Motilal Oswal Midcap Fund - Growth - Regular Plan

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  • (-0.24%)Nav, as on 09-05-2025

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Fund Overview Growth | Regular 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 (₹)

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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-Regular Plan-Growth Option 9.68 -2.31 18.09 29.52 37.63 22.26
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-Regular Plan-Growth Option Feb 24, 2014 18.09 29.52 37.63 1.57 27,780.18
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 11.26 20.55 30.63 1.46 49,645.85
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 10.73 25.21 33.44 1.58 34,690.03
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 Unrated 9.38 18.38 24.14 1.58 28,809.45
SBI Magnum MIDCAP FUND - REGULAR PLAN - GROWTH Mar 29, 2005 8.40 18.54 31.51 1.67 21,512.11
Franklin India Prima Fund-Growth Dec 01, 1993 13.25 24.25 28.37 1.80 11,761.50

Fund Holdings as on 30-April-2025

  • Collateralized Borrowing & Lending Obligation

  • Net Receivables / (Payables)

  • Persistent Systems Limited

  • Coforge Limited

  • Kalyan Jewellers India Limited

  • Polycab India Limited

  • Dixon Technologies (India) Limited

  • Trent Limited

  • Bharti Hexacom Limited

  • Max Healthcare Institute Limited

  • One 97 Communications Limited

  • KEI Industries Limited

  • The Indian Hotels Company Limited

  • KPIT Technologies Limited

  • Tube Investments of India Limited

  • Jindal Steel & Power Limited

  • Prestige Estates Projects Limited

  • Hitachi Energy India Limited

  • Mazagon Dock Shipbuilders Limited

  • Balkrishna Industries Limited

  • The Phoenix Mills Limited

  • Supreme Industries Limited

  • Mankind Pharma Limited

  • Voltas Limited

  • Indraprastha Gas Limited

  • Jio Financial Services Limited

  • CG Power and Industrial Solutions Limited

  • Kalyan Jewellers India Limited May 2025 Future

  • Indraprastha Gas Limited May 2025 Future

  • Supreme Industries Limited May 2025 Future

  • Voltas Limited May 2025 Future

  • Trent Limited May 2025 Future

  • Jindal Steel & Power Limited May 2025 Future

  • The Indian Hotels Company Limited May 2025 Future

  • One 97 Communications Limited May 2025 Future

  • Dixon Technologies (India) Limited May 2025 Future

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  • Miscellaneous

  • IT - Software

  • Diamond & Jewellery

  • Cable

  • Consumer Durables - Electronics

  • Retailing

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Fintech

  • Construction - Real Estate

  • Hotel, Resort & Restaurants

  • Auto Ancillary

  • Steel/Sponge Iron/Pig Iron

  • Electric Equipment

  • Ship Building

  • Tyres & Allied

  • Pharmaceuticals & Drugs

  • Plastic Products

  • Air Conditioners

  • Gas Transmission/Marketing

  • Finance - NBFC

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Fund Manager

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  • 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 ₹27,780.18 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 ₹-0.23(-0.24%)yesterday to ₹95.1462.

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