Motilal Oswal Midcap Fund Direct-IDCW Reinvestment
Motilal Oswal Midcap Fund Direct-IDCW Reinvestment: Mutual Fund Overview
Motilal Oswal Midcap Fund Direct-IDCW Reinvestment is an Mid Cap mutual fund with over 12.04 years of performance history. The scheme manages an AUM of ₹33689.2 Cr and has a NAV of ₹42.7333. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -4.39%.
Equity, Mid Cap, Principal at very high risk
1 Year Return -4.39% at 12 Mar 2026 07:15 PM
Fund Details
NAV 42.7333
Sub-Type Mid Cap
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 12.04
Fund Size(in Crores) 33689.2
Fund Performance
1 Month -10.9%
3 Month -14.4%
6 Month -19.0%
1 Year -4.39%
3 Year 19.96%
5 Year 21.22%
Know This Fund
As on 12 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 22.8 Mid Cap 69.95 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 BSE 2.83 Tube Investments Of India 3.18 L&T Fin 3.37 Billionbrains Garage Ventures 3.07 Aditya Birla Capital 5.67 Axis Bank 2 ICICI Prudential Asset Management Company 0.64 Kei Industries 6.28 One97 Communications 7.64 AU Small Finance Bank 0.55 Nifty 50 5.14 PB Fintech 1.83 Bharti Hexacom 3.58 Bharat Electronics 2.6 IDFC First Bank 1.53 Prestige Estates Projects 3.28 MCX 3.85 Shriram Finance 3.04 Kalyan Jewellers India 7.48 Dixon Technologies (India) 4.29 Eternal 6.4 GE Vernova T&D 0.38 Coforge 6.09 Bharti Airtel 5.29 Persistent Systems 6.2 Max Healthcare Institute 1.7
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 -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -7.74% Ret 1Y 15.13% Ret 3Y 22.0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -7.74% Ret 1Y 15.13% Ret 3Y 22.0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.82%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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.
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
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.
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
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..
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) 57
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.
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