Motilal Oswal Midcap Fund Direct Growth

Equity
Mid Cap
Very High Risk
33.17%
3Y annualised
-0.50% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Jul 2025₹117.83
Min. SIP amount₹500
Rating5
Fund size₹33,053.13Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (23)

NameSectorInstrumentAssets
TechnologyEquity10.48%
TechnologyEquity9.60%
ServicesEquity9.39%
Capital GoodsEquity9.07%
Consumer DiscretionaryEquity7.57%
Capital GoodsEquity5.05%
Capital GoodsEquity4.02%
CommunicationEquity3.99%
HealthcareEquity3.85%
Capital GoodsEquity2.95%
ServicesEquity2.82%
FinancialEquity2.51%
Capital GoodsEquity2.12%
ConstructionEquity2.01%
ChemicalsEquity1.99%
AutomobileEquity1.98%
TechnologyEquity1.74%
ConstructionEquity0.83%
AutomobileEquity0.69%
HealthcareEquity0.64%
FinancialEquity0.10%
ServicesEquity0.00%
One97 Communications Ltd.
ServicesFutures-0.55%
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
1Y3Y5YAll
Fund returns6.3%33.2%37.1%24.2%
Category average2.0%24.8%28.5%NA
Rank with in category611NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
6.3%33.2%33,053.13
5
7.6%31.1%84,061.43
5
9.3%30.1%10,988.16
4
5.9%29.4%39,065.55
4
7.1%28.2%12,818.10

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

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

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 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

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
NA
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,

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