1M
6M
1Y
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5Y
All
| NAV: 21 Mar 2025 | ₹104.90 |
| Min. SIP amount | ₹500 |
| Rating | 5 |
| Fund size | ₹23,703.68Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
1 year
3 years
5 years
Total investment of ₹60,000
Would have become ₹57,900 (-3.50%)
Holdings (30)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Coforge Ltd. | Technology | Equity | 9.91% |
Persistent Systems Ltd. | Technology | Equity | 9.51% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 6.83% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 6.67% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 4.11% |
One97 Communications Ltd. | Services | Equity | 3.94% |
Trent Ltd. | Services | Equity | 3.68% |
Polycab India Ltd. | Capital Goods | Equity | 3.48% |
Bharti Hexacom Ltd. | Communication | Equity | 3.44% |
Kei Industries Ltd. | Capital Goods | Equity | 3.24% |
Jindal Steel & Power Ltd. | Metals & Mining | Equity | 2.32% |
KPIT Technologies Ltd. | Technology | Equity | 2.27% |
Balkrishna Industries Ltd. | Automobile | Equity | 2.21% |
The Indian Hotels Company Ltd. | Services | Equity | 2.10% |
Tube Investments Of India Ltd. | Automobile | Equity | 2.08% |
Indraprastha Gas Ltd. | Energy | Equity | 2.06% |
Oracle Financial Services Software Ltd. | Technology | Equity | 1.72% |
Prestige Estates Projects Ltd. | Construction | Equity | 1.66% |
Voltas Ltd. | Consumer Discretionary | Equity | 1.27% |
Mazagon Dock Shipbuilders Ltd. | Capital Goods | Equity | 1.22% |
The Phoenix Mills Ltd. | Construction | Equity | 1.14% |
Supreme Industries Ltd. | Chemicals | Equity | 1.07% |
Mankind Pharma Ltd. | Healthcare | Equity | 0.89% |
JIO Financial Services Ltd. | Financial | Equity | 0.09% |
Persistent Systems Ltd. | Technology | Futures | -0.00% |
Coforge Ltd. | Technology | Futures | -0.30% |
The Indian Hotels Company Ltd. | Services | Futures | -0.76% |
Jindal Steel & Power Ltd. | Metals & Mining | Futures | -0.91% |
One97 Communications Ltd. | Services | Futures | -1.63% |
Dixon Technologies (India) Ltd. | Capital Goods | Futures | -1.64% |
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 | 21.4% | 29.7% | 35.6% | 23.6% |
| Category average | 11.5% | 19.4% | 29.7% | NA |
| Rank with in category | 3 | 1 | 2 | NA |
Understand terms
Peer Comparison
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct Growth | 5 | 21.4% | 29.7% | 23,703.68 |
HDFC Mid Cap Opportunities Direct Plan Growth | 5 | 14.2% | 25.7% | 67,578.59 |
Nippon India Growth Fund Direct Growth | 4 | 17.4% | 24.1% | 30,276.31 |
Kotak Emerging Equity Fund Direct Growth | 4 | 17.6% | 20.1% | 43,941.48 |
SBI Magnum Mid Cap Direct Plan Growth | 4 | 13.6% | 19.2% | 19,391.73 |
Expense ratio, exit load and tax
Expense ratio: 0.68%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 365 days.
Stamp duty
0.005% (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.
Understand terms
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,
Website
www.karvymfs.comCompare funds
Motilal Oswal Midcap Fund Direct Growth
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Bengaluru – 560103
Karnataka
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