Motilal Oswal Midcap Direct Growth
Very High Risk
Equity
5 Star
₹115.99
-0.27%1D Change
24.27%p.a.
Very High Risk
Equity
5 Star
₹115.99
-0.27%1D Change
24.27%p.a.
Motilal Oswal Midcap Direct Growth
₹115.99
-0.27%1D
24.27%p.a.
Returns calculator
Investment Type
Fund overview
- Rating5 Star
- Expense ratio0.7%
- Exit Load1% within 365 days
- AUM (Fund size)₹30,401.09 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
| Holding Name | Assets (%) |
|---|---|
| Trp_020625 | 16.31% |
| Net Receivables / (Payables) | 14.87% |
| Coforge Ltd | 10.13% |
| Persistent Systems Ltd | 9.74% |
| Kalyan Jewellers India Ltd | 8.02% |
Peer Comparison
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Edelweiss Mid Cap Fund Di... | ₹ 10,028 Cr | ₹118.26 | -0.32% | Very High |
| DSP Midcap Fund Direct Pl... | ₹ 15,029 Cr | ₹115.38 | 1.37% | Very High |
| Nippon India Growth Fund ... | ₹ 34,690 Cr | ₹4571.13 | -0.47% | Very High |
| Kotak Emerging Equity Sch... | ₹ 53,464 Cr | ₹155.04 | 0.17% | Very High |
NAV History - Motilal Oswal Midcap Fund - Direct Plan - Growth
FUND | Motilal Oswal Midcap Fund - Direct Plan - Growth |
|---|---|
| NAV (Jun 11, 2025) | ₹115.99 |
| Class | Equity | Mid-Cap |
| Inception Date | Feb 24, 2014 |
| Fund Manager | Ajay Khandelwal, Niket Shah, Rakesh Shetty, Sunil Sawant |
FUND | Motilal Oswal Midcap Fund - Direct Plan - Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹500 and Lump. ₹500 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Motilal Oswal Midcap | 2.23% | 6.91% | 15.69% | -9.75% | 16.47% | 36.23% |
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
Pros & Cons
Focused Mid-Cap Portfolio
68.04–97.88% in equities, predominantly mid-cap stocks (e.g., Kalyan Jewellers, Persistent Systems), focusing on Technology, Retail, and Consumer Durables using QGLP strategy.
Low Expense Ratio
Expense ratio of 0.64–0.70%, lower than category average and Regular Plan (1.7%), enhancing net returns.
Stellar Long-Term Performance
5-year CAGR of 39.55–39.67%, significantly outperforming Nifty Midcap 150 TRI (33.2%) and category average, top-tier in mid-cap category.
High Volatility
Standard deviation of ~15.5–16.0, reflecting higher volatility due to mid-cap focus, riskier than large-cap funds.
Short-Term Underperformance
1-year return of 19.88–20.79%, strong but slightly trailing some top peers, indicating moderate recent performance.
Exit Load Constraint
1% exit load if redeemed within 1 year, limiting short-term flexibility.
Frequently Asked Questions
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(as per historical returns)
