AUM (Fund size) |
|---|---|---|---|
| ₹120.284+0.09% 1 day change | 23.64% | App exclusive   | ₹34,749 Cr |
Historical NAV & returns
NAV: ₹120.284 as on Oct 20, 2025
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Motilal Oswal Midcap Fund overview
| Expense ratio | 0.7% as on Sep 30, 2025 |
| Exit load | 1.0% Exit load of 1%, if redeemed within 365 days.
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| AUM (Fund size) | ₹34,749 Cr |
| Lock-in Period | Nil |
| Age | 11 yrs 8 m since Feb 03, 2014 |
| Benchmark | NIFTY Midcap 150 TRI |
| Min. investment | SIP: ₹500 & Lumpsum: ₹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, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Motilal Oswal Midcap Fund Returns calculator
Investment type
- Total investment ₹ 12 lakh
- Profit ₹12 lakhs
- Total corpus ₹1 lakh
- Absolute return 52.69%
Trailing returns as on Oct 25, 2025
| Period | This fund | Category average |
|---|---|---|
| 1 Month | 2.02% | 2.13% |
| 3 Months | 2.88% | 2.53% |
| 6 Months | 12.06% | 12.82% |
| 1 Year | 0.81% | 6.3% |
| 2 Years | 31.6% | 25.02% |
| 3 Years | 27.45% | 22.96% |
| 4 Years | 26.43% | 18.08% |
| 5 Years | 34.87% | 27.34% |
| 7 Years | 25.92% | 21.81% |
| 10 Years | 19.0% | 17.42% |
Asset allocationas on Sep 30, 2025
Large Cap 17.79%
Mid Cap 73.22%
Small Cap 0%
Other Cap 0%
Top holdings
Top sectors
Capital Goods 25.79%
Services 24.19%
Technology 17.369999999999997%
Consumer Discretionary 7.84%
Credit quality
Bifurcation by Credit Quality is not available for this fund
Top Debt Holdings
Others 6.84%
Allocation by Instruments
CBLO 6.83604479%
Net Receivables 2.15162078%
Other Holdings
Others 2.15%
Key risk & return ratios Compared to other funds in the category
About this fund
More funds from Motilal Oswal Mutual Fund
Frequently asked questions
ET Money rank
App exclusive
#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 12.75% 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.