Motilal Oswal Midcap Regular Growth
- Mid-Cap
- Equity
- Very High Risk
Rating:
4
Key Metrics
Aum
₹40,036.07 Cr
Expense Ratio
1.70%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
24 Feb 2014
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +0.87% | -- |
| 3 Months | +17.21% | -- |
| 6 Months | +20.79% | -- |
| 1 Year | -0.51% | -0.51% |
| 2 Years | -- | +0.08% |
| 3 Years | +61.01% | +17.21% |
| 5 Years | +156.32% | +20.71% |
| Since Launch | +944.07% | +20.57% |
Holdings as on 11 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Kalyan Jewellers India | 3,553.08 | 8.87 |
| One 97 Communications | 3,236.70 | 8.08 |
| Eternal | 2,552.29 | 6.37 |
| Coforge | 2,235.40 | 5.58 |
| Aditya Birla Capital | 2,082.15 | 5.20 |
| KEI Industries | 1,924.62 | 4.81 |
| Persistent Systems | 1,900.54 | 4.75 |
| Billionbrains Garage Ventures | 1,634.56 | 4.08 |
| Triparty Repo | 1,525.76 | 3.81 |
| Shriram Finance | 1,499.75 | 3.75 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.68
Sharpe Ratio
20.53%
Std. Deviation
9.04%
Tracking Error
-0.06%
Alpha
0.87
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Motilal Oswal Midcap Regular Growth | -0.51% | +17.21% | +20.71% |
| Nippon India Growth Mid Cap Fund Regular- Growth Plan - Growth Option | +7.61% | +16.84% | +17.39% |
| Kotak Mid Cap Fund Growth | +6.15% | +16.06% | +15.62% |
| Axis Midcap Fund Growth | +7.19% | +14.95% | +12.26% |
| SBI Midcap Fund Regular Growth | +4.69% | +9.5% | +12.8% |
Results are calculated on CAGR basis
About Fund
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.
The Motilal Oswal Midcap Regular Growth has an AUM of 40036.07 crores & has delivered CAGR of 20.71 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.70%. The minimum investment in Motilal Oswal Midcap Regular Growth is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are High & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Kalyan Jewellers India, One 97 Communications, Eternal, Coforge.
The major sectors where the fund is invested are Software & Programming, Consumer Financial Services, Retail (Specialty), Investment Services.
Some of the similar funds are Motilal Oswal Midcap Regular Growth, Nippon India Growth Mid Cap Fund Regular- Growth Plan - Growth Option, Kotak Mid Cap Fund Growth, Axis Midcap Fund Growth, SBI Midcap Fund Regular Growth. Motilal Oswal Midcap Regular Growth has a sharpe ratio of 0.68 & a standard deviation of 20.53%.
FAQs
According to the morning star rating Motilal Oswal Midcap Regular Growth has a High risk & Exceptional return.
Motilal Oswal Midcap Regular Growth is managed by Varun Sharma,Swapnil Mayekar,Ajay Khandelwal,Ankit Agarwal,Rakesh Shetty.
The expense ratio of Motilal Oswal Midcap Regular Growth is 1.70%.
The 5 year annualized return on Motilal Oswal Midcap Regular Growth is 20.71% & it has generated -0.51% in the last 1 year.
The minimum investment in Motilal Oswal Midcap Regular Growth is 500 Rs.
Motilal Oswal Midcap Regular Growth has an AUM of 40036.07 crores.
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