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NAV: 28 Nov 2025
₹118.86
Rating
5
Min. SIP amount
₹500
Fund size
₹37,500.86Cr
Returns calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (15)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Persistent Systems Ltd. | Technology | Equity | 9.47% |
Coforge Ltd. | Technology | Equity | 9.32% |
One97 Communications Ltd. | Services | Equity | 8.69% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 8.68% |
Eternal Ltd. | Services | Equity | 8.47% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 8.16% |
Trent Ltd. | Services | Equity | 6.26% |
Polycab India Ltd. | Capital Goods | Equity | 5.49% |
Kaynes Technology India Ltd. | Capital Goods | Equity | 4.47% |
Kei Industries Ltd. | Capital Goods | Equity | 4.30% |
Bharti Hexacom Ltd. | Communication | Equity | 3.47% |
Aditya Birla Capital Ltd. | Financial | Equity | 3.46% |
Tube Investments Of India Ltd. | Automobile | Equity | 2.82% |
Prestige Estates Projects Ltd. | Construction | Equity | 2.56% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 1.61% |
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
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 27.0% | 31.2% | 19.2% | 23.4% |
| Category average | 21.3% | 23.1% | 16.2% | NA |
| Rank with in category | 3 | 1 | 5 | NA |
Understand terms
Peer Comparison
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | 5 | 11.3% | 27.7% | 4,075.13 |
Motilal Oswal Midcap Fund Direct Growth | 5 | -3.7% | 27.0% | 37,500.86 |
Edelweiss Mid Cap Direct Plan Growth | 5 | 6.6% | 26.6% | 12,646.93 |
HDFC Mid Cap Fund Direct Growth | 5 | 10.0% | 26.3% | 89,383.23 |
Nippon India Growth Mid Cap Fund Direct Growth | 4 | 6.1% | 25.4% | 41,267.69 |
Expense ratio, exit load and tax
Expense ratio: 0.72%
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
Swapnil P MayekarNov 2025 - PresentView details
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
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: 0.72%
Higher alpha: 4.56
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 8.14%
Compare funds
Motilal Oswal Midcap Fund Direct Growth
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