Motilal Oswal Midcap Fund - Direct - Growth
A Equity Scheme by Motilal Oswal Asset Management Company Limited
3Y Returns (CAGR)
22.61%
Expense Ratio
0.77%
as of 01/02/2026
AUM
₹22,220.26 Cr
Qtr End: Dec 25
NAV
₹101.371
as of 02/03/2026
3Y Returns (CAGR)
22.61%
Expense Ratio
0.77%
as of 01/02/2026
AUM
₹22,220.26 Cr
Qtr End: Dec 25
NAV
₹101.371
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹17.8k
Abs. Returns78.4%
CAGR21.3%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -13.51% | -44.05% | 16.96% |
| 6M | -15.40% | -28.43% | 15.34% |
| 1Y | -1.14% | -1.14% | 15.57% |
| 3Y | 84.32% | 22.61% | 16.21% |
| 5Y | 185.61% | 23.35% | 16.57% |
Scheme Details
- Launch Date
- 03/02/2014
- Fund Age
- 12.1 years
- Minimum Investment
- ₹500
- Fund House
- Motilal Oswal Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Mid Cap Fund (Equity Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Invesco India Midcap Fund - Direct - Growth | 29.07% | 0.54% | ₹2,673.12 |
| WhiteOak Capital Mid Cap Fund - Direct - Growth | 28.90% | 0.54% | ₹390.32 |
| Edelweiss Mid Cap Fund - Direct - Growth | 28.45% | 0.42% | ₹2,984.22 |
| ICICI Prudential MidCap Fund - Direct - Growth | 27.43% | 1.04% | ₹934.86 |
| HDFC Mid Cap Fund - Direct - Growth | 27.28% | 0.74% | ₹22,946.24 |
| Kotak Midcap Fund - Direct - Growth | 23.55% | 0.38% | ₹14,771.46 |
| Sundaram Mid Cap Fund - Direct - Growth | 26.85% | 0.87% | ₹1,187.92 |