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Motilal Oswal Midcap Fund (G)

EquityMid Cap Fund

Last Updated NAV Date: 08 May 2026

3 Year Returns

21.76%

NAV (₹)

94.2561

1 Day NAV Change

0.36%

No chart data available for this period.

Fund Details

Min. SIP Amount₹ 100
Min. Lumpsum Amount₹ 500
AUM₹ 31046.66 Cr
Expense Ratio1.61%
Lock-in PeriodNo Lock-in Period
Inception Date24 Feb 2014
Fund Age12 Yrs

Exit Load

1% - If redeemed on or before 365 days from the date of allotment. Nil - If redeemed after 365 days from the date of allotment.

Fund’s Investment Objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

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Returns Estimator

Estimation is based on the past performance

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Select Duration

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1 Yr

30 Yrs

Expected Rate of Return

12%

8%

30%

The value of your investment after 5 Years will be

₹4,12,432

Invested Amount

₹3,00,000

Est. Returns

₹1,12,432

Scheme’s Historical Return

1 Month Return5.14%
3 Month Return0.73%
6 Month Return-8.15%
1 Year Return-1.18%
3 Year Return21.76%
5 Year Return23.55%

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

Sector Holdings

Last Updated: 31 Mar 2026
SectorsAllocationWeightageValue (in Cr.)
IT - Software
14.97%₹ 4,648.909
E-Commerce/App based Aggregator
14.13%₹ 4,386.867
Finance
12.79%₹ 3,970.245
Telecom-Service
9.47%₹ 2,939.468
Diamond, Gems and Jewellery
7.75%₹ 2,404.693
Financial Services
7.64%₹ 2,371.693
Cables
5.46%₹ 1,695.452
Stock/ Commodity Brokers
4.37%₹ 1,356.828
Consumer Durables
3.67%₹ 1,140.082
Capital Goods-Non Electrical Equipment
3.49%₹ 1,083.17

Stock Holdings

Last Updated: 31 Mar 2026
NameAllocationWeightageValue (in Cr.)Sector
Kalyan Jewellers
7.44%₹ 2,308.53Diamond, Gems and Jewellery
One 97
7.34%₹ 2,279.147E-Commerce/App based Aggregator
Persistent Syste
6.33%₹ 1,963.801IT - Software
Eternal
6.22%₹ 1,932.291E-Commerce/App based Aggregator
Coforge
6.13%₹ 1,904.233IT - Software
Bharti Airtel
5.44%₹ 1,690.395Telecom-Service
KEI Industries
5.24%₹ 1,627.651Cables
Aditya Birla Cap
5.03%₹ 1,562.35Finance
Billionbrains
4.20%₹ 1,302.569Stock/ Commodity Brokers
Multi Comm. Exc.
4.09%₹ 1,268.642Financial Services

Fund Manager Details

Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010. M.Com from Mumbai University and Advanced Diploma in Business Administration from Welingkar, Mumbai

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

AMC Information

Motilal Oswal Mutual Fund

Funds Managed

87

Assets Managed

₹ 1,40,601.97 Cr

Contact Details

www.motilaloswalmf.com
amc@motilaloswal.com
022-40548002 / 8108622222

Registered Address

Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025

Managing Director

Prateek Agrawal

Chief Executive Officer

Prateek Agrawal

Compliance Officer

Ms. Aparna Karmase

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Motilal Oswal Contra Fund - Regular (G)

Open-Close08 May - 22 May
Min. Investment₹500

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Min. Investment₹500
Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

The Net Asset Value (NAV) of Motilal Oswal Midcap Fund (G) is updated at the end of every business day. You can check the latest NAV in the header section of this page.
You can invest in Motilal Oswal Midcap Fund (G) online through the Anand Rathi AR Invest app or website. Simply log in, complete your KYC if not already done, and choose between SIP or Lumpsum investment modes.
Exit load varies by scheme. For Motilal Oswal Midcap Fund (G), please refer to the "Fund Details" section above to see if any exit load applies for early redemptions.
Mutual funds are generally suitable for long-term wealth creation. However, suitability depends on your individual risk appetite and financial goals. You should review the riskometer and fund performance before investing.
Once you invest, you can track your portfolio performance, NAV changes, and transaction history in real-time through the AR Invest dashboard.

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Contact No. 022-62817000

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