Motilal Oswal Midcap Fund

December 26, 2025 RA Jainee Leave a reply

Facebook

Pinterest

Twitter

Linkedin

Post Comment Invest Online

Motilal Oswal Midcap Fund

⚖️ Sahifund Review – Motilal Oswal Midcap Fund

PLUS: High Conviction | Strong Track Record | Alpha Potential
Motilal Oswal Midcap Fund is known for its high-conviction investing style, with a compact portfolio of ~20 stocks, enabling meaningful alpha generation over full market cycles. The fund has delivered exceptional long-term returns, with nearly 28–30% CAGR over 3–5 years, clearly outperforming the midcap benchmark and peers. Its focus on quality businesses with competitive advantages has helped create wealth during sustained bull phases. Despite active management, the expense ratio of 0.72% remains reasonable for a midcap strategy.

MINUS: High Volatility | Concentration Risk | Momentum Drawdowns
The fund’s very concentrated portfolio leads to sharp ups and downs, making it unsuitable for conservative investors. Short-term performance can be weak, as seen in negative 1-year returns during midcap corrections. High portfolio turnover and valuation sensitivity mean returns can lag sharply during risk-off or momentum-reversal phases, testing investor patience.

Sahifund View (Decisive Line):
Best suited for aggressive investors with a 7+ year SIP horizon who can tolerate volatility in exchange for potentially superior midcap alpha over the long run.

👉 Apply Online | Ask Us MF Queries |

| NFO Guidance |

What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.

Suitable For Which Investors? 
When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. 
This is a fund that invests in medium-sized companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way. 
Like for all equity funds, you must invest only through the SIP route. 

Fund’s Investment Strategy: 
The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. 

Fund Manager: 

1) Niket Shah 
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. 
2) Ajay Khandelwal 
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. 
3) Rakesh Shetty 
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.