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Fund Overview of Motilal Oswal Midcap Fund Direct-growth
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₹36,458.2 CrAUM
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₹108.95NAV
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0.76%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Motilal Oswal Midcap Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 12.46% | NA | 4.37% |
| 6 Months | -4.49% | NA | 15.67% |
| 1 Year | -5.56% | -5.56% | -0.50% |
| 2 Years | 5.11% | 2.52% | 23.18% |
| 3 Years | 68.72% | 19.05% | 22.72% |
| 5 Years | 181.63% | 23.01% | 26.92% |
| 7 Years | 313.07% | 22.46% | NA |
| 10 Years | 416.61% | 17.85% | 16.72% |
Asset Allocation
equities
93.37%other assets or cash equivalents
6.63%Motilal Oswal Midcap Fund Direct-growth is one Equity mutual fund offered by Motilal Oswal Mutual Fund. Launched on 24 Feb 2014, the fund aims Long-term capital growth. Investment in equity and equity related instruments in quality mid-cap companies having long-term competitive advantages and potential for growth. It manages assets worth ₹36,458.2 crore as on Sun May 31, 2026. The expense ratio stands at 0.76%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Motilal Oswal Midcap Fund Direct-growth
The portfolio allocation consists of 93.37% in equities, 6.63% in other assets or cash equivalents.Managed by Niket Shah, it has delivered a return of -5.56% in the last year, a total return since inception of 21.40%.
To make informed financial choices it is useful to compare best sip plan that align with long-term goals.
Key Metrics of Motilal Oswal Midcap Fund Direct-growth
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Standard Deviation20.33%
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Sharpe Ratio0.69%
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Alpha-0.44%
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Beta0.95%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct-growth  |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Motilal Oswal Midcap Fund Direct-idcw |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Invesco India Mid Cap Fund Direct-growth |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Invesco India Mid Cap Fund Direct-idcw |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Motilal Oswal Midcap Fund Regular-growth |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Motilal Oswal Midcap Fund Regular-idcw |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Edelweiss Mid Cap Direct Plan-growth |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
| Edelweiss Mid Cap Direct Plan-idcw |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Motilal Oswal Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Motilal Oswal Midcap Fund Regular-growth
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₹36,458 | 3.96% | 12.24% | -4.86% | -6.33% | 17.89% |
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Motilal Oswal Midcap Fund Direct-idcw
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₹36,458 | 4.03% | 12.46% | -4.49% | -5.56% | 19.05% |
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Motilal Oswal Midcap Fund Regular-idcw
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₹36,458 | 3.96% | 12.24% | -4.86% | -6.33% | 17.89% |
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Motilal Oswal Nifty Midcap 150 Index Fund Regular-growth
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₹3,589 | 2.36% | 11.70% | 4.10% | 5.83% | 19.56% |
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Motilal Oswal Nifty Midcap 150 Index Fund Direct-growth
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₹3,589 | 2.44% | 11.93% | 4.51% | 6.65% | 20.43% |
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Motilal Oswal Nifty Midcap 100 Etf-growth
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₹859 | 2.64% | 12.65% | 4.83% | 6.94% | 21.51% |
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Motilal Oswal Nifty Midcap150 Momentum 50 Etf-growth
|
₹40 | 3.56% | 11.74% | 4.69% | - | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-growth |
₹97,350 | ₹202.51 | 20.00% | 19.88% | 17.89% |
| HDFC Mid Cap Fund Direct-growth |
₹97,350 | ₹224.28 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Direct-idcw |
₹97,350 | ₹79.64 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Regular-idcw |
₹97,350 | ₹50.81 | 20.00% | 19.88% | 17.89% |
| Kotak Midcap Fund Regular-growth |
₹64,749 | ₹143.78 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-growth |
₹64,749 | ₹167.97 | 21.23% | 19.00% | 19.10% |
| Kotak Midcap Fund Regular-idcw |
₹64,749 | ₹78.97 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-idcw |
₹64,749 | ₹100.07 | 21.23% | 19.00% | 19.10% |
| Nippon India Growth Mid Cap Fund-growth |
₹47,415 | ₹4,457.74 | 22.50% | 20.65% | 18.74% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | ₹4,918.68 | 23.48% | 21.61% | 19.63% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| One 97 Communications Ltd | Industrials | 7.29% | ₹2,658.93 Cr |
| Net Receivables | Unspecified | 6.63% | ₹2,416.12 Cr |
| Coforge Ltd | Technology | 6.12% | ₹2,232.70 Cr |
| Kalyan Jewellers India Ltd | Consumer Discretionary | 5.98% | ₹2,180.48 Cr |
| Kei Industries Ltd | Industrials | 5.82% | ₹2,123.24 Cr |
| Zomato Ltd | Technology | 5.80% | ₹2,114.57 Cr |
| Persistent Systems Ltd | Technology | 5.74% | ₹2,091.48 Cr |
| Aditya Birla Capital Ltd | Financial | 5.23% | ₹1,905.85 Cr |
| Billionbrains Garage Ventures Ltd. | 4.29% | ₹1,564.48 Cr | |
| Multi Commodity Exchange Of India Ltd | Financial | 4.22% | ₹1,539.13 Cr |
| Bse Ltd | Financial | 3.98% | ₹1,451.48 Cr |
| Tube Investments Of India Ltd | Consumer Discretionary | 3.66% | ₹1,335.22 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 3.58% | ₹1,303.93 Cr |
| Shriram Transport Finance Company Ltd | Financial | 3.24% | ₹1,181.51 Cr |
| Bharti Hexacom Ltd. | Technology | 3.08% | ₹1,121.63 Cr |
| Prestige Estates Projects Ltd | Real Estate | 2.81% | ₹1,023.71 Cr |
| L&t Finance Holdings Ltd | Financial | 2.63% | ₹957.18 Cr |
| Pb Fintech Ltd | Financial | 2.52% | ₹919.67 Cr |
| Icici Prudential Asset Management Company Ltd. | 2.48% | ₹903.74 Cr | |
| Max Healthcare Institute Ltd | Healthcare | 2.46% | ₹895.84 Cr |
| Bharat Electronics Ltd | Industrials | 2.26% | ₹824.38 Cr |
| Premier Energies Ltd. | Energy & Utilities | 2.13% | ₹776.60 Cr |
| Suzlon Energy Ltd | Industrials | 2.01% | ₹732.15 Cr |
| Waaree Energies Ltd. | Energy & Utilities | 1.98% | ₹723.21 Cr |
| Samvardhana Motherson International Ltd | Consumer Discretionary | 1.63% | ₹593.04 Cr |
| Idfc First Bank Ltd | Financial | 1.47% | ₹536.25 Cr |
| Au Small Finance Bank Ltd | Financial | 0.96% | ₹351.45 Cr |
| Repo | Unspecified | 0.00% | ₹0.26 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth |
₹108.95 | 19.05% | 23.01% | - |
| Motilal Oswal Midcap Fund Direct-idcw |
₹44.44 | 19.05% | 23.01% | - |
| Invesco India Mid Cap Fund Direct-growth |
₹231.24 | 25.62% | 21.86% | - |
| Invesco India Mid Cap Fund Direct-idcw |
₹80.73 | 25.62% | 21.86% | - |
| Motilal Oswal Midcap Fund Regular-growth |
₹94.42 | 17.89% | 21.73% | - |
| Motilal Oswal Midcap Fund Regular-idcw |
₹42.67 | 17.89% | 21.73% | - |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹4,918.68 | 23.48% | 21.61% | - |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹190.79 | 23.48% | 21.61% | - |
| Edelweiss Mid Cap Direct Plan-growth |
₹125.75 | 23.85% | 20.92% | - |
| Edelweiss Mid Cap Direct Plan-idcw |
₹91.69 | 23.85% | 20.92% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Motilal Oswal Midcap Fund Direct-growth
What is the current AUM of Motilal Oswal Midcap Fund Direct-growth?
As of Sun May 31, 2026, Motilal Oswal Midcap Fund Direct-growth manages assets worth ₹36,458.2 crore
How has Motilal Oswal Midcap Fund Direct-growth performed recently?
- 3 Months: 12.46%
- 6 Months: -4.49%
What is the long-term performance of Motilal Oswal Midcap Fund Direct-growth?
- 3 Years CAGR: 19.05%
- 5 Years CAGR: 23.01%
- Since Inception: 21.40%
What is the portfolio composition of Motilal Oswal Midcap Fund Direct-growth?
Equity: 93.37%, Others: 6.63%.
Who manages Motilal Oswal Midcap Fund Direct-growth?
Motilal Oswal Midcap Fund Direct-growth is managed by Niket Shah from Motilal Oswal Mutual Fund.
What is the market-cap allocation of Motilal Oswal Midcap Fund Direct-growth?
Large Cap: 19.14%, Mid Cap: 80.86%.
Which are the top companies Motilal Oswal Midcap Fund Direct-growth has invested in?
- One 97 Communications Ltd – 7.29% of the fund's portfolio
- Net Receivables – 6.63% of the fund's portfolio
- Coforge Ltd – 6.12% of the fund's portfolio
- Kalyan Jewellers India Ltd – 5.98% of the fund's portfolio
- Kei Industries Ltd – 5.82% of the fund's portfolio
Which are the major sectors Motilal Oswal Midcap Fund Direct-growth focuses on?
- Financial – 24.25% of the fund's portfolio
- Technology – 20.74% of the fund's portfolio
- Industrials – 17.38% of the fund's portfolio
- Consumer Discretionary – 14.85% of the fund's portfolio
- Other – 6.77% of the fund's portfolio
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