Free: check your portfolio overlap & returns vs Nifty →
Home / Mutual Funds / Motilal Oswal Midcap Fund

Motilal Oswal Midcap Fund Direct Growth

Direct Plan · GrowthMid CapMotilal Oswal Mutual Fund
₹115.0356
+1.62% 1D · NAV as of 5 Oct 2026
Fund size
₹40,809 Cr
Launched
25 Feb 2014
Volatility (3Y)
17.8%
Worst fall (5Y)
-28.9%

NAV history

Returns

PeriodReturnType
1 month-4.60%Absolute
6 months+19.94%Absolute
1 year-0.69%CAGR
3 years+17.74%CAGR
5 years+19.74%CAGR
10 years+16.57%CAGR
Since launch+21.36%CAGR · from 25 Feb 2014

CAGR = annualised return. Periods under a year are absolute. Returns are NAV-based and before any exit load or tax.

If you had started a ₹10,000 SIP

3 years ago
Invested
₹3,60,000
Value today
₹3,95,864
XIRR
+6.58%
5 years ago
Invested
₹6,00,000
Value today
₹8,96,921
XIRR
+16.54%

Assumes ₹10,000 invested on the first NAV date of every month. Try your own numbers in the SIP calculator.

Top holdings

As of Aug 2026 · 30 holdings · top 10 = 54.4%
CompanySectorWeight
One 97 CommunicationsFinancial Services9.07%
Kalyan Jewellers IndiaConsumer Discretionary8.13%
EternalConsumer Discretionary6.46%
CoforgeIT5.79%
KEI IndustriesIndustrials5.16%
Aditya Birla CapitalFinancial Services4.87%
Persistent SystemsIT4.41%
Shriram FinanceFinancial Services3.66%
Dixon Technologies (India)Consumer Discretionary3.44%
Billionbrains Garage VenturesFinancial Services3.43%
Multi Commodity Exchange of IndiaFinancial Services3.43%
Sterlite TechnologiesTelecom3.30%
PB FintechFinancial Services2.85%
Tube Investments of IndiaAutomobiles2.67%
L&T FinanceFinancial Services2.40%
Sector mix
Financial Services36.0%
Consumer Discretionary20.8%
Industrials14.5%
IT10.2%
Telecom5.6%
Automobiles4.9%
Real Estate2.4%
Healthcare1.3%

Check overlap with your other funds →

See this fund’s changes this month →

About this fund

A mid cap fund invests at least 65% of its assets in companies ranked 101st to 250th by market capitalisation — businesses past the start-up stage with room to grow, and more volatile than large caps.

SEBI category: Equity Scheme - Mid Cap Fund · ISIN INF247L01445

Other mid cap funds

All mutual funds →

Is this fund right for you?

Past returns are one input. Whether a fund fits depends on your goals, horizon, taxes and what you already hold. Sulekha Sen reviews that with you — fee-only.

Book a free 30-min call →

Or read more about Sulekha · try a related calculator

Mutual fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data: AMFI, via the open TigZig MF NAV API, as of 5 Oct 2026. Fund size: AMFI quarterly average AUM. Holdings: each AMC’s SEBI-mandated monthly portfolio disclosure. Shown for information only — not a recommendation to buy, sell or hold any scheme.