The Motilal Oswal Midcap Fund is a standout option for investors seeking high-growth potential through mid-sized companies in India. Known for its focused investment strategy and consistent outperformance, this fund is ideal for long-term investors with a moderate to high-risk appetite.
📊 Motilal Oswal Midcap Fund: Key Highlights (2025)
- Category: Mid Cap Equity Fund
- 5-Year Return: ~38.9% CAGR
- Assets Under Management (AUM): ₹26,028 Crores
- Net Asset Value (NAV): ₹106.36 (as of April 25, 2025)
- Expense Ratio: 0.64% (Direct Plan)
- Minimum Investment (SIP): ₹500
- Risk Level: Moderately High
- Fund Manager: Not specified in the provided information
📈 Performance Snapshot
| Time Period | Fund Return | Category Average |
| 1 Year | 14.1% | 9.8% |
| 3 Years | 28.0% CAGR | 21.2% CAGR |
| 5 Years | 38.9% CAGR | 32.5% CAGR |
| Since Inception | 21.89% CAGR | Not specified |
🧠 Investment Strategy
The fund focuses on investing in quality mid-cap companies with long-term competitive advantages and potential for growth. It aims to generate returns by investing in a portfolio of midcap equity and equity-related instruments, money market instruments, cash, and cash equivalents.
🧾 Asset Allocation
- Equity: 74.56%
- Cash & Equivalents: 32.88%
- Futures & Options: -7.43%
Note: The percentages exceed 100% due to the inclusion of derivatives and other instruments.
🔍 Top Holdings
- Coforge Ltd: 10.13%
- Persistent Systems Ltd: 9.53%
- Kalyan Jewellers India Ltd: 7.15%
- Collateralized Borrowing & Lending Obligation: 18.45%
- Net Receivables / (Payables): 14.43%
✅ Suitable For
Investors comfortable with moderate to high risk
Investors with a long-term investment horizon (5+ years)
Those seeking high growth potential through mid-cap companies