
Motilal Oswal Midcap Fund(G)-Direct Plan
+20.84%
5Y annualised
+20.84%
5Y annualised
+1.52% 1D
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Buy, Hold or Sell?
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NAV : 18 Sep 2026
₹120.03
Min. SIP amount
₹500
Fund size (AUM)
42851 Cr
Expense ratio
0.69%
Launched on
24 Feb 2014
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 18 Sep 2026
₹120.03
Min. SIP amount
₹500
Fund size (AUM)
42851 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
20.44%
Mid Cap
72.62%
Small Cap
3.30%
Others
3.64%
Sector Allocation
It
22.11%
Finance
16.12%
Electricals
8.46%
Diamond & Jewellery
8.13%
Domestic Equities
8.07%
Retailing
6.46%
Capital Goods
5.53%
Automobile & Ancillaries
4.88%
Others
20.23%
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
HSBC Midcap Fund(G)-Direct Plan
Helios Mid Cap Fund(G)-Direct Plan
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JM Mid Cap Fund(G)-Direct Plan
Mahindra Manulife Mid Cap Fund(G)-Direct Plan
Baroda BNP Paribas Mid Cap Fund(G)-Direct Plan
Union Midcap Fund(G)-Direct Plan
FAQs
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