Motilal Oswal Midcap Fund Direct IDCW

Motilal Oswal Midcap Fund Direct IDCW

+19.99%
3Y annualised
+0.65% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Mar '26
₹41.85
Min. for SIP
₹500
Fund size
₹33,689.20 Cr
Expense ratio
0.82%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹51,504
-14.16%
3 years₹1,80,000₹1,86,019
+3.34%
5 years₹3,00,000₹4,24,015
+41.34%
10 years₹6,00,000₹15,30,059
+155.01%

Holdings (25)

NameSectorInstrumentsAssets
One97 Communications Ltd.ServicesEquity7.64%
Kalyan Jewellers India Ltd.Consumer DiscretionaryEquity7.48%
Eternal Ltd.ServicesEquity6.40%
Kei Industries Ltd.Capital GoodsEquity6.28%
Persistent Systems Ltd.TechnologyEquity6.20%
Coforge Ltd.TechnologyEquity6.09%
Aditya Birla Capital Ltd.FinancialEquity5.67%
Bharti Airtel Ltd.CommunicationEquity5.29%
Dixon Technologies (India) Ltd.Capital GoodsEquity4.29%
Multi Commodity Exchange Of India Ltd.ServicesEquity3.85%
Bharti Hexacom Ltd.CommunicationEquity3.58%
L&T Finance Ltd.FinancialEquity3.37%
Prestige Estates Projects Ltd.ConstructionEquity3.28%
Tube Investments Of India Ltd.AutomobileEquity3.18%
Billionbrains Garage Ventures Ltd.FinancialEquity3.07%
Shriram Finance LtdFinancialEquity3.04%
BSE Ltd.ServicesEquity2.83%
Bharat Electronics Ltd.Capital GoodsEquity2.60%
Axis Bank Ltd.FinancialEquity2.00%
PB Fintech Ltd.ServicesEquity1.83%
Max Healthcare Institute Ltd.HealthcareEquity1.70%
IDFC First Bank Ltd.FinancialEquity1.53%
ICICI Prudential Asset Management Company Ltd.FinancialEquity0.64%
AU Small Finance Bank Ltd.FinancialEquity0.55%
GE Vernova T&D India LtdCapital GoodsEquity0.38%
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
Name3Y5Y10YAll
Fund returns+20.0%+21.3%+17.5%+20.6%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)31211--

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

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HDFC Mid Cap Fund Direct IDCW
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Sundaram Mid Cap Fund Direct IDCW
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Compare

Fund management

SPM
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

VS
Varun Sharma
Jan 2026 - Present
View details

Education
Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.
Experience
Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.

AA
Ankit Agarwal
Jan 2026 - Present
View details

Education
Mr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance.
Experience
Prior to joining Motilal Oswal Mutual Fund he has worked with UTI Mutual Fund, Centrum Capital Ltd as Senior Vice President - Fund Manager, Wealth and Investment Management at Barclays as Asst Vice President, Lehman Brothers, London as Senior analyst, BNP Paribas and D. E. Shaw & Co..

RS
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

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 ₹1,35,167 Cr and the Latest NAV as of 16 Mar 2026 is ₹41.85. 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. ;

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₹1,35,166.52 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mail--
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
CustodianCitibank NA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,