Mutual Funds Research

Motilal Oswal Midcap Fund: Investing in High-Growth Mid-Caps

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Motilal Oswal Midcap Fund follows a Buy Right, Sit Tight philosophy, focusing on mid-cap companies with strong growth potential and sustainable advantages. Using the QGLP framework, the fund builds a high-conviction portfolio, aiming for long-term capital appreciation through disciplined stock selection and holding strategies.

(A) About the Motilal Oswal Midcap Fund

The scheme aims to generate long-term capital appreciation by investing in high-quality mid-cap companies with sustainable competitive advantages and strong growth potential. However, there is no assurance or guarantee that the Scheme’s investment objective will be achieved.

(B) Basic Details of Motilal Oswal Midcap Fund

Fund HouseMotilal Oswal Asset Management Company Ltd.
CategoryEquity: Midcap Fund
Launch & Start Date24-February-2014
TypeOpen-ended
AUM₹26,421.09 Cr (As on 31 Dec 2024)
Available at NAV of₹97.72 (As on 04 Feb 2025)

(C) Classification Portfolio of the fund

(i) Portfolio Mix by Market Cap Size

Motilal  Oswal Midcap Fund_Portfolio Mix_PA_Wealth

(ii) Top 10 Holdings of the Motilal Oswal Midcap fund

Motilal  Oswal Midcap Fund_Top 10 Holding_PA_Wealth

(iii) Top 10 Sectors Exposures of the Motilal Oswal Midcap fund

Motilal  Oswal Midcap Fund_Top 10 Sector_PA_Wealth

(D) Fund Managers & Tenure of managing the Scheme

Motilal  Oswal Midcap_Fund Managers_PA_Wealth

(E) Fund – Investment Details

Dsp Multi cap Fund
Application Amount for fresh Subscription (Lumpsum)₹500
Min Additional Investment (SIP)₹500
Exit load1%*
Lock InNo
Expense Ratio1.58% (As on 31 Dec 2024)
*A 1% exit load applies to investors redeeming units within 12 months.

(F) Returns Generated By The Fund

Motilal  Oswal Midcap Fund_Retuns_PA_Wealth

(G) Risk Factors

(i) Top Drawdowns

Motilal  Oswal Midcap Fund_Drawdowns_PA_Wealth
As on 04/02/2024

This chart illustrates the fluctuations in a mutual fund’s value from January 31st, 2025, to the present as well as its performance. A drawdown occurs when the fund’s value declines from a peak, reaches a new high, and then corrects again. Also, The shaded area represents the duration the fund remained in a drawdown phase.

This chart, consequently, helps investors understand how the fund has reacted to big events in the economy.

(H) Investment Philosophy

Motilal  Oswal Midcap Fund_Investment Philosophy_PA_Wealth

(I) Taxability on earnings

Taxation

Capital Gains Taxation

  • If you sell the mutual fund units after 1 year of investment, you can exempt gains up to Rs 1.25 lakh in a financial year from tax. However, gains exceeding Rs 1.25 lakh will be taxed at 12.5%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
  • No tax is to be paid as long as you continue to hold the units.

Dividend Taxation

  • Dividends are included in the income of investors and it is also taxed based on their respective tax slabs. Further, if an investor’s dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

Drop us your query at – info@pawealth.in or Visit pawealth.in

References:  valueresearchonline.com, Industry’s Publications, News Publications, Mutual Fund Company.

Disclaimer: The report only represents personal opinions and views of the author. No part of the report should be considered as recommendation for buying/selling any stock. Thus, the report & references mentioned are only for the information of the readers about the industry stated.

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