Motilal Oswal Midcap Fund

AMC: MOTILALOSWAL Moderate Risk Equity Mid Cap

📊 Quick Summary Of This Page

Motilal Oswal Midcap Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹500
Minimum SIP
1.29%
Expense Ratio
Mr. Ankit Agarwal
Fund Manager
Growth
Plan Type
03 Feb 2014
Launch Date
1%
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
NAV Momentum
Fund Analysis

Motilal Oswal Midcap Fund does not yet have a 5-year performance history.

The average return for Mid Cap funds is 82.60% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 9.98% 1.15%
2 Year Return 63.40% 14.53%
3 Year Return 123.16% 40.78%
4 Year Return 314.21% 68.09%
5 Year Return 304.72% 82.60%
6 Year Return 303.52% 138.43%
7 Year Return 423.39% 178.44%
Expense Ratio 1.29% -
NAV History
Fund Information

AMC: MOTILALOSWAL

Category: Equity • Mid Cap

Launch Date: 03 Feb 2014

Fund Manager: Mr. Ankit Agarwal

Minimum Purchase: ₹500

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.

Lock-in: 0

Risk: Moderate Risk

About This Fund

Motilal Oswal Midcap Fund is managed by MOTILALOSWAL and belongs to the Equity category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Motilal Oswal Midcap Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Motilal Oswal Midcap Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Motilal Oswal Midcap Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Motilal Oswal Midcap Fund, based on the latest portfolio data.

Motilal Oswal Midcap Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Motilal Oswal Midcap Fund is , which represents the annual cost charged for managing the fund.

Motilal Oswal Midcap Fund manages assets worth approximately , representing the total investor capital under management.

Motilal Oswal Midcap Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

Motilal Oswal Midcap Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Motilal Oswal Midcap Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Motilal Oswal Midcap Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Motilal Oswal Midcap Fund and making investment decisions.

Yes, Motilal Oswal Midcap Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Motilal Oswal Midcap Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Motilal Oswal Midcap Fund to estimate returns and wealth creation over different time periods.