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AMFI Registered Mutual Fund Distributor
AMFI Registered Mutual Fund Distributor
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  • Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Category: Equity: Mid Cap

Launch Date: 02-02-2014

Riskometer: Very High

NAV as on 20-06-2025

₹ 101.1025

₹ 1.53 ( 1.5117%)

CAGR Since Inception

22.65%

NIFTY Midcap 150 TRI 17.69%

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

1.58% As on (31-05-2025)

Minimum Investment | Top up

500.0 | 500.0

Total Assets

30,376.69 Cr As on (30-05-2025)

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

  • Yearly Performance

Scheme Performance (%)

Data as on - 20-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 8.32 36.01 36.42 17.57 22.65
NIFTY MIDCAP 150 TRI 3.05 31.32 31.78 18.56 17.69
Equity: Mid Cap 3.07 28.1 29.28 16.29 19.54
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 1.29 6.46 0.87 - -
Equity: Mid Cap - - - - - -
Peer Comparison
Scheme Name 5Y (%)
Motilal Oswal Midcap Fund Reg Gr 36.42
Invesco India MidCap Gr 30.27
WhiteOak Capital Mid Cap Fund Reg Gr 0.0
Edelweiss MidCap Reg Gr 33.17
Sundaram MidCap Gr 28.89
Nippon India Growth Fund Gr Gr 32.65
HDFC Mid-Cap Opportunities Gr 32.33
Canara Robeco Mid Cap Fund Reg Gr 0.0
Kotak Emerging Equity Sch Gr 30.48
Franklin India Prima Fund Gr 27.13
Asset Allocation
Sectors
Sector Holdings (%)
N/A 25.18
Information Technology 22.07
Capital Goods 13.15
Consumer Durables 12.72
Consumer Services 6.02
Healthcare 4.44
Telecommunication 4.06
Financial Services 3.87
Automobile and Auto Components 3.44
Realty 2.81
Portfolio Holdings
Company Holdings (%)
TRP_020625 16.31
Net Receivables / (Payables) 14.87
COFORGE LIMITED EQ 10.13
Persistent Systems Ltd 9.74
KALYAN JEWELLERS INDIA LIMITED EQ 8.02
POLYCAB INDIA LIMITED EQ 4.93
Bharti Hexacom Limited 4.06
DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- 4.04
TRENT LIMITED EQ NEW FV Re. 1/- 3.98
ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- 3.78
About

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Risk Factors : Investments in Mutual Funds are subject to Market Risks. Read all scheme-related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in the future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structures (TER) applicable at the time of making the investment before finalizing any investment decision for Mutual Fund schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure for Commission earnings is made to clients at the time of investments. The option of Direct Plan for every Mutual Fund Scheme is available to investors, offering the advantage of a lower expense ratio. We are not entitled to earn any commission on Direct Plans; hence, we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor | ARN-270604 | Initial Registration Date - 12 Jun 2023 | Validity - 11 Jun 2026

Grievance Officer : B S Kumaresh | support@freedomlifex.com


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