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Motilal Oswal Midcap Fund
Mid CapRank #18
3/5
NAV (2026-09-11)
₹104.74
AUM
₹2,024 Cr
Exp. Ratio: 1.63%
RISK LEVEL
Very High
Returns & Performance
1 Year-0.23%7.17% vs cat avgRank #54
3 Year17.09%3.03% vs cat avgRank #7
5 Year20.75%5.92% vs cat avgRank #1
Since Launch20.58%3.18% vs cat avg
Fund vs Category Average
1Y
-0.23%-7.17%
3Y
17.09%+3.03%
5Y
20.75%+5.92%
Pros & Cons
Pros
✔Strong 3Y track record vs category
✔Above category avg 5Y returns
✔No lock-in period
✔Outperforms category avg since launch
Cons
✖1Y returns trail category average
✖Higher expense ratio (1.63%)
✖1Y category rank outside top 15 (#54)
✖Overall rank #18 in category
ISININF247L01411
NAV₹104.74
NAV Date2026-09-11
AUM₹2,024 Cr
Expense Ratio1.63%
RiskVery High
Rating3 / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹500
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.2009-12-29
INVESTMENT OBJECTIVE
The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Ankit Agarwal
Mr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance.
Prior to joining Motilal Oswal Mutual Fund he has worked with UTI Mutual Fund, Centrum Capital Ltd as Senior Vice President - Fund Manager, Wealth and Investment Management at Barclays as Asst Vice President, Lehman Brothers, London as Senior analyst, BNP Paribas and D. E. Shaw & Co..
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Motilal Oswal Midcap Fund is ₹104.74 as of 2026-09-11.
Motilal Oswal Midcap Fund is classified as a Mid Cap fund.
Motilal Oswal Midcap Fund is managed by Motilal Oswal Mutual Fund.
The Assets Under Management (AUM) of Motilal Oswal Midcap Fund is ₹2,024 Cr.
The expense ratio of Motilal Oswal Midcap Fund is 1.63%.
Motilal Oswal Midcap Fund is managed by Ankit Agarwal.
The minimum SIP investment for Motilal Oswal Midcap Fund is ₹500.
The exit load for Motilal Oswal Midcap Fund is 1%.
As per the SEBI Riskometer, Motilal Oswal Midcap Fund carries a Very High risk level.
Motilal Oswal Midcap Fund has delivered -0.23% (1Y), 17.09% (3Y) and 20.75% (5Y) annualised returns as of 2026-09-11.
Motilal Oswal Midcap Fund was launched on 2009-12-29.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
