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Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Fund House:
Motilal Oswal Mutual Fund
Category:
Equity: Mid Cap
Status:
Open Ended Schemes
Launch Date:
02-02-2014
ISIN Number:
INF247L01411
Minimum Investment:
500
Minimum SIP:
1000
Total Assets: (29-11-2024):
22817.5
Nav (20-12-2024)
110.2629
CAGR Since Inception:
24.81
Benchmark:
NIFTY Midcap 150 TRI
Expense Ratio (30-11-2024)::
1.59 %
Risko-Meter:
Very High
Exit Load:
WEF from 18/03/2024 1% - If redeemed or switched out on or before 1 year from the date of allotment for Subscription received after 18-Mar-2024. Nil - If redeemed after 1 year from the date of allotment. Entry Load: Nil, 1% -If redeemed or switched out on or before 15 days from the date of allotment for Subscription received till 17-Mar-2024. Nil - If redeemed after 15 days from the date of allotment.
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 58.39 45.57 36.68 33.12 20.68
Invesco India Midcap Fund - Growth Option 48.33 37.76 26.86 28.54 18.36
HSBC Midcap Fund - Regular Growth 44.35 38.5 27.26 25.6 17.77
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 43.08 36.76 27.47 30.4 19.25
Kotak Emerging Equity Scheme - Growth 36.96 31.35 24.34 27.32 18.82
JM Midcap Fund (Regular) - Growth 36.82 37.56 0 0 0
Franklin India Prima Fund-Growth 36.57 32.66 23.99 23.61 16.19
WhiteOak Capital Mid Cap Fund Regular Plan Growth 36.34 35.93 0 0 0
BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN 35.64 33.75 0 0 0
Sundaram Mid Cap Fund Regular Plan - Growth 35.63 33.99 26.68 24.79 16.35
Fund Manager
Niket Shah, Ankush Sood, Rakesh Shetty:
Scheme Objective
The scheme seeks to achieve long term capital appreciation by investing in a maximum of 30 quality mid cap companies having long-term competitive advantages and potential for growth. :
Riskometer : Very High
Risko-meter
Return Analysis
Based On Motilal Oswal Midcap Fund-Regular Plan-Growth Option NIFTY 50 TRI Equity: Mid Cap
CAGR since inception 24.81% 13.95% 21.06%
1 Year 58.39% 12.84% 32.91%
3 Year 36.68% 13.73% 23.47%
5 Year 33.12% 15.28% 26.40%
10 Year 20.68% 12.46% 17.10%
Nav / Index Value as on2024-12-22 22,817.50% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Cash & Cash Equivalents 0.61
Equity 99.38
Company Holding
POLYCAB INDIA LIMITED 9.96
COFORGE LIMITED 9.86
KALYAN JEWELLERS INDIA LIMITED 9.65
ZOMATO LIMITED 9.47
MAHINDRA AND MAHINDRA LIMITED 6.15
RELIANCE STRATEGIC INVESTMENTS LIMITED 6.09
TRENT LIMITED 5.19
BAJAJ AUTO LIMITED 4.44
VOLTAS LIMITED 3.62
MAX HEALTHCARE INSTITUTE LIMITED 3.21
FAQ's of Motilal Oswal Midcap Fund-Regular Plan-Growth Option
How do I use the SIP Calculator to calculate Motilal Oswal Mutual Fund ?

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Motilal Oswal Midcap Fund-Regular Plan-Growth Option