Motilal Oswal Midcap Fund-Regular Plan-Growth Option

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Category: Equity: Mid Cap
Launch Date: 02-02-2014
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 1.57% As on (28-02-2026)

Status: Open Ended Schemes for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 3,367.85 Cr As on (27-02-2026)
Turn over: 131

NAV as on 16-03-2026

82.927 0.53 (0.6359%)

CAGR Since Inception

19.16%

NIFTY Midcap 150 TRI 16.74%

PERFORMANCE of Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Scheme Performance (%) Data as on - 16-03-2026

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Motilal Oswal Midcap Fund-Regular Plan-Growth Option	-6.41	18.8	20.04	16.18	19.16
NIFTY MIDCAP 150 TRI	13.2	22.0	18.07	18.49	16.74
Equity: Mid Cap	10.37	19.76	16.01	16.23	14.73

Yearly Performance (%)

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Fund Managers

Mr. Ajay Khandelwal, Mr. Ankit Agarwal, Mr. Varun Sharma, Mr. Rakesh Shetty, Mr. Swapnil Mayekar

Investment Objective

To achieve 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.

RETURNS CALCULATOR for Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Motilal Oswal Midcap Fund-Regular Plan-Growth Option	13.31	0.83	-2.28	0.96	-	-
Equity: Mid Cap	-	-	-	-	-	-

PEER COMPARISION of Motilal Oswal Midcap Fund-Regular Plan-Growth Option

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Period

Data as on - 16-03-2026

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Motilal Oswal Midcap Fund-Regular Plan-Growth Option	02-02-2014	-6.41	4.56	18.8	20.04	16.18
ICICI Prudential MidCap Fund - Growth	10-10-2004	22.13	13.11	23.39	17.99	16.74
HSBC Midcap Fund - Regular Growth	09-08-2004	19.45	11.14	22.76	16.23	16.56
Mirae Asset Midcap Fund - Regular Plan-Growth Option	01-07-2019	15.82	8.09	18.89	15.81	0.0
NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option	05-10-1995	15.71	12.61	24.34	19.96	18.77
Invesco India Midcap Fund - Growth Option	19-04-2007	14.7	15.37	24.59	18.24	18.08
HDFC Mid Cap Fund - Growth Plan	25-06-2007	14.33	10.42	23.38	20.02	18.31
Edelweiss Mid Cap Fund - Regular Plan - Growth Option	26-12-2007	13.86	13.29	23.89	18.95	18.52
WhiteOak Capital Mid Cap Fund Regular Plan Growth	07-09-2022	13.73	12.08	24.12	0.0	0.0
Kotak Midcap Fund - Regular Plan - Growth	30-03-2007	13.47	11.99	19.27	16.85	17.93

PORTFOLIO ANALYSIS of Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Asset Allocation (%)