Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.84%
1 Month-9.37%
3 Months-17.50%
6 Months-18.27%
1 Year-12.88%
3 Years (CAGR)+17.78%
5 Years (CAGR)+19.70%
10 Years (CAGR)+15.53%
Since Inception (Feb 2014)+18.83%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-28.48%
3 Year SIP+0.41%
5 Year SIP+12.03%
Since Inception (Feb 2014)+15.92%
Fund Details
Fund HouseMotilal Oswal Mutual Fund
CategoryMid Cap
Plan Typeregular
Optiongrowth
AUM₹33,689 Cr
Expense Ratio1.57%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date25 Feb 2014
AMFI Code127039
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
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 ₹33,689 Cr, reflecting investor confidence in the fund's strategy. 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