Motilal Oswal Midcap Fund - Growth - Direct Plan

Other Plans and Options
  • 1.44 %Nav, as on 17-03-2026

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  • Net Change on 17-03-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Motilal Oswal Midcap Fund-Direct Plan-Growth Option -9.68 -15.07 -4.69 20.46 22.18 20.71
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 150 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal Midcap Fund-Direct Plan-Growth Option Feb 24, 2014 -4.69 20.46 22.18 0.82 33,689.20
HDFC Mid Cap Fund -Direct Plan - Growth Option Jan 01, 2013 14.60 24.01 21.35 0.76 94,256.90
Kotak Midcap Fund - Growth - Direct Jan 01, 2013 14.97 20.69 18.87 0.38 61,694.40
Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 16.91 25.53 21.69 0.72 43,982.51
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 11.76 19.92 15.69 0.55 31,977.12
SBI Midcap Fund - DIRECT PLAN - GROWTH Jan 01, 2013 4.58 16.39 16.57 0.86 23,154.23

Fund Holdings as on 28-February-2026

  • One 97 Communications Limited

  • Kalyan Jewellers India Limited

  • Eternal Limited

  • KEI Industries Limited

  • Persistent Systems Limited

  • Coforge Limited

  • Aditya Birla Capital Limited

  • Bharti Airtel Limited

  • NIFTY March 2026 Future

  • Collateralized Borrowing & Lending Obligation

  • Dixon Technologies (India) Limited

  • Multi Commodity Exchange of India Limited

  • Bharti Hexacom Limited

  • L&T Finance Limited

  • Prestige Estates Projects Limited

  • Tube Investments of India Limited

  • Billionbrains Garage Ventures Ltd

  • Shriram Finance Limited

  • BSE Limited

  • Bharat Electronics Limited

  • Axis Bank Limited

  • PB Fintech Limited

  • Max Healthcare Institute Limited

  • IDFC First Bank Limited

  • ICICI Prudential Asset Management Company Limited

  • AU Small Finance Bank Limited

  • GE Vernova T&D India Limited

  • Net Receivables / (Payables)

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  • Fintech

  • IT - Software

  • Finance - NBFC

  • Telecommunication - Service Provider

  • Diamond & Jewellery

  • e-Commerce

  • Cable

  • Miscellaneous

  • Consumer Durables - Electronics

  • Bank - Private

  • Finance - Stock Broking

  • Construction - Real Estate

  • Auto Ancillary

  • Finance - Others

  • Defence

  • Hospital & Healthcare Services

  • Finance - Asset Management

  • Electric Equipment

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Fund Manager

  • Cash

  • Derivatives

  • Equity

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About Motilal Oswal Midcap Fund

Scheme Analysis

Motilal Oswal Midcap Fund is a Equity - Mid Cap Fund fund and belongs to Motilal Oswal Mutual Fund. It was launched on 24-Feb-2014 and currently has an AUM of ₹33,689.20 crore. Motilal Oswal Midcap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 150 - TRI as secondary index.

The NAV of Motilal Oswal Midcap Fund ended up ₹1.38(1.44%)yesterday to ₹96.876.

Among its top 3 holdings the fund has exposure to One 97 Communications Limited, and

The Motilal Oswal Midcap Fund is managed by Varun Sharma and Ajay Khandelwal.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022 40548002
amc@motilaloswal.com
022-22816161