Motilal Oswal Midcap Fund Regular IDCW

Equity
Mid Cap
Very High Risk
Payout
36.02%
3Y annualised
-0.14% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Jun 2025₹48.93
Min. SIP amountNot Supported
Rating5
Fund size₹30,401.09Cr

Return calculator

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

Holdings (34)

NameSectorInstrumentAssets
TechnologyEquity10.13%
TechnologyEquity9.74%
Consumer DiscretionaryEquity8.02%
Capital GoodsEquity4.93%
CommunicationEquity4.06%
Capital GoodsEquity4.04%
ServicesEquity3.98%
ServicesEquity3.78%
HealthcareEquity3.69%
Capital GoodsEquity3.27%
Capital GoodsEquity2.22%
TechnologyEquity2.20%
AutomobileEquity2.12%
ServicesEquity2.01%
Metals & MiningEquity2.00%
ConstructionEquity1.93%
Capital GoodsEquity1.83%
AutomobileEquity1.32%
ConstructionEquity0.88%
ChemicalsEquity0.88%
HealthcareEquity0.75%
Consumer DiscretionaryEquity0.66%
EnergyEquity0.24%
FinancialEquity0.09%
ServicesEquity0.03%
Capital GoodsEquity0.02%
Indraprastha Gas Ltd.
EnergyFutures-0.23%
Trent Ltd.
ServicesFutures-0.23%
Supreme Industries Ltd.
ChemicalsFutures-0.46%
Voltas Ltd.
Consumer DiscretionaryFutures-0.56%
Jindal Steel & Power Ltd.
Metals & MiningFutures-0.79%
The Indian Hotels Company Ltd.
ServicesFutures-0.86%
Dixon Technologies (India) Ltd.
Capital GoodsFutures-1.26%
One97 Communications Ltd.
ServicesFutures-1.59%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns10.1%36.0%36.7%22.6%
Category average3.2%27.8%29.7%NA
Rank with in category411NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
10.1%36.0%30,401.09
5
6.4%32.8%79,717.67
5
6.2%31.3%36,836.07
5
6.2%31.3%36,836.07
4
7.2%30.4%12,344.49

Expense ratio, exit load and tax

Expense ratio: 1.56%

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

Santosh Singh
Oct 2024 - Present
View details

Education
Mr. Singh has done B.SC, CA and has cleared CFA Level 2
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Espirito santo securities, HAITONG, Execution Noble, SG CIB, Clear Capital and ICICI Lombard
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,

Compare funds

Motilal Oswal Midcap Fund Regular IDCW
VS
Add mutual fund to compare
Looking to invest in mutual funds?
Explore diversified funds designed for every investor