An open-ended fund of funds that invests in passive funds.
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Data as on 30 Jun 2025
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- Inception
Date of inception: 24-Feb-14. In case the start or end date of the concerned period is a non-business day (NBD), the NAV of the previous business day 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. Future returns are not guaranteed and a loss of original capital may occur. Different plans under the scheme may have different expense structures. Performance is for Regular Plan Growth option. Different plans have different expense structure. The scheme is currently managed by Mr. Niket Shah, Mr. Ajay Khandelwal, Mr.Rakesh Shetty and Mr. Sunil Sawant.
See other funds managed by the Fund Manager Performance is for Direct - Growth Plan option.
Past Performance Calculator
Explore how much wealth you would have created by investing in our schemes using this SIP 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
Disclaimer:
- This calculator is provided for informational purposes only.
- The results are based on user inputs and should not be considered as investment advice. Users should seek the advice of a qualified financial professional before making any investment decisions.
- The creators of the calculator and its affiliates shall not be held responsible for any financial losses resulting from the use of the calculator.
- Past performance may or may not be sustained in the future and should not be used as a basis for comparison with other investments. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.
- SIP is allowed in select open ended schemes. Refer the Scheme SAI, SID, KIM for detailed information.
Why this fund?
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- Expertise
- Backed by a decade of financial expertise, we focus on long-term wealth creation through early investment in promising midcaps.
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- High Conviction
- A focused portfolio of ~35 high-conviction midcap stocks, carefully selected for their unique potential.
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- Quality and Growth
- We prioritize business quality and management strength, guided by our QGLP investment philosophy.
- *Based upon our current investment strategy.
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- Pioneering Growth
- A House known for identifying high-growth themes that serve as compounding instruments & stand as formidable wealth creators.
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- 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.
Portfolio Composition
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Industry Classification as recommended by AMFI
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Key Facts
- Launched on 06 Feb 2024
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Investment Objective
Minimum Application Amount
Minimum Redemption Amount
Latest AUM
Portfolio Turnover Ratio
Plans
Options (Under each plan)
Benchmark
Total Expense Ratio
Inception date
Entry Load
Exit Load Policy
Our Fund Managers
Managing this fund since
Total AUM
Downloads
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- Factsheet
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- Presentation
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- Brochures
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- Scheme information document
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- Forms
Frequently Asked Questions
Learning Resource Vault
Learn with Motilal Oswal
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Article
- 4 min read
- July 7, 2022
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Get expert insights straight from our fund managers as they break down market trends, strategies, and what’s shaping your investments.
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Video
- 4 min watch
- July 7, 2022
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Start your investing journey with easy-to-follow audio guides that explain key concepts, jargon, and tips—perfect for new investors.
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Podcast
- 4 min listen
- July 7, 2022
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Explore thought-provoking conversations with Pratik Oswal as he shares his views on building wealth, market behavior, and more.
Product Label
This product is suitable for investors who are seeking*
- Long term capital growth
- Investments in equity and equity related instruments of large cap stocks.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
- Motilal Oswal Asset Allocation Passive Fund Conservative
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