SEBI Reg. Investment Advisor

Download App
Help Center Pricing
Money Works 4 Me Logo MoneyWorks4Me
Login Get Free Account
Sign Up

MoneyWorks4Me

Log In Sign Up Schedule Free 15‑min Call
Login Get Free Account
Sign Up

FAQ : Motilal Oswal Midcap Fund - Regular Plan - Growth

Motilal Oswal Midcap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A 17.78 19.96 14.3
Average Rolling Returns(%) 22.26 19.58 18.19 18.47

The Current NAV of Motilal Oswal Midcap Fund - Regular Plan - Growth is ₹90.47.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark Nifty Midcap 150 returns, as Funds portfolio is significantly different.

Motilal Oswal Midcap Fund - Regular Plan - Growth fund’s expense ratio is 1.57%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Motilal Oswal Midcap Fund - Regular Plan - Growth is currently ₹31,047 Crores.

The Top three stocks are Kalyan Jewell.India, One97 Communications and Persistent Systems and account for 21% of its portfolio. Top 5 and 10 stocks of fund account for 33% and 57% of fund’s portfolio respectively.

Top three sectors of Motilal Oswal Midcap Fund - Regular Plan - Growth fund are IT, BFSI and Consumer Durables accounting for 60% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Motilal Oswal Midcap Fund - Regular Plan - Growth Fund is Equity - Mid Cap Fund.

Ajay Khandelwal and Ankit Agarwal manage the Motilal Oswal Midcap Fund - Regular Plan - Growth Fund.

Motilal Oswal Midcap Fund - Regular Plan - Growth current PE ratio is 39.96 and PB ratio is 8.23

The asset allocation of Motilal Oswal Midcap Fund - Regular Plan - Growth is Stocks : 95.90%, Debt : 4.12% and Gold : -0.01%

The minimum SIP amount for Motilal Oswal Midcap Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00

The exit load for Motilal Oswal Midcap Fund - Regular Plan - Growth is 1% on or before 365 days, Nil after 365 days

2026 ©The Alchemists Ark Pvt. Ltd. All rights reserved. MoneyWorks4Me® is a registered trademark of The Alchemists Ark Pvt. Ltd.

About MoneyWorks4Me

MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) dedicated to helping investors build long-term wealth through transparent, research-driven, conflict-free guidance. Founded in 2008, we started our journey as a Research Analyst (RA), providing deep fundamental analysis, intrinsic value insights, and long-term investing frameworks for Indian equities. In 2017, we transitioned to a full-fledged SEBI-registered Investment Adviser, strengthening our commitment to acting as a fiduciary—always putting the investor’s interest first.

Our Vision

To become India’s most trusted, research-powered fiduciary advisory platform—where every investor, regardless of experience, can make calm, confident, and well-reasoned investment decisions.

What Makes MoneyWorks4Me Different

Our Approach: Ensuring compounding work its magic on client portfolio.

MoneyWorks4Me ensures this through:

×