Mutual Funds

Motilal Oswal Midcap Fund-Direct - IDCW Payout/Reinvestment

Motilal Oswal Mutual FundMid CapVery High Risk
₹46.67+0.06 (+0.12%)

NAV as on 2026-07-17 · Equity · Mid Cap

AUM

₹37.5K Cr

1Y Return

-3.7%

3Y CAGR

+19.4%

5Y CAGR

+22.7%

Expense

0.98%

Risk

Very High

Motilal Oswal Midcap Fund-Direct
₹46.67+0.12%

1Y Return

-3.7%

3Y CAGR

+19.4%

5Y CAGR

+22.7%

Since Inception

+13.2%

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NAV History

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52-Week NAV Range

₹37.91
₹53.68

56% from 52W low

Fund Information

Mid CapEquitySince 25-02-2014

Fund House

Motilal Oswal Mutual Fund

Category

Equity - Mid Cap

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity97.1%
Cash2.9%

Market Cap Split

Large Cap26.3%
Mid Cap69.4%

Top Holdings

29 stocks
Weight1M Change
1

One97 Communications Ltd

Technology

7.29%0.0%
2

Kalyan Jewellers India Ltd

Consumer Cyclical

7.09%0.0%
3

Eternal Ltd

Consumer Cyclical

5.83%0.0%
4

Coforge Ltd

Technology

5.58%-2.3%
5

KEI Industries Ltd

Industrials

5.48%0.0%
6

Persistent Systems Ltd

Technology

5.41%0.0%
7

Aditya Birla Capital Ltd

Financial Services

5.17%0.0%
8

Billionbrains Garage Ventures Ltd

Financial Services

5.09%-2.5%
9

Bharti Airtel Ltd

Communication Services

5.01%0.0%
10

Multi Commodity Exchange of India Ltd

Financial Services

4.33%-1.9%

Sector Allocation

Weight1M Change
Financial Services
31.9%+100%
Technology
24.1%+26%
Consumer Cyclical
15.0%-1%
Industrials
11.6%+3%
Communication Services
8.2%0%
Real Estate
2.9%-13%
Healthcare
2.2%+21%

Fundamentals

P/E Ratio

39.89

Cat avg: 32.15

P/B Ratio

6.15

Cat avg: 4.67

Dividend Yield

0.38%

Cat avg: 0.77%

Price/Sale

3.68

Price/Cash Flow

28.85

Risk Metrics (3Y)

Sharpe Ratio

0.61

Cat avg: 0.72

Sortino Ratio

0.93

Cat avg: 1.13

Beta

0.94

Cat avg: 0.95

Std Deviation

20.29%

Cat avg: 17.97%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Motilal Oswal Midcap Dir IDCW-P37,4740.98-3.7%+19.4%+22.7%
HDFC Mid Cap Dir IDCW-P1,00,8580.74+4.8%+20.1%+20.2%
Kotak Midcap Dir IDCW-P67,6110.38+7.8%+20.9%+18.5%
Nippon India Growth Mid Cap Dir Bns49,1690.62+7.5%+22.1%+20.0%
Motilal Oswal Midcap Dir IDCW-R37,4740.98-3.7%+19.4%+22.7%
Axis Midcap Dir IDCW-P33,8030.57+5.5%+17.4%+14.7%
SBI Midcap Dir IDCW-P24,1270.85+2.0%+13.4%+15.3%
DSP Midcap Dir IDCW-P20,1700.60+4.3%+18.0%+12.6%
Mirae Asset Midcap Dir IDCW-P19,5430.51+8.8%+18.6%+16.4%
Edelweiss Mid Cap Dir IDCW-P17,7480.48+6.6%+23.7%+19.6%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹37.5K Cr
Expense Ratio0.98%
Volatility (3Y)20.3%
Sharpe Ratio0.61
Sortino Ratio0.93
Beta0.94
Min SIP₹500
Min Lumpsum₹5,000
Holdings31

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.