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

May 18, 2026


Category Equity
AUM (Cr.) 35,734.98
Exit Load (%) 0.00
Min Inv Lumpsum 500
Expense Ratio 1.61
Sharpe Ratio -0.75
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

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Midcap Fund (IDCW) -2.02 -11.73 -8.59 19.54 22 19.48
Benchmark - Nifty Free Float Midcap 100 12.7 -0.57 9.91 -1.3 5.67 0
Category Average - BEST EQUITY PERFORMERS 0.55 -1.31 5.53 20.5 17.22 16.21
Category Rank 2/1 2/1 1/1 1/1 2/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
AXIS Midcap Fund (G) 114.8200 -0.10 5.28 18.37 15.08 32,276.32 1.57 100.00 invest
WhiteOak Capital Mid Cap Fund (IDCW) 20.2500 -0.10 11.51 25.02 0.00 5,293.04 2.02 500.00 invest
WhiteOak Capital Mid Cap Fund (G) 20.2500 -0.10 11.51 25.02 0.00 5,293.04 2.02 500.00 invest
AXIS Midcap Fund (IDCW) 39.1500 -0.10 5.29 15.16 13.20 32,276.32 1.57 100.00 invest
Helios Mid Cap Fund - Regular (IDCW) 12.6000 -1.02 12.50 0.00 0.00 1,381.73 2.10 5,000.00 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
Equity-One 97 Apr 30, 2026 2,604.26 7.29 14.26
Equity-Kalyan Jewellers Apr 30, 2026 2,534.84 7.09 9.80
Equity-Eternal Apr 30, 2026 2,084.61 5.83 7.88
Equity-Coforge Apr 30, 2026 1,995.11 5.58 4.77
Equity-KEI Industries Apr 30, 2026 1,957.98 5.48 20.29
Equity-Persistent Systems Apr 30, 2026 1,932.72 5.41 -1.58
Equity-Aditya Birla Cap Apr 30, 2026 1,847.02 5.17 18.22
Equity-Billionbrains Apr 30, 2026 1,819.17 5.09 39.66
Equity-Bharti Airtel Apr 30, 2026 1,789.41 5.01 5.86
Equity-Multi Comm. Exc. Apr 30, 2026 1,547.99 4.33 22.02

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