motilal-oswal-midcap-fund-dir-g

Motilal Oswal Midcap Fund-Dir (G)

  1. Equity
  2. Equity
  • NAV as on Jun 25, 2025 ₹118.01
  • Total Returns 24.26% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
motilal-oswal-midcap-fund-dir-g

Overview of Motilal Oswal Midcap Fund-Dir (G)

  • Fund House
    Motilal Oswal Midcap Fund
  • Fund Size
    ₹30,401 Cr
  • Expense Ratio
    0.7%
  • Benchmark
    Nifty Midcap 150 TRI
  • Risk Level
    Very High
  • Inception Date
    Feb 24, 2014
  • Lock-in period
    0
  • 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.
  • Minimum SIP Investment
    ₹100
  • Minimum Lump sum Investment
    ₹500
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

Motilal Oswal Midcap Fund-Dir (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

Motilal Oswal Midcap Fund-Dir (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 4.1%
  • 10.74%
  • -6.66%
  • 10.17%
  • 36.52%
  • 37.89%

Category Average

  • 3.44%
  • 10.29%
  • 0.39%
  • 4.28%
  • 27.52%
  • 29.5%

Fund Asset Allocation

Top holdings

Top Sectors

  • IT-Software
    22.06%
  • Debt
    18.45%
  • Cash & Others
    14.43%
  • Consumer Durables
    11.93%
  • Industrial Products
    8.03%
  • Retailing
    4.37%

More about Motilal Oswal Midcap Fund-Dir (G)

Motilal Oswal Midcap Fund-Dir (G) is a mutual fund under the Equity category, managed by Motilal Oswal Mutual Fund. It was launched on 14 Nov 2008, and has been active for over 17 years. As of 31 Mar 2025 the fund manages assets worth ₹30,401 Crores. The expense ratio is 0.7%.

This fund generated returns of 10.17% in the last 1 year. Since its inception, it has provided an average annual return of 24.26%.

The fund's investments are mainly concentrated in sectors like IT-Software, Debt, Cash & Others, Consumer Durables and Industrial Products.

The top five holdings in this fund include prominent companies such as Reverse Repo, Net CA & Others, Coforge, Persistent Sys and Kalyan Jewellers.

Fund Managers

  • Ajay Khandelwal
  • Sunil Sawant
  • Rakesh Shetty
  • Niket Shah

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.

motilal-oswal-midcap-fund-dir-g

Frequently Asked Questions about Motilal Oswal Midcap Fund-Dir (G)

  1. Are {{fund_type}} risky?

    Equity funds carry high risk since they invest in stocks, which are subject to market fluctuations.

  2. Should I invest in {{fund_type}}?

    Yes, if you have a high risk tolerance and aim for long-term capital growth.

  3. How long should I stay invested in {{fund_type}}?

    At least five years, as equities tend to perform better over longer periods.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, these funds are liquid, allowing you to withdraw when needed, though long-term holding is ideal.

  5. What are the expenses involved in {{fund_type}}?

    Expense ratios usually range from 1% to 2%, reflecting the costs of managing stock investments.

Join the growing tribe of 5,00,000+ Appreciators

Close | Icon

Thanks for joining our iOS waitlist. We will keep you posted.

Powered by Viral Loops
Close | Icon

Powered by Viral Loops.

Contact Appreciate

Share your details and we will contact you.

Get Appreciate

Invest as little as Re.1 in US Stocks

  • Star Icon
  • Star Icon
  • Star Icon
  • Star Icon
  • Star Icon
  • 300
Thank you. We will get in touch with you shortly.
Invest now