Motilal Oswal Midcap Fund (G)
Mid Cap FundNAV
102.22(0.90%)Fund Size (CR)
₹33,053.13Expense Ratio
1.56Scheme Type
Active FundValue Research
Min. investment
₹500Minimum Additional Investment
₹500Minimum SIP Investment
₹100Minimum Withdrawal
₹500Exit Load
1%Return Since Launch
22.40%
- 3M
- 6M
- 1Y
- 3Y
- All
Basic Details
Scheme Manager
Niket Shah
Bench Mark
Nifty Midcap 150 TRI
Type
OPEN
Lumpsum Returns
| Period Invested For | ₹10,000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 30 July 2025 | 9944.17 | -0.56% | - | -1.78% | 7/123 |
| 1 Month | 4 July 2025 | 9766.78 | -2.33% | - | -3.00% | 42/123 |
| 3 Month | 6 May 2025 | 10675.23 | 6.75% | - | 8.25% | 99/123 |
| 6 Month | 6 February 2025 | 10483.33 | 4.83% | - | 6.92% | 100/119 |
| 1 Year | 6 August 2024 | 10541.16 | 5.41% | 5.41% | 3.65% | 49/119 |
| 3 Year | 5 August 2022 | 21132.98 | 111.33% | 28.27% | 21.79% | 5/103 |
| 5 Year | 6 August 2020 | 42810.13 | 328.10% | 33.73% | 27.15% | 3/99 |
| Since Inception | 24 February 2014 | 101316.60 | 913.17% | 22.40% | 19.75% | 24/123 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 2 September 2024 | 1,20,000 | 121898.73 | 1.58% | 1.58% |
| 3 Year | 1 September 2022 | 3,60,000 | 519224.80 | 44.23% | 12.98% |
| 5 Year | 1 September 2020 | 6,00,000 | 1204992.99 | 100.83% | 14.97% |
| 10 Year | 1 September 2015 | 12,00,000 | 3829482.84 | 219.12% | 12.30% |
Note: SIP Returns since Inception Date.
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
Mutual Funds Calculator
- Investment type
- Scheme based
- SIP
- Lumpsum
Invested Amount
₹25,000
Estimated Returns
₹19,059
76%
Returns
Future value of your investment
₹44,059
Risk Ratios
5.17%
Standard Deviation
0.88%
Beta
1.46%
Sharpe Ratio
0.03%
Treynor's Ratio
6.44%
Jension's Alpha
Asset Allocation
Sector Allocation
Top 10 stock holding in portfolio
| Stock Invested in | % of Total Holdings | Quantity | Value (Cr) | Asset Type | Segment |
|---|---|---|---|---|---|
| Dixon Technolog. | 10.52% | 2099999 | 3536.61 | Equity | Consumer Durables |
| Coforge | 9.36% | 18000050 | 3146.77 | Equity | IT - Software |
| Kalyan Jewellers | 8.86% | 50076240 | 2978.03 | Equity | Diamond, Gems and Jewellery |
| Persistent Sys | 8.29% | 5400005 | 2786.67 | Equity | IT - Software |
| Trent | 7.84% | 5250000 | 2634.45 | Equity | Retail |
| Polycab India | 5.58% | 2750000 | 1875.78 | Equity | Cables |
| One 97 | 4.50% | 13869997 | 1510.93 | Equity | E-Commerce/App based Aggregator |
| KEI Industries | 4.00% | 3500000 | 1345.47 | Equity | Cables |
| Bharti Hexacom | 3.85% | 7000000 | 1293.39 | Equity | Telecomm-Service |
| Max Healthcare | 3.70% | 9969361 | 1242.18 | Equity | Healthcare |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Invesco India Midcap Fund - Direct (G) | 7405.92 | -0.95% | 13.93% | 14.20% | 18.63% | 29.33% | |
| Invesco India Midcap Fund - Direct (IDCW) | 7405.92 | -0.94% | 13.94% | 14.16% | 18.56% | 29.30% | |
| WhiteOak Capital Mid Cap Fund - Direct (G) | 3454.23 | -2.86% | 9.37% | 8.25% | 10.77% | - | |
| WhiteOak Capital Mid Cap Fund - Direct (IDCW) | 3454.23 | -2.86% | 9.37% | 8.25% | 10.77% | - | |
| Edelweiss Mid Cap Fund - Direct (IDCW) | 10988.16 | -4.18% | 7.50% | 7.88% | 10.27% | 26.69% |
List of Schemes under Motilal Oswal Mutual Fund
News
Motilal Oswal Mutual Fund announces change in fund manager under its scheme
Motilal Oswal Mutual Fund has announced change in fund manager under the following scheme, With effect from 05 August 2025Change in Fund Manager:
Name of the Scheme Existing Structure (Equity Component) Revised Structure (Equity Component) Motilal Oswal Focused Fund Ajay Khandelwal
Atul MehraAjay Khandelwal
Atul Mehra
Ankit AgarwalPowered by Capital Market - Live News
Motilal Oswal MF launches 'Special Opportunities Fund'
Motilal Oswal Mutual Fund (MOMF) has launched a new thematic equity scheme titled Motilal Oswal Special Opportunities Fund. The New Fund Offer (NFO) opened on 25 July 2025 and will remain open for subscription until 8 August 2025. The scheme will reopen for continuous sale and repurchase from 21 August 2025.The open-ended fund is designed to invest in special situations, unique market events that can unlock long-term capital appreciation. These include corporate restructuring, mergers and acquisitions, regulatory changes, policy shifts, disruptive innovation, sectoral shifts, and temporary crises impacting specific companies or industries.
The scheme is benchmarked against the Nifty 500 Total Return Index and follows MOMF's signature QGLP framework, focusing on Quality businesses with Growth potential, Longevity, and available at a reasonable Price. The fund will employ a focused, high-conviction, actively managed strategy, concentrating on equities and equity-related instruments likely to benefit from transformational events.
The equity component will be jointly managed by Ajay Khandelwal, Atul Mehra, and Bhalchandra Shinde, while Rakesh Shetty will manage the debt component and Sunil Sawant will handle overseas securities.
The fund is aimed at long-term investors seeking exposure to special-situation-driven opportunities and is suitable for those willing to ride through short-term volatility for potential structural gains.
Prateek Agrawal, managing director ('MD') and chief executive officer ('CEO') at Motilal Oswal Asset Management Company Ltd (MOAMC), said, The Motilal Oswal Special Opportunities Fund is intended for investors seeking to benefit from evolving market dynamics driven by special situations such as policy reforms, corporate actions, and structural shifts across sectors. Leveraging our research-led QGLP investment framework, the fund seeks to build a focused portfolio of companies navigating such transitions, with an emphasis on long-term capital appreciation.
Ajay Khandelwal, fund manager at MOAMC, added, Manufacturing, services, FDIs, and exports are expected to grow significantly, supported by structural reforms like PLI, RERA, and Atmanirbhar Bharat. We believe that corporate actions and macro shifts may continue to create special opportunities capable of disrupting markets. The fund will follow a blend of bottom-up stock picking and top-down analysis to identify companies navigating such transformative phases. This may span sectors like chemicals, EMS, infrastructure, defence, hospitality, healthcare, and IPO-bound firms. As growth-oriented managers, our aim is to align with India's evolving economic landscape and seek long term capital appreciation.
Powered by Capital Market - Live News
Motilal Oswal MF launches India's first BSE 1000 index fund to broaden market access
Motilal Oswal Mutual Fund has introduced the Motilal Oswal BSE 1000 Index Fund, a new fund offer (NFO) set to run from June 5 to June 19, 2025. The open-ended scheme is the first in India to track the BSE 1000 Total Return Index, aiming to offer investors wide-ranging exposure to India's equity markets through a single passive investment vehicle.The BSE 1000 Total Return Index represents the top 1,000 listed companies in India, covering approximately 94% of the country's listed market capitalization. The index spans across large-, mid-, small-, and micro-cap stocks, and reflects the performance of 22 sectors, ranging from traditional industries to technology-driven enterprises. With a cap of ~33% on the top 10 stocks, the index structure aims to minimize concentration risk and deliver diversified exposure.
The fund's investment objective is to provide returns that closely correspond to the total returns of the BSE 1000 index, subject to tracking error. Investors can participate with a minimum lump sum of Rs 500, while exit load is 1% if redeemed within 15 days from allotment and nil thereafter.
Commenting on the launch, Pratik Oswal, chief of' passive business, Motilal Oswal Asset Management Company: We are proud to launch India's first index fund tracking the BSE 1000 Total Return Index, giving investors access to India's largest and most inclusive equity index. This fund aims to captures the performance of 1,000 companies spanning large, mid, small, and micro-cap companies across 22 sectors. It provides a diversified exposure to India's corporate sector and is a natural evolution for investors seeking a passive investment option. As pioneers in passive investing, our goal is to offer simple, low-cost, and scalable investment options, and this launch aligns with that objective.
The launch comes at a time when India's macroeconomic outlook remains strong. Citing IMF projections, MOAMC expects India's GDP to grow at 6.2% in 2025 and 6.3% in 2026, supported by a mix of domestic demand, policy reforms, and structural shifts across key industries.
For investors seeking broad-based, passive exposure to India's equity story through a diversified and low-cost strategy, the Motilal Oswal BSE 1000 Index Fund offers a new point of entry aligned with India's long-term economic vision.
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Fund House Details & Investment Objective
Date of Incorporation
3 February 2014
Total AUM (Cr)
₹33608.53
Motilal Oswal Midcap Fund (G) is an Mid Cap Fund-oriented fund from the renowned AMC, Motilal Oswal Mutual Fund. Launched in 3 February 2014, this fund is managed by Niket Shah. With assets under management (AUM) worth ₹33,608.53 (Cr), as of 7 August 2025, Motilal Oswal Midcap Fund (G) is categorized as a Mid Cap Fund within its segment. The fund has generated a return of 22.40% since its launch.
The current NAV of Motilal Oswal Midcap Fund (G) is ₹102.22, as on 7 August 2025. The fund's benchmark index is Nifty Midcap 150 TRI. You can invest in Motilal Oswal Midcap Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹500.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
1% - If redeemed on or before 365 days from the date of allotment. Nil - If redeemed after 365 days from the date of allotment. The fund has generated 28.27% and 33.73% CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 82.04% in Equity, 13.39% in Debt and 4.57% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 22.06% in IT-Software, 18.45% in Debt, 14.43% in Cash & Others, 11.93% in Consumer Durables, 8.03% in Industrial Products
FAQs
How to Invest in Motilal Oswal Midcap Fund (G) Direct Growth?
Motilal Oswal Midcap Fund (G) is a popular fund in the Mid Cap Fund segment. The fund has generated a return of 22.40% since inception. Looking to invest in Motilal Oswal Midcap Fund (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Motilal Oswal Midcap Fund (G) is super easy and convenient with m.Stock. Here’s how you can begin:
- Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
- In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
- In the search bar, enter the fund name, in this case, Motilal Oswal Midcap Fund (G)
- On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
- If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
- If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.
So, why wait? Invest in Motilal Oswal Midcap Fund (G) today and reap the benefits of this Mid Cap Fund fund!
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How to redeem or withdraw money from Motilal Oswal Midcap Fund (G) Direct Growth?
Redeeming or selling units of Motilal Oswal Midcap Fund (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.
To redeem from Motilal Oswal Midcap Fund (G):
- Login to your m.Stock account
- In portfolio, your mutual fund investments will be visible under ‘MF’
- Select the fund you wish to redeem from (in this case Motilal Oswal Midcap Fund (G)).
- Click on ‘Redeem’ button
- You have 2 options – redeem by units and redeem by value (you can only redeem free units)
- Select units to be redeemed and click on submit.
- Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).