Motilal Oswal Midcap Fund Direct Growth

Fund Overview

Fund Size

₹30,401 Cr

Expense Ratio

0.70%

ISIN

INF247L01445

Minimum SIP

₹500

Exit Load

1.00%

Inception Date

24 Feb 2014

About this fund

Motilal Oswal Midcap Fund Direct Growth is a Mid-Cap mutual fund schemes offered by Motilal Oswal Mutual Fund. This fund has been in existence for 11 years, 4 months and 10 days, having been launched on 24-Feb-14.
As of 03-Jul-25, it has a Net Asset Value (NAV) of ₹120.15, Assets Under Management (AUM) of 30401.09 Crores, and an expense ratio of 0.7%.

Motilal Oswal Midcap Fund Direct Growth has given a CAGR return of 24.48% since inception.
The fund's asset allocation comprises around 68.82% in equities, 0.00% in debts, and 31.18% in cash & cash equivalents.
You can start investing in Motilal Oswal Midcap Fund Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+10.04%

+5.18% (Cat Avg.)

3 Years

+37.00%

+28.08% (Cat Avg.)

5 Years

+38.44%

+29.64% (Cat Avg.)

10 Years

+19.09%

+16.35% (Cat Avg.)

Since Inception

+24.48%

— (Cat Avg.)

Portfolio Summaryas of 31st May 2025

Equity	₹20,921.95 Cr	68.82%
Others	₹9,479.14 Cr	31.18%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Trp_020625	Cash - Repurchase Agreement	₹4,959.06 Cr	16.31%
Net Receivables / (Payables)	Cash	₹4,520.09 Cr	14.87%
Coforge Ltd	Equity	₹3,078.18 Cr	10.13%
Persistent Systems Ltd	Equity	₹2,959.95 Cr	9.74%
Kalyan Jewellers India Ltd	Equity	₹2,437.19 Cr	8.02%
Polycab India Ltd	Equity	₹1,497.75 Cr	4.93%
Bharti Hexacom Ltd	Equity	₹1,235.72 Cr	4.06%
Dixon Technologies (India) Ltd	Equity	₹1,227.08 Cr	4.04%
Trent Ltd	Equity	₹1,209.51 Cr	3.98%
One97 Communications Ltd	Equity	₹1,148.75 Cr	3.78%
Max Healthcare Institute Ltd Ordinary Shares	Equity	₹1,121.75 Cr	3.69%
KEI Industries Ltd	Equity	₹992.81 Cr	3.27%
Hitachi Energy India Ltd Ordinary Shares	Equity	₹675.43 Cr	2.22%
KPIT Technologies Ltd	Equity	₹668.36 Cr	2.20%
Tube Investments of India Ltd Ordinary Shares	Equity	₹643.04 Cr	2.12%
Indian Hotels Co Ltd	Equity	₹611.18 Cr	2.01%
Jindal Steel & Power Ltd	Equity	₹609.03 Cr	2.00%
Prestige Estates Projects Ltd	Equity	₹586.64 Cr	1.93%
Mazagon Dock Shipbuilders Ltd	Equity	₹556.51 Cr	1.83%
Paytm_26/06/2025	Equity - Future	₹-483.22 Cr	1.59%
Balkrishna Industries Ltd	Equity	₹401.34 Cr	1.32%
Dixon_26/06/2025	Equity - Future	₹-384.22 Cr	1.26%
Phoenix Mills Ltd	Equity	₹268.99 Cr	0.88%
Supreme Industries Ltd	Equity	₹268.49 Cr	0.88%
Future on Indian Hotels Co Ltd	Equity - Future	₹-262.88 Cr	0.86%
Future on Jindal Hotels Ltd	Equity - Future	₹-239.59 Cr	0.79%
Mankind Pharma Ltd	Equity	₹226.68 Cr	0.75%
Voltas Ltd	Equity	₹199.74 Cr	0.66%
Future on Voltas Ltd	Equity - Future	₹-169.63 Cr	0.56%
Supremeind_26/06/2025	Equity - Future	₹-140.68 Cr	0.46%
Indraprastha Gas Ltd	Equity	₹73.27 Cr	0.24%
Future on Trent Ltd	Equity - Future	₹-71.08 Cr	0.23%
Igl_26/06/2025	Equity - Future	₹-69.27 Cr	0.23%
Jio Financial Services Ltd	Equity	₹28.67 Cr	0.09%
Eternal Ltd	Equity	₹9.53 Cr	0.03%
CG Power & Industrial Solutions Ltd	Equity	₹6.92 Cr	0.02%

Allocation By Market Cap (Equity)

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Technology	₹9,082.32 Cr	29.88%
Consumer Cyclical	₹4,868.51 Cr	16.01%
Industrials	₹4,640.95 Cr	15.27%
Healthcare	₹1,348.43 Cr	4.44%
Communication Services	₹1,235.72 Cr	4.06%
Real Estate	₹855.63 Cr	2.81%
Basic Materials	₹609.03 Cr	2.00%
Utilities	₹73.27 Cr	0.24%
Financial Services	₹28.67 Cr	0.09%

Risk & Performance Ratios

Fund Managers

Ajay Khandelwal

Since October 2024

Niket Shah

Since July 2020

Rakesh Shetty

Since November 2022

Sunil Sawant

Since July 2024

Additional Scheme Detailsas of 31st May 2025

ISIN

INF247L01445

Expense Ratio

0.70%

Exit Load

1.00%

Fund Size

₹30,401 Cr

Age

11 years 4 months

Lumpsum Minimum

₹500

Fund Status

Open Ended Investment Company

Benchmark

Nifty Midcap 150 TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Mid-Cap Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Kotak Nifty Midcap 150 ETF Very High Risk	0.1%	-	₹1.66 Cr	-
Helios Mid Cap Fund Direct Growth Very High Risk	0.8%	1.0%	₹97.67 Cr	-
Helios Mid Cap Fund Regular Growth Very High Risk	2.4%	1.0%	₹97.67 Cr	-
ICICI Prudential Nifty Midcap 150 ETF Very High Risk	0.1%	-	₹465.60 Cr	4.7%
ICICI Prudential Midcap Select ETF Very High Risk	0.1%	-	₹87.19 Cr	2.2%
Zerodha Nifty Midcap 150 ETF Very High Risk	0.2%	-	₹81.69 Cr	5.2%
LIC MF Nifty Midcap 100 ETF Very High Risk	0.2%	-	₹712.43 Cr	6.3%
HDFC NIFTY Midcap 150 ETF Very High Risk	0.2%	-	₹88.82 Cr	4.6%
UTI Nifty Midcap 150 ETF Very High Risk	0.2%	-	₹9.80 Cr	4.7%
Invesco India Mid Cap Fund Regular Growth Very High Risk	1.8%	1.0%	₹6641.11 Cr	16.4%
HSBC Midcap Fund Direct Growth Very High Risk	0.7%	1.0%	₹11469.74 Cr	6.3%
Canara Robeco Mid Cap Fund Regular Growth Very High Risk	1.9%	1.0%	₹2961.56 Cr	4.6%
Canara Robeco Mid Cap Fund Direct Growth Very High Risk	0.6%	1.0%	₹2961.56 Cr	6.1%
ICICI Prudential Midcap Fund Direct Growth Very High Risk	1.1%	1.0%	₹6420.71 Cr	6.1%
Nippon India Growth Fund Direct Growth Very High Risk	0.7%	1.0%	₹36836.07 Cr	8.0%
Edelweiss Mid Cap Fund Direct Growth Very High Risk	0.4%	1.0%	₹10027.89 Cr	10.8%
Invesco India Mid Cap Fund Direct Growth Very High Risk	0.6%	1.0%	₹6641.11 Cr	17.8%
Kotak Emerging Equity Scheme Direct Growth Very High Risk	0.4%	1.0%	₹53463.94 Cr	6.8%
JM Midcap Fund Regular Growth Very High Risk	2.0%	1.0%	₹1396.31 Cr	-1.4%
JM Midcap Fund Direct Growth Very High Risk	0.5%	1.0%	₹1396.31 Cr	0.2%
Mirae Asset Nifty Midcap 150 ETF Very High Risk	0.1%	-	₹1072.66 Cr	4.7%
DSP Midcap Fund Regular Growth Very High Risk	1.7%	1.0%	₹18712.25 Cr	3.0%
Kotak Emerging Equity Scheme Regular Growth Very High Risk	1.4%	1.0%	₹53463.94 Cr	5.6%
ICICI Prudential Midcap Select ETF Very High Risk	0.1%	-	₹79.99 Cr	36.3%
ICICI Prudential Nifty Midcap 150 ETF Very High Risk	0.1%	-	₹424.94 Cr	26.8%
HDFC Mid-Cap Opportunities Fund Regular Growth Very High Risk	1.4%	1.0%	₹79717.67 Cr	7.7%
Nippon India ETF Nifty Midcap 150 Very High Risk	0.2%	-	₹2223.94 Cr	4.5%
UTI Mid Cap Fund Direct Growth Very High Risk	0.9%	1.0%	₹11642.99 Cr	3.2%
Axis Midcap Fund Direct Growth Very High Risk	0.5%	1.0%	₹30501.51 Cr	5.3%
HDFC Mid-Cap Opportunities Fund Direct Growth Very High Risk	0.8%	1.0%	₹79717.67 Cr	8.4%
Aditya Birla Sun Life Mid Cap Fund Direct Growth Very High Risk	1.1%	1.0%	₹5922.32 Cr	5.1%
Baroda BNP Paribas Mid Cap Fund Direct Growth Very High Risk	0.6%	1.0%	₹2136.80 Cr	1.7%
SBI Magnum Midcap Fund Direct Growth Very High Risk	0.8%	1.0%	₹22406.12 Cr	3.3%
Sundaram Mid Cap Fund Direct Growth Very High Risk	0.9%	1.0%	₹12344.49 Cr	8.3%
Tata Mid Cap Growth Fund Direct Growth Very High Risk	0.7%	1.0%	₹4701.47 Cr	0.5%
Taurus Discovery (Midcap) Fund Direct Growth Very High Risk	2.2%	1.0%	₹128.00 Cr	-1.1%
DSP Midcap Fund Direct Growth Very High Risk	0.8%	1.0%	₹18712.25 Cr	4.0%
Quant Mid Cap Fund Direct Growth Very High Risk	0.6%	0.0%	₹9031.52 Cr	-9.9%
Franklin India Prima Fund Direct Growth Very High Risk	0.9%	1.0%	₹12285.44 Cr	7.5%
Motilal Oswal Nifty Midcap 100 ETF Very High Risk	0.2%	-	₹644.20 Cr	6.5%
Union Midcap Fund Regular Growth Very High Risk	2.1%	1.0%	₹1440.27 Cr	3.3%
Union Midcap Fund Direct Growth Very High Risk	0.7%	1.0%	₹1440.27 Cr	4.7%
Edelweiss Mid Cap Fund Regular Growth Very High Risk	1.7%	1.0%	₹10027.89 Cr	9.4%
Motilal Oswal Midcap Fund Direct Growth Very High Risk	0.7%	1.0%	₹30401.09 Cr	10.0%
LIC MF Midcap Fund Regular Growth Very High Risk	2.5%	1.0%	₹334.51 Cr	0.9%
LIC MF Midcap Fund Direct Growth Very High Risk	1.3%	1.0%	₹334.51 Cr	2.0%
Kotak Nifty Midcap 50 ETF Very High Risk	0.1%	-	₹68.13 Cr	6.6%
Aditya Birla Sun Life Mid Cap Fund Regular Growth Very High Risk	1.9%	1.0%	₹5922.32 Cr	4.3%
Baroda BNP Paribas Mid Cap Fund Regular Growth Very High Risk	2.0%	1.0%	₹2136.80 Cr	0.3%
ICICI Prudential Midcap Fund Regular Growth Very High Risk	1.9%	1.0%	₹6420.71 Cr	5.3%

About the AMC

Motilal Oswal Mutual Fund

+91 22 39804263

https://www.motilaloswalmf.com/

Total AUM

₹99,346 Cr

Address

Motilal Oswal Tower, Mumbai, 400 025

Other Funds by Motilal Oswal Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Motilal Oswal Small Cap Fund Direct Growth Very High Risk	0.6%	1.0%	₹4927.18 Cr	15.2%
Motilal Oswal Developed Market Ex US ETFs Fund of Funds Direct Growth Very High Risk	0.1%	1.0%	₹31.00 Cr	19.6%
Motilal Oswal Nifty Microcap 250 Index Fund Direct Growth Very High Risk	0.5%	1.0%	₹2359.44 Cr	0.7%
Motilal Oswal Ultra Short Term Fund Direct Growth Low to Moderate Risk	0.3%	0.0%	₹572.44 Cr	6.6%
Motilal Oswal S&P BSE Low Volatility Index Fund Direct Growth Very High Risk	0.4%	1.0%	₹112.50 Cr	1.2%
Motilal Oswal Nifty Next 50 Index Fund Direct Growth Very High Risk	0.3%	1.0%	₹341.14 Cr	-5.4%
Motilal Oswal Nifty 50 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹700.96 Cr	5.6%
Motilal Oswal Large and Midcap Fund Direct Growth Very High Risk	0.7%	1.0%	₹10840.40 Cr	16.0%
Motilal Oswal S&P 500 Index Fund Direct Growth Very High Risk	0.6%	1.0%	₹3545.28 Cr	16.0%
Motilal Oswal Focused Fund Direct Growth Very High Risk	1.0%	1.0%	₹1554.62 Cr	-6.1%
Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth Very High Risk	0.8%	1.0%	₹5041.54 Cr	15.8%
Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth Very High Risk	0.5%	1.0%	₹35.75 Cr	12.4%
Motilal Oswal Midcap Fund Direct Growth Very High Risk	0.7%	1.0%	₹30401.09 Cr	10.0%
Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth Very High Risk	0.3%	1.0%	₹915.88 Cr	-12.0%
Motilal Oswal Equity Hybrid Fund Direct Growth Very High Risk	0.9%	1.0%	₹417.89 Cr	18.4%
Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive Direct Growth Very High Risk	1.6%	1.0%	₹81.17 Cr	11.2%
Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative Direct Growth High Risk	0.1%	1.0%	₹46.29 Cr	11.8%
Motilal Oswal Multi Asset Fund Direct Growth High Risk	0.7%	1.0%	₹94.42 Cr	-8.7%
Motilal Oswal 5 Year G-Sec Fund of Fund Direct Growth Moderate Risk	0.4%	0.0%	₹38.29 Cr	10.7%
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth Very High Risk	0.3%	1.0%	₹919.21 Cr	1.7%
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth Very High Risk	0.3%	1.0%	₹2311.95 Cr	4.7%
Motilal Oswal Nifty Bank Index Fund Direct Growth Very High Risk	0.3%	1.0%	₹642.44 Cr	7.6%
Motilal Oswal Nifty 500 Fund Direct Growth Very High Risk	0.2%	1.0%	₹2358.60 Cr	3.7%
Motilal Oswal Long Term Equity Fund Direct Growth Very High Risk	0.6%	0.0%	₹4359.64 Cr	10.6%
Motilal Oswal Flexicap Fund Direct Growth Very High Risk	0.9%	1.0%	₹13023.40 Cr	14.3%
Motilal Oswal S&P BSE Enhanced Value Index Fund Direct Growth Very High Risk	0.4%	1.0%	₹832.42 Cr	-0.0%
Motilal Oswal S&P BSE Quality Index Fund Direct Growth Very High Risk	0.4%	1.0%	₹51.78 Cr	-2.6%
Motilal Oswal Liquid Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹1116.97 Cr	6.8%
Motilal Oswal Gold and Silver ETFs Fund of Funds Direct Growth Very High Risk	1.1%	0.0%	₹326.00 Cr	28.0%
Motilal Oswal Balance Advantage Fund Direct Growth Very High Risk	1.0%	1.0%	₹923.18 Cr	-5.3%
Motilal Oswal S&P BSE Financials ex Bank 30 Index Fund Direct Growth Very High Risk	0.4%	1.0%	₹20.71 Cr	13.2%

Risk Level

Your principal amount will be at Very High Risk

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What is the current NAV of Motilal Oswal Midcap Fund Direct Growth?

The NAV of Motilal Oswal Midcap Fund Direct Growth, as of 03-Jul-2025, is ₹120.15.

What are the returns of Motilal Oswal Midcap Fund Direct Growth?

The fund has generated 10.04% over the last 1 year and 37.00% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.

What is the portfolio composition of Motilal Oswal Midcap Fund Direct Growth?

The fund's allocation of assets is distributed as 68.82% in equities, 0.00% in bonds, and 31.18% in cash and cash equivalents.

Who manages the Motilal Oswal Midcap Fund Direct Growth?

The fund managers responsible for Motilal Oswal Midcap Fund Direct Growth are:-

Ajay Khandelwal
Niket Shah
Rakesh Shetty
Sunil Sawant

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Fund Overview

Fund Size

₹30,401 Cr

Expense Ratio

0.70%

ISIN

INF247L01445

Minimum SIP

₹500

Exit Load

1.00%

Inception Date

24 Feb 2014

Risk Level

Your principal amount will be at Very High Risk