Motilal Oswal Midcap Regular Growth: NAV, Returns, Calculator, Expense Ratio & Review

Motilal Oswal Midcap Regular Growth

Very High Risk

Equity

4 Star

NAV as of Sep 11, 2025

104.99

0.04%1D Change

Returns since inception

22.59%p.a.

Very High Risk

Equity

4 Star

NAV as of Sep 11, 2025

104.99

0.04%1D Change

Returns since inception

22.59%p.a.

Motilal Oswal Midcap Regular Growth

Very High Risk|Equity|4 Star
NAV as of Sep 11, 2025

104.99

0.04%1D

Returns since inception

22.59%p.a.

Returns Calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Returns0
Final Value0
Absolute ReturnNaN%

Fund Overview

  • Rating4 Star
  • Expense ratio1.56%
  • Exit Load1% within 365 days
  • AUM (Fund size)₹33,053.13 Crore
  • Lock-in periodNo Lock-in
  • Age11 yrs since Feb 24, 2014
  • Min. investmentSIP ₹500 & Lump. ₹500
  • RiskVery High
  • Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
  • Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Fund Distribution

Equity
67.12%
Debt
0%
Others
32.88%
Top Holdings
Top Sectors
Holding NameAssets (%)
Dixon Technologies (India) Ltd10.08%
Coforge Ltd9.79%
Trent Ltd9.14%
Eternal Ltd9.03%
Kalyan Jewellers India Ltd8.7%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
Edelweiss Mid Cap Fund Di...₹ 11,297 Cr
118.78
| 0.27%
Very High
Kotak Midcap Fund Direct ...₹ 56,988 Cr
159.01
| 0.14%
Very High
ICICI Prudential MidCap F...₹ 6,492 Cr
335.49
| 0.35%
Very High
Nippon India Growth Mid C...₹ 38,386 Cr
4585.01
| 0.30%
Very High

NAV History

FUND

Motilal Oswal Midcap Regular Growth

NAV (Sep 11, 2025)₹104.99
ClassEquity | Mid-Cap
Inception DateFeb 24, 2014
Fund ManagerAjay Khandelwal, Niket Shah, Rakesh Shetty, Sunil Sawant

FUND

Motilal Oswal Midcap Regular Growth

Initial Price₹10
Min. Investment AmountSIP ₹500 and Lump. ₹500
Exit Load1% within 365 days

Returns

1W

1M

3M

6M

1Y

3Y

Motilal Oswal Midcap...0.46%3.89%3.58%17.51%0.48%26.72%

About Motilal Oswal Asset Management Company Limited - Portfolio Managers

Motilal Oswal Mutual Fund is a part of Motilal Oswal Financial Services Limited (MOFSL) and was established in 2009. It is one of the premier asset management companies in India. It counts Motilal Oswal Securities Limited as the sponsor and Motilal Oswal Trustee Company Limited as the trustee.

Motilal Oswal Asset Management Company Limited - Portfolio Managers Details

  • No. of schemes82
  • Total AUM₹25,763.16 Crore
  • AddressMotilal Oswal Asset Management Company Limited, Motilal Oswal Tower, Mumbai, Maharashtra, 400 025
  • Phone+91 22 39804263
Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

10,174 ₹
Investment in Regular Funds are no longer available. Switch to Direct Plan of the same fund for higher returns.