Motilal Oswal Midcap Fund Regular-Growth

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

The Motilal Oswal Midcap Fund is a 11 yrs 7 m old fund and has delivered average annual returns of 22.61% since inception. Motilal Oswal Midcap Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception 1.93% 28.07% 33.79% 18.22% 22.61%

NAV as of Sep 03, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹105.2576+0.81% 1 day change	22.61% p.a.	App exclusive #NA View Ranked Funds	₹30,401 Cr

Historical NAV & returns

NAV: ₹105.2576 as on Sep 03, 2025

This fund Category average

Motilal Oswal Midcap Fund overview

Expense ratio	1.55% as on Aug 31, 2025
Plan type	Regular
Exit load	1.0% Exit load of 1%, if redeemed within 365 days. !
AUM (Fund size)	₹30,401 Cr
Lock-in Period	Nil
Age	11 yrs 7 m since Feb 03, 2014
Benchmark	NIFTY Midcap 150 TRI
Min. investment	SIP: ₹500 & Lumpsum: ₹500
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

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 Sep 04, 2025

Period	This fund	Category average
1 Month	2.18%	0.74%
3 Months	5.35%	2.08%
6 Months	18.46%	19.77%
1 Year	1.93%	-1.64%
2 Years	28.3%	20.66%
3 Years	28.07%	20.27%
4 Years	27.24%	16.8%
5 Years	33.79%	25.85%
7 Years	21.46%	17.62%
10 Years	18.22%	16.39%

Asset allocationas on May 31, 2025

Large Cap 8.33%

Mid Cap 60.49%

Small Cap 0%

Other Cap 0%

Top holdings

Coforge Ltd.10.13%

Persistent Systems Ltd.9.74%

Kalyan Jewellers India Ltd.8.02%

Polycab India Ltd.4.93%

Top sectors

Technology 22.07%

Capital Goods 16.31%

Services 9.799999999999999%

Consumer Discretionary 8.68%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Instruments

Bifurcation by Instrument is not available for this fund

Other Holdings

Others 16.31%

Detailed portfolio analysis

Peer comparison

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Motilal Oswal Midcap Fund	N.A.	30,401 Cr	11 yrs 7 m	1.55%
Nippon India Growth Mid Cap Fund	N.A.	36,836 Cr	29 yrs 11 m	1.55%
HDFC Mid Cap Fund	N.A.	79,718 Cr	18 yrs 4 m	1.35%
Edelweiss Mid Cap Fund	N.A.	10,028 Cr	17 yrs 9 m	1.68%
Kotak Midcap Fund	N.A.	53,464 Cr	18 yrs 6 m	1.4%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Motilal Oswal Midcap Fund	2.18%	18.46%	1.93%	28.07%	33.79%	18.22%
Nippon India Growth Mid Cap Fund	0.83%	19.8%	0.02%	24.03%	28.92%	18.25%
HDFC Mid Cap Fund	0.48%	19.22%	1.52%	24.93%	28.91%	18.14%
Edelweiss Mid Cap Fund	1.09%	20.77%	1.06%	23.61%	29.22%	18.23%
Kotak Midcap Fund	0.77%	24.27%	1.65%	20.8%	27.65%	18.36%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Motilal Oswal Midcap Fund	17.4	0.89	1.12	1.36
Nippon India Growth Mid Cap Fund	15.5	0.96	1.04	1.55
HDFC Mid Cap Fund	13.84	0.85	1.21	1.76
Edelweiss Mid Cap Fund	15.59	0.94	1.01	1.35
Kotak Midcap Fund	15.11	0.89	0.9	1.14

View all Mid Cap funds

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

Alpha	6.81 vs. 4.88 Higher outperformance against benchmark
Sharpe	1.12 vs. 5.29 Poor risk-adjusted returns
Beta	0.89 vs. 0.85 More sensitive to market's ups & downs
Standard deviation	17.4 vs. 12.96 More volatile performance

Compare Motilal Oswal Midcap Fund in detail with

About this fund

About Motilal Oswal Midcap Fund

Motilal Oswal Midcap Fund Regular-Growth is a Mid Cap mutual fund scheme from Motilal Oswal Mutual Fund. This fund has been in existence for 11 yrs 7 m, having been launched on 03/02/2014. Motilal Oswal Midcap Fund Regular-Growth has ₹30,401 Crores worth of assets under management (AUM) as on 31/05/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Motilal Oswal Midcap Fund Regular-Growth as of 03/09/2025 is ₹105.26. The fund has an expense ratio of 1.55%, which is higher than what most other Mid Cap funds charge.

Motilal Oswal Midcap Fund Regular-Growth returns of last 1-year are 1.66%. Since launch, it has delivered 22.64% average annual returns. The fund has doubled the money invested in it every 3 yrs.
Motilal Oswal Midcap Fund Regular-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., Bharti Hexacom Ltd..

...

Fund AUM	30,401 Cr as on May 31, 2025
Scheme document	View Scheme Document
Product Presentation	View Product Presentation

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	47 view all schemes
Total AUM	1,09,736 Cr as on Jun 30, 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	1Y	5Y
Motilal Oswal ELSS Tax Saver Fund	N.A.	4,360 Cr	-1.89%	25.22%
Motilal Oswal Flexi Cap Fund	N.A.	13,023 Cr	4.43%	19.93%
Motilal Oswal Focused Fund	N.A.	1,555 Cr	-16.67%	13.03%
Motilal Oswal Nifty Microcap 250 Index Fund	N.A.	2,359 Cr	-6.93%	N.A.
Motilal Oswal Multi Cap Fund	N.A.	3,844 Cr	15.19%	N.A.

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 ₹105.2576 as of Sep 03, 2025.

What are the returns of this mutual fund scheme?

The Motilal Oswal Midcap Fund is a 11 yrs 7 m old fund and has delivered average annual returns of 22.61% since inception.

Motilal Oswal Midcap Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
1.93%	28.07%	33.79%	18.22%	22.61%

How much does this mutual fund charge as expense ratio?

The Motilal Oswal Midcap Fund - Direct Growth has an expense ratio of 1.55%, 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 30,401 Cr as on May 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.	9.74%
Kalyan Jewellers India Ltd.	8.02%
Polycab India Ltd.	4.93%
Bharti Hexacom Ltd.	4.06%
Dixon Technologies (India) Ltd.	4.04%
Trent Ltd.	3.98%
One97 Communications Ltd.	3.78%
Max Healthcare Institute Ltd.	3.69%
Kei Industries Ltd.	3.27%

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	22.07%
Capital Goods	16.31%
Services	9.799999999999999%
Consumer Discretionary	8.68%
Healthcare	4.4399999999999995%
Communication	4.06%
Automobile	3.4400000000000004%
Construction	2.81%
Metals & Mining	2.0%
Materials	0.88%

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?

Motilal Oswal Midcap Fund Regular-Growth is the regular plan of the fund. For this plan of you pay 1.55% as annual charges. On the other hand if you go for the direct plan available on ET Money, you pay 0.69%. That's 0.8600000000000001% less.

Regular plans charge more because when you buy them, the fund pays commission to the agent. This is an additional expense for the fund and to cover this expense, the fund takes a bigger share from the returns generated by your investments.

So, the lower annual cost of the direct plan means you will earn 0.8600000000000001% if you opt for direct plan of Motilal Oswal Midcap Fund

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

App exclusive

in Mid Cap

#NA

Return Consistency: This fund is one of the best in generating consistent return in it's category.
Volatility Protection: This fund is one of the best in protecting against volatility 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 11.29% 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.