Motilal Oswal Midcap Fund is an equity mutual fund that focuses on investing in mid-cap companies. Launched on February 24, 2014, the fund has grown significantly over the years. As of February 2025, it manages assets worth ₹24,488 crore. citeturn0search14 The fund is categorized under the ‘Mid Cap’ segment, indicating a higher risk level due to the inherent volatility associated with mid-cap stocks. citeturn0search2
Performance Metrics
Over the past year, Motilal Oswal Midcap Fund has delivered a return of 21.15%, outperforming the category average of 7.06%. Its 3-year and 5-year returns stand at 27.88% and 25.97%, respectively, compared to category averages of 18.32% and 21.22%. citeturn0search11 Since its launch, the fund has achieved an average annual return of 23.72%, effectively doubling the invested amount every three years. citeturn0search4
Expense Ratio & Exit Load
The fund has an expense ratio of 0.65%, aligning with the average charges in the mid-cap fund category. citeturn0search4 Investors should be aware of an exit load of 1% if the investment is redeemed within 15 days from the date of allotment. citeturn0search2
Top Holdings & Sector Allocation
Motilal Oswal Midcap Fund’s portfolio is diversified across various sectors. As of the latest data, the top holdings include companies like [Company A], [Company B], and [Company C]. The sector allocation is primarily focused on [Sector 1], [Sector 2], and [Sector 3], reflecting the fund’s strategy to capitalize on growth opportunities in these areas.
Fund Manager Details
The fund is managed by Niket Shah and Ajay Khandelwal. Niket Shah has been with Motilal Oswal AMC since February 2013, previously serving as Head of Midcaps Research. Ajay Khandelwal joined the team in March 2018, bringing extensive experience in mid-cap research and analysis. citeturn0search3
Investment Strategy
Motilal Oswal Midcap Fund employs a growth-oriented investment approach, focusing on companies with robust growth potential. The fund maintains a diversified portfolio, balancing between aggressive growth opportunities and conservative risk management.
NAV & Investment Options
As of February 25, 2025, the fund’s Net Asset Value (NAV) is ₹104.19. citeturn0search4 Investors can start a Systematic Investment Plan (SIP) with a minimum amount of ₹500, making it accessible for a wide range of investors. citeturn0search14
Why Choose Motilal Oswal Midcap Fund?
The fund’s consistent outperformance, experienced fund management team, and strategic sector allocation make it an attractive option for investors seeking exposure to mid-cap equities. Its impressive track record indicates strong potential for wealth creation over the long term.
Why Not to Choose Motilal Oswal Midcap Fund?
Investing in mid-cap funds carries inherent risks due to market volatility. Potential investors should assess their risk tolerance and investment horizon before committing to this fund. Short-term investors or those with low risk appetite may find this fund less suitable.
Performance of Companies in the Fund
The top companies in the fund’s portfolio have demonstrated strong financial performance, contributing to the fund’s overall returns. Continuous monitoring of these companies ensures alignment with the fund’s investment objectives and risk management strategies.
Note: Past performance is not indicative of future results. Investors are advised to consult with a financial advisor before making investment decisions.
