Motilal Oswal Midcap Fund-Direct Plan-Growth Option
Expense Ratio: 0.72
Risk: Very High
Equity Scheme - Mid Cap Fund
Plan: Direct
Benchmark: Nifty Midcap 150 TRI
Inception: 03-02-2014
Exit Load: Nil
Fund Size:₹37,489.39 Cr
Performance
1Y
Fund-2.53%
Cat. Avg.7.08%
2Y
Fund1.61%
Cat. Avg.5.13%
3Y
Fund20.11%
Cat. Avg.20.09%
5Y
Fund23.45%
Cat. Avg.17.28%
10Y
Fund18.03%
Cat. Avg.16.79%
SI
Fund21.78%
Cat. Avg.19.43%
Fund Facts
Manager(s)
Mr. Rakesh Shetty
Beta
0.9
Std Dev
17.50%
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Kalyan Jewellers India Limited | 2308.53 | 7.44% |
| 2 | One 97 Communications Limited | 2279.15 | 7.34% |
| 3 | Persistent Systems Limited | 1963.80 | 6.33% |
| 4 | Eternal Limited | 1932.29 | 6.22% |
| 5 | Coforge Limited | 1904.23 | 6.13% |
| 6 | Bharti Airtel Limited | 1690.39 | 5.44% |
| 7 | KEI Industries Limited | 1627.65 | 5.24% |
| 8 | Aditya Birla Capital Limited | 1562.35 | 5.03% |
| 9 | Billionbrains Garage Ventures Ltd | 1302.57 | 4.20% |
| 10 | Multi Commodity Exchange of India Limited | 1268.64 | 4.09% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 62506 | +4.2% | +8.9% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.23 L. | +2.4% | +2.4% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.07 L. | +15.0% | +9.7% |
| 5Y | 09 Aug, 21 | 3 L. | 4.70 L. | +56.8% | +18.5% |
| 10Y | 08 Aug, 16 | 6 L. | 17.64 L. | +194.0% | +20.7% |
| SI | 07 Mar, 14 | 7.45 L. | 27.45 L. | +268.4% | +19.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 97468 | -2.5% | -2.5% |
| 2Y | 15 Jul, 24 | 1 L. | 1.03 L. | +3.2% | +1.6% |
| 3Y | 17 Jul, 23 | 1 L. | 1.73 L. | +73.1% | +20.1% |
| 5Y | 15 Jul, 21 | 1 L. | 2.87 L. | +186.7% | +23.4% |
| 10Y | 15 Jul, 16 | 1 L. | 5.25 L. | +424.6% | +18.0% |
| SI | 25 Feb, 14 | 1 L. | 11.49 L. | +1049.4% | +21.8% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.