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Motilal Oswal Midcap Fund(G)-Direct Plan

Motilal Oswal Midcap Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+23.94%

5Y annualised

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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

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
4,09,804

Stock Allocation

Stock nameSectorAllocation
Wabco India LimitedAutomobile & Ancillaries13.23%
City Union Bank LimitedBank12.17%
Multi Commodity Exchange Of India LimitedFinance7.98%

Fund Composition

40036 Cr

Large Cap

21.02%

Mid Cap

72.19%

Small Cap

2.66%

Others

4.13%

Sector Allocation

40036 Cr

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

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

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

AK

Ajay Khandelwal

Present

AA

Ankit Agarwal

Present

VS

Varun Sharma

Present

RS

Rakesh Shetty

Present

Similar/Peer Fund Comparison

Fund name
H

HSBC Midcap Fund(G)-Direct Plan

+26.42%
W

WOC Mid Cap Fund(G)-Direct Plan

+24.13%
H

Helios Mid Cap Fund(G)-Direct Plan

+0.00%
I

ITI Mid Cap Fund(G)-Direct Plan

+23.07%
M

Mahindra Manulife Mid Cap Fund(G)-Direct Plan

+21.37%
B

Baroda BNP Paribas Mid Cap Fund(G)-Direct Plan

+19.33%
M

Mirae Asset Midcap Fund(G)-Direct Plan

+18.47%
J

JM Mid Cap Fund(G)-Direct Plan

+21.45%

FAQs

Motilal Oswal Midcap Fund(G)-Direct Plan is a part of Motilal Oswal Asset Management Company Limited, it was incepted on 24 Feb 2014. This fund is managed by Ajay Khandelwal, Ankit Agarwal, Varun Sharma and Rakesh Shetty. It is a Equity type of fund.

The current NAV of Motilal Oswal Midcap Fund(G)-Direct Plan is ₹122.72 (as of 27 Aug 2026).

Motilal Oswal Midcap Fund(G)-Direct Plan has delivered 3.68% in 1 year, 21.93% in 3 years, and 23.94% in 5 years (annualised).

The minimum SIP amount for Motilal Oswal Midcap Fund(G)-Direct Plan is ₹500.

The expense ratio of Motilal Oswal Midcap Fund(G)-Direct Plan is 0.69%.

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