loader2
Login Open ICICI 3-in-1 Account
Text Size
Text to Speech
Color Contrast
Pause Animations
Open ICICI 3-in-1 Account

Mar 31, 2026

Category Equity
AUM (Cr.) 33,689.20
Exit Load (%) 0.00
Min Inv Lumpsum 500
Expense Ratio 1.57
Sharpe Ratio -6.46
Beta Ratio 0.00
Fund Manager Ajay Khandelwal
Inception Date Feb 24, 2014
Risk Level Very High

Investment Objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Invest Now
Nifty Free Float Midcap 100 Activating the following links will update the content below.

Return Calculator

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Midcap Fund (IDCW) -9.37 -18.27 -12.88 17.78 19.58 18.54
Benchmark - Nifty Free Float Midcap 100 12.7 -0.57 9.91 -1.3 5.67 0
Category Average - BEST EQUITY PERFORMERS -10.3 -8.82 0.6 18.21 15.53 13.74
Category Rank 3/2 3/2 1/2 1/2 2/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Growth Mid Cap Fund - Inst (IDCW) 1,160.2637 0.12 3.63 22.76 19.94 43,982.51 1.52 50,000,000.00 invest
AXIS Midcap Fund (G) 102.6300 0.00 1.33 16.84 13.44 31,977.12 1.56 100.00 invest
Taurus Mid Cap Fund (IDCW) 91.2800 0.00 -4.90 12.55 10.96 123.09 2.54 500.00 invest
Invesco India Midcap Fund (IDCW) 48.7600 0.00 2.08 22.23 17.63 10,771.90 1.71 100.00 invest
Sundaram Mid Cap Fund - (G) 1,268.1475 -2.29 2.68 21.57 17.16 13,235.50 1.73 100.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Midcap Fund (IDCW) -9.37 -18.27 -12.88 17.78 19.58 18.54
Benchmark - Nifty Free Float Midcap 100 12.7 -0.57 9.91 -1.3 5.67 0
Category Average - BEST EQUITY PERFORMERS -10.3 -8.82 0.6 18.21 15.53 13.74
Category Rank 3/2 3/2 1/2 1/2 2/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Growth Mid Cap Fund - Inst (IDCW) 1,160.2637 0.12 3.63 22.76 19.94 43,982.51 1.52 50,000,000.00 invest
AXIS Midcap Fund (G) 102.6300 0.00 1.33 16.84 13.44 31,977.12 1.56 100.00 invest
Taurus Mid Cap Fund (IDCW) 91.2800 0.00 -4.90 12.55 10.96 123.09 2.54 500.00 invest
Invesco India Midcap Fund (IDCW) 48.7600 0.00 2.08 22.23 17.63 10,771.90 1.71 100.00 invest
Sundaram Mid Cap Fund - (G) 1,268.1475 -2.29 2.68 21.57 17.16 13,235.50 1.73 100.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Reverse Repo-Reverse Repo Jan 31, 2026 3,618.94 10.51 -31.15
Equity-Persistent Syste Jan 31, 2026 3,390.61 9.85 -9.45
Equity-Coforge Jan 31, 2026 3,307.60 9.61 0.71
Equity-One 97 Jan 31, 2026 2,650.28 7.70 -9.32
Derivatives - Index Future-Nifty Future Jan 31, 2026 2,450.18 7.12 0.00
Equity-Eternal Jan 31, 2026 2,359.14 6.85 10.91
Equity-Kalyan Jewellers Jan 31, 2026 2,220.02 6.45 -23.82
Equity-Bharti Airtel Jan 31, 2026 1,873.74 5.44 -6.50
Equity-Aditya Birla Cap Jan 31, 2026 1,747.39 5.07 2.84
Equity-KEI Industries Jan 31, 2026 1,642.44 4.77 -7.94

latest news

SCHEME DETAILS

AMC Name
Motilal Oswal Mutual Fund
Fund Name
Motilal Oswal Midcap Fund (IDCW)
Contact Person
Ajay Khandelwal
Registered Address
Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
Telephone No
022-40548002 / 8108622222
Fax No.
022-30896884
Email
amc:motilaloswal.com
Website
www.motilaloswalmf.com