Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Open Ended Schemes(Equity Scheme - Mid Cap Fund)Very High Risk★★★★★ISIN INF247L01411

NAV · 06-Jul-2026

₹95.7278

+5.79%

-4.22%

1Y (CAGR)

-9.01%

3Y (CAGR)

+18.05%

5Y (CAGR)

+21.78%

Since inception (CAGR)

+20.03%

NAV history

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Risk & SIP analytics

Q3 · 3Y in category

Volatility (3y)

17.63%

Downside dev (3y)

12.88%

Max drawdown (3y)

-29.6%

Sharpe (3y)

0.66

SIP XIRR (3y)

+5.65%

SIP XIRR (5y)

+15.65%

Calendar-year returns

2020 +9.3%2021 +55.8%2022 +10.7%2023 +41.7%2024 +57.1%2025 -12.1%

Fund facts

Fund managerVarun Sharma · Swapnil Mayekar · Ajay Khandelwal · Ankit Agarwal · Rakesh Shetty

AUM₹3,64,582 Cr

TER · AMFI officialDirect 0.76% · Regular 1.53% (2026-06-30)

Launch date03-Feb-2014

Plan typeOpen Ended · Equity

Min lumpsumRs. 500/- and in multiples of Re. 1/- thereafter

Lock-inNone

Volatility19.46

AMCMotilal Oswal Asset Management Company Limited

Objective · 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.

scheme documents ↗