NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Motilal Oswal Midcap Fund -Growth for NRI [95.77]

Min Investment

500

Fund Size

34,432.18 Cr

Expense Ratio

1.5%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

95.77

0.24%

NAV as on 10 Feb 26, 12:00 AM

very high risk

mid cap

equity

NAV as on 10 Feb 26, 12:00 AM

very high risk

mid cap

equity

0.45%p.a.

Last 1Y

23.09%p.a.

Last 3Y

24.52%p.a.

Last 5Y

20.77%p.a.

Since Inception

About Motilal Oswal Midcap Fund -Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Motilal Oswal Midcap Fund -Growth scheme from Motilal Oswal Asset Management Company Limited. It is a Mid-Cap mutual fund scheme that predominantly invests in Mid-Cap stocks of companies. Launched on Feb 2014, Motilal Oswal Midcap Fund -Growth is Mid-Cap fund of its category with 34,432.18 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Mid-Cap funds.

  • Motilal Oswal Midcap Fund -Growth delivered 0.5% annual returns during the last year. It has delivered 20.8% average annual returns since the fund was launched.
  • Motilal Oswal Midcap Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Top 10 Holdings

Balkrishna Industries Ltd

0.69%

Kei Industries Ltd

4.77%

Coforge Ltd

9.61%

Phoenix Mills Ltd

0.83%

Supreme Industries Ltd

2.25%

Trent Ltd

0.22%

Persistent Systems Ltd

9.85%

Prestige Estates Projects Ltd

2.56%

Net Receivables

4.15%

Reverse Repo/CBLO

10.51%

Fund Managers

  1. Ajay Khandelwal (Oct 2024 - Present)
  2. Niket Shah (Mar 2018 - Present)
  3. Rakesh Shetty (Nov 2022 - Present)
  4. Sunil Sawant (Jul 2024 - Present)
  5. Swapnil P Mayekar (Nov 2025 - Present)
  6. Varun Sharma (Jan 2026 - Present)
  7. Ankit Agarwal (Jan 2026 - Present)

Key Information

View Scheme Document

Motilal Oswal Midcap Fund -Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Motilal Oswal Midcap Fund -Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Motilal Oswal Midcap Fund -Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Motilal Oswal Midcap Fund -Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions