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Open ICICI 3-in-1 Account

Apr 10, 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.

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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) 4.67 -13.11 4.29 22.46 22.14 19.62
Benchmark - Nifty Free Float Midcap 100 12.7 -0.57 9.91 -1.3 5.67 0
Category Average - BEST EQUITY PERFORMERS 1.52 -3.08 15.81 21.24 17.07 15.58
Category Rank 2/1 3/1 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
HSBC Midcap Fund (IDCW) 75.3974 2.18 26.41 25.10 17.66 12,447.70 1.72 5,000.00 invest
HSBC Midcap Fund (G) 401.6419 2.18 26.41 25.10 17.64 12,447.70 1.72 5,000.00 invest
SBI Midcap Fund (IDCW) 91.7367 2.16 5.35 15.47 15.30 23,154.23 1.66 5,000.00 invest
SBI Midcap Fund (G) 224.5070 2.16 5.35 15.47 15.30 23,154.23 1.66 5,000.00 invest
Taurus Mid Cap Fund (IDCW) 100.0400 1.04 7.76 14.98 12.20 123.09 2.54 500.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Midcap Fund (IDCW) 4.67 -13.11 4.29 22.46 22.14 19.62
Benchmark - Nifty Free Float Midcap 100 12.7 -0.57 9.91 -1.3 5.67 0
Category Average - BEST EQUITY PERFORMERS 1.52 -3.08 15.81 21.24 17.07 15.58
Category Rank 2/1 3/1 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
HSBC Midcap Fund (IDCW) 75.3974 2.18 26.41 25.10 17.66 12,447.70 1.72 5,000.00 invest
HSBC Midcap Fund (G) 401.6419 2.18 26.41 25.10 17.64 12,447.70 1.72 5,000.00 invest
SBI Midcap Fund (IDCW) 91.7367 2.16 5.35 15.47 15.30 23,154.23 1.66 5,000.00 invest
SBI Midcap Fund (G) 224.5070 2.16 5.35 15.47 15.30 23,154.23 1.66 5,000.00 invest
Taurus Mid Cap Fund (IDCW) 100.0400 1.04 7.76 14.98 12.20 123.09 2.54 500.00 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-Kalyan Jewellers Mar 31, 2026 2,308.53 7.44 3.99
Equity-One 97 Mar 31, 2026 2,279.15 7.34 -14.00
Equity-Persistent Syste Mar 31, 2026 1,963.80 6.33 -42.08
Equity-Eternal Mar 31, 2026 1,932.29 6.22 -18.09
Equity-Coforge Mar 31, 2026 1,904.23 6.13 -42.43
Equity-Bharti Airtel Mar 31, 2026 1,690.39 5.44 -9.79
Equity-KEI Industries Mar 31, 2026 1,627.65 5.24 -0.90
Equity-Aditya Birla Cap Mar 31, 2026 1,562.35 5.03 -10.59
Equity-Billionbrains Mar 31, 2026 1,302.57 4.20 295.67
Equity-Multi Comm. Exc. Mar 31, 2026 1,268.64 4.09 109.10

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