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Two Mid cap funds side by side: returns, costs, size, risk and how much their portfolios overlap.
Motilal Oswal Midcap Fund vs Mirae Asset Midcap Fund, as of 9 Nov 2026: Motilal Oswal Midcap Fund NAV ₹119.11, 3Y CAGR 18.0%, expense ratio 0.92%; Mirae Asset Midcap Fund NAV ₹42.36, 3Y CAGR 15.2%, expense ratio 0.96%; about 17% of their portfolios overlap.
As of · Source: AMFI NAVs and fund-house disclosures
| Motilal Oswal Midcap Fund Direct Growth | Mirae Asset Midcap Fund Direct Growth | |
|---|---|---|
| Category | Mid cap | Mid cap |
| Fund house | Motilal Oswal Mutual Fund | Mirae Asset Mutual Fund |
| Plan | — | Direct Plan · Growth |
| NAV | ₹119.11 (9 Nov 2026) | ₹42.36 (9 Nov 2026) |
| 1Y return | 1.1% | 3.2% |
| 3Y CAGR | 18.0% | 15.2% |
| 5Y CAGR | 18.7% | 13.2% |
| Since launch (CAGR) | 21.5% | 22.0% |
| Expense ratio | 0.92% | 0.96% |
| AUM | ₹42,420 cr | ₹19,793 cr |
| Risk-o-meter | Very High | Very High |
| Benchmark | Nifty Midcap 150 TRI | Nifty Midcap 150 TRI |
| Exit load | 2% if redeemed/switched-out on or before 1 year from date of allotment, Nil, if redeemed/switched-out after 1 year from the date of allotment. | a) Entry Load: Not Applicable b) Exit Load: If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL. |
| Minimum SIP | ₹100 | ₹99 |
| Holdings | 30 | 65 |
| Top 10 holdings weight | 53.8% | 31.5% |
| Portfolio overlap | About 17% by weight, from the latest disclosed holdings | |
Returns are point-to-point for each plan, after its expense ratio; periods over one year are CAGR. Past performance is not indicative of future results.
Open in the compare tool: growth charts, SIP outcomes and shared holdings →Motilal Oswal Midcap Fund has the higher 5-year CAGR (as of 9 Nov 2026): Motilal Oswal Midcap Fund 18.7% a year vs Mirae Asset Midcap Fund 13.2% a year. Past performance is not indicative of future results.
Motilal Oswal Midcap Fund costs less: Motilal Oswal Midcap Fund charges 0.92% a year and Mirae Asset Midcap Fund 0.96% a year.
Motilal Oswal Midcap Fund is larger: Motilal Oswal Midcap Fund manages ₹42,420 cr and Mirae Asset Midcap Fund ₹19,793 cr (as of 9 Nov 2026).
About 17% of their portfolios overlap by weight (the smaller weight of each common holding, summed), from the latest disclosed holdings.
Both are rated "Very High" on SEBI's risk-o-meter.
We don't give recommendations. Jivani Markets is not a SEBI-registered investment adviser or research analyst. Whether a fund suits you depends on your goals, horizon and risk appetite; speak to a SEBI-registered investment adviser or an AMFI-registered mutual fund distributor before investing.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results.
Returns are for Direct plans, after expenses (TER is already in the NAV). Research, not advice: we do not say a fund suits you. Disclaimer