Motilal Oswal Midcap Fund - Growth - Direct Plan

Other Plans and Options
  • (-0.49%)Nav, as on 09-01-2026

  • Previous Nav

  • Net Change on 09-01-2026

  • 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 -1.86 -4.81 -7.55 26.11 27.72 22.66
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 -7.55 26.11 27.72 0.74 36,880.18
Kotak Midcap Fund - Growth - Direct Jan 01, 2013 3.82 22.14 22.32 1.38 60,636.84
UTI Mid Cap Fund-Growth Option- Direct Jan 01, 2013 Unrated 1.69 17.77 17.55 0.91 11,956.07
Invesco India Midcap Fund - Direct Plan - Growth Option Jan 01, 2013 8.32 27.52 23.86 0.54 10,296.36
Quant Mid Cap Fund-Growth Option-Direct Plan Jan 07, 2013 -6.84 14.22 21.51 0.77 8,057.36
ICICI Prudential MidCap Fund - Direct Plan - Growth Jan 01, 2013 12.93 23.42 21.99 1.03 7,132.04

Fund Holdings as on 31-December-2025

  • Collateralized Borrowing & Lending Obligation

  • Persistent Systems Limited

  • Coforge Limited

  • One 97 Communications Limited

  • Kalyan Jewellers India Limited

  • Dixon Technologies (India) Limited

  • Eternal Limited

  • Bharti Airtel Limited

  • KEI Industries Limited

  • Aditya Birla Capital Limited

  • Net Receivables / (Payables)

  • Bharti Hexacom Limited

  • Polycab India Limited

  • L&T Finance Limited

  • Tube Investments of India Limited

  • Prestige Estates Projects Limited

  • BSE Limited

  • Trent Limited

  • Max Healthcare Institute Limited

  • Kaynes Technology India Limited

  • PB Fintech Limited

  • BSE Limited January 2026 Future

View More

  • IT - Software

  • Miscellaneous

  • Telecommunication - Service Provider

  • Fintech

  • Cable

  • Diamond & Jewellery

  • Finance - NBFC

  • Consumer Durables - Electronics

  • e-Commerce

  • Auto Ancillary

  • Construction - Real Estate

  • Finance - Others

  • Retailing

  • Hospital & Healthcare Services

  • Electronics - Components

View More

Fund Manager

  • Cash

  • Derivatives

  • Equity

View More

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 ₹36,880.18 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 down ₹-0.55(-0.49%)yesterday to ₹113.2379.

Among its top 3 holdings the fund has exposure to Collateralized Borrowing & Lending Obligation, and

The Motilal Oswal Midcap Fund is managed by Ajay Khandelwal and Niket Shah.

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