Motilal Oswal Midcap Fund Regular-Growth
The fund is rated 4 stars. The strongest areas were investment selection within each asset type and investment selection within each industry, while balance between returns and downside risk provided some support. Higher annual fee of 1.64% and above-average fund size of Rs 42,851.59 crore were minor drawbacks.
This fund has a good track record with Asset Selection/Timing, a good track record with Stock Selection/Timing. It is important to note, however, that this fund has a 42851.593 AUM and a 1.64 expense ratio. Considering all these factors, we have rated this fund as 4.0 star.
Our score weighs long-term performance, risk and consistency — not just past returns.
Returns
As of 14 Oct 2026
Risk ratios
As of 30 Sep 2026
Portfolio
As of 30 Sep 2026
Market-cap split
Sector allocation
Holdings (31)
| Holding | % of fund | Value | Shares |
|---|---|---|---|
| One 97 Communications Ltd. | 8.64% | ₹3,474.95 Cr | 2,07,08,902 |
| Kalyan Jewellers India Ltd. | 7.98% | ₹3,208.27 Cr | 5,80,00,000 |
| Eternal Ltd. | 6.72% | ₹2,700.38 Cr | 8,43,86,866 |
| Coforge Ltd. | 5.43% | ₹2,184.44 Cr | 1,24,88,926 |
| Others | 4.82% | ₹1,938.06 Cr | — |
| Aditya Birla Capital Ltd. | 4.64% | ₹1,864.94 Cr | 4,90,00,000 |
| Persistent Systems Ltd. | 4.43% | ₹1,781.66 Cr | 33,75,000 |
| Sterlite Technologies Ltd. | 4.40% | ₹1,767.62 Cr | 1,94,26,538 |
| Kei Industries Ltd. | 4.27% | ₹1,715.18 Cr | 38,50,000 |
| Multi Commodity Exchange Of India Ltd. | 3.74% | ₹1,504.54 Cr | 45,58,659 |
Fund details
Long-term capital growth. Investment in equity and equity related instruments in quality mid-cap companies having long-term competitive advantages and potential for growth.
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 load of 1%, if redeemed within 365 days.