Motilal Oswal Midcap Fund Direct growth

Equity • Mid Cap • Direct growth

Top rated fund from 207 Mid-Cap
Top rated fund

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Mid Cap

Direct growth

Launched On
24 Feb 2014
11.6 years ago
Lock-in Period
No lock-in
NAV
as of 10 Oct 2025
₹119.48
+0.4389% (0.60)
AUM
₹34,780 Cr
Expense ratio
0.69%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 1Y

1%

If units sold after 1Y

0%

Distribution

Asset split
Equity91.01%
Cash8.99%

What's in this fund?

Sectors
Holdings
Technology

Technology

38.48%
Consumer Cyclical

Consumer Cyclical

26.31%
Industrials

Industrials

23.72%
Communication Services

Communication Services

3.54%
Financial Services

Financial Services

3.47%

Fund House

Motilal

Motilal

Inc: 28 Jul 2010 • Total AUM: ₹86,865 Cr • Rank #20
Motilal Oswal Mutual Fund, started in 2016, has Motilal Oswal Financial Services as its sponsors. The fund house is headed by Navin Agarwal as the CEO. As of 31 March 2024, it has an AUM of ₹50,746 Cr. The company has more than 17 lakh investor accounts.

Fund Managers

Ajay Khandelwal

Experience: 1.84 yrs • Total AUM: 4,93,216 Cr

Rakesh Shetty

Experience: 2.88 yrs • Total AUM: 6,04,791 Cr

Niket Shah

Experience: 5.27 yrs • Total AUM: 3,99,916 Cr

Sunil Sawant

Experience: 1.27 yrs • Total AUM: 5,08,537 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.