Mutual Fund Research

Motilal Oswal Midcap Fund-Reg(G)

As on Mar-31-2023 change fund
49.39  up0.33 (0.68%)

fund 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.


Investors understand that their principal will be at very high risk

5-Years History
financial year2018-20192019-20202020-20212021-20222022-2023
NAV in Rs (as on 31-Mar-2023)25.3719.2432.4944.9049.39
Net Assets(Rs Crores) (as on 31-Mar-2023) 1389.85 1331.07 1895.75 2641.39 3769.30
Scheme Returns(%)(Absolute)0.05-24.3573.8036.7110.13
B'mark Returns(%)(Absolute)NANANANANA
Category Rank149/261123/234124/21826/2041/31
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
Top 10 holdings
company (%)
Tube Investments of India Ltd.11.20 
Campus Activewear Ltd.5.47 
CG Power and Industrial Soluti...5.45 
The Phoenix Mills Ltd.4.86 
Max Financial Services Ltd.4.59 
Navin Fluorine International L...4.38 
The Indian Hotels Company Ltd.4.12 
KPIT Technologies Ltd.3.85 
Vedant Fashions Ltd.3.54 
Max Healthcare Institute Ltd.3.39 


Mid Cap Fund

Launch Date


Scheme Benchmark


AUM ( in Cr.)


portfolio price to book value


investing style?

Mid Growth

fund manager?

Niket Shah,Rakesh Shetty

inception date (regular plan)


expense ratio (regular plan) %


Top 10 sectors
sectors (%)
IT - Software8.29
Electric Equipment5.45
Construction - Real Estate5.45
Finance - Others4.59
Bank - Private4.53
Hospital & Healthcare Services4.34
Hotel, Resort & Restaurants4.12

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Motilal Oswal Midcap Fund-Reg(G)Mid-Growth 24-Feb-20143,769.3010.0036.9314.49NA19.18
Quant Mid Cap Fund(G)Mid-Growth 26-Feb-20011,550.740.3043.3618.0215.1612.20
PGIM India Midcap Opp Fund-Reg(G)Mid-Growth 02-Dec-20137,707.73-1.4442.5816.87NA16.54
SBI Magnum Midcap Fund-Reg(G)Mid-Growth 29-Mar-20058,732.604.7539.7312.4719.2215.90
HDFC Mid-Cap Opportunities Fund(G)Mid-Growth 25-Jun-200735,009.749.8736.7312.4319.1615.70
Edelweiss Mid Cap Fund-Reg(G)Mid-Growth 26-Dec-20072,530.972.8236.3212.3519.8511.25
Kotak Emerging Equity Fund(G)Mid-Growth 30-Mar-200723,962.944.0435.9913.7519.9713.34
Nippon India Growth Fund(G)Mid-Growth 08-Oct-199513,409.613.2435.6913.9716.8021.43
Union Midcap Fund-Reg(G)Mid-Growth 23-Mar-2020576.93-1.0835.50NANA38.09
Mirae Asset Midcap Fund-Reg(G)Mid-Growth 29-Jul-20198,753.87-0.8435.49NANA21.40
ICICI Pru Midcap Fund(G)Mid-Growth 28-Oct-20043,492.87-0.6734.649.8417.7716.13
UTI Mid Cap Fund-Reg(G)Mid-Growth 30-Jul-20057,077.84-1.5032.8310.5718.9814.72
Baroda BNP Paribas Mid Cap Fund-Reg(G)Mid-Growth 02-May-20061,192.04-0.1931.2612.1217.8410.92
Aditya Birla SL Midcap Fund(G)Mid-Growth 03-Oct-20023,436.95-5.6730.727.3314.9520.20
Tata Mid Cap Growth Fund-Reg(G)Mid-Growth 01-Jul-19941,759.67-0.1230.6712.3618.6411.69
Mahindra Manulife Mid Cap Fund-Reg(G)Mid-Growth 30-Jan-20181,060.84-0.6530.5712.67NA11.15
Invesco India Midcap Fund(G)Mid-Growth 19-Apr-20072,618.62-0.1429.5312.9518.3814.39
Sundaram Mid Cap Fund-Reg(G)Mid-Growth 19-Jul-20027,048.792.5129.457.5016.4822.88
Franklin India Prima Fund(G)Mid-Growth 01-Dec-19937,359.953.5528.778.9917.0518.55
Taurus Discovery (Midcap) Fund-Reg(G)Mid-Growth 05-Sep-199474.20-1.3227.019.9816.397.14
IDBI Midcap Fund(G)Mid-Growth 25-Jan-2017176.01-3.0126.996.61NA7.67
HSBC Midcap Fund-Reg(G)(Adjusted)Mid-Growth 09-Aug-20046,980.71-1.0226.847.6418.1817.46
Axis Midcap Fund-Reg(G)Mid-Growth 18-Feb-201118,920.41-4.5325.4913.9918.0516.60
DSP Midcap Fund-Reg(G)Mid-Growth 14-Nov-200613,213.27-4.5422.788.5316.8713.73
ITI Mid Cap Fund-Reg(G)Mid-Growth 05-Mar-2021416.663.71NANANA5.14
Canara Rob Mid Cap Fund-Reg(G)Mid-Growth 02-Dec-2022971.62NANANANA-3.30
JM Midcap Fund-Reg(G)Mid-Growth 21-Nov-2022112.00NANANANA-2.26
WOC Mid Cap Fund-Reg(G)Mid-Growth 07-Sep-2022486.10NANANANA-4.05
Bandhan Midcap Fund-Reg(G)Mid-Growth 18-Aug-2022625.64NANANANA-3.65
Attention InvestorsKYC
Contact Us

Mobile No : +91 99674 32226
Tel : 22702326
Email id :


ReliaBull Financial Services Private Limited,
No 4-D, 4th Floor, Victoria Plaza,
SV Road, Above Kora Showroom,
Santacruz West,
Mumbai – 400054


For all the Latest Market News, Investment Ideas.

Follow us

AMFI Registration No:88227

A Reliabull Financial Services Venture

Designed & Developed by  Accord Fintech Pvt. Ltd.