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motilal oswal midcap 30 direct growth
Motilal Oswal Midcap 30 Direct Growth

Motilal Oswal Midcap 30 Direct Growth

  • Very High Risk
  • Equity
  • Mid-Cap
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NAV as on Feb 4, 2026
i
Price per unit of the scheme.
109.19990.11%1 Day Change
-4.73%
Minimum Investment₹500
Expense Ratio0.73%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

This Fund
Motilal Oswal Midcap 30 Direct Growth
VS
Equity: Mid-Cap Average NAV
    Topper in Equity: Mid-Cap
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Motilal Oswal Midcap 30 Direct Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      0
    • Return
      0
    • Current Value
      0

    bt_logoFUND MANAGER

    Niket Shah
    Niket Shah
    i
    Lead Fund Manager.
    Jul 1, 2020 - Present
    • Fund Manager Rank12Out of 29
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed8
    • Total AUM78,388.47 Cr
    • Highest Return In 1 Yr8.90 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 107.67
    -5.54%
    -2.76%
    Very High Risk
    36,880.18Cr
    ₹ 65.33
    -3.51%
    -2.61%
    Very High Risk
    13,862.07Cr
    ₹ 35.51
    -2.95%
    -2.90%
    Very High Risk
    15,055.38Cr
    Motilal Oswal Midcap 30 Direct Growth
    Very High Risk
    • NAV₹ 107.67
    • Fund Size36,880.18Cr
    Fund Return-5.54%
    Category Return-2.76%
    Motilal Oswal Flexicap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 65.33
    • Fund Size13,862.07Cr
    Fund Return-3.51%
    Category Return-2.61%
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 35.51
    • Fund Size15,055.38Cr
    Fund Return-2.95%
    Category Return-2.90%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Rakesh Shetty
    Rakesh Shetty
    i
    Lead Fund Manager.
    Nov 22, 2022 - Present
    • Schemes managed33
    • Total AUM1,08,333.06 Cr
    • Highest Return In 1 Yr94.25 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 15.38
    -2.79%
    -%
    Very High Risk
    947.21Cr
    --
    ₹ 17.26
    -1.79%
    -%
    Very High Risk
    59.14Cr
    ₹ 35.51
    -2.95%
    -2.90%
    Very High Risk
    15,055.38Cr
    Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.38
    • Fund Size947.21Cr
    Fund Return-2.79%
    Category Return--
    Motilal Oswal S&P BSE Quality Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.26
    • Fund Size59.14Cr
    Fund Return-1.79%
    Category Return--
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 35.51
    • Fund Size15,055.38Cr
    Fund Return-2.95%
    Category Return-2.90%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ankush Sood
    Ankush Sood
    i
    Lead Fund Manager.
    Nov 11, 2022 - Present
    • Schemes managed9
    • Total AUM76,942.14 Cr
    • Highest Return In 1 Yr16.25 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 35.51
    -2.95%
    -2.90%
    Very High Risk
    15,055.38Cr
    ₹ 107.67
    -5.54%
    -2.76%
    Very High Risk
    36,880.18Cr
    --
    ₹ 11.82
    2.20%
    -%
    Very High Risk
    35.75Cr
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 35.51
    • Fund Size15,055.38Cr
    Fund Return-2.95%
    Category Return-2.90%
    Motilal Oswal Midcap 30 Direct Growth
    Very High Risk
    • NAV₹ 107.67
    • Fund Size36,880.18Cr
    Fund Return-5.54%
    Category Return-2.76%
    Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 11.82
    • Fund Size35.75Cr
    Fund Return2.20%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sunil Sawant
    Sunil Sawant
    i
    Lead Fund Manager.
    Jul 1, 2024 - Present
    • Schemes managed10
    • Total AUM79,757.04 Cr
    • Highest Return In 1 Yr16.25 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 20.48
    -5.00%
    -1.45%
    Very High Risk
    871.97Cr
    ₹ 65.33
    -3.51%
    -2.61%
    Very High Risk
    13,862.07Cr
    ₹ 107.67
    -5.54%
    -2.76%
    Very High Risk
    36,880.18Cr
    Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 20.48
    • Fund Size871.97Cr
    Fund Return-5.00%
    Category Return-1.45%
    Motilal Oswal Flexicap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 65.33
    • Fund Size13,862.07Cr
    Fund Return-3.51%
    Category Return-2.61%
    Motilal Oswal Midcap 30 Direct Growth
    Very High Risk
    • NAV₹ 107.67
    • Fund Size36,880.18Cr
    Fund Return-5.54%
    Category Return-2.76%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ajay Khandelwal
    Ajay Khandelwal
    i
    Lead Fund Manager.
    Oct 1, 2024 - Present
    • Schemes managed12
    • Total AUM97,165.39 Cr
    • Highest Return In 1 Yr12.75 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 17.86
    -1.87%
    -2.76%
    Very High Risk
    4,067.87Cr
    ₹ 41.85
    -2.81%
    -3.92%
    Very High Risk
    13,101.97Cr
    ₹ 56.59
    -3.09%
    -2.62%
    Very High Risk
    4,341.48Cr
    Canara Robeco Mid Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.86
    • Fund Size4,067.87Cr
    Fund Return-1.87%
    Category Return-2.76%
    Canara Robeco Small Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 41.85
    • Fund Size13,101.97Cr
    Fund Return-2.81%
    Category Return-3.92%
    Motilal Oswal Long Term Equity Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 56.59
    • Fund Size4,341.48Cr
    Fund Return-3.09%
    Category Return-2.62%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Santosh Singh
    Santosh Singh
    i
    Lead Fund Manager.
    Oct 1, 2024 - Present
    • Schemes managed11
    • Total AUM80,423.92 Cr
    • Highest Return In 1 Yr18.37 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 20.48
    -5.00%
    -1.45%
    Very High Risk
    871.97Cr
    --
    ₹ 13.17
    2.17%
    -%
    Moderately High risk
    94.42Cr
    ₹ 19.65
    1.22%
    1.07%
    Very High Risk
    428.38Cr
    Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 20.48
    • Fund Size871.97Cr
    Fund Return-5.00%
    Category Return-1.45%
    Motilal Oswal Multi Asset Fund Direct Growth
    Moderately High risk--
    • NAV₹ 13.17
    • Fund Size94.42Cr
    Fund Return2.17%
    Category Return--
    Motilal Oswal Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 19.65
    • Fund Size428.38Cr
    Fund Return1.22%
    Category Return1.07%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Varun Sharma
    Varun Sharma
    i
    Lead Fund Manager.
    Jan 21, 2026 - Present
    • Schemes managed17
    • Total AUM79,233.12 Cr
    • Highest Return In 1 Yr32.71 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 122.99
    -2.39%
    -2.87%
    Very High Risk
    12,815.07Cr
    --
    ₹ 41.53
    1.75%
    -%
    Very High Risk
    314.58Cr
    --
    ₹ 552.94
    -7.05%
    -4.99%
    Very High Risk
    1,995.80Cr
    Franklin India Focused Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 122.99
    • Fund Size12,815.07Cr
    Fund Return-2.39%
    Category Return-2.87%
    Franklin Asian Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 41.53
    • Fund Size314.58Cr
    Fund Return1.75%
    Category Return--
    Franklin India Technology Fund Direct Growth
    Very High Risk--
    • NAV₹ 552.94
    • Fund Size1,995.80Cr
    Fund Return-7.05%
    Category Return-4.99%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Swapnil Mayekar
    Swapnil Mayekar
    i
    Lead Fund Manager.
    Nov 18, 2025 - Present
    • Schemes managed21
    • Total AUM80,250.75 Cr
    • Highest Return In 1 Yr94.25 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 15.38
    -2.79%
    -%
    Very High Risk
    947.21Cr
    --
    ₹ 17.26
    -1.79%
    -%
    Very High Risk
    59.14Cr
    --
    ₹ 29.65
    3.04%
    -%
    Very High Risk
    1,282.55Cr
    Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.38
    • Fund Size947.21Cr
    Fund Return-2.79%
    Category Return--
    Motilal Oswal S&P BSE Quality Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.26
    • Fund Size59.14Cr
    Fund Return-1.79%
    Category Return--
    Motilal Oswal S&P BSE Enhanced Value Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 29.65
    • Fund Size1,282.55Cr
    Fund Return3.04%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ankit Agarwal
    Ankit Agarwal
    i
    Lead Fund Manager.
    Jan 21, 2026 - Present
    • Schemes managed6
    • Total AUM70,420.44 Cr
    • Highest Return In 1 Yr7.00 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 26.47
    -3.95%
    -3.92%
    Very High Risk
    4,736.67Cr
    ₹ 333.04
    -2.99%
    -2.59%
    Very High Risk
    11,956.07Cr
    --
    ₹ 11.85
    -7.24%
    -%
    Very High Risk
    2,113.48Cr
    UTI Small Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 26.47
    • Fund Size4,736.67Cr
    Fund Return-3.95%
    Category Return-3.92%
    UTI Mid Cap Fund-Growth Option- Direct
    Very High Risk
    • NAV₹ 333.04
    • Fund Size11,956.07Cr
    Fund Return-2.99%
    Category Return-2.59%
    Motilal Oswal Business Cycle Fund Direct Growth
    Very High Risk--
    • NAV₹ 11.85
    • Fund Size2,113.48Cr
    Fund Return-7.24%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Dec, 2025
    EQUITY (81.60%)
    DEBT (-%)
    CASH (18.40%)
    Allocation by Market Cap
    Large Cap(17.03%)
    Mid Cap(64.57%)
    Industry Holdings
    • Information Technology Services22.80%
    • Telecom Services10.93%
    • Electrical Equipment Parts10.01%
    • Software Infrastructure9.48%
    • Luxury Goods9.45%
    • Consumer Electronics8.24%
    Stock Holdings
    • Persistent Systems Ltd10.15%
    • Coforge Ltd8.91%
    • One97 Communications Ltd7.92%
    • Kalyan Jewellers India Ltd7.90%
    • Dixon Technologies (India) Ltd6.89%
    • Eternal Ltd5.77%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      1.42
      This Fund
      VS
      -0.56
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      65.37
      This Fund
      VS
      90.46
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.95
      This Fund
      VS
      0.94
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.90
      This Fund
      VS
      0.94
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.40
      This Fund
      VS
      1.52
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      18.56
      This Fund
      VS
      15.73
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Motilal Oswal Asset Management Company Limited - Portfolio Managers
    Motilal Oswal Asset Management Company Limited - Portfolio Managers manages assets worth ₹ 1,42,148.19 crores. It’s current offering of mutual fund schemes includes 44 equity, 3 debt and 5 hybrid schemes.
    phone icon
    Phone
    +91 22 39804263
    mail icon
    Email
    mfservice@motilaloswal.com
    aum
    AUM
    1,42,148.19 Cr (
    As on Dec 31, 2025
    )
    location
    Address
    Motilal Oswal Tower, Mumbai,400 025

    bt_logoFAQ's

    What is the category of Motilal Oswal Midcap 30 Direct Growth ?
    The category of Motilal Oswal Midcap 30 Direct Growth is Equity - Mid-Cap
    What is the current NAV of Motilal Oswal Midcap 30 Direct Growth ?
    The current NAV of Motilal Oswal Midcap 30 Direct Growth as on Feb 04, 2026 is ₹109.20
    How safe is Motilal Oswal Midcap 30 Direct Growth ?
    The risk level of Motilal Oswal Midcap 30 Direct Growth is Very High.
    What are short term returns given by Motilal Oswal Midcap 30 Direct Growth ?
    The return given by Motilal Oswal Midcap 30 Direct Growth in 1 month is -4.73%, 3 months is -8.04%, 6 months is -7.49%, and 1 year is -2.03%
    What are the long term returns given by Motilal Oswal Midcap 30 Direct Growth ?
    The return given by Motilal Oswal Midcap 30 Direct Growth in 3 years is 24.68% and 5 years is 26.17%.
    What is the expense ratio of Motilal Oswal Midcap 30 Direct Growth ?
    The expense ratio of Motilal Oswal Midcap 30 Direct Growth is 0.73%
    What is the AUM of Motilal Oswal Midcap 30 Direct Growth ?
    The assets under Management (AUM) of Motilal Oswal Midcap 30 Direct Growth is Rs 36,880.18 crores.
    What is the minimum investment in Motilal Oswal Midcap 30 Direct Growth ?
    The minimum Lumpsum investment in Motilal Oswal Midcap 30 Direct Growth is ₹500.00 and the minimum SIP investment in Motilal Oswal Midcap 30 Direct Growth is ₹1,500.00
    What is the asset allocation of Motilal Oswal Midcap 30 Direct Growth?
    Motilal Oswal Midcap 30 Direct Growth has an exposure of 81.60% in Equity and 18.40% in Cash & Money Market Securities