An open-ended fund of funds that invests in passive funds.
Return
Tracking
NAV
AUM
Call back
Share
Historical Performance
CAGR
Periodic Returns
Data as on 30 Jun 2025
- 1Y
- 3Y
- 5Y
- 7Y
- 10Y
- Inception
Date of inception: 24-Feb-14. In case the start or end date of the concerned period is a non-business day (NBD), the NAV of the previous business day is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Future returns are not guaranteed and a loss of original capital may occur. Different plans under the scheme may have different expense structures. Performance is for Regular Plan Growth option. Different plans have different expense structure. The scheme is currently managed by Mr. Niket Shah, Mr. Ajay Khandelwal, Mr.Rakesh Shetty and Mr. Sunil Sawant.
See other funds managed by the Fund Manager Performance is for Direct - Growth Plan option.
Past Performance Calculator
Explore how much wealth you would have created by investing in our schemes using this SIP Calculator
Search a fund
Motilal Oswal Mid cap fund
SIP
Lumpsum
If you would have invested monthly
If you would have invested
10000
Tenure
10
Invested Amount
1200000
Current Value of Investment
Disclaimer:
- This calculator is provided for informational purposes only.
- The results are based on user inputs and should not be considered as investment advice. Users should seek the advice of a qualified financial professional before making any investment decisions.
- The creators of the calculator and its affiliates shall not be held responsible for any financial losses resulting from the use of the calculator.
- Past performance may or may not be sustained in the future and should not be used as a basis for comparison with other investments. Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.
- SIP is allowed in select open ended schemes. Refer the Scheme SAI, SID, KIM for detailed information.
Why this fund?
-
- Investment Horizon
- 3+ years
-
- For Whom
- Investors who want to invest in large and mid cap companies Investors looking for diversification into large and mid cap stocks
-
- Allocations
- Concentrated stock portfolio
-
- Number of Stocks
- Concentrated stock portfolio
Disclaimer: The investment objective of the Scheme is to achieve long term capital appreciation by predominantly investing in equity.
Portfolio Composition
Download
Industry Classification as recommended by AMFI
-
-
Key Facts
- Launched on 06 Feb 2024
-
Investment Objective
Minimum Application Amount
Minimum Redemption Amount
Latest AUM
Portfolio Turnover Ratio
Plans
Options (Under each plan)
Benchmark
Total Expense Ratio
Inception date
Entry Load
Exit Load Policy
Our Fund Managers
Managing this fund since
Total AUM
Downloads
-
- Factsheet
-
- Presentation
-
- Brochures
-
- Scheme information document
-
- Forms
Frequently Asked Questions
Learning Resource Vault
Learn with Motilal Oswal
-
Article
- 6 min read
- Jan 20, 2026
-
What Is Nifty 50 Index Fund & How To Invest In It Motilal Oswal Mf
-
Get to know about Nifty 50 index funds like what is Nifty 50 index funds, how to invest in them - from price fluctuations and technical details to
-
Video
- 4 min watch
- July 7, 2022
-
If you want to watch a movie, how do you decide which one to watch? Well you might go and peep into the recent track record of hit movies or simply watch a
-
Podcast
- 4 min listen
- July 7, 2022
-
On this exclusive episode, Mr. Raamdeo Agrawal, Co-founder of Motilal Oswal Group talks to host Anupam Gupta about his fascinating journey – from being a farmer’s son in a small village to becoming a successful entrepreneur. He talks about his humble beginnings, his background, how he met Mr. Motilal Oswal, his struggles, and a lot more. Tune in to this very inspirational episode.On this exclusive episode.
Product Label
This product is suitable for investors who are seeking*
- Long term capital growth
- Investments in equity and equity related instruments of large cap stocks.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
- Motilal Oswal Asset Allocation Passive Fund Conservative
Invest Now