Motilal Oswal Midcap Fund Growth Return

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This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

Motilal Oswal Midcap Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

40,036 Cr

Lock In Period

N/A

Expense Ratio

1.7

Exit Load

1% - If redeemed on or before 1 Year from the date of allotment. Nil - If redeemed after 1 Year from the date of allotment.

Benchmark

Nifty Midcap 100 Total Return

Motilal Oswal Midcap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M5.86-0.136.21
6M13.572.4526.07
1Y3.785.0147.78
3Y20.7613.41142.86

Portfolio Analysis

  • Equity: 95.87%
  • Debt: 4.13%
  • Others
As on: 2026-07-31
View allocation % by

1. Coforge Limited5.58%
2. Persistent Systems Ltd4.75%
3. Billionbrains Garage Ventures Ltd4.08%

1. One 97 Communications Limited8.08%
2. PB Fintech Limited2.16%

1. Kalyan Jewellers India Limited8.87%

1. Eternal Limited6.37%

1. Shriram Finance Limited3.75%
2. L&T Finance Limited2.55%

1. Multi Commodity Exchange of India Limited2.90%
2. BSE Limited2.73%

1. Aditya Birla Capital Limited5.20%

1. KEI Industries Limited4.81%

1. Premier Energies Limited2.15%
2. Waaree Energies Limited1.63%

1. Dixon Technologies (India) Limited3.48%

1. Tube Investments Of India Limited2.83%

1. Sterlite Technologies Limited2.66%

1. Prestige Estates Projects Limited2.58%

1. Bharti Hexacom Limited2.55%

1. Suzlon Energy Limited2.34%

1. IDFC First Bank Limited2.25%
2. AU Small Finance Bank Limited0.06%

1. Max Healthcare Institute Limited2.20%

1. Samvardhana Motherson International Limited2.09%

1. ICICI Prudential Asset Management Company Limited1.98%

1. Bharat Electronics Limited1.90%

1. InterGlobe Aviation Limited1.83%
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About Fund Motilal Oswal Midcap Fund Growth

Motilal Oswal Midcap Fund Growth managed by Motilal Oswal Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹40,036 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 1.7. Under the expert guidance of Ankit Agarwal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Ankit Agarwal

.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
JM Midcap Fund Growth11,295 CR2.36
Mahindra Manulife Mid Cap Fund Growth45,186 CR2.03
Motilal Oswal Midcap Fund Growth240,036 CR1.7
Invesco India Midcap Fund Growth314,721 CR1.87
HSBC Midcap Fund Growth415,578 CR2.29
Fund Name1Y3Y
This FundJM Midcap Fund Growth13.431372.5536
This FundMahindra Manulife Mid Cap Fund Growth16.486775.7259
This FundMotilal Oswal Midcap Fund Growth3.777476.09
This FundInvesco India Midcap Fund Growth11.561293.1976
This FundHSBC Midcap Fund Growth22.726895.4164

Motilal Oswal Midcap Fund Growth FAQs

Motilal Oswal Midcap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Motilal Oswal Midcap Fund Growth is 1.7. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Motilal Oswal Midcap Fund Growth’s fund performance is as follows:
  • 1 Month : 5.86%
  • 6 Months : 13.57%
  • 1 Year : 3.78%
  • 3 Years : 20.76%
Returns of Motilal Oswal Midcap Fund Growth are updated daily based on NAV of ₹ 105.0204 as on Aug 13,2026. Since inception, the return has been 76.09%.

You can invest in Motilal Oswal Midcap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Motilal Oswal Midcap Fund Growth is ₹40,036 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Motilal Oswal Midcap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.