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Overlap AnalysisRisk ProfilingFund Recommendations
Equity Scheme - Mid Cap Fund

Motilal Oswal Midcap Fund

Motilal Oswal Mutual Fund

Current NAV

₹103.9953

▼ -0.40% (1Y)

As of 02-09-2026

Fund Size

Expense Ratio

Min SIP

Min Lumpsum

ISIN

Launched

Benchmark

Exit Load

Trailing Returns

1W

1.98%

1M

2.14%

3M

15.22%

6M

19.87%

1Y

0.40%

3Y CAGR

17.93% p.a.

5Y CAGR

21.08% p.a.

Since Inception

NAV History

02-0928-1018-1211-0207-0401-0622-07₹80.00₹88.00₹96.00₹104₹112
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Tax Treatment

FY 2024-25 onward

< 1 Year

20% Short Term Capital Gains (STCG)

> 1 Year

12.5% Long Term Capital Gains (LTCG) above ₹1.25L

ELSS

3-year lock-in. LTCG applies after lock-in

Tax rates are applicable on capital gains at the time of redemption. Dividends are taxed at applicable income tax slab rates. Consult a tax advisor for personalized advice.

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future returns. Returns above 1 year are CAGR. NAV data: AMFI India. Holdings & ratios: mfdata.in. Finadore is an AMFI-registered Mutual Fund Distributor (ARN-300809).

Fund Information

Fund HouseMotilal Oswal Mutual Fund
CategoryEquity Scheme - Mid Cap Fund
TypeOpen Ended Schemes
Plan
Launch Date25-02-2014
Scheme Code127039

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Investment Returns Calculator

What ₹X invested in Motilal Oswal Midcap Fund in the past would be worth today

₹10,000

Amount Invested

₹10,000

on 01-09-2023

Current Value

₹16,411

as of 02-09-2026

Total Gain

+₹6,411

Absolute Return

+64.11%

CAGR

+17.93% p.a.

Bought @ ₹63.369 · 157.8059 unitsCurrent NAV ₹103.9953

* Based on actual historical NAV data. Past performance is not indicative of future returns. Assumes lumpsum investment.

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