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Motilal Oswal Midcap Fund Direct growth
Equity • Mid Cap • Direct growth
Top rated fund from 212 Mid-Cap
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Mid Cap
Direct growth
Launched On
24 Feb 2014
12.3 years ago
Lock-in Period
No lock-in
NAV
as of 12 Jun 2026
₹104.5676
+2.7702% (2.90)
AUM
₹35,735 Cr
Expense ratio
0.82%
Benchmark
Nifty Midcap 150
Fund Plan
Tax info and exit load
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
Equity93.37%
Cash6.63%
What's in this fund?
Sectors
Holdings
Financial Services
Technology
Industrials
Consumer Cyclical
Communication Services
Fund House
Motilal
Inc: 28 Jul 2010 • Total AUM: ₹97,051 Cr • Rank #19Motilal 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: 2.51 yrs • Total AUM: 4,77,656 Cr
Swapnil Mayekar
Experience: 6.88 yrs • Total AUM: 6,13,538 Cr
Rakesh Shetty
Experience: 3.56 yrs • Total AUM: 6,61,736 Cr
Varun Sharma
Experience: 10.53 yrs • Total AUM: 3,34,976 Cr
Ankit Agarwal
Experience: 6.78 yrs • Total AUM: 4,39,532 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'.
Other top rated funds
Invesco India Mid Cap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
25.38%
Expense ratio
0.5%
Returns vs category
Risk vs category
Nippon India Growth Mid Cap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
23.45%
Expense ratio
0.63%
Returns vs category
Risk vs category
Kotak Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
21.02%
Expense ratio
0.41%
Returns vs category
Risk vs category
Axis Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
18.12%
Expense ratio
0.48%
Returns vs category
Risk vs category
PGIM India Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
12.97%
Expense ratio
0.79%
Returns vs category
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.