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Motilal Oswal Midcap Fund Growth

Motilal Oswal Midcap Fund Growth

+18.01%
3Y annualised
+0.17% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Jun '26
?94.48
Min. for SIP
?500
Fund size (AUM)
?36,458.21 Cr
Expense ratio
1.62%
Rating
3

Return calculator

Monthly investment
?5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year?60,000?58,856
-1.91%
3 years?1,80,000?1,96,690
+9.27%
5 years?3,00,000?4,40,435
+46.81%
10 years?6,00,000?15,64,689
+160.78%

Holdings (28)

NameSectorInstrumentsAssets
One 97 Communications LtdIndustrialsEquity7.29%
Net ReceivablesUnspecifiedNet Receivables6.63%
Coforge LtdTechnologyEquity6.12%
Kalyan Jewellers India LtdConsumer DiscretionaryEquity5.98%
Kei Industries LtdIndustrialsEquity5.82%
Zomato LtdTechnologyEquity5.80%
Persistent Systems LtdTechnologyEquity5.74%
Aditya Birla Capital LtdFinancialEquity5.23%
Billionbrains Garage Ventures Ltd.FinancialEquity4.29%
Multi Commodity Exchange Of India LtdFinancialEquity4.22%
BSE LtdFinancialEquity3.98%
Tube Investments Of India LtdConsumer DiscretionaryEquity3.66%
Dixon Technologies (India) LtdConsumer DiscretionaryEquity3.58%
Shriram Transport Finance Company LtdFinancialEquity3.24%
Bharti Hexacom Ltd.TechnologyEquity3.08%
Prestige Estates Projects LtdReal EstateEquity2.81%
L&T Finance Holdings LtdFinancialEquity2.63%
PB Fintech LtdFinancialEquity2.52%
ICICI Prudential Asset Management Company Ltd.FinancialEquity2.48%
Max Healthcare Institute LtdHealthcareEquity2.46%
Bharat Electronics LtdIndustrialsEquity2.26%
Premier Energies Ltd.Energy & UtilitiesEquity2.13%
Suzlon Energy LtdIndustrialsEquity2.01%
Waaree Energies Ltd.Energy & UtilitiesEquity1.98%
Samvardhana Motherson International LtdConsumer DiscretionaryEquity1.63%
IDFC First Bank LtdFinancialEquity1.47%
AU Small Finance Bank LtdFinancialEquity0.96%
RepoUnspecifiedRepo0.00%
See All

Minimum investments

Min. for 1st investment
?500
Min. for 2nd investment
?500
Min. for SIP
?500

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+18.0%+22.1%+16.5%+20.0%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)35110--

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 365 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
WhiteOak Capital Mid Cap Fund Growth
WhiteOak Capital Mid Cap Fund Growth
+13.69%+23.40%5,732.44
Nippon India Growth Mid Cap Fund Growth
Nippon India Growth Mid Cap Fund Growth
+11.60%+22.89%47,415.41
Edelweiss Mid Cap Fund Growth
Edelweiss Mid Cap Fund Growth
+8.24%+22.37%16,848.60
Sundaram Mid Cap Fund Growth
Sundaram Mid Cap Fund Growth
+10.46%+22.18%13,686.66
HDFC Mid Cap Fund Growth
HDFC Mid Cap Fund Growth
+8.40%+20.37%97,350.48
Compare

Fund management

AA
Ankit Agarwal
Jan 2026 - Present
View details

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..

SPM
Swapnil P Mayekar
Nov 2025 - Present
View details

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.
Also manages these schemes

VS
Varun Sharma
Jan 2026 - Present
View details

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.

RS
Rakesh Shetty
Nov 2022 - Present
View details

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.
Also manages these schemes

About Motilal Oswal Midcap Fund Growth

Motilal Oswal Midcap Fund Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Ankit Agarwal is the Current Fund Manager of Motilal Oswal Midcap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ?1,46,103 Cr and the Latest NAV as of 19 Jun 2026 is ?94.48. The Motilal Oswal Midcap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ?500. Minimum Lumpsum Investment is ?500. Exit load of 1%, if redeemed within 365 days. ;

Investment Objective

The scheme seeks to achieve long term capital appreciation by investing in a maximum of 30 quality mid cap companies having long-term competitive advantages and potential for growth.
Fund benchmarkNIFTY Midcap 150 Total Return Index

Fund house

Rank (total assets)#19 in India
Total AUM?1,46,102.61 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mail--
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
CustodianCitibank NA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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