Fund Overview of Motilal Oswal Midcap Fund Regular-growth
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₹33,608.5 CrAUM
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₹102.95NAV
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1.55%Expense Ratio
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EquityFund Category
Returns of Motilal Oswal Midcap Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 1.16% | NA | 4.37% |
| 6 Months | 20.02% | NA | 15.67% |
| 1 Year | -3.40% | -3.40% | -0.50% |
| 2 Years | 65.21% | 28.53% | 23.18% |
| 3 Years | 99.88% | 25.97% | 22.72% |
| 5 Years | 319.95% | 33.24% | 26.92% |
| 7 Years | 349.40% | 23.95% | NA |
| 10 Years | 408.54% | 17.66% | 16.72% |
Asset Allocation
equities
91.01%debt instruments
6.84%other assets or cash equivalents
2.15%Motilal Oswal Midcap Fund Regular-growth 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 ₹33,608.5 crore as on Thu Jul 31, 2025. , with a 52-week NAV range between ₹86.54 and ₹114.70. The expense ratio stands at 1.55%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Motilal Oswal Midcap Fund Regular-growth
The portfolio allocation consists of 91.01% in equities, 6.84% in debt instruments, 2.15% in other assets or cash equivalents. Managed by Niket Shah, it has delivered a return of -3.40% in the last year, a total return since inception of 22.31%.
Key Metrics of Motilal Oswal Midcap Fund Regular-growth
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Standard Deviation17.40%
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Sharpe Ratio1.12%
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Alpha6.81%
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Beta0.89%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Aditya Birla Sun Life Mid Cap Direct Fund-growth  |
₹6,106 | -0.77% | -1.41% | -4.24% | 20.39% | 25.22% |
| Aditya Birla Sun Life Mid Cap Fund Regular-growth |
₹6,106 | -0.84% | -1.63% | -5.02% | 19.38% | 24.14% |
| Taurus Mid Cap Fund Direct - Growth |
₹130 | -1.53% | -3.28% | -4.92% | 18.39% | 20.79% |
| Taurus Mid Cap Fund Direct - Growth |
₹130 | -1.53% | -3.28% | -4.92% | 18.39% | 20.79% |
| Taurus Mid Cap Fund Regular - Growth |
₹130 | -1.57% | -3.39% | -5.32% | 17.94% | 20.35% |
| Taurus Mid Cap Fund Regular - Growth |
₹130 | -1.57% | -3.39% | -5.32% | 17.94% | 20.35% |
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 |
|---|---|---|---|---|---|---|
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Motilal Oswal Midcap Fund Direct-growth
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₹33,609 | -1.72% | 0.70% | 17.50% | -4.93% | 27.67% |
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Motilal Oswal Midcap Fund Direct-idcw
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₹33,609 | -1.72% | 0.70% | 17.50% | -4.93% | 27.67% |
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Motilal Oswal Midcap Fund Regular-idcw
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₹33,609 | -1.79% | 0.48% | 16.98% | -5.81% | 26.34% |
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Motilal Oswal Nifty Midcap 150 Index Fund Regular - Growth
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₹2,472 | 0.02% | -0.91% | 15.85% | -2.46% | 22.59% |
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Motilal Oswal Nifty Midcap 150 Index Fund Direct - Growth
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₹2,472 | 0.09% | -0.70% | 16.31% | -1.74% | 23.49% |
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Motilal Oswal Nifty Midcap 100 Etf-growth
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₹693 | 0.14% | -1.12% | 15.83% | -1.50% | 24.68% |
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Motilal Oswal Nifty Midcap150 Momentum 50 Etf-growth
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₹6 | 0.00% | -1.68% | - | - | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Mid Cap Fund Regular-growth |
₹6,106 | ₹782.33 | 19.38% | 24.14% | 13.54% |
| Aditya Birla Sun Life Mid Cap Direct Fund-growth |
₹6,106 | ₹873.25 | 20.39% | 25.22% | 14.55% |
| Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-growth |
₹379 | ₹24.37 | 23.37% | - | - |
| Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-growth |
₹379 | ₹23.70 | 22.64% | - | - |
| Taurus Mid Cap Fund Direct - Growth |
₹130 | ₹127.78 | 18.39% | 20.79% | 15.24% |
| Taurus Mid Cap Fund Regular - Growth |
₹130 | ₹120.93 | 17.94% | 20.35% | 14.75% |
| Taurus Mid Cap Fund Direct - Growth |
₹130 | ₹127.78 | 18.39% | 20.79% | 15.24% |
| Taurus Mid Cap Fund Regular - Growth |
₹130 | ₹120.93 | 17.94% | 20.35% | 14.75% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Reverse Repo/cblo | Unspecified | 13.39% | ₹4,501.69 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 10.52% | ₹3,536.61 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 9.57% | ₹3,325.64 Cr |
| Zomato Ltd | Technology | 9.37% | ₹3,255.00 Cr |
| Coforge Ltd | Technology | 9.36% | ₹3,146.77 Cr |
| Coforge Ltd | Technology | 9.04% | ₹3,142.23 Cr |
| Kalyan Jewellers India Ltd | Consumer Discretionary | 8.86% | ₹2,978.03 Cr |
| Persistent Systems Ltd | Technology | 8.33% | ₹2,893.50 Cr |
| One 97 Communications Ltd | Industrials | 8.09% | ₹2,809.50 Cr |
| Persistent Systems Ltd | Technology | 8.29% | ₹2,786.67 Cr |
| Kalyan Jewellers India Ltd | Consumer Discretionary | 7.84% | ₹2,725.80 Cr |
| Trent Ltd | Consumer Discretionary | 7.84% | ₹2,634.45 Cr |
| Others Cblo | Unspecified | 6.84% | ₹2,375.45 Cr |
| Trent Ltd | Consumer Discretionary | 6.73% | ₹2,338.61 Cr |
| Polycab India Ltd | Industrials | 6.60% | ₹2,295.09 Cr |
| Polycab India Ltd | Industrials | 5.58% | ₹1,875.78 Cr |
| Kaynes Technology India Ltd | Technology | 4.77% | ₹1,657.22 Cr |
| Kei Industries Ltd | Industrials | 4.68% | ₹1,624.92 Cr |
| Net Receivables | Unspecified | 4.57% | ₹1,534.76 Cr |
| One 97 Communications Ltd | Industrials | 4.50% | ₹1,510.93 Cr |
| Kei Industries Ltd | Industrials | 4.00% | ₹1,345.47 Cr |
| Bharti Hexacom Ltd. | Technology | 3.85% | ₹1,293.39 Cr |
| Max Healthcare Institute Ltd | Healthcare | 3.70% | ₹1,242.18 Cr |
| Kaynes Technology India Ltd | Technology | 3.57% | ₹1,201.50 Cr |
| Bharti Hexacom Ltd. | Technology | 3.22% | ₹1,120.37 Cr |
| Aditya Birla Capital Ltd | Financial | 3.15% | ₹1,096.31 Cr |
| Tube Investments Of India Ltd | Consumer Discretionary | 3.12% | ₹1,083.85 Cr |
| Aditya Birla Capital Ltd | Financial | 2.59% | ₹871.86 Cr |
| Prestige Estates Projects Ltd | Real Estate | 2.39% | ₹830.56 Cr |
| Supreme Industries Ltd | Materials | 2.25% | ₹780.63 Cr |
| Net Receivables | Unspecified | 2.15% | ₹747.66 Cr |
| Hitachi Energy India Ltd | Industrials | 2.09% | ₹703.33 Cr |
| Prestige Estates Projects Ltd | Real Estate | 2.03% | ₹680.87 Cr |
| Supreme Industries Ltd | Materials | 1.92% | ₹646.04 Cr |
| Tube Investments Of India Ltd | Consumer Discretionary | 1.78% | ₹596.57 Cr |
| Max Healthcare Institute Ltd | Healthcare | 1.69% | ₹587.45 Cr |
| Kpit Technologies Ltd | Technology | 1.55% | ₹521.22 Cr |
| Hitachi Energy India Ltd | Industrials | 0.17% | ₹59.13 Cr |
| Pb Fintech Ltd | Financial | 0.00% | ₹0.42 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Aditya Birla Sun Life Mid Cap Direct Fund-growth |
₹873.25 | 20.39% | 25.22% | - |
| Aditya Birla Sun Life Mid Cap Fund Regular-growth |
₹782.33 | 19.38% | 24.14% | - |
| Taurus Mid Cap Fund Direct - Growth |
₹127.78 | 18.39% | 20.79% | - |
| Taurus Mid Cap Fund Direct - Growth |
₹127.78 | 18.39% | 20.79% | - |
| Taurus Mid Cap Fund Regular - Growth |
₹120.93 | 17.94% | 20.35% | - |
| Taurus Mid Cap Fund Regular - Growth |
₹120.93 | 17.94% | 20.35% | - |
growth is based on 5Y returns of the funds
Motilal Oswal Midcap Fund Regular-growth
What is the current AUM of Motilal Oswal Midcap Fund Regular-growth?
As of Thu Jul 31, 2025, Motilal Oswal Midcap Fund Regular-growth manages assets worth ₹33,608.5 crore
How has Motilal Oswal Midcap Fund Regular-growth performed recently?
- 3 Months: 1.16%
- 6 Months: 20.02%
What is the long-term performance of Motilal Oswal Midcap Fund Regular-growth?
- 3 Years CAGR: 25.97%
- 5 Years CAGR: 33.24%
- Since Inception: 22.31%
What is the portfolio composition of Motilal Oswal Midcap Fund Regular-growth?
Equity: 91.01%, Debt: 6.84%, Others: 2.15%.
Who manages Motilal Oswal Midcap Fund Regular-growth?
Motilal Oswal Midcap Fund Regular-growth is managed by Niket Shah from Motilal Oswal Mutual Fund.
What is the market-cap allocation of Motilal Oswal Midcap Fund Regular-growth?
Large Cap: 19.54%, Mid Cap: 80.46%.
Which are the top companies Motilal Oswal Midcap Fund Regular-growth has invested in?
- Reverse Repo/CBLO – 13.39% of the fund's portfolio
- Dixon Technologies (India) Ltd – 10.52% of the fund's portfolio
- Dixon Technologies (India) Ltd – 9.57% of the fund's portfolio
- Zomato Ltd – 9.37% of the fund's portfolio
- Coforge Ltd – 9.36% of the fund's portfolio
Which are the major sectors Motilal Oswal Midcap Fund Regular-growth focuses on?
- Technology – 61.36% of the fund's portfolio
- Consumer Discretionary – 56.26% of the fund's portfolio
- Industrials – 35.71% of the fund's portfolio
- Unspecified – 26.95% of the fund's portfolio
- Financial – 5.75% of the fund's portfolio
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