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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
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NAV: 17 Dec 2025
₹48.18
Rating
5
Min. SIP amount
Not Supported
Fund size
₹38,002.68Cr
Returns calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (21)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Persistent Systems Ltd. | Technology | Equity | 10.03% |
Coforge Ltd. | Technology | Equity | 9.92% |
Eternal Ltd. | Services | Equity | 8.69% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 8.07% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 7.98% |
One97 Communications Ltd. | Services | Equity | 7.81% |
Bharti Airtel Ltd. | Communication | Equity | 5.25% |
Polycab India Ltd. | Capital Goods | Equity | 4.97% |
Aditya Birla Capital Ltd. | Financial | Equity | 4.48% |
Kei Industries Ltd. | Capital Goods | Equity | 4.36% |
BSE Ltd. | Services | Equity | 3.83% |
Bharti Hexacom Ltd. | Communication | Equity | 3.49% |
L&T Finance Ltd. | Financial | Equity | 2.88% |
Tube Investments Of India Ltd. | Automobile | Equity | 2.56% |
Prestige Estates Projects Ltd. | Construction | Equity | 2.43% |
Kaynes Technology India Ltd. | Capital Goods | Equity | 1.81% |
Trent Ltd. | Services | Equity | 1.78% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 1.61% |
PB Fintech Ltd. | Services | Equity | 0.53% |
One97 Communications Ltd. | Services | Futures | -0.03% |
Kaynes Technology India Ltd. | Capital Goods | Futures | -0.36% |
See All
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Returns and rankings
Category: Equity Mid Cap
Annualised returns
Absolute returns
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 24.1% | 28.0% | 17.4% | 21.4% |
| Category average | 20.5% | 21.4% | 16.1% | NA |
| Rank with in category | 6 | 1 | 6 | NA |
Understand terms
Peer Comparison
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
HDFC Mid Cap Fund IDCW | 5 | 4.0% | 24.7% | 92,168.85 |
Motilal Oswal Midcap Fund IDCW | 5 | -13.2% | 24.1% | 38,002.68 |
Nippon India Growth Mid Cap Fund IDCW | 5 | -1.0% | 23.4% | 42,041.60 |
Nippon India Growth Mid Cap Fund Bonus | 5 | -1.0% | 23.4% | 42,041.60 |
Franklin India Mid Cap Fund IDCW | 4 | -2.2% | 21.0% | 12,911.38 |
Expense ratio, exit load and tax
Expense ratio: 1.55%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 365 days.
Stamp duty
0.005% (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%.
Understand terms
Check past data
Fund management
Swapnil P MayekarNov 2025 - PresentView details
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
Fund house & investment objective
Fund house contact details
Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
E-mail
NAWebsite
www.motilaloswalmf.com
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
Motilal Oswal Midcap Fund IDCW
VS
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