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Motilal Oswal Mutual Fund

Motilal Oswal Midcap Fund

Motilal Oswal Mutual Fund · Regular plan · Growth

  • Equity
  • Mid Cap Fund
  • Rank 5 of 29 over 3 years
3-year returns
17.9%
a year
NAV
₹106.34
▼ 0.49% · 13 Nov 2026

Returns, and where it stands

Against the average mid cap fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year3.1%5%behind22 of 31
3 years17.9%15.1%ahead5 of 29
5 years18.2%13%ahead1 of 22
10 years17%15.5%ahead5 of 17
Every period, and the Regular plan →
PeriodRegular
1 month5.5%
3 months1.3%
6 months18.2%
1 year3.1%
2 yearsp.a.2.4%
3 yearsp.a.17.9%
5 yearsp.a.18.2%
7 yearsp.a.22%
10 yearsp.a.17%

Figures are for the Regular plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

NAV history

▲ 3.13% in the last 1Y

81.093.8106.513 Nov 202515 May 202613 Nov 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
₹
years
Total invested
₹1,80,000
Gain
₹26,638
XIRR (per year)
9.19%
Value today
₹2,06,638

36 monthly instalments from 17 Nov 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
18% a year
1.6% more than the category average — the bumpier side
Worst fall so far
−37.3%
Feb 2020 to Mar 2020, against −30.2% for the category.
Years that made money
73.4%
Of every one-year stretch it has been through.
Over any three years
-9.3% to 41.9%
A year, at worst and at best. Typically 21.2%.

How it compares

Motilal Oswal Midcap Fund against other funds in the Mid Cap Fund category
Fund1Y3Y5YExpenseFund size
Invesco India Mid Cap Fund10.92%23.99%18.8%0.76%₹15,749 Cr
HSBC Midcap Fund17.55%22.29%–1.15%₹16,800 Cr
WhiteOak Capital Mid Cap Fund10.38%21.21%–0.95%₹7,540 Cr
ICICI Prudential Mid Cap Fund8.51%20.5%15.5%1.11%₹7,961 Cr
Edelweiss Mid Cap Fund4.89%19.42%17.03%0.68%₹19,250 Cr
JM Mid Cap Fund10.41%18.58%–0.95%₹1,303 Cr
Motilal Oswal Midcap Fund3.13%17.93%18.18%––

About Motilal Oswal Midcap Fund

Motilal Oswal Midcap Fund is a mid cap fund managed by Motilal Oswal Mutual Fund. Invest at least 65% in mid-sized companies (ranked 101–250 by market value). Higher growth potential than large caps, with bigger swings.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
–Growth₹106.3411127039
–Growth₹48.0554127040
–Growth₹123.0732127042
–Growth₹50.1987127044

Frequently asked questions

What is the NAV of Motilal Oswal Midcap Fund today?

The NAV of Motilal Oswal Midcap Fund (Regular plan, Growth) is ₹106.3411, as of 13 Nov 2026.

What returns has Motilal Oswal Midcap Fund given?

Over the last year the Regular plan returned 3.13%, and 17.93% a year over 3 years and 18.18% a year over 5 years. That places it 5 of 29 funds in its category over 3 years. Past returns do not guarantee future returns.

How much has Motilal Oswal Midcap Fund fallen in the past?

Its deepest fall was 37.3% from 20 Feb 2020 to 23 Mar 2020. Of every one-year stretch in its history, 73% ended in a gain.

Which category does Motilal Oswal Midcap Fund belong to?

It is a Mid Cap Fund from Motilal Oswal Mutual Fund. Invest at least 65% in mid-sized companies (ranked 101–250 by market value). Higher growth potential than large caps, with bigger swings.

How are gains from Motilal Oswal Midcap Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.