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EQUITY•MID CAP FUND

Motilal Oswal Midcap Fund

3 Year return

25.77%
NAV on December 22, 2025
115.5211
1D Returns
+1.39%
Launched on February 2014(11 years)

Investment Details

₹500
Minimum SIP Amount
₹500
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
51.81%₹1,865
Total Value ₹5,465

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹38,002.68 Cr.
Expense Ratio
0.72% (inclusive of GST)
Exit Load
1% - If redeemed on or before 365 days from the date of allotment. Nil - If redeemed after 365 days from the date of allotment.

Ratings

ARQ Rating
4.5

Ratings by other agencies

Value Research
4
Crisil
5
Morning Star
4

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Motilal Oswal Mutual Fund Manager

AK

Ajay Khandelwal

Fund Manager since Oct 2024

NS

Niket Shah

Fund Manager since Mar 2025

RS

Rakesh Shetty

Fund Manager since Nov 2022

SS

Sunil Sawant

Fund Manager since Jul 2024

SM

Swapnil Mayekar

Fund Manager since Nov 2025

Fund House Details

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund

Asset management company

AUM
₹1,27,837.28 Cr.
No. of Schemes
101
Setup Date
November 2008

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Edelweiss Mid Cap Fund26.4269%
3
HDFC Mid Cap Fund25.7566%
4
Invesco India Midcap Fund28.0618%
2

Schemes by Motilal Oswal Mutual Fund

List of mutual fund schemes by AMC

About Motilal Oswal Midcap Fund Direct Plan-Growth

The Motilal Oswal Midcap Fund Direct Plan-Growth is an open-ended equity mutual fund by Motilal Oswal Mutual Fund. The fund falls in the mid-cap category of mutual funds. It predominantly invests in stocks of mid-sized companies with a percentage of stocks of other market capitalisations. The contention of the fund house is that mid-caps may be in the key stages of growth, and may achieve positive returns for investors.

Investment Objective of the Scheme

The main investment objective of Motilal Oswal Midcap Fund Direct Plan-Growth is to bring investors capital appreciation by investing in a varied portfolio of equity mid-cap companies. It aims to achieve this by investing in those mid-cap companies that display solid business models and robust management.

Key Features of The Fund

5-year return
29.7411%
Expense Ratio
0.72%
Fund Manager
Ajay Khandelwal
Fund Size
₹38002.68 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

If you wish to invest in the Motilal Oswal Midcap Fund Direct Plan-Growth plan, you may be an investor who desires high returns in the long term via the growth of mid-cap company stocks. In addition to this, you may be willing to take a significant amount of risk with mid-caps. However, before you invest in any schemes, make sure your investment corresponds with your unique investment goals.

AMC Contact Details

NameMotilal Oswal Mutual Fund
Launch DateNovember 2008
Address10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400 025
Contact91-2240548002 8108622222
Emailamc@motilaloswal.com
Websitehttps://www.motilaloswalmf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Make Use of SIPs for Harnessing the Power of Compounding

To take advantage of compound interest, a lot of investors select Systematic Investment Plans (SIPs) for their mutual fund investments. By establishing a fixed amount of money to be invested every month, averaging the cost per unit over time, and mitigating the effects of market volatility, SIPs enable disciplined investing. Try the free mutual fund SIP calculator from Angel One to plan your investment and get an idea of possible returns.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Motilal Oswal Midcap Fund on December 22, 2025, is ₹115.5211
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Motilal Oswal Midcap Fund, is ₹38002.68 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Motilal Oswal Midcap Fund is 0.72%
The Motilal Oswal Midcap Fund was launched on February 03, 2014. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Motilal Oswal Midcap Fund is ₹500.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹5,465 in 3Y at 25.7736% returns
SIP Date1st of every month

Your next SIP Payment will be on 23 January 2026

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