Motilal Oswal Midcap Fund · Regular · Growth
NAV
₹94.4156
as of 17 Jun 2026
Expense Ratio
1.57%
AUM
₹34,297 Cr
Lumpsum returns (CAGR)
- 1Y
- -6.33%
- 3Y
- +17.93%
- 5Y
- +22.09%
- Since Inception
- +20.00%
SIP returns (XIRR)
- 1Y
- -4.11%
- 3Y
- +7.04%
- 5Y
- +16.20%
- Since Inception
- +17.72%
This fund trailed its benchmark
Top performers in Mid Cap by 5Y CAGR
Motilal Oswal Midcap Fund · Regular · Growth
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SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹74,000
Invested
₹2,21,711
Value today
16.7%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹8,807
Value today
19.4%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹7,40,000
Withdrawn
₹65,89,706
Corpus left
+₹63,29,706 net gain — withdrew ₹7,40,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹39,24,282
Value today
-25.7%
vs lumpsum
Direct lumpsum would have beaten STP by 25.7% — but STP reduced timing risk
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹4,84,431
Value today
4.8×
Multiple
Staying invested through that crash turned ₹1L into ₹4,84,431 — a 4.8× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised-0.79
Sharpe Ratio
-0.19
Alpha
0.46
Beta
-0.76
Sortino
19.28%
Std Dev
-29.25%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Mar 2026- Capital Markets13.00%
- IT - Software12.00%
- Consumer Durables11.00%
- Finance11.00%
- Financial Technology (Fintech)9.00%
- Telecom - Services9.00%
- Retailing6.00%
- Industrial Products5.00%
- Realty3.00%
- Banks3.00%
- Aerospace & Defense3.00%
- Auto Components3.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1One 97 Communications Limited7.29%
- 2Kalyan Jewellers India Limited7.09%
- 3Eternal Limited5.83%
- 4Coforge Limited5.58%
- 5Kei Industries Limited5.48%
- 6Persistent Systems Ltd5.41%
- 7Aditya Birla Capital Limited5.17%
- 8Billionbrains Garage Ventures Ltd5.09%
- 9Bharti Airtel Limited5.01%
- 10Multi Commodity Exchange Of India Limited4.33%
Investment Objective
Motilal Oswal Midcap Fund · Regular · Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
Motilal Oswal Midcap Fund · Regular · Growth is a Mid Cap mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 12 years. It manages assets worth ₹34,297 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY MIDCAP 150 INDEX - TRI. The current expense ratio is 1.57%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations