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| NAV: 17 Jun 2025 | ₹48.93 |
| Min. SIP amount | Not Supported |
| Rating | 5 |
| 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)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Coforge Ltd. | Technology | Equity | 10.13% |
Persistent Systems Ltd. | Technology | Equity | 9.74% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 8.02% |
Polycab India Ltd. | Capital Goods | Equity | 4.93% |
Bharti Hexacom Ltd. | Communication | Equity | 4.06% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 4.04% |
Trent Ltd. | Services | Equity | 3.98% |
One97 Communications Ltd. | Services | Equity | 3.78% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 3.69% |
Kei Industries Ltd. | Capital Goods | Equity | 3.27% |
Hitachi Energy India Ltd. | Capital Goods | Equity | 2.22% |
KPIT Technologies Ltd. | Technology | Equity | 2.20% |
Tube Investments Of India Ltd. | Automobile | Equity | 2.12% |
The Indian Hotels Company Ltd. | Services | Equity | 2.01% |
Jindal Steel & Power Ltd. | Metals & Mining | Equity | 2.00% |
Prestige Estates Projects Ltd. | Construction | Equity | 1.93% |
Mazagon Dock Shipbuilders Ltd. | Capital Goods | Equity | 1.83% |
Balkrishna Industries Ltd. | Automobile | Equity | 1.32% |
The Phoenix Mills Ltd. | Construction | Equity | 0.88% |
Supreme Industries Ltd. | Chemicals | Equity | 0.88% |
Mankind Pharma Ltd. | Healthcare | Equity | 0.75% |
Voltas Ltd. | Consumer Discretionary | Equity | 0.66% |
Indraprastha Gas Ltd. | Energy | Equity | 0.24% |
JIO Financial Services Ltd. | Financial | Equity | 0.09% |
Eternal Ltd. | Services | Equity | 0.03% |
CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.02% |
Indraprastha Gas Ltd. | Energy | Futures | -0.23% |
Trent Ltd. | Services | Futures | -0.23% |
Supreme Industries Ltd. | Chemicals | Futures | -0.46% |
Voltas Ltd. | Consumer Discretionary | Futures | -0.56% |
Jindal Steel & Power Ltd. | Metals & Mining | Futures | -0.79% |
The Indian Hotels Company Ltd. | Services | Futures | -0.86% |
Dixon Technologies (India) Ltd. | Capital Goods | Futures | -1.26% |
One97 Communications Ltd. | Services | Futures | -1.59% |
See All
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Returns and rankings
Category: Equity Mid Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 10.1% | 36.0% | 36.7% | 22.6% |
| Category average | 3.2% | 27.8% | 29.7% | NA |
| Rank with in category | 4 | 1 | 1 | NA |
Understand terms
Peer Comparison
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Midcap Fund Regular IDCW | 5 | 10.1% | 36.0% | 30,401.09 |
HDFC Mid Cap Opportunities Fund Regular IDCW | 5 | 6.4% | 32.8% | 79,717.67 |
Nippon India Growth Fund IDCW | 5 | 6.2% | 31.3% | 36,836.07 |
Nippon India Growth Fund Bonus | 5 | 6.2% | 31.3% | 36,836.07 |
Sundaram Mid Cap Fund Regular IDCW | 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
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
Santosh SinghOct 2024 - PresentView details
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
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.comCompare funds
Motilal Oswal Midcap Fund Regular IDCW
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