Motilal Oswal Midcap Fund-Direct Plan-Growth Option

Open Ended Schemes(Equity Scheme - Mid Cap Fund)Very High Risk★★★★★ISIN INF247L01445

NAV · 06-Jul-2026

₹110.5037

+5.86%

-3.84%

1Y (CAGR)

-8.27%

3Y (CAGR)

+19.20%

5Y (CAGR)

+23.06%

Since inception (CAGR)

+21.43%

NAV history

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Risk & SIP analytics

Q2 · 3Y in category

Volatility (3y)

17.64%

Downside dev (3y)

12.88%

Max drawdown (3y)

-28.9%

Sharpe (3y)

0.72

SIP XIRR (3y)

+6.66%

SIP XIRR (5y)

+16.87%

Calendar-year returns

2020 +10.7%2021 +57.8%2022 +12.0%2023 +43.3%2024 +58.9%2025 -11.4%

Fund facts

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

AUM₹3,64,582 Cr

Expense ratio0.75% · 2026-05-31

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

Launch date03-Feb-2014

Plan typeOpen Ended · Equity

Min lumpsum₹500

Min SIP₹500

Lock-inNone

Volatility17.75

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 ↗