Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Category: Equity: Mid Cap
Launch Date: 02-02-2014
AUM:
₹ 34,740.44 Cr
Expense Ratio
1.55%
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 | -0.23 | 27.18 | 33.07 |
| NIFTY MIDCAP 150 TRI | -1.26 | 22.96 | 27.73 |
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
106.2657
Last change
0.34 (0.3178%)
Fund Size (AUM)
₹ 34,740.44 Cr
Performance
22.65% (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 (%) |
|---|---|
| DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- | 10.08 |
| Coforge Limited | 9.79 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 9.14 |
| ZOMATO LIMITED EQ | 9.03 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 8.7 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 8.68 |
| Persistent Systems Ltd | 8.39 |
| POLYCAB INDIA LIMITED EQ | 6.22 |
| KEI INDUSTRIES LIMITED NEW EQ RS. 2/- | 4.11 |
| KAYNES TECHNOLOGY INDIA LIMITED EQ | 3.7 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Information Technology | 19.21 |
| Consumer Durables | 18.78 |
| Consumer Services | 18.17 |
| Capital Goods | 17.27 |
| Financial Services | 11.89 |
| Telecommunication | 3.34 |
| Healthcare | 3.21 |
| Automobile and Auto Components | 2.98 |
| Realty | 2.58 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Midcap Fund Reg Gr | 33.07 |
| Invesco India MidCap Gr | 27.57 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Kotak Midcap Fund Reg Gr | 27.12 |
| ICICI Pru MidCap Gr | 26.17 |
| Canara Robeco Mid Cap Fund Reg Gr | 0.0 |
| HDFC Mid Cap Fund Gr | 28.57 |
| Edelweiss MidCap Reg Gr | 28.59 |
| PGIM India Midcap Fund Reg Gr | 24.08 |
| NIPPON INDIA GROWTH MID CAP FUND Gr Gr | 28.78 |