Motilal Oswal Midcap Fund Growth

Motilal Oswal Midcap Fund Growth

Equity
Mid Cap
Very High Risk
+24.82%
3Y annualised
-0.49% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 09 Jan '26
₹98.47
Min. SIP amount
Not Supported
Fund size
₹36,880.18 Cr
Expense ratio
1.55%

Holdings (20)

NameSectorInstrumentsAssets
Persistent Systems Ltd.TechnologyEquity10.15%
Coforge Ltd.TechnologyEquity8.91%
One97 Communications Ltd.ServicesEquity7.92%
Kalyan Jewellers India Ltd.Consumer DiscretionaryEquity7.90%
Dixon Technologies (India) Ltd.Capital GoodsEquity6.89%
Eternal Ltd.ServicesEquity5.77%
Bharti Airtel Ltd.CommunicationEquity5.43%
Kei Industries Ltd.Capital GoodsEquity4.84%
Aditya Birla Capital Ltd.FinancialEquity4.61%
Bharti Hexacom Ltd.CommunicationEquity3.70%
Polycab India Ltd.Capital GoodsEquity3.53%
L&T Finance Ltd.FinancialEquity3.25%
Tube Investments Of India Ltd.AutomobileEquity2.48%
Prestige Estates Projects Ltd.ConstructionEquity2.38%
BSE Ltd.ServicesEquity2.23%
Trent Ltd.ServicesEquity1.45%
Max Healthcare Institute Ltd.HealthcareEquity0.85%
Kaynes Technology India Ltd.Capital GoodsEquity0.74%
PB Fintech Ltd.ServicesEquity0.56%
BSE Ltd.ServicesFutures-2.00%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+24.8%+26.3%+17.3%+21.2%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)616--

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 365 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
WhiteOak Capital Mid Cap Fund Growth
WhiteOak Capital Mid Cap Fund Growth
+6.71%+25.26%4,075.13
HDFC Mid Cap Fund Growth
HDFC Mid Cap Fund Growth
+8.50%+24.82%92,168.85
Motilal Oswal Midcap Fund Growth
Motilal Oswal Midcap Fund Growth
-8.36%+24.82%36,880.18
Nippon India Growth Mid Cap Fund Growth
Nippon India Growth Mid Cap Fund Growth
+5.33%+24.46%42,124.50
Sundaram Mid Cap Fund Growth
Sundaram Mid Cap Fund Growth
+5.16%+23.76%13,344.99
Compare

Fund management

SPM
Swapnil P Mayekar
Nov 2025 - Present
View details

Education
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience
Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Also manages these schemes

NS
Niket Shah
Mar 2018 - Present
View details

Education
Mr. Shah is a MBA in Finance
Experience
Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.

RS
Rakesh Shetty
Nov 2022 - Present
View details

Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Also manages these schemes

About Motilal Oswal Midcap Fund Growth

Motilal Oswal Midcap Fund Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Swapnil P Mayekar is the Current Fund Manager of Motilal Oswal Midcap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,38,060 Cr and the Latest NAV as of 09 Jan 2026 is ₹98.47. The Motilal Oswal Midcap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Exit load of 1%, if redeemed within 365 days. ;

Investment Objective

The scheme seeks to achieve long term capital appreciation by investing in a maximum of 30 quality mid cap companies having long-term competitive advantages and potential for growth.
Fund benchmarkNIFTY Midcap 150 Total Return Index

Fund house

Rank (total assets)#19 in India
Total AUM₹1,38,060.00 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mailNA
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
CustodianCitibank NA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,