Motilal Oswal Midcap Fund SIP Calculator
Calculate historical returns and project future compounding for Motilal Oswal Midcap. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Mid Cap
AUM
₹42,852 Cr
Expense Ratio
0.93%
Fund Manager
Abhiroop Mukherjee, Akash Singhania
Motilal Oswal Midcap Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 17.6% CAGR | 5 Years @ 19.9% CAGR | 10 Years @ 16.8% CAGR |
|---|---|---|---|
| ₹1,000/mo | ₹47,630 Invested: ₹36,000 | ₹1,03,095 Invested: ₹60,000 | ₹3,11,689 Invested: ₹1,20,000 |
| ₹2,500/mo | ₹1,19,076 Invested: ₹90,000 | ₹2,57,737 Invested: ₹1,50,000 | ₹7,79,223 Invested: ₹3,00,000 |
| ₹5,000/mo | ₹2,38,152 Invested: ₹1,80,000 | ₹5,15,475 Invested: ₹3,00,000 | ₹15,58,447 Invested: ₹6,00,000 |
| ₹10,000/mo | ₹4,76,304 Invested: ₹3,60,000 | ₹10,30,949 Invested: ₹6,00,000 | ₹31,16,893 Invested: ₹12,00,000 |
| ₹25,000/mo | ₹11,90,760 Invested: ₹9,00,000 | ₹25,77,373 Invested: ₹15,00,000 | ₹77,92,233 Invested: ₹30,00,000 |
* Projections calculated using actual historical 3-year (17.55%), 5-year (19.88%), and 10-year (16.8%) performance data. Actual mutual fund returns fluctuate with market NAV.
About Motilal Oswal Midcap Fund
A high-alpha mid-cap fund with focused stock positions targeting massive earnings growth.
Investment Strategy
High-conviction portfolio of ~30 mid-cap stocks with strong competitive moats and growth momentum.
Key Facts
- Focused 30-stock high-conviction strategy
- Expense ratio: 0.93% (Direct)
- Benchmark: NIFTY Midcap 150 TRI
Historical Returns
3-Year CAGR
17.55%
5-Year CAGR
19.88%
10-Year CAGR
16.8%
Benchmark
NIFTY Midcap 150 TRI
Returns are illustrative based on historical performance. Actual returns may vary. Verify with AMC before investing.
Top Holdings & Sector Allocation
As of September 2026, Motilal Oswal Midcap's portfolio includes:
Top 5 Holdings
- Kalyan Jewellers
- Polycab India
- Persistent Systems
- Tube Investments
- Coforge Ltd
Sector Allocation
Who Is This Fund Suitable For?
Suitable for aggressive growth investors seeking alpha through concentrated mid-cap stock selection.
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Frequently Asked Questions About Motilal Oswal Midcap
What is the historical SIP return of Motilal Oswal Midcap?
Based on the latest data, Motilal Oswal Midcap has delivered an annualized return (CAGR) of 17.55% over 3 years, 19.88% over 5 years, and 16.8% over 10 years. Past performance does not guarantee future results.
How is Motilal Oswal Midcap SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would ₹5,000 monthly SIP in Motilal Oswal Midcap generate over 5 years?
At an estimated annual return rate of 19.88%, a monthly ₹5,000 investment (₹3,00,000 total invested) would grow to approximately ₹5,15,475 in 5 years, yielding an estimated wealth gain of ₹2,15,475. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Motilal Oswal Midcap?
Motilal Oswal Midcap's top holdings include Kalyan Jewellers, Polycab India, Persistent Systems, and Tube Investments. The fund's sector allocation is diversified across multiple sectors.
What is the risk profile of Motilal Oswal Midcap?
Motilal Oswal Midcap is a Mid Cap fund with moderate to high risk depending on market conditions. Investors should assess their risk tolerance before investing..
What are the tax implications of investing in Motilal Oswal Midcap?
Gains from Motilal Oswal Midcap are subject to capital gains tax. Equity funds held over 1 year qualify for LTCG at 12.5% on gains above ₹1.25 lakh per year. Consult a tax advisor for your specific situation.
Data last updated: September 2026 | Fund data sourced from AMFI and BSE public APIs
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