Motilal Oswal Midcap Fund - Regular IDCW Payout
Motilal Oswal Mutual Fund
₹44.91 (+1.12%)
NAV as of 9 Oct 2026
Minimum Investment: ₹500
Return
-4.44% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 1.56%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹500
- Category
- Mid-Cap
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,108
Invested ₹1,000
▲+10.83%1 year
₹956
Invested ₹1,000
▼-4.44%3 years
₹1,169
Invested ₹1,000
▲+16.91%5 years
₹1,172
Invested ₹1,000
▲+17.21%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | Nifty Midcap 150 TR INR |
|---|---|
| Secondary Index Name | Nifty Midcap 150 TR INR |
| Index Name | Nifty Midcap 150 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -4.44% | +16.91% | +17.21% | — |
| Cumulative returns (%) | -4.44% | +59.81% | +121.22% | +248.97% |
Fund Manager
| Manager | Rakesh Shetty |
|---|---|
| Role | Manager |
| Manager Tenure | 3.86 yrs |
About Fund
| Date of Incorporation | 24 Feb 2014 |
|---|---|
| Fund House | Motilal Oswal Mutual Fund |
| Custodian | Deutsche Bank AG |
| Registrar / Transfer Agent | Motilal Oswal Asset Management Company Limited - Portfolio Managers |
| Address | 1 Great Winchester Street |
Top Holdings
| Company | Weightage (%) |
|---|---|
| One97 Communications Ltd | 9.07% |
| Kalyan Jewellers India Ltd | 8.13% |
| Eternal Ltd | 6.46% |
| Trent Ltd | 6.26% |
| Coforge Ltd | 5.79% |
| KEI Industries Ltd | 5.16% |
| Bharti Airtel Ltd | 5.01% |
| Polycab India Ltd | 4.97% |
| Aditya Birla Capital Ltd | 4.87% |
| Kaynes Technology India Ltd | 4.47% |
| Persistent Systems Ltd | 4.41% |
| Multi Commodity Exchange of India Ltd | 4.22% |
| Bharti Hexacom Ltd | 3.70% |
| Shriram Finance Ltd | 3.66% |
| BSE Ltd | 3.61% |
| Dixon Technologies (India) Ltd | 3.44% |
| Billionbrains Garage Ventures Ltd | 3.43% |
Investment Strategy
The investment objective of the Scheme is to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.