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Motilal Oswal Midcap Fund Growth
+16.07%
3Y annualised
+1.41% 1D
NAV: 02 Nov '26
₹97.67
Min. for SIP
₹500
Fund size (AUM)
₹40,207.50 Cr
Expense ratio
1.62%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,727 | +2.88% | |
| 3 years | ₹1,80,000 | ₹1,88,856 | +4.92% | |
| 5 years | ₹3,00,000 | ₹4,21,756 | +40.59% | |
| 10 years | ₹6,00,000 | ₹15,49,586 | +158.26% |
Holdings (32)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| One 97 Communications Ltd | Industrials | Equity | 8.64% |
| Kalyan Jewellers India Ltd | Consumer Discretionary | Equity | 7.98% |
| Zomato Ltd | Technology | Equity | 6.72% |
| Coforge Ltd | Technology | Equity | 5.43% |
| Repo | Unspecified | Repo | 4.82% |
| Aditya Birla Capital Ltd | Financial | Equity | 4.64% |
| Persistent Systems Ltd | Technology | Equity | 4.43% |
| Sterlite Technologies Ltd | Technology | Equity | 4.40% |
| Kei Industries Ltd | Industrials | Equity | 4.27% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 3.74% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 3.50% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 3.43% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 3.40% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 2.94% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 2.60% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 2.43% |
| IDFC First Bank Ltd | Financial | Equity | 2.40% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 2.26% |
| Bharti Hexacom Ltd. | Technology | Equity | 2.23% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 2.20% |
| L&T Finance Holdings Ltd | Financial | Equity | 2.11% |
| Suzlon Energy Ltd | Industrials | Equity | 1.91% |
| Bharat Electronics Ltd | Industrials | Equity | 1.89% |
| Premier Energies Ltd. | Energy & Utilities | Equity | 1.82% |
| BSE Ltd | Financial | Equity | 1.75% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.75% |
| PB Fintech Ltd | Financial | Equity | 1.72% |
| Waaree Energies Ltd. | Energy & Utilities | Equity | 1.43% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 1.33% |
| Adani Enterprises Ltd | Materials | Equity | 0.87% |
| Physicswallah Ltd. | Consumer Staples | Equity | 0.59% |
| Net Receivables | Unspecified | Net Receivables | 0.37% |
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500
Returns and rankings
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +16.1% | +16.8% | +15.3% | +19.7% |
| Category average (Equity Mid Cap) | +13.6% | +12.5% | +14.1% | +17.0% |
| Rank (Equity Mid Cap) | 6 | 1 | 7 | -- |
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
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +0.40% | +20.48% | 15,748.83 | |
 | +10.16% | +20.03% | 16,799.59 | |
 | +3.73% | +18.48% | 8,399.71 | |
 | -0.74% | +15.57% | 50,176.01 | |
 | -2.06% | +14.79% | 1,01,856.06 | |
| Compare | ||||
Fund management
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. Ankit Agarwal is the Current Fund Manager of Motilal Oswal Midcap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,59,647 Cr and the Latest NAV as of 02 Nov 2026 is ₹97.67.
The Motilal Oswal Midcap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 365 days.
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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₹1,59,646.77 Cr
Date of Incorporation29 Dec 2009
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,