Motilal Oswal Midcap Fund Regular-Growth

Fund Details

NAV 83.0544

Sub-Type Mid Cap

Rating 4

Min. SIP Amount ₹500.0

Fund Age(Year) 12.08

Fund Size(in Crores) 33689.2

Fund Performance

1 Month -7.02%

3 Month -16.85%

6 Month -19.37%

1 Year -10.5%

3 Year 19.53%

5 Year 21.14%

Know This Fund

As on 25 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (97.89%) Market Cap Large Cap 25.88 Mid Cap 66.88 Small Cap 5.14 Top Sectors Services 22.8 Financial 21.1 Capital Goods 13.61 Technology 12.74 Communication 9.1 Consumer Discretionary 7.56 Automobile 3.54 Construction 3.5 Healthcare 1.92 Unclassified 0.64 Energy 0.61 Consumer Staples 0.3 Materials 0.21 Metals & Mining 0.19 Insurance 0.08 Top Holding GE Vernova T&D 0.38 Nifty 50 5.14 IDFC First Bank 1.53 Dixon Technologies (India) 4.29 PB Fintech 1.83 MCX 3.85 Max Healthcare Institute 1.7 Kei Industries 6.28 ICICI Prudential Asset Management Company 0.64 Aditya Birla Capital 5.67 Kalyan Jewellers India 7.48 BSE 2.83 Bharat Electronics 2.6 Coforge 6.09 Billionbrains Garage Ventures 3.07 One97 Communications 7.64 Shriram Finance 3.04 L&T Fin 3.37 Axis Bank 2 Eternal 6.4 Prestige Estates Projects 3.28 Tube Investments Of India 3.18 Bharti Airtel 5.29 AU Small Finance Bank 0.55 Persistent Systems 6.2 Bharti Hexacom 3.58

Debt & Others (2.11%) Sector Allocation Reverse Repo/CBLO 4.96 Net Payables -2.85 Debt Credit Ratings Debt Category Others 2.11

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -8.81% Ret 1Y -0.7% Ret 3Y 18.48% Ret 5Y 15.51%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -8.81% Ret 1Y -0.7% Ret 3Y 18.48% Ret 5Y 15.51%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -8.81% Ret 1Y -0.7% Ret 3Y 18.48% Ret 5Y 15.51%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -8.71% Ret 1Y 2.24% Ret 3Y 20.98% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -8.71% Ret 1Y 2.24% Ret 3Y 20.98% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -8.71% Ret 1Y 2.24% Ret 3Y 20.98% Ret 5Y 0%

Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -7.7% Ret 1Y 2.46% Ret 3Y 18.44% Ret 5Y 14.34%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -7.7% Ret 1Y 2.46% Ret 3Y 18.44% Ret 5Y 14.34%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -7.7% Ret 1Y 2.46% Ret 3Y 18.44% Ret 5Y 14.34%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -7.86% Ret 1Y 3.47% Ret 3Y 22.15% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -7.86% Ret 1Y 3.47% Ret 3Y 22.15% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.6%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Ankit Agarwal

Education Mr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance.

Experience Prior to joining Motilal Oswal Mutual Fund he has worked with UTI Mutual Fund, Centrum Capital Ltd as Senior Vice President - Fund Manager, Wealth and Investment Management at Barclays as Asst Vice President, Lehman Brothers, London as Senior analyst, BNP Paribas and D. E. Shaw & Co..

Swapnil P Mayekar

Education Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.

Experience Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.

Rakesh Shetty

Education Mr. Shetty has done B.Com

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

Sunil Sawant

Education Mr. Sawant has done M.Com

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Sharekhan, Aditya Birla and Angel Broking

Santosh Singh

Education Mr. Singh has done B.SC, CA and has cleared CFA Level 2

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Espirito santo securities, HAITONG, Execution Noble, SG CIB, Clear Capital and ICICI Lombard

Niket Shah

Education Mr. Shah is a MBA in Finance

Experience Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.

Ajay Khandelwal

Education Mr. Khandelwal is MBA & Bachelor of Engineering.

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.

Varun Sharma

Education Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.

Experience Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 70

Date of Incorporation 2014-02-24

Total AUM 135166.52

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.