Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Category: Equity: Mid Cap
Launch Date: 02-02-2014
AUM:
₹ 33,608.53 Cr
Expense Ratio
1.56%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF247L01411
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 3.81 | 28.34 | 33.7 |
| NIFTY MIDCAP 150 TRI | 0.73 | 23.28 | 28.44 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
104.1744
Last change
0.73 (0.699%)
Fund Size (AUM)
₹ 33,608.53 Cr
Performance
22.61% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To achieve Long-term capital growth & Investment in equity and equity related instruments in quality mid-cap companies having long-term competitive advantages and potential for growth.
Fund Manager
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| TRP_010825 | 13.39 |
| DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- | 10.52 |
| Coforge Limited | 9.36 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 8.86 |
| Persistent Systems Ltd | 8.29 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 7.84 |
| POLYCAB INDIA LIMITED EQ | 5.58 |
| Net Receivables / (Payables) | 4.57 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 4.5 |
| KEI INDUSTRIES LIMITED NEW EQ RS. 2/- | 4.0 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Consumer Durables | 19.38 |
| Information Technology | 19.2 |
| Capital Goods | 17.16 |
| Consumer Services | 7.84 |
| Financial Services | 7.09 |
| Telecommunication | 3.85 |
| Healthcare | 3.7 |
| Realty | 2.03 |
| Automobile and Auto Components | 1.78 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Midcap Fund Reg Gr | 33.7 |
| Invesco India MidCap Gr | 28.61 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Kotak Midcap Fund Reg Gr | 27.83 |
| Edelweiss MidCap Reg Gr | 29.47 |
| PGIM India Midcap Fund Reg Gr | 25.24 |
| ICICI Pru MidCap Gr | 26.4 |
| HDFC Mid Cap Fund Gr | 29.12 |
| NIPPON INDIA GROWTH MID CAP FUND Gr Gr | 29.15 |
| Sundaram MidCap Gr | 26.84 |