Motilal Oswal Midcap Fund Direct-IDCW

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 1.07%
NAV: ₹48.54 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Motilal Oswal Midcap Fund Direct-IDCW

  • ₹40,207.5 Cr
    AUM
  • ₹48.54
    NAV
  • 0.91%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Motilal Oswal Midcap Fund Direct-IDCW Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 1.07% NA 4.37%
6 Months 13.09% NA 15.67%
1 Year 0.22% 0.22% -0.50%
2 Years 1.16% 0.58% 23.18%
3 Years 67.40% 18.74% 22.72%
5 Years 141.31% 19.27% 26.92%
7 Years 328.49% 23.11% NA
10 Years 401.42% 17.50% 16.72%
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As on Thu Nov 05, 2026

Dividend of Motilal Oswal Midcap Fund Direct-IDCW : 29.70%

Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision

Asset Allocation of Motilal Oswal Midcap Fund Direct-IDCW

equities

96.38%

other assets or cash equivalents

3.62%
Large Cap: 26.09%
Mid Cap: 68.64%
Small Cap: 5.26%
Other: 0.00%
Top Holdings
Others Cblo
14.25%
Reverse Repo/cblo
12.32%
Reverse Repo/cblo
12.32%
Reverse Repo/cblo
13.39%
One 97 Communications Ltd
9.07%
 
Top Sectors
Technology
67.67%
Unspecified
62.80%
Industrials
36.28%
Consumer Discretionary
34.91%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Motilal Oswal Midcap Fund Direct-IDCW

Motilal Oswal Midcap Fund Direct-IDCW is one Equity mutual fund offered by Motilal Oswal Mutual Fund. Launched on 24 Feb 2014, the fund aims Long-term capital growth. Investment in equity and equity related instruments in quality mid-cap companies having long-term competitive advantages and potential for growth. It manages assets worth ₹40,207.5 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.91%.
The portfolio allocation consists of 96.38% in equities, 3.62% in other assets or cash equivalents.Managed by Niket Shah, it has delivered a return of 0.22% in the last year, a total return since inception of 21.52%.
The latest dividend was declared on 25 Mar 2026 at 29.70% of face value.
Long-term investors frequently compare different best sip plans in order to build long-term wealth.

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  • Ajay Khandelwal

    Fund Manager

  • Mr. Khandelwal is MBA & Bachelor of Engineering.

    Manager Education

  • Sunil Sawant

    Fund Manager

  • Mr. Sawant has done M.Com

    Manager Education

  • Rakesh Shetty

    Fund Manager

  • Mr. Shetty has done B.Com

    Manager Education

  • Niket Shah

    Fund Manager

  • Mr. Shah is a MBA in Finance

    Manager Education

Key Metrics of Motilal Oswal Midcap Fund Direct-IDCW

  • Standard Deviation
    21.29%
  • Mean
    17.93%
  • Sharpe Ratio
    0.58%
  • Alpha
    3.63%
  • Beta
    0.99%
  • Sortino Ratio
    0.84%

Motilal Oswal Midcap Fund Direct-IDCW Fund Details

Fund Names Motilal Oswal Midcap Fund Direct-IDCW
Inception Date 24 Feb 2014
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹500
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

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Motilal Oswal Midcap Fund Direct-IDCW Fund Returns Comparison

Compare Motilal Oswal Midcap Fund Direct-IDCW with other mutual funds in the same category

Motilal Oswal Midcap Fund Direct-IDCW

Motilal Oswal Midcap Fund Direct-Growth

Invesco India Mid Cap Fund Direct-Growth

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Motilal Oswal Midcap Fund Direct-Growth trend ₹40,208 3.45% 1.07% 0.22% 18.74% 19.27%
Motilal Oswal Midcap Fund Direct-IDCW trend ₹40,208 3.45% 1.07% 0.22% 18.74% 19.27%
Invesco India Mid Cap Fund Direct-Growth trend ₹15,780 4.08% -2.02% 6.93% 23.72% 18.50%
Invesco India Mid Cap Fund Direct-IDCW trend ₹15,780 4.08% -2.02% 6.93% 23.72% 18.50%
Motilal Oswal Midcap Fund Regular-Growth trend ₹40,208 3.39% 0.89% -0.55% 17.64% 18.07%
Motilal Oswal Midcap Fund Regular-IDCW trend ₹40,208 3.39% 0.89% -0.55% 17.64% 18.07%
HSBC Midcap Fund Direct-Growth trend ₹16,800 0.93% -1.37% 15.34% 22.39% 17.88%
HSBC Midcap Fund Direct-IDCW trend ₹16,800 0.93% -1.37% 15.34% 22.39% 17.88%
HDFC Mid Cap Fund Direct-Growth trend ₹101,856 2.56% -4.17% 1.18% 16.64% 17.85%
HDFC Mid Cap Fund Direct-IDCW trend ₹101,856 2.56% -4.17% 1.18% 16.64% 17.85%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Motilal Oswal Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Motilal Oswal Midcap Fund Regular-Growth increase ₹40,208 3.39% 0.89% 12.66% -0.55% 17.64%
Motilal Oswal Midcap Fund Direct-Growth increase ₹40,208 3.45% 1.07% 13.09% 0.22% 18.74%
Motilal Oswal Midcap Fund Regular-IDCW increase ₹40,208 3.39% 0.89% 12.66% -0.55% 17.64%
Motilal Oswal Nifty Midcap 150 Index Fund Regular-Growth increase ₹3,995 2.45% -4.84% 0.41% 0.41% 14.16%
Motilal Oswal Nifty Midcap 150 Index Fund Direct-Growth increase ₹3,995 2.52% -4.66% 0.81% 1.19% 15.01%
Motilal Oswal Nifty Midcap 100 ETF-Growth increase ₹821 2.58% -4.59% 0.92% 1.50% 15.81%
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increase growth is based on 1-month returns of the funds

Motilal Oswal Midcap Fund Direct-IDCW Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
HDFC Mid Cap Fund Direct-Growth trend ₹101,856 ₹226.14 16.64% 17.85% 17.26%
HDFC Mid Cap Fund Regular-Growth trend ₹101,856 ₹203.75 15.91% 17.08% 16.38%
HDFC Mid Cap Fund Direct-IDCW trend ₹101,856 ₹80.30 16.64% 17.85% 17.26%
HDFC Mid Cap Fund Regular-IDCW trend ₹101,856 ₹51.12 15.91% 17.08% 16.38%
Kotak Mid Cap Fund Direct-Growth trend ₹66,613 ₹163.96 16.60% 15.37% 17.43%
Kotak Mid Cap Fund Regular-Growth trend ₹66,613 ₹139.82 15.40% 14.10% 16.05%
Kotak Mid Cap Fund Regular-IDCW trend ₹66,613 ₹76.79 15.40% 14.10% 16.05%
Kotak Mid Cap Fund Direct-IDCW trend ₹66,613 ₹97.68 16.60% 15.37% 17.43%
Nippon India Growth Mid Cap Fund Direct-Growth trend ₹50,176 ₹4,855.78 17.60% 16.64% 18.10%
Nippon India Growth Mid Cap Fund-Growth trend ₹50,176 ₹4,387.95 16.67% 15.72% 17.22%
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Top funds are based on Fund AUM

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Motilal Oswal Midcap Fund Direct-IDCW Detailed Portfolio

Stocks Sector % of Holding Value
Others CbloUnspecified14.25%₹5,256.36 Cr
Reverse Repo/cbloUnspecified12.32%₹4,621.17 Cr
Reverse Repo/cbloUnspecified12.32%₹4,621.17 Cr
Reverse Repo/cbloUnspecified13.39%₹4,501.69 Cr
One 97 Communications LtdIndustrials9.07%₹3,885.88 Cr
One 97 Communications LtdIndustrials9.07%₹3,885.88 Cr
One 97 Communications LtdIndustrials9.07%₹3,885.88 Cr
One 97 Communications LtdIndustrials9.07%₹3,885.88 Cr
Persistent Systems LtdTechnology10.03%₹3,811.80 Cr
Coforge LtdTechnology9.92%₹3,769.68 Cr
Persistent Systems LtdTechnology10.15%₹3,744.28 Cr
Reverse Repo/cbloUnspecified10.51%₹3,618.94 Cr
Persistent Systems LtdTechnology9.47%₹3,549.96 Cr
Persistent Systems LtdTechnology9.47%₹3,549.96 Cr
Dixon Technologies (india) LtdConsumer Discretionary10.52%₹3,536.61 Cr
Coforge LtdTechnology9.32%₹3,494.09 Cr
Coforge LtdTechnology9.32%₹3,494.09 Cr
Kalyan Jewellers India LtdConsumer Discretionary8.13%₹3,485.80 Cr
Kalyan Jewellers India LtdConsumer Discretionary8.13%₹3,485.80 Cr
Kalyan Jewellers India LtdConsumer Discretionary8.13%₹3,485.80 Cr
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Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Motilal Oswal Midcap Fund Direct-Growth increase ₹119.01 18.74% 19.27% -
Motilal Oswal Midcap Fund Direct-IDCW increase ₹48.54 18.74% 19.27% -
Invesco India Mid Cap Fund Direct-Growth increase ₹238.94 23.72% 18.50% -
Invesco India Mid Cap Fund Direct-IDCW increase ₹83.42 23.72% 18.50% -
Motilal Oswal Midcap Fund Regular-Growth increase ₹102.85 17.64% 18.07% -
Motilal Oswal Midcap Fund Regular-IDCW increase ₹46.48 17.64% 18.07% -
HSBC Midcap Fund Direct-Growth increase ₹524.81 22.39% 17.88% -
HSBC Midcap Fund Direct-IDCW increase ₹92.60 22.39% 17.88% -
HDFC Mid Cap Fund Direct-Growth increase ₹226.14 16.64% 17.85% -
HDFC Mid Cap Fund Direct-IDCW increase ₹80.30 16.64% 17.85% -
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increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Motilal Oswal Midcap Fund Direct-IDCW

What is the current AUM of Motilal Oswal Midcap Fund Direct-IDCW?

As of Wed Sep 30, 2026, Motilal Oswal Midcap Fund Direct-IDCW manages assets worth ₹40,207.5 crore

How has Motilal Oswal Midcap Fund Direct-IDCW performed recently?

  • 3 Months: 1.07%
  • 6 Months: 13.09%

What is the long-term performance of Motilal Oswal Midcap Fund Direct-IDCW?

  • 3 Years CAGR: 18.74%
  • 5 Years CAGR: 19.27%
  • Since Inception: 21.52%

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

Equity: 96.38%, Others: 3.62%.

Who manages Motilal Oswal Midcap Fund Direct-IDCW?

Motilal Oswal Midcap Fund Direct-IDCW is managed by Niket Shah from Motilal Oswal Mutual Fund.

When was the last dividend declared by Motilal Oswal Midcap Fund Direct-IDCW?

Latest dividend was declared on 25 Mar 2026 at 29.70% of face value.

What is the market-cap allocation of Motilal Oswal Midcap Fund Direct-IDCW?

Large Cap: 26.09%, Mid Cap: 68.64%, Small Cap: 5.26%.

Which are the top companies Motilal Oswal Midcap Fund Direct-IDCW has invested in?

  • Others CBLO – 14.25% of the fund's portfolio
  • Reverse Repo/CBLO – 12.32% of the fund's portfolio
  • Reverse Repo/CBLO – 12.32% of the fund's portfolio
  • Reverse Repo/CBLO – 13.39% of the fund's portfolio
  • One 97 Communications Ltd – 9.07% of the fund's portfolio

Which are the major sectors Motilal Oswal Midcap Fund Direct-IDCW focuses on?

  • Technology – 67.67% of the fund's portfolio
  • Unspecified – 62.80% of the fund's portfolio
  • Industrials – 36.28% of the fund's portfolio
  • Consumer Discretionary – 34.91% of the fund's portfolio
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