AK
Ajay KhandelwalLead
Since Oct 2024
AUM managed
₹1,05,097.39Cr
Tenure
Since Oct 2024
Funds
18
Motilal Oswal Midcap Reg Gr
Mid Cap FundMotilal Oswal Mutual Fund
NAV
₹99.94
-0.11% today
AUM
₹42,851.59 Cr
Fund size
Expense
1.70%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹500
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank#9 of 29
Risk-o-meterVery High Risk
BenchmarkNifty Midcap 150 TR INR (100%)
Number of holdings31
Inception24 Feb 2014
Exit load1.0
Risk metrics
Alpha2.7
Beta0.95
Sharpe ratio0.68
Standard deviation20.53%
Sortino ratio1.04
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
NS
Since Jul 2020
AUM managed
₹81,669.52Cr
Tenure
Since Jul 2020
Funds
11
RS
Since Nov 2022
AUM managed
₹1,61,951.73Cr
Tenure
Since Nov 2022
Funds
92
SS
Since Jul 2024
AUM managed
₹1,19,717.12Cr
Tenure
Since Jul 2024
Funds
19
SM
Since Nov 2025
AUM managed
₹1,63,970.93Cr
Tenure
Since Nov 2025
Funds
85
AA
Since Jan 2026
AUM managed
₹95,366.52Cr
Tenure
Since Jan 2026
Funds
12
VS
Since Jan 2026
AUM managed
₹99,173.12Cr
Tenure
Since Jan 2026
Funds
15
About Motilal Oswal Midcap Reg Gr
Motilal Oswal Midcap Reg Gr is an open-ended Mid Cap Fund mutual fund scheme offered by Motilal Oswal Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹99.94 per unit and the scheme manages ₹42,851.59 Cr in assets under management. The fund charges an expense ratio of 1.70% and is benchmarked against Nifty Midcap 150 TR INR (100%). Over the trailing 5 years, Motilal Oswal Midcap Reg Gr has delivered +17.61% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
The investment objective of the Scheme is to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Regular Plan · Growth option · NAV as of 15 Oct 2026
Motilal Oswal Midcap Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -2.08% | -4.32% |
| 3 months | +0.25% | -3.55% |
| 6 months | +8.69% | +5.78% |
| 1 year | -4.87% | +3.02% |
| 3 years | +16.35% | +14.37% |
| 5 years | +17.61% | +12.55% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -- | -6.32% |
| 3 months | +15.91% | -2.30% |
| 6 months | +19.97% | +14.93% |
| 1 year | +4.73% | +5.19% |
| 3 years | +70.89% | +47.75% |
| 5 years | +166.69% | +88.75% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Motilal Oswal Midcap Reg Gr — frequently asked questions
What is the NAV of Motilal Oswal Midcap Reg Gr?
The latest net asset value (NAV) of Motilal Oswal Midcap Reg Gr is ₹99.94 per unit, -0.11% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Motilal Oswal Midcap Reg Gr delivered?
Motilal Oswal Midcap Reg Gr has returned +17.61% over the trailing 5 years (1 year: -4.87%, 3 years: +16.35%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Motilal Oswal Midcap Reg Gr?
Motilal Oswal Midcap Reg Gr charges an expense ratio of 1.70% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Motilal Oswal Midcap Reg Gr?
SEBI's riskometer classifies Motilal Oswal Midcap Reg Gr as Very High Risk, which is typical for a Mid Cap Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Motilal Oswal Midcap Reg Gr?
You can start a SIP in Motilal Oswal Midcap Reg Gr from ₹500 per month, and the minimum lumpsum investment is ₹500.
Who manages Motilal Oswal Midcap Reg Gr?
Motilal Oswal Midcap Reg Gr is managed by Motilal Oswal Mutual Fund, holds ₹42,851.59 Cr in assets under management and invests across 31 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Motilal Oswal Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Mid Cap Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF247L01411
- Scheme code
- FS0000AM4N