Motilal Oswal Midcap Fund Regular-Growth

Fund Details

NAV 100.5031

Sub-Type Mid Cap

Rating 5

Min. SIP Amount ₹500.0

Fund Age(Year) 11.82

Fund Size(in Crores) 38002.68

Fund Performance

1 Month -3.27%

3 Month -4.99%

6 Month 0.93%

1 Year -11.62%

3 Year 24.48%

5 Year 28.32%

Know This Fund

As on 22 Dec 2025

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

Equity (98.48%) Market Cap Mid Cap 37.81 Small Cap 11.78 Large Cap 48.89 Top Sectors Financial 27.87 Capital Goods 10.48 Technology 9.43 Automobile 8.32 Healthcare 7.58 Services 7.08 Construction 5.37 Energy 4.2 Materials 3.88 Metals & Mining 3.72 Chemicals 3.27 Communication 3.14 Consumer Staples 2.48 Consumer Discretionary 1.66 Top Holding Mphasis 1.26 APL Apollo Tubes 1.15 Bharat Electronics 1.38 Titan Company 0.77 Power Mech Projects 0.68 State Bank of India 2.15 HDFC AMC 0.46 Indian Bank 1.69 Bank of Baroda 1.1 Century Plyboards (India) 0.74 The Federal Bank 2.1 Ultratech Cement 0.61 Trent 0.57 Tata Steel 0.94 Mahindra & Mahindra 1.75 Muthoot Finance 1.2 Mankind Pharma 0.8 Asian Paints 0.71 Cholamandalam Investment and Finance Company 1.29 Kotak Mahindra Bank 0.59 KFin Technologies 0.88 Tech Mahindra 0.92 Dixon Technologies (India) 1.49 Hindustan Aero 0.68 Samvardhana Motherson 0.88 Larsen & Toubro 1.88 Axis Bank 0.89 TVS Motor Company 1.11 Bharti Hexacom 0.47 Hindalco Industries 0.77 SRF 0.81 JK Cement 0.81 UNO Minda 1.56 Vishal Mega Mart 0.51 Eternal 1.38 Indus Towers 0.51 L&T Fin 0.57 Shriram Finance 1.27 Divi's Laboratories 0.46 Fortis Healthcare 1.48 The Phoenix Mills 1.46 NTPC 0.76 Mahindra & Mahindra Financial Services 0.87 MCX 1.12 Sundaram Finance 1.25 HCL Technologies 0.51 Metro Brands 0.89 Infosys 2.05 Aether Industries 1.02 Birlasoft 0.68 Radico Khaitan 0.93 Solar Industries India 1.05 Sun Pharmaceutical Industries 1.11 LTIMindtree 0.96 Jubilant FoodWorks 0.68 TBO Tek 0.35 India Shelter Finance Corporation 0.6 The Indian Hotels Company 0.7 Brigade Enterprises 0.95 Ashok Leyland 1.36 ITC 1.55 Triveni Turbine 0.4 Bharat Dynamics 0.86 ICICI Bank 1.89 Kei Industries 0.9 TVS Motor Company - Pref. Shares 0.01 Cummins India 1.44 Power Fin. Corp. 0.66 CreditAccess Grameen 0.35 Can Fin Homes 1.05 Jubilant Ingrevia 0.39 Bharat Heavy Electricals 1.31 Lupin 1.39 Persistent Systems 1.65 NTPC Green Energy 0.23 ITC Hotels 0.47 Max Healthcare Institute 1.62 HDFC Bank 5.4 Ipca Laboratories 0.72 CG Power 0.87 Titagarh Rail Systems 0.35 Ather Energy 1.3 Schaeffler India 0.43 Bharti Airtel 2.16 JSW Energy 0.81 Max Financial Services 1.5 PB Fintech 1.3 Reliance Industries 3.21 Pine Labs 0.11 Coal India 1.01 GMM Pfaudler 0.31 JSW Steel 0.86 Coforge 1.4

Debt & Others (1.52%) Sector Allocation Cash 0 CBLO 1.85 Net Payables -0.33 Debt Credit Ratings Debt Category Others 1.52

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -0.65% Ret 1Y 2.17% Ret 3Y 20.33% Ret 5Y 20.79%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -0.65% Ret 1Y 2.17% Ret 3Y 20.33% Ret 5Y 20.79%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -0.65% Ret 1Y 2.17% Ret 3Y 20.33% Ret 5Y 20.79%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -1.26% Ret 1Y 2.15% Ret 3Y 21.88% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -1.26% Ret 1Y 2.15% Ret 3Y 21.88% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -1.26% Ret 1Y 2.15% Ret 3Y 21.88% Ret 5Y 0%

Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -2.16% Ret 1Y -0.51% Ret 3Y 18.35% Ret 5Y 18.16%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -2.16% Ret 1Y -0.51% Ret 3Y 18.35% Ret 5Y 18.16%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -2.16% Ret 1Y -0.51% Ret 3Y 18.35% Ret 5Y 18.16%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -0.68% Ret 1Y 5.27% Ret 3Y 23.92% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -0.68% Ret 1Y 5.27% Ret 3Y 23.92% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.55%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

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

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

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.

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

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.

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.

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) 58

Date of Incorporation 2014-02-24

Total AUM 2025-11-30

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.