Motilal Oswal Midcap Fund Regular-Growth

Fund Details

NAV 91.7322

Sub-Type Mid Cap

Rating 5

Min. SIP Amount ₹500.0

Fund Age(Year) 11.94

Fund Size(in Crores) 36880.18

Fund Performance

1 Month -7.98%

3 Month -11.82%

6 Month -9.55%

1 Year -4.55%

3 Year 22.03%

5 Year 24.55%

Know This Fund

As on 03 Feb 2026

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

Equity (81.6%) Market Cap Large Cap 18.41 Mid Cap 64.45 Small Cap -1.25 Top Sectors Technology 19.06 Capital Goods 16 Services 15.94 Communication 9.14 Consumer Discretionary 7.9 Financial 7.86 Automobile 2.48 Construction 2.38 Healthcare 0.85 Top Holding PB Fintech 0.56 Dixon Technologies (India) 6.89 Kei Industries 4.84 Max Healthcare Institute 0.85 Aditya Birla Capital 4.61 BSE 0.23 Kalyan Jewellers India 7.9 One97 Communications 7.92 Coforge 8.91 L&T Fin 3.25 Eternal 5.77 Polycab India 3.53 Prestige Estates Projects 2.38 Bharti Airtel 5.43 Tube Investments Of India 2.48 Trent 1.45 Kaynes Technology India 0.74 Persistent Systems 10.15 Bharti Hexacom 3.7

Debt & Others (18.4%) Sector Allocation CBLO 14.25 Net Receivables 4.15 Debt Credit Ratings Debt Category Others 18.4

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -6.11% Ret 1Y 5.99% Ret 3Y 19.85% Ret 5Y 18.41%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -6.11% Ret 1Y 5.99% Ret 3Y 19.85% Ret 5Y 18.41%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -6.11% Ret 1Y 5.99% Ret 3Y 19.85% Ret 5Y 18.41%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -5.92% Ret 1Y 6.52% Ret 3Y 22.28% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -5.92% Ret 1Y 6.52% Ret 3Y 22.28% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -5.92% Ret 1Y 6.52% Ret 3Y 22.28% Ret 5Y 0%

Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -4.54% Ret 1Y 6.02% Ret 3Y 18.65% Ret 5Y 16.27%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -4.54% Ret 1Y 6.02% Ret 3Y 18.65% Ret 5Y 16.27%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -4.54% Ret 1Y 6.02% Ret 3Y 18.65% Ret 5Y 16.27%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -5.51% Ret 1Y 10.11% Ret 3Y 23.61% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -5.51% Ret 1Y 10.11% Ret 3Y 23.61% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.56%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

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

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.

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.

Ankit Agarwal

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

Experience Prior to joining UTI Mutual Fund he has worked with 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.

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

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.

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

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) 69

Date of Incorporation 2014-02-24

Total AUM 2025-12-31

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.