Motilal Oswal Midcap Fund-Regular Plan-Growth Option
₹92.1488
₹1.11 (-1.19%)
NAV as of 29 May 2026
Today's NAV — all variants
Regular · Growth
₹₹92.1488
₹1.11 (-1.19%)
29 May 2026
AMFI: 127039
Direct · Growth
₹₹106.2856
₹1.27 (-1.18%)
29 May 2026
AMFI: 127042
Regular · IDCW
₹₹41.6419
₹0.50 (-1.19%)
29 May 2026
AMFI: 127040
Direct · IDCW
₹₹43.3515
₹0.52 (-1.18%)
29 May 2026
AMFI: 127044
Returns (Lumpsum)
CAGR for periods ≥ 1 yearSIP Returns (XIRR)
₹1,000/month SIP, annualisedSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹73,500
Invested
₹2,31,156
Value today
17.4%
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
₹9,202
Value today
19.9%
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
₹7,35,000
Withdrawn
₹68,90,532
Corpus left
+₹66,25,532 net gain — withdrew ₹7,35,000 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
₹40,45,265
Value today
-26.7%
vs lumpsum
Direct lumpsum would have beaten STP by 26.7% — but STP reduced timing risk
Model your own STP with real NAVThis fund trailed its benchmark
Top performers in Mid Cap by 5Y CAGR
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
HDFC Mid Cap Fund - Growth Plan
₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹5,06,173
Value today
5.1×
Multiple
Staying invested through that crash turned ₹1L into ₹5,06,173 — a 5.1× return
Read: Staying invested through crashesDirect vs Regular — ₹500/month over 10 years
Expense ratio drag on your actual returns
Direct plan
₹1,69,792
Regular plan
₹1,58,247
Direct earns ₹11,545 more on a ₹60K investment — 1.92% extra return per year
Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.
Learn about Direct vs Regular plansFund Details
Risk Metrics
Trailing 1 year, annualised-0.84
Sharpe Ratio
-0.19
Alpha
0.42
Beta
-0.80
Sortino
18.94%
Std Dev
-29.64%
Max Drawdown
Portfolio Holdings
Top 50 holdings · as of Apr 2026
| Security | % NAV |
|---|---|
Kalyan Jewellers India Limited INE303R01014 | 7.44% |
One 97 Communications Limited INE982J01020 | 7.34% |
Persistent Systems Limited INE262H01021 | 6.33% |
Eternal Limited INE758T01015 | 6.22% |
Coforge Limited INE591G01025 | 6.13% |
Bharti Airtel Limited INE397D01024 | 5.44% |
KEI Industries Limited INE878B01027 | 5.24% |
Aditya Birla Capital Limited INE674K01013 | 5.03% |
Billionbrains Garage Ventures Ltd INE0HOQ01053 | 4.20% |
Multi Commodity Exchange of India Limited INE745G01043 | 4.09% |
Bharti Hexacom Limited INE343G01021 | 3.64% |
Dixon Technologies (India) Limited INE935N01020 | 3.53% |
Tube Investments of India Limited INE974X01010 | 3.35% |
BSE Limited INE118H01025 | 3.25% |
Shriram Finance Limited INE721A01047 | 3.24% |
Prestige Estates Projects Limited INE811K01011 | 3.05% |
Bharat Electronics Limited INE263A01024 | 2.81% |
L&T Finance Limited INE498L01015 | 2.60% |
TVS Motor Company Limited INE494B01023 | 2.34% |
Max Healthcare Institute Limited INE027H01010 | 2.06% |
PB Fintech Limited INE417T01026 | 1.92% |
ICICI Prudential Asset Management Company Limited INE346A01027 | 1.41% |
| Security | % NAV |
|---|---|
One 97 Communications Limited INE982J01020 | 729.00% |
Kalyan Jewellers India Limited INE303R01014 | 709.00% |
Eternal Limited INE758T01015 | 583.00% |
Coforge Limited INE591G01025 | 558.00% |
KEI Industries Limited INE878B01027 | 548.00% |
Persistent Systems Ltd INE262H01021 | 541.00% |
Aditya Birla Capital Limited INE674K01013 | 517.00% |
Billionbrains Garage Ventures Ltd INE0HOQ01053 | 509.00% |
Bharti Airtel Limited INE397D01024 | 501.00% |
Multi Commodity Exchange of India Limited INE745G01043 | 433.00% |
BSE Limited INE118H01025 | 383.00% |
Collateralized Borrowing & Lending Obligation | 363.00% |
Dixon Technologies (India) Limited INE935N01020 | 354.00% |
Tube Investments Of India Limited INE974X01010 | 351.00% |
Bharti Hexacom Limited INE343G01021 | 318.00% |
Shriram Finance Limited INE721A01047 | 303.00% |
Prestige Estates Projects Limited INE811K01011 | 291.00% |
Bharat Electronics Limited INE263A01024 | 263.00% |
L&T Finance Limited INE498L01015 | 261.00% |
Max Healthcare Institute Limited INE027H01010 | 223.00% |
PB Fintech Limited INE417T01026 | 220.00% |
TVS Motor Company Limited INE494B01023 | 208.00% |
ICICI Prudential Asset Management Company Limited INE346A01027 | 196.00% |
IDFC First Bank Limited INE092T01019 | 147.00% |
Premier Energies Limited INE0BS701011 | 125.00% |
Axis Bank Limited INE238A01034 | 124.00% |
Waaree Energies Limited INE377N01017 | 104.00% |
AU Small Finance Bank Limited INE949L01017 | 101.00% |
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 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 Plan-Growth Option 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