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Motilal Oswal Midcap Fund

An open ended equity scheme predominantly investing in mid cap stocks

  • investedProple:59,22,375

  • fundIcon:/content/dam/motilal-mf/fund-icons/MO_FM.svg

  • dateAsOn:28 Feb 2026

  • schDetail:

    • exitLoad:

      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. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.

    • nfoStartDate: 24-Feb-2014

    • sebiCategory: Equity Fund

    • cmotsGroupCode: MO24095

    • dateOfAllotment: 2014-02-24

    • schemeName: Motilal Oswal Midcap Fund

    • exitLoadShort: 1% < 1 Year

    • CMOTSAMCCode: 38442

    • fundCategoryCode: MF

    • schcode: FM

  • minamount:

    • 0:

      • minredamt: 500
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: 500
      • optioncode: D
      • plancode: DP

    • 1:

      • minredamt: 500
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: 500
      • optioncode: R
      • plancode: DP

    • 2:

      • minredamt: 500
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: 500
      • optioncode: G
      • plancode: GD

    • 3:

      • minredamt: 500
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: 500
      • optioncode: G
      • plancode: GP

    • 4:

      • minredamt: 500
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: 500
      • optioncode: D
      • plancode: PD

    • 5:

      • minredamt: 500
      • minsipamt: 500
      • minpuramt: 500
      • minaddpuramt: 500
      • optioncode: R
      • plancode: PD

  • fundsTaggingSection:

    • 0: motilal-oswal-amc:indian-equity-
    • 1: motilal-oswal-amc:mid-cap
    • 2: motilal-oswal-amc:active

  • planList:

    • 0:

      • sixth_char_name: D
      • planNameOriginal: Direct Growth
      • groupedCode: GDG
      • groupedName: Direct Growth
      • optionCode: G
      • optionName: Growth
      • planCode: GD
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01445
      • amfi_schcode: 127042
      • cmt_schcode: 24097

    • 1:

      • sixth_char_name: R
      • planNameOriginal: Regular Growth
      • groupedCode: GPG
      • groupedName: Regular-Growth
      • optionCode: G
      • optionName: Growth
      • planCode: GP
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
      • isin: INF247L01411
      • amfi_schcode: 127039
      • cmt_schcode: 24095

    • 2:

      • sixth_char_name: R
      • planNameOriginal: Regular Payout
      • groupedCode: DPD
      • groupedName: Regular IDCW Payout
      • optionCode: D
      • optionName: IDCW Payout
      • planCode: DP
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

    • 3:

      • sixth_char_name: R
      • planNameOriginal: Regular Reinvestment
      • groupedCode: DPR
      • groupedName: Regular IDCW Reinvestment
      • optionCode: R
      • optionName: IDCW Reinvestment
      • planCode: DP
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
      • isin: INF247L01429
      • amfi_schcode: 127040
      • cmt_schcode: 24096

    • 4:

      • sixth_char_name: D
      • planNameOriginal: Direct Payout
      • groupedCode: PDD
      • groupedName: Direct IDCW Payout
      • optionCode: D
      • optionName: IDCW Payout
      • planCode: PD
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

    • 5:

      • sixth_char_name: D
      • planNameOriginal: Direct Reinvestment
      • groupedCode: PDR
      • groupedName: Direct IDCW Reinvestment
      • optionCode: D
      • optionName: IDCW Reinvestment
      • planCode: PD
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment

  • nav:

    • 0:

      • latnav: 43.2275
      • optioncode: D
      • plancode: DP
      • prodcode: FMDP
      • recdt: 01-Apr-2026
      • navchng: 1.04
      • navchngper: 2.82

    • 1:

      • latnav: 43.2275
      • optioncode: R
      • plancode: DP
      • prodcode: FMDP
      • nav_date: 01-Apr-2026
      • nav_amount: 37.5082
      • recdt: 01-Apr-2026
      • navchng: 1.04
      • navchngper: 2.82

    • 2:

      • latnav: 102.495
      • optioncode: G
      • plancode: GD
      • prodcode: FMGD
      • nav_date: 01-Apr-2026
      • nav_amount: 95.6147
      • recdt: 01-Apr-2026
      • navchng: 2.66
      • navchngper: 2.82

    • 3:

      • latnav: 89.0345
      • optioncode: G
      • plancode: GP
      • prodcode: FMGP
      • nav_date: 01-Apr-2026
      • nav_amount: 83.0014
      • recdt: 01-Apr-2026
      • navchng: 2.31
      • navchngper: 2.82

    • 4:

      • latnav: 44.9117
      • optioncode: D
      • plancode: PD
      • prodcode: FMPD
      • recdt: 01-Apr-2026
      • navchng: 1.08
      • navchngper: 2.82

    • 5:

      • latnav: 44.9117
      • optioncode: R
      • plancode: PD
      • prodcode: FMPD
      • nav_date: 01-Apr-2026
      • nav_amount: 38.9990
      • recdt: 01-Apr-2026
      • navchng: 1.08
      • navchngper: 2.82

  • returns:

    • 0:

      • oneYear_Ret: -2.58
      • oneYear_marketValue: 9741.803611188736
      • threeYear_Ret: 14.56
      • threeYear_marketValue: 15034.867746030643
      • fiveYear_Ret: 13.36
      • fiveYear_marketValue: 18719.524341552562
      • sevenYear_Ret: 12.77
      • sevenYear_marketValue: 23198.061618216067
      • tenYear_Ret: 10.48
      • tenYear_marketValue: 27095.42554125036
      • inception_Ret: 12.95
      • inception_marketValue: 43227.5
      • latNavDate: 2026-02-28
      • prodcode: FMDP
      • plancode: DP
      • optioncode: D

    • 1:

      • oneYear_Ret: 1.27
      • oneYear_marketValue: 10126.773630373504
      • threeYear_Ret: 22.08
      • threeYear_marketValue: 18192.51638737573
      • fiveYear_Ret: 23.79
      • fiveYear_marketValue: 29066.206122067008
      • sevenYear_Ret: 22.35
      • sevenYear_marketValue: 41032.960081989855
      • tenYear_Ret: 18.84
      • tenYear_marketValue: 56197.9800638221
      • inception_Ret: 21.36
      • inception_marketValue: 102495.00000000001
      • latNavDate: 2026-02-28
      • prodcode: FMGD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 127042
      • cmt_schcode: 24097
      • isin: INF247L01445

    • 2:

      • oneYear_Ret: 0.41
      • oneYear_marketValue: 10040.575271187834
      • threeYear_Ret: 20.86
      • threeYear_marketValue: 17652.30114655844
      • fiveYear_Ret: 22.46
      • fiveYear_marketValue: 27543.882986951114
      • sevenYear_Ret: 21.0
      • sevenYear_marketValue: 37972.0139546389
      • tenYear_Ret: 17.46
      • tenYear_marketValue: 50010.67229864462
      • inception_Ret: 19.95
      • inception_marketValue: 89034.5
      • latNavDate: 2026-02-28
      • prodcode: FMGP
      • plancode: GP
      • optioncode: G
      • amfi_schcode: 127039
      • cmt_schcode: 24095
      • isin: INF247L01411

    • 3:

      • oneYear_Ret: -5.08
      • oneYear_marketValue: 9492.244383809477
      • threeYear_Ret: 14.04
      • threeYear_marketValue: 14829.537762544867
      • fiveYear_Ret: 13.49
      • fiveYear_marketValue: 18827.585917783872
      • sevenYear_Ret: 12.24
      • sevenYear_marketValue: 22438.34808849098
      • tenYear_Ret: 10.61
      • tenYear_marketValue: 27420.629105917407
      • inception_Ret: 13.31
      • inception_marketValue: 44911.700000000004
      • latNavDate: 2026-02-28
      • prodcode: FMPD
      • plancode: PD
      • optioncode: D

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Historical Performance

CAGR

planList:

  • 0:

    • sixth_char_name: D
    • planNameOriginal: Direct Growth
    • groupedCode: GDG
    • groupedName: Direct Growth
    • optionCode: G
    • optionName: Growth
    • planCode: GD
    • planName: Direct
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
    • isin: INF247L01445
    • amfi_schcode: 127042
    • cmt_schcode: 24097

  • 1:

    • sixth_char_name: R
    • planNameOriginal: Regular Growth
    • groupedCode: GPG
    • groupedName: Regular-Growth
    • optionCode: G
    • optionName: Growth
    • planCode: GP
    • planName: Regular
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
    • isin: INF247L01411
    • amfi_schcode: 127039
    • cmt_schcode: 24095

  • 2:

    • sixth_char_name: R
    • planNameOriginal: Regular Payout
    • groupedCode: DPD
    • groupedName: Regular IDCW Payout
    • optionCode: D
    • optionName: IDCW Payout
    • planCode: DP
    • planName: Regular
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

  • 3:

    • sixth_char_name: R
    • planNameOriginal: Regular Reinvestment
    • groupedCode: DPR
    • groupedName: Regular IDCW Reinvestment
    • optionCode: R
    • optionName: IDCW Reinvestment
    • planCode: DP
    • planName: Regular
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
    • isin: INF247L01429
    • amfi_schcode: 127040
    • cmt_schcode: 24096

  • 4:

    • sixth_char_name: D
    • planNameOriginal: Direct Payout
    • groupedCode: PDD
    • groupedName: Direct IDCW Payout
    • optionCode: D
    • optionName: IDCW Payout
    • planCode: PD
    • planName: Direct
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

  • 5:

    • sixth_char_name: D
    • planNameOriginal: Direct Reinvestment
    • groupedCode: PDR
    • groupedName: Direct IDCW Reinvestment
    • optionCode: D
    • optionName: IDCW Reinvestment
    • planCode: PD
    • planName: Direct
    • schDetail:
      • fundCategoryCode:
    • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment

  • returns:

    • 0:

      • oneYear_Ret: -2.58
      • oneYear_marketValue: 9741.803611188736
      • threeYear_Ret: 14.56
      • threeYear_marketValue: 15034.867746030643
      • fiveYear_Ret: 13.36
      • fiveYear_marketValue: 18719.524341552562
      • sevenYear_Ret: 12.77
      • sevenYear_marketValue: 23198.061618216067
      • tenYear_Ret: 10.48
      • tenYear_marketValue: 27095.42554125036
      • inception_Ret: 12.95
      • inception_marketValue: 43227.5
      • latNavDate: 2026-02-28
      • prodcode: FMDP
      • plancode: DP
      • optioncode: D

    • 1:

      • oneYear_Ret: 1.27
      • oneYear_marketValue: 10126.773630373504
      • threeYear_Ret: 22.08
      • threeYear_marketValue: 18192.51638737573
      • fiveYear_Ret: 23.79
      • fiveYear_marketValue: 29066.206122067008
      • sevenYear_Ret: 22.35
      • sevenYear_marketValue: 41032.960081989855
      • tenYear_Ret: 18.84
      • tenYear_marketValue: 56197.9800638221
      • inception_Ret: 21.36
      • inception_marketValue: 102495.00000000001
      • latNavDate: 2026-02-28
      • prodcode: FMGD
      • plancode: GD
      • optioncode: G
      • amfi_schcode: 127042
      • cmt_schcode: 24097
      • isin: INF247L01445

    • 2:

      • oneYear_Ret: 0.41
      • oneYear_marketValue: 10040.575271187834
      • threeYear_Ret: 20.86
      • threeYear_marketValue: 17652.30114655844
      • fiveYear_Ret: 22.46
      • fiveYear_marketValue: 27543.882986951114
      • sevenYear_Ret: 21.0
      • sevenYear_marketValue: 37972.0139546389
      • tenYear_Ret: 17.46
      • tenYear_marketValue: 50010.67229864462
      • inception_Ret: 19.95
      • inception_marketValue: 89034.5
      • latNavDate: 2026-02-28
      • prodcode: FMGP
      • plancode: GP
      • optioncode: G
      • amfi_schcode: 127039
      • cmt_schcode: 24095
      • isin: INF247L01411

    • 3:

      • oneYear_Ret: -5.08
      • oneYear_marketValue: 9492.244383809477
      • threeYear_Ret: 14.04
      • threeYear_marketValue: 14829.537762544867
      • fiveYear_Ret: 13.49
      • fiveYear_marketValue: 18827.585917783872
      • sevenYear_Ret: 12.24
      • sevenYear_marketValue: 22438.34808849098
      • tenYear_Ret: 10.61
      • tenYear_marketValue: 27420.629105917407
      • inception_Ret: 13.31
      • inception_marketValue: 44911.700000000004
      • latNavDate: 2026-02-28
      • prodcode: FMPD
      • plancode: PD
      • optioncode: D

  • bmCode: 2087

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performance-graph

Periodic Returns

Data as on 28 Feb 2026

CAGR
Current value of Investment of ₹10,000

Date of inception: 24-Feb-14. Incase, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth option. Different plans have different expense structure. For performance of other schemes managed by Mr. Niket Shah, Mr. Ajay Khandelwal, Mr. Santosh Singh, Mr.Rakesh Shetty and Mr. Sunil Sawant, (Data as on 30th November 2024)

See other funds managed by the Fund Manager

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Past Performance Calculator

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Motilal Oswal Mid cap fund

SIP

Lumpsum

If you would have invested monthly

If you would have invested

10000

Tenure

10

Invested Amount

1200000

Current Value of Investment

2500000

Return (CAGR)

18

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Disclaimer:

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Why this fund?

Expertise

Backed by a decade of financial expertise, we focus on long-term wealth creation through early investment in promising midcaps.

High Conviction

A focused portfolio of ~35 high-conviction midcap stocks, carefully selected for their unique potential.

Quality and Growth

We prioritize business quality and management strength, guided by our QGLP investment philosophy.

*Based upon our current investment strategy.

Pioneering Growth

A House known for identifying high-growth themes that serve as compounding instruments & stand as formidable wealth creators.

Skin in the Game

Our promoters have invested a substantial ~71772 Cr.*, firmly aligning our interests with yours.

*Data as on 31st January 2024.

Disclaimer: The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity.

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Portfolio Composition

Download

Sector Holdings
Stock Holdings

Industry Classification as recommended by AMFI

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    1. Key Facts

    2. Launched on 06 Feb 2024

Investment Objective

  • methodology:

    a) Methodology of calculating sale price: The price or NAV, an investor is charged while investing in an open-ended scheme is called sale or subscription price. Pursuant to SEBI Circular dated June 30, 2009, no entry load will be charged by the scheme to the investors. Therefore, sale or subscription price = Applicable NAV (for respective plan and option of the scheme)

    Example: An investor invests Rs. 10,000/- and the current NAV is Rs. 10/- then the purchase price will be Rs. 10/- and the investor receives 10,000/10 = 1000 units

    b) Methodology of calculating repurchase price of units: Repurchase or redemption price is the price or NAV at which an open-ended scheme purchases or redeems its units from the investors. It may include exit load, if applicable. The exit load, if any, shall be charged as a percentage of Net Assets Value (NAV) i.e. applicable load as a percentage of NAV will be deducted from the "Applicable NAV" to calculate the repurchase price. Therefore, repurchase or redemption price = Applicable NAV * (1- Exit Load, if any)

    Example: If the applicable NAV is Rs. 10 and a 2% exit load is charged, the redemption price per unit will be calculated as follows: = Rs. 10 * (1-0.02) = Rs. 10 * (0.98) = Rs. 9.80

  • investmentObjective:

    The investment objective of the Scheme is to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

  • applicationAmount:

    ₹ 500/- and in multiples of ₹ 1/- thereafter

  • redemptionAmont: ₹ 500/- and in multiples of ₹ 1/- thereafter or account balance, whichever is lower.

  • exitLoad:

    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. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.

  • aum:

    • 0:

      • latestAum: 33689.2026
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: D
      • plancode: DP
      • prodcode: FMDP

    • 1:

      • latestAum: 33689.2026
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: R
      • plancode: DP
      • prodcode: FMDP

    • 2:

      • latestAum: 33689.2026
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: G
      • plancode: GD
      • prodcode: FMGD

    • 3:

      • latestAum: 33689.2026
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: G
      • plancode: GP
      • prodcode: FMGP

    • 4:

      • latestAum: 33689.2026
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: D
      • plancode: PD
      • prodcode: FMPD

    • 5:

      • latestAum: 33689.2026
      • latestAumAsOnDt: 2026-02-28T00:00:00
      • optioncode: R
      • plancode: PD
      • prodcode: FMPD

  • portfolioTurnoverRatio: 1.33

  • planList:

    • 0:

      • sixth_char_name: D
      • planNameOriginal: Direct Growth
      • groupedCode: GDG
      • groupedName: Direct Growth
      • optionCode: G
      • optionName: Growth
      • planCode: GD
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-growth
      • isin: INF247L01445
      • amfi_schcode: 127042
      • cmt_schcode: 24097

    • 1:

      • sixth_char_name: R
      • planNameOriginal: Regular Growth
      • groupedCode: GPG
      • groupedName: Regular-Growth
      • optionCode: G
      • optionName: Growth
      • planCode: GP
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-growth
      • isin: INF247L01411
      • amfi_schcode: 127039
      • cmt_schcode: 24095

    • 2:

      • sixth_char_name: R
      • planNameOriginal: Regular Payout
      • groupedCode: DPD
      • groupedName: Regular IDCW Payout
      • optionCode: D
      • optionName: IDCW Payout
      • planCode: DP
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw-dividend-payout

    • 3:

      • sixth_char_name: R
      • planNameOriginal: Regular Reinvestment
      • groupedCode: DPR
      • groupedName: Regular IDCW Reinvestment
      • optionCode: R
      • optionName: IDCW Reinvestment
      • planCode: DP
      • planName: Regular
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/regular-idcw--reinvestment
      • isin: INF247L01429
      • amfi_schcode: 127040
      • cmt_schcode: 24096

    • 4:

      • sixth_char_name: D
      • planNameOriginal: Direct Payout
      • groupedCode: PDD
      • groupedName: Direct IDCW Payout
      • optionCode: D
      • optionName: IDCW Payout
      • planCode: PD
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw-dividend-payout

    • 5:

      • sixth_char_name: D
      • planNameOriginal: Direct Reinvestment
      • groupedCode: PDR
      • groupedName: Direct IDCW Reinvestment
      • optionCode: D
      • optionName: IDCW Reinvestment
      • planCode: PD
      • planName: Direct
      • schDetail:
        • fundCategoryCode:
      • cfReferencePath: /content/dam/motilal-mf/content-fragment/plan-code-model-fragment/direct-idcw--dividend-reinvestment

  • benchmark: Nifty Midcap 150 TRI

  • expenseRatioDirect: 0.54

  • benchmarkreturns:

    • 0:

      • type: BM
      • groupName: Nifty Midcap 150 TRI (PRIMARY)
      • latNavDate: 2026-02-28
      • latnav: 27830.49
      • oneYear_Ret: 23.868336018657832
      • threeYear_Ret: 24.924739613559098
      • fiveYear_Ret: 20.771785633207074
      • inception_Ret: 20.91586849629863
      • bmcode: 2087.0

    • 1:

      • type: BM
      • groupName: Nifty 50 TRI (SECONDARY)
      • latNavDate: 2026-02-28
      • latnav: 37943.67
      • oneYear_Ret: 15.07371405279898
      • threeYear_Ret: 14.63980718851554
      • fiveYear_Ret: 12.944579887821028
      • inception_Ret: 13.757238795231409
      • bmcode: 2006.0

  • entryLoad:

    NIL

Minimum Application Amount

₹500/- and in multiples of ₹1/- thereafter

Minimum Redemption Amount

₹500/- then ₹1/- increments, up to account balance

Latest AUM

33689.2026

2026-02-28T00:00:00

Portfolio Turnover Ratio

1.33

Plans

Direct,Regular

Options (Under each plan)

Growth

Benchmark

Nifty Midcap 150 TRI

Total Expense Ratio

0.54

Inception date

2026-02-28

Entry Load

NIL

Exit Load Policy

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Our Fund Managers

Managing this fund since

Total AUM

  • schDetail

    • exitLoad:

      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. Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.

    • nfoStartDate: 24-Feb-2014

    • sebiCategory: Equity Fund

    • cmotsGroupCode: MO24095

    • dateOfAllotment: 2014-02-24

    • schemeName: Motilal Oswal Midcap Fund

    • exitLoadShort: 1% < 1 Year

    • CMOTSAMCCode: 38442

    • fundCategoryCode: MF

    • schcode: FM

  • fundManager:

    • 0:

      • description:

        Swapnil has over 12 years of experience in the fund management and product development.

        Motilal Oswal Asset Management Company Ltd. from March 2010 onwards.

        Business Standard, Research Associate from August 2005 to February 2010.

      • designation: Fund Manager

      • picture: /content/dam/motilal-mf/fund-manager/mr-swapnil-mayekar.png

      • fundManagerName: Swapnil Mayekar

      • type: MF

      • dropdownField: MF

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/swapnil-mayekar

    • 1:

      • description:

        Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

      • designation: Fund Manager/Dealer

      • picture: /content/dam/motilal-mf/fund-manager/mr-rakesh-shetty.png

      • fundManagerName: Rakesh Shetty

      • type: MF

      • dropdownField: MF

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/rakesh-shetty

    • 2:

      • description:

        Ajay has 13 years rich experience in fund management and research related activity. Prior to joining Motilal Oswal Asset Management Company Limited he has worked with Canara Robeco Asset Management Company Limited handling Small Cap Fund. He has done post-graduation i.e. MBA from Manipal University. Mr. Ajay possess expertise in Fund Management.

      • designation: Executive Group Vice President

      • picture: /content/dam/motilal-mf/fund-manager/mr-ajay-khandelwal.png

      • fundManagerName: Ajay Khandelwal

      • type: MF

      • dropdownField: MF

      • cfReferencePath: /content/dam/motilal-mf/content-fragment/fund-manager/ajay-khandelwal

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Frequently Asked Questions

What is Motilal Oswal Mid-Cap Fund?

High conviction portfolio in the Mid-Cap category with a mandate to invest 65% in the Mid-Cap stocks.

What is Mid-Cap?

A Mid Cap fund is an equity oriented mutual fund scheme that predominantly invests in Mid-Cap companies offering long-term competitive advantage and potential for growth. Mid-Cap companies are ranked between 101st and 250th based on market capitalisation.

Why Mid-Caps?

  • High growth prospect: potential to invest in the leaders of tomorrow
  • Early identification of companies in their expansion phase
  • Mid-Caps are better compounding instrument as well as are wealth creators
  • Mid-Caps are more robust for domestic play.
  • Opportunities to invest in unique sectors that are only represented in Mid-Cap & Small-Caps
  • Balance between risk and return.

Why Mid-Caps now?

  • Most of the Mid-Cap companies are now in growth phase.
  • Mid-Caps are a reflection of India's growth story.
  • Government initiatives like PLI, reduction in corporate tax, focusing on digitalization and boosting capex.
  • Unique industries captured via Mid-Cap

Why Motilal Oswal Mid-Cap?

  • With a proven and lengthy track record, Motilal Oswal AMC has consistently demonstrated the ability to create wealth through early identification and investment. The firm's extensive experience in fund management has led to the identification of numerous multi-baggers.
  • Our core investment philosophy of QGLP, reinforced by robust risk management processes drives the creation of high quality, high growth* portfolios to manage all our assets. Combination of high quality and high growth is the sweetest spot. Founded on a set of principles and beliefs that guide our investment decisions we firmly believe that this philosophy is a key driver of long-term financial success for our clients.
  • "Our Process, Your Success" signifies our unwavering adherence to proven processes developed over decades of equity research and investing experience with a clear objective of charting a seamless path to your financial success.\
  • Demonstrating “Skin in the Game”, Motilal Oswal AMC has made investments exceeding 6,000 crores across our funds, As on 31st January 2024

Does Motilal Oswal Mutual Fund have expertise in managing Mid-Cap?

Motilal Oswal Mid-Cap fund has a 9 year of track record with multiple cycle experience

Will promoters invest in Motilal Oswal Mid-Cap Fund?

Demonstrating strong conviction in the fund the sponsor committed 1700+ crores in the Mid-Cap Fund, As on 31st January 2024.

What is unique about Motilal Oswal Mid-Cap Fund?

  • Growth oriented equity style investing with bottom-up stock selection.
  • Focusing on in-house identified themes driven by domestic growth and thriving in a supportive policy environment.
  • Portfolio size capped at ~35 stocks.
  • Stock weightage and stock sizing
  • Limiting on sector deviation relative to the benchmark

Is it advisable to invest before general election period?

Historically it has been noticed that market has been buoyant in the run up to election period. (6-month performance to results date). However, we advise investors to conduct their own research and make informed decision.

How do Mid-Cap funds differ from other mutual fund categories?

Mid-Caps as per the AMFI regulations have to invest a minimum of 65% of total assets in equity related instruments of Mid-Cap companies. This investment objective differs from guidelines laid out for other types of mutual funds schemes.

*The term High Quality, High Growth portfolio refers to Motilal Oswal AMC's refined fund management processes based internal qualitative and quantitative research parameters and not to be constructed as investment advice to any party.

Disclaimer: Any information herein contained does not constitute and shall be deemed not to constitute an advice, an offer to sell/purchase or as an invitation or solicitation to do so for any securities. MOAMC shall not be liable for any direct or indirect loss arising from the use of any information contained in this document from time to time. Readers shall be fully responsible/liable for any decision taken on the basis of this document. The information/data herein alone is not sufficient and shouldn't be used for the development or implementation of an investment strategy. Past performance may or may not be sustained in future.

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  • Podcast

    • 4 min listen
    • July 7, 2022

  • Ep. 12: Wisdom Tree (part 1)

  • On this exclusive episode, Mr. Raamdeo Agrawal, Co-founder of Motilal Oswal Group talks to host Anupam Gupta about his fascinating journey – from being a farmer’s son in a small village to becoming a successful entrepreneur. He talks about his humble beginnings, his background, how he met Mr. Motilal Oswal, his struggles, and a lot more. Tune in to this very inspirational episode.On this exclusive episode.

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