1M
6M
1Y
3Y
5Y
All
| NAV: 11 Apr 2025 | ₹88.01 |
| Min. SIP amount | Not Supported |
| Rating | 5 |
| Fund size | ₹26,028.34Cr |
Holdings (30)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Coforge Ltd. | Technology | Equity | 10.13% |
Persistent Systems Ltd. | Technology | Equity | 9.53% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 7.18% |
Polycab India Ltd. | Capital Goods | Equity | 4.40% |
Trent Ltd. | Services | Equity | 4.37% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 4.20% |
One97 Communications Ltd. | Services | Equity | 3.73% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 3.72% |
Bharti Hexacom Ltd. | Communication | Equity | 3.66% |
Kei Industries Ltd. | Capital Goods | Equity | 2.78% |
KPIT Technologies Ltd. | Technology | Equity | 2.40% |
Tube Investments Of India Ltd. | Automobile | Equity | 2.31% |
Jindal Steel & Power Ltd. | Metals & Mining | Equity | 2.25% |
The Indian Hotels Company Ltd. | Services | Equity | 2.11% |
Prestige Estates Projects Ltd. | Construction | Equity | 1.82% |
Hitachi Energy India Ltd. | Capital Goods | Equity | 1.70% |
Mazagon Dock Shipbuilders Ltd. | Capital Goods | Equity | 1.63% |
Balkrishna Industries Ltd. | Automobile | Equity | 1.59% |
Indraprastha Gas Ltd. | Energy | Equity | 1.13% |
The Phoenix Mills Ltd. | Construction | Equity | 1.10% |
Voltas Ltd. | Consumer Discretionary | Equity | 1.03% |
Mankind Pharma Ltd. | Healthcare | Equity | 0.86% |
Supreme Industries Ltd. | Chemicals | Equity | 0.85% |
JIO Financial Services Ltd. | Financial | Equity | 0.09% |
Voltas Ltd. | Consumer Discretionary | Futures | -0.74% |
The Indian Hotels Company Ltd. | Services | Futures | -0.76% |
Trent Ltd. | Services | Futures | -0.79% |
Jindal Steel & Power Ltd. | Metals & Mining | Futures | -0.88% |
One97 Communications Ltd. | Services | Futures | -1.63% |
Dixon Technologies (India) Ltd. | Capital Goods | Futures | -1.71% |
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 | 7.8% | 22.8% | 34.3% | 21.6% |
| Category average | 1.1% | 15.7% | 28.9% | 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 Growth | 5 | 7.8% | 22.8% | 26,028.34 |
HDFC Mid Cap Opportunities Fund Regular Growth | 5 | 2.5% | 20.8% | 72,610.08 |
Nippon India Growth Fund Growth | 4 | 6.2% | 20.0% | 33,174.74 |
Sundaram Mid Cap Fund Regular Growth | 4 | 5.8% | 18.6% | 11,332.71 |
Quant Mid Cap Fund Growth | 4 | -9.6% | 14.7% | 8,355.95 |
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,
Website
www.karvymfs.comCompare funds
Motilal Oswal Midcap Fund Regular Growth
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Bengaluru – 560103
Karnataka
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