
Motilal Oswal Midcap Fund(G)-Direct Plan
+23.94%
5Y annualised
+23.94%
5Y annualised
+0.10% 1D
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Buy, Hold or Sell?
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NAV : 27 Aug 2026
₹122.72
Min. SIP amount
₹500
Fund size (AUM)
40036 Cr
Expense ratio
0.69%
Launched on
24 Feb 2014
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 27 Aug 2026
₹122.72
Min. SIP amount
₹500
Fund size (AUM)
40036 Cr
Expense ratio
0.69%
Launched on
24 Feb 2014
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
21.02%
Mid Cap
72.19%
Small Cap
2.66%
Others
4.13%
Sector Allocation
Finance
18.53%
Automobile & Ancillaries
15.51%
Bank
14.62%
It
13.28%
Retailing
9.67%
Electricals
4.24%
Diamond & Jewellery
4.10%
Cash & Cash Equivalents And Net Assets
3.86%
Others
15.92%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 365D, Nil after 365D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Ajay Khandelwal
Present
Ankit Agarwal
Present
Varun Sharma
Present
Rakesh Shetty
Present
Similar/Peer Fund Comparison
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Baroda BNP Paribas Mid Cap Fund(G)-Direct Plan
Mirae Asset Midcap Fund(G)-Direct Plan
JM Mid Cap Fund(G)-Direct Plan
FAQs
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