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Motilal Oswal Midcap Fund IDCW
+17.71%
3Y annualised
+0.02% 1D
NAV: 04 Sep '26
₹47.15
Min. for SIP
₹500
Fund size (AUM)
₹40,036.07 Cr
Expense ratio
1.63%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹65,415 | +9.03% | |
| 3 years | ₹1,80,000 | ₹2,07,665 | +15.37% | |
| 5 years | ₹3,00,000 | ₹4,63,734 | +54.58% | |
| 10 years | ₹6,00,000 | ₹16,86,780 | +181.13% |
Holdings (32)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Kalyan Jewellers India Ltd | Consumer Discretionary | Equity | 8.87% |
| One 97 Communications Ltd | Industrials | Equity | 8.08% |
| Zomato Ltd | Technology | Equity | 6.37% |
| Coforge Ltd | Technology | Equity | 5.58% |
| Aditya Birla Capital Ltd | Financial | Equity | 5.20% |
| Kei Industries Ltd | Industrials | Equity | 4.81% |
| Persistent Systems Ltd | Technology | Equity | 4.75% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 4.08% |
| Repo | Unspecified | Repo | 3.81% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 3.75% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 3.48% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 2.90% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 2.83% |
| BSE Ltd | Financial | Equity | 2.73% |
| Sterlite Technologies Ltd | Technology | Equity | 2.66% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 2.58% |
| L&T Finance Holdings Ltd | Financial | Equity | 2.55% |
| Bharti Hexacom Ltd. | Technology | Equity | 2.55% |
| Suzlon Energy Ltd | Industrials | Equity | 2.34% |
| IDFC First Bank Ltd | Financial | Equity | 2.25% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 2.20% |
| PB Fintech Ltd | Financial | Equity | 2.16% |
| Premier Energies Ltd. | Energy & Utilities | Equity | 2.15% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 2.09% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 1.98% |
| Bharat Electronics Ltd | Industrials | Equity | 1.90% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.83% |
| Waaree Energies Ltd. | Energy & Utilities | Equity | 1.63% |
| Adani Enterprises Ltd | Materials | Equity | 0.91% |
| Physicswallah Ltd. | Consumer Staples | Equity | 0.60% |
| Net Receivables | Unspecified | Net Receivables | 0.32% |
| AU Small Finance Bank Ltd | Financial | Equity | 0.06% |
See All
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +17.7% | +21.1% | +16.2% | +20.6% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 10 | 1 | 9 | -- |
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%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +17.49% | +21.38% | 7,953.69 | |
 | +9.07% | +18.46% | 14,504.36 | |
 | +10.01% | +18.20% | 50,750.81 | |
| +10.01% | +18.20% | 50,750.81 | |
 | +10.03% | +17.58% | 1,05,142.69 | |
| Compare | ||||
Fund management
AAAnkit AgarwalJan 2026 - PresentView details
AA
Ankit Agarwal
Jan 2026 - Present
View details
SPMSwapnil P MayekarNov 2025 - PresentView details
SPM
Swapnil P Mayekar
Nov 2025 - Present
View details
AKAjay KhandelwalOct 2024 - PresentView details
AK
Ajay Khandelwal
Oct 2024 - Present
View details
VSVarun SharmaJan 2026 - PresentView details
VS
Varun Sharma
Jan 2026 - Present
View details
RSRakesh ShettyNov 2022 - PresentView details
RS
Rakesh Shetty
Nov 2022 - Present
View details
About Motilal Oswal Midcap Fund IDCW
Motilal Oswal Midcap Fund IDCW 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 IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹1,55,306 Cr and the Latest NAV as of 04 Sep 2026 is ₹47.15.
The Motilal Oswal Midcap Fund IDCW 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₹1,55,305.63 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,