Motilal Oswal Midcap Fund

Motilal Oswal Midcap Fund

Equity

Motilal Oswal Mutual Fund

Mid-Cap

Get the latest NAV of Motilal Oswal Midcap Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹95.59

▼-2.5%1D

NAV as on 27 Mar 2026

20.54%/per year

Since Inception

Absolute Gain%

▲▼

299320 people have invested ₹ 148.8Cr in Motilal Oswal Midcap Fund in the last three months

Motilal Oswal Midcap Fund Performance vs. Nifty Midcap 150

Fund returns vs Benchmark returns vs Category Average returns as on (27-Mar-26)

The fund has outperformed the benchmark (Nifty Midcap 150) over 5Y, but underperformed over 1Y, 3Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-6.73%
-16.08%
-16.28%
-10.27%
20.96%
22.39%
Nifty Midcap 150
-8.67%
-10.09%
-4.84%
4.35%
21.71%
17.78%
Mid-Cap Avg
-8.25%
-9.69%
-5.76%
3.24%
20.74%
16.91%
Best in Mid-Cap
-2.37%
-5.56%
1.39%
14.43%
26.5%
22.39%
Worst in Mid-Cap
-9.88%
-16.08%
-16.28%
-10.27%
13.32%
12.52%
Category Rank
11/21
5/20
4/19
4/19
6/18
--

Motilal Oswal Midcap Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

14
/21
60% Performance
25% Risk Management
63% Cost

Ranked 14 out of 21 mutual funds in the mid-cap category as per INDmoney.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Motilal Oswal Midcap Fund
14/21
33,689Cr
0.82%
-10.27%
20.96%
-1.13
0.96
0.82
1.27
-0.25
HDFC Mid Cap Fund
1/21
94,257Cr
0.76%
6.66%
24.57%
4.28
0.85
1.39
2.44
0.66
Edelweiss Mid Cap Fund
2/21
14,355Cr
0.46%
5.94%
25.56%
3.78
0.93
1.30
2.18
0.70
Nippon India Growth Mid Cap Fund Mid Cap
3/21
43,983Cr
0.72%
6.54%
25.49%
3.36
0.95
1.29
2.28
0.88
See all
Positive: Larger AUM within category
Larger AUM within category
Positive: 5Y returns in the top 25% of the category
5Y returns in the top 25% of the category
Positive: Beats FD returns for both 3Y & 5Y
Beats FD returns for both 3Y & 5Y
Negative: Highly volatile within category
Highly volatile within category
Negative: Poor track record of Recovering losses quickly
Poor track record of Recovering losses quickly

Motilal Oswal Midcap Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

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Profit

Total Corpus

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Absolute Return
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Motilal Oswal Midcap Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Mid cap
71.1%
Large cap
21.7%
Mid Cap allocation has gone up from 69.1% to 71.1%
Mid Cap allocation has gone up from 69.1% to 71.1%
Large Cap allocation has gone up from 17.4% to 21.7%
Large Cap allocation has gone up from 17.4% to 21.7%
Cash allocation has gone down from 6.5% to 2.1%
Cash allocation has gone down from 6.5% to 2.1%

Motilal Oswal Midcap Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Tech
39%
Consumer Cyclical
27.6%
Industrial
20.8%
Communication
3.4%
Health
3.3%
Financial Services
3.3%
Real Estate
2.6%

Top 3 Sectors in February were Tech, Financial Services & Consumer Cyclical

Feb'26

Financial Services

31%

Tech

26%

Consumer Cyclical

15%

Jan'26

Tech

37%

Financial Services

23%

Consumer Cyclical

16%

Motilal Oswal Midcap Fund Holdings Details

as on (28-Feb-26)

Holdings
Weight%
1M Change
One97 Communications Ltd
7.64%
0.6%
Kalyan Jewellers India Ltd
7.48%
0%
Eternal Ltd
6.4%
1.4%
KEI Industries Ltd
6.28%
1.9%
Persistent Systems Ltd
6.2%
-21.5%
See all
Top Stocks bought last month
Billionbrains Garage Ventures Ltd's allocation increased from 0.96% to 3.07%
Billionbrains Garage Ventures Ltd's allocation increased from 0.96% to 3.07%
Multi Commodity Exchange of India Ltd's allocation increased from 1.76% to 3.85%
Multi Commodity Exchange of India Ltd's allocation increased from 1.76% to 3.85%
Shriram Finance Ltd's allocation increased from 1.2% to 3.04%
Shriram Finance Ltd's allocation increased from 1.2% to 3.04%
Top Stocks sold last month
One97 Communications Ltd's allocation decreased from 7.7 % to 7.64 %
One97 Communications Ltd's allocation decreased from 7.7 % to 7.64 %
Eternal Ltd's allocation decreased from 6.85 % to 6.4 %
Eternal Ltd's allocation decreased from 6.85 % to 6.4 %
Persistent Systems Ltd's allocation decreased from 9.92 % to 6.2 %
Persistent Systems Ltd's allocation decreased from 9.92 % to 6.2 %

Motilal Oswal Midcap Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.82%
Benchmark
Nifty Midcap 150 TR INR
AUM₹33689 Cr
Inception Date24 February, 2014
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
125.35%
Risk
Risk meter
pointer
Very High Risk

About Motilal Oswal Midcap Fund

Motilal Oswal Midcap Fund is a mid-cap mutual fund that is required by SEBI (Securities and Exchange Board of India) to invest at least 65% of its assets in mid-cap companies. Mid-cap companies rank between 101st to 250th on the stock exchange as per their market capitalization.

 

The fund follows Nifty Midcap 150 TRI as its benchmark index. This benchmark is used to measure the performance of the fund against a broader market of mid-cap companies.

 

Motilal Oswal Mutual Fund follows the QGLP strategy - Quality, Growth, Longevity, and Price to identify high-growth stocks. They look for businesses with strong fundamentals, consistent earnings growth, long-term competitive advantages, and fair valuations. 


This approach helps them spot stocks with strong potential for long-term wealth creation. The fund also maintains a strong focus in Technology, Retail, Consumer Durables, Capital Goods, etc.


Fund Manager

Ajay Khandelwal

Fund Manager of Motilal Oswal Midcap Fund, since 1 October 2024

Varun Sharma

Fund Manager of Motilal Oswal Midcap Fund, since 21 January 2026

Swapnil Mayekar

Fund Manager of Motilal Oswal Midcap Fund, since 18 November 2025

Rakesh Shetty

Fund Manager of Motilal Oswal Midcap Fund, since 22 November 2022

Ankit Agarwal

Fund Manager of Motilal Oswal Midcap Fund, since 21 January 2026

Learn more about Motilal Oswal Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 33.7K Cr
₹ 34.4K Cr
₹ 36.9K Cr
  • AUM of the fund stands at 33.7K Cr as of Feb'26
  • AUM decreased by 743 Cr between Feb'26 and Jan'26

Compare Motilal Oswal Midcap Fund

Motilal Oswal Midcap Fund

VS

HDFC Mid Cap Fund

Frequently Asked Questions for Motilal Oswal Midcap Fund

How do I invest in Motilal Oswal Midcap Fund?

INDmoney makes it simple to invest in the Motilal Oswal Midcap Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Motilal Oswal Midcap Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Motilal Oswal Midcap Fund?

The NAV of the fund today is ₹95.59. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Motilal Oswal Midcap Fund fund has generated a return of -10.27% in 1 year, 20.96% in 3 years, 22.39% in 5 years.

Who is the fund manager of Motilal Oswal Midcap Fund?

The fund managers are Ajay Khandelwal, Varun Sharma, Swapnil Mayekar, Rakesh Shetty, Ankit Agarwal.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-1 Years. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.82%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹33689 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Motilal Oswal Midcap Fund?

The top 3 holdings of the fund are One97 Communications Ltd(7.64%), Kalyan Jewellers India Ltd(7.48%), Eternal Ltd(6.4%)