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Mar 18, 2026


Category

Equity

AUM (Cr.)

33,689.20

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

1.57

Sharpe Ratio

0.80

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.

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Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Midcap Fund (G) -7.63 -19.16 -4.44 20.32 21.85 19.56
Benchmark - Nifty Free Float Midcap 100 12.7 -0.57 9.91 -1.3 5.67 0
Category Average - BEST EQUITY PERFORMERS -6.15 -7.05 10.39 20.69 17.4 15.41
Category Rank 1/2 7/2 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
Mirae Asset Midcap Fund (IDCW) 22.9340 2.18 16.08 20.01 17.27 18,070.30 1.65 5,000.00 invest
Mirae Asset Midcap Fund (G) 35.1180 2.18 16.05 20.02 17.27 18,070.30 1.65 5,000.00 invest
Aditya Birla SL Midcap Fund - (G) 741.2500 2.08 8.42 19.22 16.56 6,130.27 1.87 1,000.00 invest
Aditya Birla SL Midcap Fund - (IDCW) 51.6900 2.07 8.41 19.22 16.56 6,130.27 1.87 1,000.00 invest
Samco Mid Cap Fund - Regular (G) 9.3200 1.08 0.00 0.00 0.00 73.81 2.41 5,000.00 invest

Asset Allocation

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

Motilal Oswal Mutual Fund announces change in Key Personnel

NOTICE is hereby given to the investors/unitholders that Mr. Ranjit Sawant ...

Mar 17, 2026 11:50

Motilal Oswal Mutual Fund announces change in fund manager under its schemes

Motilal Oswal Mutual Fund has announced change in fund manager under the fo...

Mar 16, 2026 10:21

Motilal Oswal Mutual Fund announces change in Key Personnel

Motilal Oswal Mutual Mutual Fund has announced that Mr. Bhavin Mahendra has...

Mar 13, 2026 10:50

Motilal Oswal Mutual Fund announces change in fund manager under its schemes

Motilal Oswal Mutual Fund has announced change in fund manager under the fo...

Feb 12, 2026 10:45

Motilal Oswal Mutual Fund announces change in fund manager under its schemes

Motilal Oswal Mutual Fund has announced change in fund manager under the fo...

Jan 22, 2026 10:40

Motilal Oswal Gold and Silver ETFs Fund of Funds announces change in scheme name

Motilal Oswal Mutual Fund has announced change in scheme name under the fol...

Jan 16, 2026 10:49

SCHEME DETAILS

AMC Name : Motilal Oswal Mutual Fund
Fund Name : Motilal Oswal Midcap Fund (G)
Contact Persone : 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