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  • Motilal Oswal Midcap Fund-Regular Plan-Growth Option
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Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Category: Equity: Mid Cap

Launch Date: 02-02-2014

Riskometer: Very High

NAV as on 25-07-2025

₹ 101.14

₹ -0.94 ( -0.9293%)

CAGR Since Inception

22.45%

NIFTY Midcap 150 TRI 17.76%

Asset Class

Equity

Status

Open Ended Schemes

Fund Managers

Investment Objective

To achieve 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.

Benchmark

NIFTY Midcap 150 TRI

Expense Ratio

1.56% As on (30-06-2025)

Minimum Investment | Top up

500.0 | 500.0

Total Assets

32,048.08 Cr As on (30-06-2025)

PERFORMANCE of Motilal Oswal Midcap Fund-Regular Plan-Growth Option
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 25-07-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 3.41 29.72 34.67 16.99 22.45
NIFTY MIDCAP 150 TRI 3.97 26.42 30.98 18.2 17.76
Equity: Mid Cap 2.04 23.01 27.49 15.55 18.8
Nav Movement
RETURNS CALCULATOR for Motilal Oswal Midcap Fund-Regular Plan-Growth Option
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 13.31 1.48 6.32 0.88 - -
Equity: Mid Cap - - - - - -
Peer Comparison
Scheme Name 5Y (%)
Motilal Oswal Midcap Fund Reg Gr 34.67
Invesco India MidCap Gr 29.53
WhiteOak Capital Mid Cap Fund Reg Gr 0.0
Edelweiss MidCap Reg Gr 31.28
Kotak Midcap Fund Reg Gr 29.42
HDFC Mid Cap Fund Gr 31.6
Sundaram MidCap Gr 28.12
PGIM India Midcap Fund Reg Gr 26.64
ICICI Pru MidCap Gr 28.5
NIPPON INDIA GROWTH MID CAP FUND Gr Gr 31.26
Asset Allocation
Sectors
Sector Holdings (%)
Information Technology 21.82
Consumer Durables 16.64
Capital Goods 16.13
Consumer Services 9.39
Financial Services 5.43
Healthcare 4.49
Telecommunication 3.99
Realty 2.84
Automobile and Auto Components 2.67
Portfolio Holdings
Company Holdings (%)
TRP_010725 13.84
Coforge Limited 10.48
Persistent Systems Ltd 9.6
TRENT LIMITED EQ NEW FV Re. 1/- 9.39
DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- 9.07
KALYAN JEWELLERS INDIA LIMITED EQ 7.57
POLYCAB INDIA LIMITED EQ 5.05
KEI INDUSTRIES LIMITED NEW EQ RS. 2/- 4.02
Bharti Hexacom Limited 3.99
MAX HEALTHCARE INSTITUTE LIMITED EQ 3.85
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