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Motilal Oswal Midcap Fund - NAV, Returns, Performance & Investment Guide

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Comprehensive guide to Motilal Oswal Midcap Fund covering investment objectives, fund managers, returns, AUM, expense ratio & FAQs. Make informed investment decisions.

Investment Objective and Approach

The main investment objective of Motilal Oswal Midcap Fund Direct Plan-Growth is to bring investors capital appreciation by investing in a varied portfolio of equity mid-cap companies. It aims to achieve this by investing in those mid-cap companies that display solid business models and robust management.

Motilal Oswal Midcap Fund - Direct Plan is mandated to invest at least 65 per cent of its assets in mid-cap stocks at all times. Motilal Oswal Midcap Fund is a mid-cap mutual fund that is required by SEBI (Securities and Exchange Board of India) to invest at least 65% of its assets in mid-cap companies. Mid-cap companies rank between 101st to 250th on the stock exchange as per their market capitalization.

The fund follows Nifty Midcap 150 TRI as its benchmark index. The fund focuses on identifying quality mid-cap companies with strong fundamentals and growth potential to deliver long-term capital appreciation for investors.

Fund Managers

The fund is managed by a team of experienced professionals:

Ajay Khandelwal: One of the key fund managers overseeing the portfolio management decisions.

Niket Shah: Mr. Shah has a MBA in Finance from Welingkar Institute of Management. Before joining Motilal Oswal AMC, he worked at Motilal Oswal Securities Limited as the Head of Midcaps Research, at Edelweiss Securities Ltd. as Research Analyst - Midcaps and at Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps.

Rakesh Shetty: Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.

Sunil Sawant: Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development. Prior to joining Motilal Oswal Mutual Fund, he has worked with Sharekhan, Aditya Birla and Angel Broking

About the Fund House (AMC)

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).

Motilal Oswal Mutual Fund has established itself as a prominent player in the Indian mutual fund industry. The AMC is known for its research-driven investment approach and focuses on delivering consistent long-term returns to investors. Motilal Oswal Mutual Fund Asset management company · AUM ₹109,736.02 Cr. With a comprehensive suite of mutual fund products across various categories, the fund house caters to diverse investor needs ranging from equity to debt and hybrid funds.

The fund house leverages the research capabilities and market expertise of its parent company, Motilal Oswal Financial Services, which has been a trusted name in the financial services sector. The AMC's investment philosophy emphasizes thorough fundamental analysis and active portfolio management to identify investment opportunities.

Should I Invest in Motilal Oswal Midcap Fund?

Key Financial Metrics (as of August 28, 2025):

- The AUM (i.e. assets under management) of Motilal Oswal Midcap Fund is ₹33608.53 Cr as of 28th August 2025.

- The expense ratio of Motilal Oswal Midcap Fund Plan is 0.70 as of 28th August 2025.

- Motilal Oswal Midcap Fund fund has generated a return of 2.37% in 1 year, 29.74% in 3 years, 33.94% in 5 years.

- The fund has delivered a CAGR of 23.95 since inception.

- The exit load is 1% if redeemed in 0-1 Years.

Performance Analysis:

The fund has consistently outperformed the benchmark (Nifty Midcap 150) over the last 1Y, 3Y, 5Y time periods. Ranked 4 out of 19 mutual funds in the mid-cap category as per INDmoney.

Who Should Consider This Fund:

- If you wish to invest in the Motilal Oswal Midcap Fund Direct Plan-Growth plan, you may be an investor who desires high returns in the long term via the growth of mid-cap company stocks. In addition to this, you may be willing to take a significant amount of risk with mid-caps.

- Investors with a long-term investment horizon (5+ years)

- Those seeking exposure to India's growing mid-cap segment

- Investors comfortable with higher volatility for potentially higher returns

Risk Considerations:

The Motilal Oswal Midcap Fund Direct Growth is rated Very High risk. Mid-cap funds typically experience higher volatility compared to large-cap funds, making them suitable for investors with higher risk tolerance.

FAQs

What is today's NAV of Motilal Oswal Midcap Fund?

Latest NAV for Motilal Oswal Midcap Fund is at ₹ 117.51. The NAV updates daily based on market movements.

What is the AUM of Motilal Oswal Midcap Fund?

The AUM (i.e. assets under management) of Motilal Oswal Midcap Fund is ₹33608.53 Cr as of 28th August 2025.

What is the expense ratio of Motilal Oswal Midcap Fund?

The expense ratio of Motilal Oswal Midcap Fund Plan is 0.70 as of 28th August 2025.

What are the returns of Motilal Oswal Midcap Fund since inception?

The fund has delivered a CAGR of 23.95 since inception. The Motilal Oswal Midcap Fund was launched on Feb 03 2014.

What is the minimum SIP amount to invest in Motilal Oswal Midcap Fund?

Minimum SIP Investment is set to ₹500. This makes it accessible for regular investors to start their investment journey.

How do I invest in Motilal Oswal Midcap Fund?

You can invest through Allvest platform online, directly from the fund house website, or through registered mutual fund distributors. Online platforms offer convenience and often lower costs.

How to start a SIP in Motilal Oswal Midcap Fund?

Log into Allvest, select the fund, choose SIP option, set amount and frequency, and complete KYC verification. Your SIP will start from the selected date.

How do I automate an SIP in Motilal Oswal Midcap Fund?

Set up auto-debit instructions through Allvest platform or your bank. Once configured, investments will be automatically deducted on scheduled dates.

How can I withdraw/redeem my investment in Motilal Oswal Midcap Fund?

Submit redemption request through Allvest or the AMC website. The exit load is 1% if redeemed in 0-1 Years. Proceeds typically credit within 3-4 business days.