Motilal Oswal Midcap Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 121.3402
NAV IDCW: Rs 53.1694
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.
Investment Details
Min. Investment (Rs) | 500 |
Min. Addl Investment (Rs) | 500 |
Min. SIP Investment (Rs) | 500 |
Min. Withdrawal (Rs) | 500 |
Min. No of Cheques | 12 |
Min. Balance (Rs) | — |
Lock-in Period | NA |
Exit Load | 1% for redemption within 365 days |
Basic Details of Motilal Oswal Midcap Fund
Fund House | Motilal Oswal Mutual Fund |
Launch Date | 24-Feb-14 |
Return Since Launch | 24.06% |
Benchmark | NIFTY Midcap 150 TRI |
Riskometer | Very High |
Type | Open-ended |
Assets | Rs 34,780 Cr |
(As on 31-Aug-2025) | |
Expense | 0.69% |
(As on 31-Aug-2025) | |
Risk Grade | Below Average |
Return Grade | High |
Turnover | 133.00% |
Trailing Returns (%)
Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
Motilal Oswal Midcap Dir | -5.40 | -0.96 | 2.34 | 6.47 | 16.05 | 1.00 | 27.86 | 34.57 | 23.86 | 19.55 |
BSE 150 MidCap TRI | 3.33 | 0.01 | 2.67 | 4.95 | 15.66 | -1.69 | 23.25 | 27.57 | 19.28 | 18.53 |
Equity: Mid Cap | 2.72 | -0.08 | 1.91 | 4.55 | 16.59 | -0.07 | 22.08 | 26.71 | 19.58 | 17.59 |
Rank within category | 48 | 54 | 10 | 10 | 31 | 15 | 2 | 1 | 1 | 4 |
Number of funds in category | 48 | 54 | 52 | 51 | 50 | 44 | 35 | 25 | 21 | 19 |
Peer Comparison of Motilal Oswal Midcap Fund
Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (% | |
Motilal Oswal Midcap Dir | 5 star | 1.00 | 27.86 | 34.57 | 0.69 | 34,780 | 24.06 | 1.00 (365) | 11Y 6M | 133.00 |
HDFC Mid Cap Dir | 5 star | 4.24 | 26.39 | 29.72 | 0.71 | 83,105 | 21.28 | 1.00 (365) | 12Y 8M | 15.72 |
Kotak Midcap Dir | 4 star | 5.79 | 23.39 | 28.79 | 0.37 | 56,988 | 21.24 | 1.00 (365) | 12Y 8M | 32.82 |
Nippon India Growth Mid Cap Dir | 4 star | 1.90 | 25.54 | 29.92 | 0.71 | 38,386 | 19.03 | 1.00 (30) | 12Y 8M | 7.00 |
SBI Midcap Dir | 4 star | -5.11 | 16.31 | 26.01 | 0.85 | 22,012 | 19.19 | 0.25 (30) | 12Y 8M | 38.00 |
Portfolio Analysis of Motilal Oswal Midcap Fund
No. of Stocks | 19 |
Top 10 Stocks | 77.82% |
Top 5 Stocks | 46.73% |
Top 3 Sectors | 86.03% |
Portfolio P/B Ratio | 9.23 |
Portfolio P/E Ratio | 68.77 |
Portfolio Breakup
Fund | Category | |
Average Mkt Cap (Rs Cr) | 87,971 | 59,944 |
Giant (%) | 18.65 | 3.53 |
Large (%) | 47.79 | 42.74 |
Mid (%) | 33.55 | 52.64 |
Small (%) | — | 2.30 |
Tiny (%) | — | 0.39 |
Chanakya’s Mutual Fund Guidance For Motilal Oswal Midcap Fund
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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