- Home
- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Midcap Fund Direct-idcw
Fund Overview of Motilal Oswal Midcap Fund Direct-idcw
-
₹36,458.2 CrAUM
-
₹44.44NAV
-
0.76%Expense Ratio
-
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-idcw
| 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% |
Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision
Compare Motilal Oswal Midcap Fund Direct-idcw with other mutual funds in the same category
Motilal Oswal Midcap Fund Direct-idcw
Motilal Oswal Midcap Fund Direct-growth
Invesco India Mid Cap Fund Direct-growth
Asset Allocation
equities
93.37%other assets or cash equivalents
6.63%Motilal Oswal Midcap Fund Direct-idcw 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-idcw
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%.
The latest dividend was declared on 25 Mar 2026 at 29.70% of face value.
Long-term investors frequently compare different best sip plans in order to build long-term wealth.
Key Metrics of Motilal Oswal Midcap Fund Direct-idcw
-
Standard Deviation20.33%
-
Sharpe Ratio0.69%
-
Alpha-0.44%
-
Beta0.95%
Fund Details
|
|
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 |
|---|---|---|---|---|---|---|
|
Motilal Oswal Midcap Fund Regular-growth
|
₹36,458 | 3.96% | 12.24% | -4.86% | -6.33% | 17.89% |
|
Motilal Oswal Midcap Fund Direct-growth
|
₹36,458 | 4.03% | 12.46% | -4.49% | -5.56% | 19.05% |
|
Motilal Oswal Midcap Fund Regular-idcw
|
₹36,458 | 3.96% | 12.24% | -4.86% | -6.33% | 17.89% |
|
Motilal Oswal Nifty Midcap 150 Index Fund Regular-growth
|
₹3,589 | 2.36% | 11.70% | 4.10% | 5.83% | 19.56% |
|
Motilal Oswal Nifty Midcap 150 Index Fund Direct-growth
|
₹3,589 | 2.44% | 11.93% | 4.51% | 6.65% | 20.43% |
|
Motilal Oswal Nifty Midcap 100 Etf-growth
|
₹859 | 2.64% | 12.65% | 4.83% | 6.94% | 21.51% |
|
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
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
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 |
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-idcw
What is the current AUM of Motilal Oswal Midcap Fund Direct-idcw?
As of Sun May 31, 2026, Motilal Oswal Midcap Fund Direct-idcw manages assets worth ₹36,458.2 crore
How has Motilal Oswal Midcap Fund Direct-idcw performed recently?
- 3 Months: 12.46%
- 6 Months: -4.49%
What is the long-term performance of Motilal Oswal Midcap Fund Direct-idcw?
- 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-idcw?
Equity: 93.37%, Others: 6.63%.
Who manages Motilal Oswal Midcap Fund Direct-idcw?
Motilal Oswal Midcap Fund Direct-idcw is managed by Niket Shah from Motilal Oswal Mutual Fund.
When was the last dividend declared by Motilal Oswal Midcap Fund Direct-idcw?
Latest dividend was declared on 25 Mar 2026 at 29.70% of face value.
What is the market-cap allocation of Motilal Oswal Midcap Fund Direct-idcw?
Large Cap: 19.14%, Mid Cap: 80.86%.
Which are the top companies Motilal Oswal Midcap Fund Direct-idcw 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-idcw focuses on?
- Financial – 21.82% of the fund's portfolio
- Technology – 20.74% of the fund's portfolio
- Consumer Discretionary – 13.22% of the fund's portfolio
- Industrials – 13.11% of the fund's portfolio
- Other – 6.77% of the fund's portfolio
Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.
Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.
Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.
For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.
For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved
^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
