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Home Mf Research Motilal Oswal Midcap Fund Regular Plan Growth
MOTILAL OSWAL MUTUAL FUND

Mutual Fund Research

Motilal Oswal Midcap Fund - Regular Plan - Growth

MOTILAL OSWAL MUTUAL FUND Equity Equity Mid Cap

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-26 ₹1,000.00 ₹1,025.02 +2.50%
Two Week 2026-10-19 ₹1,000.00 ₹991.83 -0.82%
One Month 2026-10-05 ₹1,000.00 ₹981.86 -1.81%
Three Months 2026-08-04 ₹3,000.00 ₹2,879.39 -4.02%
Six Months 2026-05-06 ₹6,000.00 ₹6,019.64 +0.33%
One Year 2025-11-03 ₹12,000.00 ₹12,287.46 +2.40%
Three Year 2023-11-03 ₹36,000.00 ₹38,230.24 +6.20%
Five Year 2021-11-03 ₹60,000.00 ₹86,071.16 +43.45%
Ten Year 2016-11-04 ₹120,000.00 ₹316,056.88 +163.38%
Since Inception 2014-02-24 ₹155,000.00 ₹506,068.38 +226.50%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Financial Technology (Fintech) 11.92%
Consumer Durables 11.57%
Capital Markets 11.01%
Finance 10.93%
IT - Software 10.20%
Retailing 8.72%
Electrical Equipment 5.67%
Industrial Products 5.16%
Auto Components 4.88%
Other 3.62%
Telecom - Equipment & Accessories 3.30%
Realty 2.37%
Telecom - Services 2.27%
Banks 2.13%
Aerospace & Defense 1.90%
Transport Services 1.73%
Healthcare Services 1.29%
Metals & Minerals Trading 0.81%
Other Consumer Services 0.52%

Top Holdings

Company-wise portfolio exposure

One 97 Communications Limited 9.07%
Kalyan Jewellers India Limited 8.13%
Eternal Limited 6.46%
Coforge Limited 5.79%
KEI Industries Limited 5.16%
Aditya Birla Capital Limited 4.87%
Persistent Systems Ltd 4.41%
Shriram Finance Limited 3.66%
Dixon Technologies (India) Limited 3.44%
Billionbrains Garage Ventures Ltd 3.43%
Multi Commodity Exchange of India Limited 3.43%
Sterlite Technologies Limited 3.30%
PB Fintech Limited 2.85%
Tube Investments Of India Limited 2.67%
L&T Finance Limited 2.40%
ICICI Prudential Asset Management Company Limited 2.39%
Prestige Estates Projects Limited 2.37%
Bharti Hexacom Limited 2.27%
Lenskart Solutions Limited 2.26%
Samvardhana Motherson International Limited 2.21%
Suzlon Energy Limited 2.16%
IDFC First Bank Limited 2.13%
Premier Energies Limited 2.03%
Bharat Electronics Limited 1.90%
BSE Limited 1.76%
InterGlobe Aviation Limited 1.73%
Waaree Energies Limited 1.48%
Max Healthcare Institute Limited 1.29%
Adani Enterprises Limited 0.81%
PhysicsWallah Limited 0.52%
Triparty Repo 2.99%
Net Receivables / (Payables) 0.63%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
20.2%
Return volatility
β
Beta
0.9
Benchmark sensitivity
S
Sharpe Ratio
1.1
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
HSBC Midcap Fund - Regular Plan - Growth 10.22% 19.72% 18.56%
Whiteoak Capital - Mid Cap Fund - Regular Plan - Growth 3.76% 18.22% 19.27%
Bandhan Mid Cap Fund - Regular Plan - Growth 2.80% 15.45% 15.41%
ICICI Prudential Mid Cap Fund - Regular Plan - Growth 2.17% 18.25% 16.96%
Helios Mid Cap Fund - Regular Plan - Growth 1.63% 0.00% 17.78%
Union Midcap Fund - Regular Plan - Growth 1.29% 14.12% 27.33%
Baroda Bnp Paribas Mid Cap Fund - Regular Plan - Growth 0.41% 13.24% 12.09%
Invesco India Mid Cap Fund - Regular Plan - Growth 0.40% 20.18% 16.12%
Axis Mid Cap Fund - Regular Plan - Growth 0.29% 14.99% 16.88%
JM Mid Cap Fund - Regular Plan - Growth 0.20% 15.09% 18.63%

Returns are historical and do not guarantee future performance.

View All Equity Mid Cap Funds

Fund Family

Compare schemes from MOTILAL OSWAL MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Motilal Oswal Nasdaq Q 50 ETF - Regular Plan - Growth 39.59% 35.16% 13.23%
Motilal Oswal S And P 500 Index Fund - Regular Plan - Growth 20.92% 28.69% 20.04%
Motilal Oswal Developed Market Ex US Etfs Overseas Equity Passive FOF - Regular Plan - Growth 20.60% 21.55% 20.61%
Motilal Oswal Focused Fund - Regular Plan - Growth 18.97% 13.08% 13.08%
Motilal Oswal Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 16.61% 0.00% 11.63%
Motilal Oswal Nasdaq 100 Fund Of Fund - Regular Plan - Growth 15.69% 33.70% 24.92%
Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth 14.77% 0.00% 11.49%
Motilal Oswal Active Momentum Fund - Regular Plan - Growth 14.09% 0.00% 21.41%
Motilal Oswal Gold And Silver Passive Fund Of Funds - Regular Plan - Growth 14.05% 30.04% 26.78%
Motilal Oswal Special Opportunities Fund - Regular Plan - Growth 12.10% 0.00% 17.03%

Returns are historical and do not guarantee future performance.

View All MOTILAL OSWAL MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

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

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
1.68%
Expense Ratio (Direct)
0.93%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
NIFTY Midcap 150 TRI

Exit Load

Charges that may apply when you redeem units

1% - If redeemed on or before 365 days from the date of allotment. Nil - If redeemed after 365 days from the date of allotment.
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