Mutual Fund: This fund is a return machine, weed to spend money on every criterion

New Delhi. If you also want to invest money in a mutual fund that has given a romance year after year, then there is nothing better than Motilal Oswal midcap fund. This fund has lagged behind in returning its benchmark Nifty Midcap 150 TRI (NIFTY MIDCAP 150 TRI) during 1 year, 3 years, 5 years, 7 years and 10 years. If you say that it is not a fund, a return machine, then it will not be wrong. This fund, which was launched 11 years ago today, remains a star performance even today. By June 2025, the AUM of the fund has crossed ₹ 33,053 crore. The expansion ratio of the direct plan is only 0.70%, which suggests that the money of investors is going in the right direction, not the fees are being deducted.

This fund has increased the money of those who invest lump sum 12 in 11 years. At the same time, SIP of 10 thousand rupees has been converted to 58 lakh rupees (SIP Return). Motilal Oswal Midcap Fund has lived up to every criterion of time. Its strategy, stock selection and risk management have made it a fainted king of midcap space. If you want stability with returns, then this fund can become a ‘hero’ in your portfolio. It has received 5 star ratings on Value Research.

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Fund returns

In Motilal Oswal Midcap Fund, those who invest out of lump sum money have received 1 year 10.61% return and thus a value of Rs 1 lakh in 1 year increased to Rs 1,10,610. The return of three has been 36.79% and in 3 years it has increased by Rs 1 lakh to Rs 2,55,930. 5 years this fund has given a return of 38.45% annually and a value of Rs 1 lakh in 5 years has increased to Rs 5,08,650. 23.96% in 7 years and 19.27% returns in ten years. SIP’s annual return has been percent in 11 years. 22.22%, a value of Rs 10,000 in this fund has been Rs 57,84,341 after 11 years.

Motilal Oswal Midcap Fund’s portfolio includes midcap stocks that have strong performance in their respective sectors. The biggest stake is in Coforge, which is the most important stock of funds with a weightage of 10.48%. After this, the presented system is second with 9.60% stake. Trent Limited has 9.39% participation in the fund. Dicson Technologies, 9.07% of the welfare is 7.57% of the jewelery and 5.05% of Polycab India.

Top sectors with fund money

Talking about sector wise exposure, this fund has done the most focus on the IT -software sector, which is 21.81%. This is followed by a consumer durables sector with a stake of 16.63%, which shows India’s demand for growing middle class. Industrial products have a participation of 11.06%, which supports Make in India and Infrastructure Growth. The retail sector also has 9.39% investment. Fund money is also inaugurated in sectors such as telecom (3.99%), healthcare (3.85%), industrial manufacturing (2.95%), realty (2.83%), financial technologies (2.82%), and auto components (2.66%).