Motilal Oswal Midcap Reg-G

Fund Category: Mid Cap

Fund Category Mid Cap

Very High Equity G

5 Morning Star

5 Value Research

NAV( 29 Apr 2025)

₹ 94.9

2.45%

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Motilal Oswal Midcap Reg-G

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Performance

26.86%3y Returns

0.98% 1D Returns

Investment details

Min SIP amount

₹ 500
Min Lumpsum

₹ 500
Lock In

0
Expense ratio

1.57%
Exit load

1% Exit load of 1%, if redeemed within 365 days.

L After 365 days

Fund details

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Fund size

₹ 26,028 Cr
Plan

REGULAR
Launch date

3 Feb 2014
Fund type

OPEN
Fund benchmark

NIFTY Midcap 150 Total Return Index
ISIN

INF247L01411

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Tube Investments Of India Ltd	2.31%
Dixon Technologies (India) Ltd	3.72%
Persistent Systems Ltd	9.53%
Voltas Ltd Futures 04/2025	-0.74%
Jindal Steel & Power Ltd Futures 04/2025	-0.88%
One 97 Communications Ltd Futures 04/2025	-1.63%
Dixon Technologies (India) Ltd Futures 04/2025	-1.71%
Bharti Hexacom Ltd	3.66%
Jio Financial Services Ltd	0.09%
Max Healthcare Institute Ltd	4.2%
Kei Industries Ltd	2.78%
Trent Ltd Futures 04/2025	-0.79%
Prestige Estates Projects Ltd	1.82%
The Phoenix Mills Ltd	1.1%
Trent Ltd	4.37%
Voltas Ltd	1.03%
Mankind Pharma Ltd	0.86%
Polycab India Ltd	4.4%
Supreme Industries Ltd	0.85%
Net Receivables	6.99%
Others CBLO	18.45%
Balkrishna Industries Ltd	1.59%
Hitachi Energy India Ltd	1.7%
Mazagon Dock Shipbuilders Ltd	1.63%
Kalyan Jewellers India Ltd	7.18%
The Indian Hotels Company Ltd	2.11%
Indraprastha Gas Ltd	1.13%
Jindal Steel & Power Ltd	2.25%
Cash Margin	6.51%
Coforge Ltd	10.13%
KPIT Technologies Ltd	2.4%
One 97 Communications Ltd	3.73%
The Indian Hotels Company Ltd Futures 04/2025	-0.76%

Sectors

Company	Allocation %
Others	31.95%
Automobile	3.90%
Construction	2.92%
Materials	0.85%
Financial	0.09%
Capital Goods	12.52%
Consumer Discretionary	7.47%
Services	7.03%
Energy	1.13%
Technology	22.06%
Metals & Mining	1.37%
Healthcare	5.06%
Communication	3.66%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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Motilal Oswal Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.mostshares.com/
Phone:

Funds Offered

49
AUM

₹ 1,00,498 Cr
Website

http://www.mostshares.com/

About

Motilal Oswal Mutual Fund was incorporated on November 14, 2008. It is sponsored by Motilal Oswal Securities Limited which was founded in 1987 as a small sub-broking unit, with just two people running the show. It is a well-diversified financial services firm offering a range of financial products and services. They follow a strategy to create wealth from equity -'Buy Right : Sit Tight'. ?Buy Right' means buying quality companies at a reasonable price and 'Sit Tight' means staying invested in them for a longer time to realise the full growth potential of the stocks. Focus on customer-first-attitude, ethical and transparent business practices, respect for professionalism, research-based value investing and implementation of cutting-edge technology has enabled it to blossom into an almost 2000 member team.

Fund Manager

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Niket Shah

Funds Offered

13
AUM

₹ 65,119 Cr
Highest Return

26.86%

About

Niket Shah Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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Frequently Asked Questions

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What is the current NAV of Motilal Oswal Midcap Reg-G?

The current NAV of Motilal Oswal Midcap Reg-G is ₹ 94.8983

How much does Motilal Oswal Midcap Reg-G charge as expense ratio?

The expense ratio of Motilal Oswal Midcap Reg-G is 1.57%

How to Redeem Motilal Oswal Midcap Reg-G Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Motilal Oswal Midcap Reg-G?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

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Can I invest in Motilal Oswal Midcap Reg-G through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Motilal Oswal Midcap Reg-G based on your investment objective and risk profile.

What is the return of Motilal Oswal Midcap Reg-G?

For Motilal Oswal Midcap Reg-G, 3-year return is 26.86% per annum and 5-year return is 36.36% per annum. Check the return performance in detail on the page.