Motilal Oswal Midcap Fund - Direct Plan - Growth: A Comprehensive Review
Brokerage Free Team •March 3, 2025 | 3 min read • 4881 views
Brokerage Free Team •March 3, 2025 | 3 min read • 4881 views
Motilal Oswal Midcap Fund is an open-ended equity mutual fund that focuses on mid-cap companies, offering investors an opportunity to participate in India's growing mid-sized businesses. With a strong track record and a well-defined investment strategy, this fund aims for long-term capital appreciation while maintaining a high-risk, high-return profile.
Fund House: Motilal Oswal Mutual Fund
Fund Type: Open-ended equity mid-cap fund
Benchmark Index: NIFTY Midcap 150 Total Return Index
Launch Date: February 24, 2014
Fund Manager: Niket Shah (since March 1, 2018)
Risk Category: Very High
Minimum Investment: ₹500
Exit Load: 1% if redeemed within 1 year
As of December 31, 2024, the fund has delivered strong returns across different timeframes:
Note: Past performance may not indicate future results.
Assets Under Management (AUM): ₹20,055.68 crore (as of October 31, 2024)
Expense Ratio: 0.65% (as of January 31, 2025)
The fund follows a concentrated approach, investing significantly in its top holdings.
Rank | Stock Name | Allocation (%) |
1 | Tube Investments of India Ltd. | 6.62% |
2 | Dixon Technologies (India) Ltd. | 6.12% |
3 | Max Healthcare Institute Ltd. | 5.98% |
4 | Astral Ltd. | 5.85% |
5 | AU Small Finance Bank Ltd. | 5.62% |
6 | Cholamandalam Investment and Finance Co. Ltd. | 5.47% |
7 | Bharat Forge Ltd. | 5.33% |
8 | The Ramco Cements Ltd. | 5.21% |
9 | Crompton Greaves Consumer Electricals Ltd. | 5.08% |
10 | Minda Industries Ltd. | 4.95% |
The fund maintains a diversified sectoral mix, primarily focusing on high-growth industries.
Sector | Allocation (%) |
Financial Services | 21.3% |
Consumer Goods | 17.8% |
Industrials | 14.5% |
Technology | 12.6% |
Healthcare | 9.8% |
Energy | 8.2% |
Auto & Transportation | 7.4% |
Real Estate | 5.8% |
The Motilal Oswal Midcap Fund follows a bottom-up stock selection process focusing on:
✅ Quality Mid-Cap Companies: Investing in fundamentally strong businesses poised for future growth.
✅ Long-Term Holding: Prefers holding stocks for extended periods to leverage compounding benefits.
✅ Growth-Oriented Approach: Invests in companies with high earnings visibility and robust business models.
✅ Limited Stock Exposure: The fund takes a concentrated approach with a smaller number of stocks compared to peers, aiming for higher conviction bets.
💡 Risk Level: Very High
💡 Ideal for:
✔ Investors with a long-term horizon (5+ years)
✔ Investors comfortable with mid-cap volatility
✔ Those looking for high growth potential
You should consider investing in this fund if:
✅ You are looking for high-growth opportunities in the mid-cap space.
✅ You have an investment horizon of 5+ years.
✅ You can tolerate market volatility and drawdowns.
✅ You prefer a concentrated portfolio with a research-driven approach.
The Motilal Oswal Midcap Fund - Direct Plan - Growth stands out due to its strong track record, focused mid-cap investment approach, and competitive expense ratio. While it carries higher risk, it has delivered consistent outperformance over the years. Investors with a high-risk appetite and long-term perspective can consider this fund as part of their equity portfolio.
📌 Final Verdict:
⭐ Best for: Aggressive investors seeking long-term capital appreciation
⚠ Risk: High due to mid-cap volatility
⏳ Time Horizon: Minimum 5+ years
📢 Disclaimer: Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
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