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NAV: 24 Oct 2025
₹52.15
Rating
5
Min. SIP amount
₹500
Fund size
₹34,748.89Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (17)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 9.57% |
Eternal Ltd. | Services | Equity | 9.37% |
Coforge Ltd. | Technology | Equity | 9.04% |
Persistent Systems Ltd. | Technology | Equity | 8.33% |
One97 Communications Ltd. | Services | Equity | 8.09% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 7.84% |
Trent Ltd. | Services | Equity | 6.73% |
Polycab India Ltd. | Capital Goods | Equity | 6.60% |
Kaynes Technology India Ltd. | Capital Goods | Equity | 4.77% |
Kei Industries Ltd. | Capital Goods | Equity | 4.68% |
Bharti Hexacom Ltd. | Communication | Equity | 3.22% |
Aditya Birla Capital Ltd. | Financial | Equity | 3.15% |
Tube Investments Of India Ltd. | Automobile | Equity | 3.12% |
Prestige Estates Projects Ltd. | Construction | Equity | 2.39% |
Supreme Industries Ltd. | Chemicals | Equity | 2.25% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 1.69% |
Hitachi Energy India Ltd. | Capital Goods | Equity | 0.17% |
See All
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
Returns and rankings
Category: Equity Mid Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -0.7% | 27.4% | 34.4% | 23.6% |
| Category average | 2.9% | 21.6% | 25.5% | NA |
| Rank with in category | 38 | 2 | 1 | NA |
Understand terms
Peer Comparison
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct IDCW | 5 | -0.7% | 27.4% | 34,748.89 |
HDFC Mid Cap Fund Direct IDCW | 5 | 8.1% | 27.3% | 84,854.73 |
Edelweiss Mid Cap Direct Plan IDCW | 5 | 6.6% | 26.8% | 11,731.01 |
Nippon India Growth Mid Cap Fund Direct IDCW | 4 | 5.3% | 26.6% | 39,328.98 |
Sundaram Mid Cap Fund Direct IDCW | 4 | 5.7% | 25.1% | 12,585.11 |
Expense ratio, exit load and tax
Expense ratio: 0.70%
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%.
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Check past data
Fund management
Ajay KhandelwalOct 2024 - PresentView details
Ajay Khandelwal
Oct 2024 - Present
View details
Education
Mr. Khandelwal is MBA & Bachelor of Engineering.
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
Also manages these schemes
Niket ShahMar 2018 - PresentView details
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.
Also manages these schemes
Rakesh ShettyNov 2022 - PresentView details
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
Sunil SawantJul 2024 - PresentView details
Sunil Sawant
Jul 2024 - Present
View details
Education
Mr. Sawant has done M.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Sharekhan, Aditya Birla and Angel Broking
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.comPros and cons
Category: Equity Mid Cap
Pros
3Y, 5Y and 10Y annualised returns higher than category average
Lower expense ratio: 0.7%
Higher alpha: 3.96
The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y
Cons
1Y annualised returns lower than category average by 3.59%
Compare funds
Motilal Oswal Midcap Fund Direct IDCW
VS
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