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Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Category: Equity: Mid Cap Launch Date: 24-02-2014
AUM:

₹ 9,819.09 Cr

Expense Ratio

1.72%

Benchmark

NIFTY Midcap 150 TRI

ISIN

INF247L01411

Minimum Investment

500.0

Minimum Topup

500.0

Minimum SIP Amount

1000

Fund Manager

Niket Shah, Ankush Sood, Rakesh Shetty

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 55.07 36.22 27.86
NIFTY MIDCAP 150 TRI 54.26 27.7 26.57
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
81.6671
Last change
0.38 (0.4701%)
Fund Size (AUM)
₹ 9,819.09 Cr
Performance
22.79% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment 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.

Fund Manager
Niket Shah, Ankush Sood, Rakesh Shetty
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
JIO Financial Services Ltd. 11.52
Kalyan Jewellers India Ltd. 8.43
Vodafone Idea Ltd. 7.46
Tube Investments Of India Ltd. 6.95
Persistent Systems Ltd. 6.86
Others 5.53
Indus Towers Ltd. 4.88
Coforge Ltd. 4.68
Prestige Estates Projects Ltd. 4.22
Zomato Ltd. 3.93

Sector Allocation

Sector Holdings (%)
Technology 14.58
Financial 13.51
Communication 12.34
Consumer Discretionary 11.81
Automobile 10.41
Capital Goods 9.12
Others 6.91
Healthcare 6.79
Construction 5.99
Services 4.76

Peer Comparison

Scheme Name 5Y (%)
Motilal Oswal Midcap Fund Reg Gr 27.86
Quant MidCap Gr 34.34
JM Midcap Fund Reg Gr 0.0
ITI Mid Cap Fund Reg Gr 0.0
Mahindra Manulife Mid Cap Fund Reg Gr 27.08
HSBC Midcap Fund Reg Growth 21.44
Nippon India Growth Fund Gr Gr 26.4
ICICI Pru MidCap Gr 22.77
HDFC Mid-Cap Opportunities Gr 25.38
Tata Mid Cap Gr Fund Reg Gr 24.19