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Motilal Oswal Midcap Fund Direct IDCW
+23.72%
3Y annualised
+0.48% 1D
NAV: 17 Apr '26
₹43.60
Min. for SIP
₹500
Fund size (AUM)
₹31,046.66 Cr
Expense ratio
0.85%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,607 | -3.99% | |
| 3 years | ₹1,80,000 | ₹2,03,518 | +13.07% | |
| 5 years | ₹3,00,000 | ₹4,64,433 | +54.81% | |
| 10 years | ₹6,00,000 | ₹16,88,640 | +181.44% |
Holdings (28)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 7.44% |
| One97 Communications Ltd. | Services | Equity | 7.34% |
| Persistent Systems Ltd. | Technology | Equity | 6.33% |
| Eternal Ltd. | Services | Equity | 6.22% |
| Coforge Ltd. | Technology | Equity | 6.13% |
| Bharti Airtel Ltd. | Communication | Equity | 5.44% |
| Kei Industries Ltd. | Capital Goods | Equity | 5.24% |
| Aditya Birla Capital Ltd. | Financial | Equity | 5.03% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 4.20% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 4.09% |
| Bharti Hexacom Ltd. | Communication | Equity | 3.64% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 3.53% |
| Tube Investments Of India Ltd. | Automobile | Equity | 3.35% |
| BSE Ltd. | Services | Equity | 3.25% |
| Shriram Finance Ltd | Financial | Equity | 3.24% |
| Prestige Estates Projects Ltd. | Construction | Equity | 3.05% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 2.81% |
| L&T Finance Ltd. | Financial | Equity | 2.60% |
| TVS Motor Company Ltd. | Automobile | Equity | 2.34% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 2.06% |
| PB Fintech Ltd. | Services | Equity | 1.92% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 1.41% |
| IDFC First Bank Ltd. | Financial | Equity | 1.33% |
| Axis Bank Ltd. | Financial | Equity | 1.30% |
| Waaree Energies Ltd. | Energy | Equity | 1.09% |
| Premier Energies Ltd. | Energy | Equity | 1.07% |
| AU Small Finance Bank Ltd. | Financial | Equity | 0.57% |
| L&T Finance Ltd. | Financial | Futures | -0.01% |
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 | +23.7% | +25.2% | +18.1% | +21.5% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 16 | 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
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
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Nippon India Growth Mid Cap Fund Direct IDCW | +16.15% | +27.41% | 39,676.13 | |
Edelweiss Mid Cap Direct Plan IDCW | +14.40% | +27.39% | 13,553.62 | |
Sundaram Mid Cap Fund Direct IDCW | +14.53% | +25.85% | 11,898.19 | |
HDFC Mid Cap Fund Direct IDCW | +14.96% | +25.45% | 85,357.92 | |
Kotak Midcap Fund Direct IDCW | +17.61% | +23.37% | 55,675.98 | |
| Compare | ||||
Fund management
SPMSwapnil P MayekarNov 2025 - PresentView details
SPM
Swapnil P Mayekar
Nov 2025 - Present
View details
VSVarun SharmaJan 2026 - PresentView details
VS
Varun Sharma
Jan 2026 - Present
View details
AKAjay KhandelwalOct 2024 - PresentView details
AK
Ajay Khandelwal
Oct 2024 - Present
View details
AAAnkit AgarwalJan 2026 - PresentView details
AA
Ankit Agarwal
Jan 2026 - Present
View details
RSRakesh ShettyNov 2022 - PresentView details
RS
Rakesh Shetty
Nov 2022 - Present
View details
About Motilal Oswal Midcap Fund Direct IDCW
Motilal Oswal Midcap Fund Direct IDCW 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 Direct IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹1,24,826 Cr and the Latest NAV as of 17 Apr 2026 is ₹43.60.
The Motilal Oswal Midcap Fund Direct 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₹1,24,825.89 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,