Motilal Oswal Midcap Direct Growth - Regular - Latest NAV [ ₹109.893 ], Returns, Performance, Portfolio & Returns 2025

Motilal Oswal Midcap Direct Growth

Very High Risk

Equity

5 Star

NAV as of May 05, 2025

109.89

1.8%1D Change

Returns since inception

23.7%p.a.

Very High Risk

Equity

5 Star

NAV as of May 05, 2025

109.89

1.8%1D Change

Returns since inception

23.7%p.a.

Motilal Oswal Midcap Direct Growth

Very High Risk|Equity|5 Star
NAV as of May 05, 2025

109.89

1.8%1D

Returns since inception

23.7%p.a.

Returns calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Profit0
Final Value0
Absolute returnNaN%

Fund overview

  • Rating5 Star
  • Expense ratio0.68%
  • Exit Load1% within 365 days
  • AUM (Fund size)₹23,703.68 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 (%)
Collateralized Borrowing & Lending Obligation18.45%
Net Receivables / (Payables)14.43%
Coforge Ltd10.13%
Persistent Systems Ltd9.53%
Kalyan Jewellers India Ltd7.18%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
DSP Midcap Fund Direct Pl...₹ 15,029 Cr
115.38 | 1.37%
Very High
Edelweiss Mid Cap Fund Di...₹ 0 Cr
107.46 | -0.74%
Very High
Kotak Emerging Equity Sch...₹ 0 Cr
139.25 | -0.18%
Very High
Nippon India Growth Fund ...₹ 0 Cr
4167.33 | -0.65%
Very High

NAV History - Motilal Oswal Midcap Fund - Direct Plan - Growth

FUND

Motilal Oswal Midcap Fund - Direct Plan - Growth

NAV (May 05, 2025)₹109.89
ClassEquity | Mid-Cap
Inception DateFeb 24, 2014
Fund ManagerAjay Khandelwal, Niket Shah, Rakesh Shetty, Sunil Sawant

FUND

Motilal Oswal Midcap Fund - Direct Plan - 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 Midcap1.49%1.75%-1.55%-7.85%14.74%28.43%

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 schemes80
  • Total AUM₹25,763.16 Crore
  • AddressMotilal Oswal Asset Management Company Limited, Motilal Oswal Tower, Mumbai, Maharashtra, 400 025
  • Phone+91 22 39804263

Frequently Asked Questions

Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

2.86 Lakhs ₹
Min investment of ₹500 required