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Previously called: Motilal Oswal Midcap 30 Direct-G

NAV as of ( Sep 09, 2022 )

57.31 1.18 % 1-D Change

22.63% p.a.

You get upto 1.17% extra returns

ET Money's Fund Report Card - Motilal Oswal Midcap Fund

ET Money Rank


Out of 20

Performance Quality info

Very Good drop-arrow

Generated returns consistently


Increased returns for each unit of additional risk info


Downside Protection info

Good drop-arrow

Controlled losses during market corrections


Delivered returns without frequent ups and downs


Minimum SIP amount is ₹
Minimum Lumpsum amount is ₹

By continuing, I agree to the Declaration and T&Cs.

none buyable frame

Fresh Investments closed in this fund!

This fund is no longer available to invest

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Scheme Details

ET Money Rank 13 Out of 20
VRO Rating 4
Expense ratio 0.85%  As on Jul 31, 2022
Exit Load 1.0% info
AUM (Fund Size) 3,158 Crs
Lock-in No Lockin
Age 8 yrs 7 m Since Feb 03, 2014
Benchmark Nifty Midcap 150 TRI
Min. Investment

SIP 500  &

Lumpsum 500

About Motilal Oswal Midcap Fund

Motilal Oswal Midcap Fund Direct-Growth is a Mid Cap mutual fund scheme from Motilal Oswal Mutual Fund . This fund has been in existence for 8 yrs 7 m, having been launched on 03/02/2014. Motilal Oswal Midcap Fund Direct-Growth has ₹3,158 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.85%, which is higher than what most other Mid Cap funds charge.
  • Motilal Oswal Midcap Fund Direct-Growth returns of last 1-year are 28.12%. Since launch, it has delivered 22.67% average annual returns. The fund has doubled the money invested in it every 2 yrs.
  • Motilal Oswal Midcap Fund Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is below average.
  • The fund has the majority of its money invested in Financial, Consumer Discretionary, Automobile, Construction, Capital Goods sectors. It has taken less exposure in Financial, Consumer Discretionary sectors compared to other funds in the category.
  • The fund's top 5 holdings are in TI Financial Holdings Ltd., Phoenix Mills Ltd., Crompton Greaves Ltd., Gujarat Gas Ltd., Campus Activewear Ltd..
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Total value Profit
This fund
Category Average
Bank FD

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Latest Asset & Portfolio Allocation

as on Aug 31, 2022
Allocation by Market Cap

Large Cap 10.66%

Mid Cap 64.74%

Small Cap 14.04%

Other Cap 0%

Allocation by Sector

Financial 17.84%

Consumer Discretionary 13.06%

Automobile 12.23%

Construction 9.62%

Top Debt Holdings

Others 6.7%

Allocation by Credit Quality

Bifurcation by Credit Quality is not available for this fund

Allocation by Instruments

CBLO 9.94%

Net Receivables 0.63%

Other Holdings

Others 1.83%

Know in detail about the portfolio of this fund See detailed Portfolio Analysis

Comparison with mid cap Funds

as on Sep 12, 2022
6.68 % p.a
This fund


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Trailing Returns and Ranks

as on Sep 12, 2022
Period Trailing returns Category average Rank within category
1 month 6.68% 4.22% 2 / 28
3 months 27.86% 19.72% 1 / 27
6 months 21.46% 13.34% 1 / 25
1 year 27.95% 9.73% 1 / 23
3 years 30.68% 28.83% 6 / 21
5 years 16.1% 14.92% 7 / 19

Know in detail about the returns of this fund See detailed Return Analysis


Level of Risk in the Scheme

Very High

Investors understand that their principal will be at Very High risk

Motilal Oswal Midcap Fund


The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.

  • Std. Dev : 24.56
  • Alpha : 1.61
  • Beta : 0.93
  • Sharpe : 1.05
  • Sortino : 0.94
  • Profile

    Niket Shah

    Mr. Shah is a MBA in Finance

    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.

  • Profile

    Abhiroop Mukherjee

    Mr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management.

    Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai.

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund



See all schemes


₹32,303 Crs

As on Jun 30, 2022

  • Phone: 022-39804238 / 1800-200-6626
  • Address: Motilal Oswal Towers - 10th Floor,
    Rahimtullah Sayani Road,
    Opposite Parel ST Depot, Prabhadevi,
    Mumbai, 400025

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Frequently asked questions

How are the returns of Motilal Oswal Midcap Fund ?

The Motilal Oswal Midcap Fund is a 8 yrs 7 m old fund and has delivered average annual returns of 22.63% since inception.

Motilal Oswal Midcap Fund Returns

1-Year 3-Year 5-Year Since Inception
27.95% 30.68% 16.1% 22.63%

NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.

The NAV of Motilal Oswal Midcap Fund for Sep 09, 2022 is 57.31 .

Motilal Oswal Midcap Fund has an ET Money Rank of # 13 of 20 and a consistency rating of 4 .

This indicates the fund has generated average returns. However, whatever returns the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for

On ET Money, Investing in Motilal Oswal Midcap Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -

  1. Click on the Invest Now Button present on the top right-hand side.
  2. Enter your email id, select whether you want to do a one-time investment or start a SIP and add the amount
  3. Provide few more details needed including the bank account from which you will be making the payment and confirm.
  4. That's it. Your SIP or one-time investment in Motilal Oswal Midcap Fund is done.

The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.

The Expense Ratio of the direct plan of Motilal Oswal Midcap Fund is 0.85%.  .

Redeeming your investments in Motilal Oswal Midcap Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Motilal Oswal Midcap Fund from anywhere else, you can go to the fund house website and put a request through it.

AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.

The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.

The AUM of Motilal Oswal Midcap Fund is ₹3,158 Crs.

The Motilal Oswal Midcap Fund has invested the majority of its money in the stocks of the following companies -

Company Percentage of Portfolio
TI Financial Holdings Ltd. 12.23%
Phoenix Mills Ltd. 8.59%
Crompton Greaves Ltd. 8.06%
Gujarat Gas Ltd. 8.04%
Campus Activewear Ltd. 7.9%
Voltas Ltd. 5.16%
AU Small Finance Bank Ltd. 4.74%
Cholamandalam Investment & Finance Co. Ltd. 4.2%
Bajaj Finance Ltd. 4.07%
Barbeque-Nation Hospitality Ltd. 3.99%

The Motilal Oswal Midcap Fund has primarily invested in the following sectors

Sector Percentage of Portfolio
Financial 17.84%
Consumer Discretionary 13.06%
Automobile 12.23%
Construction 9.62%
Capital Goods 8.06%
Energy 8.04%
Services 7.88%
Chemicals 6.13%
Materials 5.08%
Healthcare 3.39%
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