Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Category: Equity: Mid Cap
Launch Date: 02-02-2014
AUM:
₹ 25,985.81 Cr
Expense Ratio
1.57%
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 | 14.09 | 26.71 | 35.62 |
| NIFTY MIDCAP 150 TRI | 6.71 | 22.12 | 32.63 |
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
94.6147
Last change
-0.28 (-0.2997%)
Fund Size (AUM)
₹ 25,985.81 Cr
Performance
22.24% (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 (%) |
|---|---|
| Collateralized Borrowing & Lending Obligation | 18.45 |
| Net Receivables / (Payables) | 14.43 |
| COFORGE LIMITED EQ | 10.13 |
| Persistent Systems Ltd | 9.53 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 7.18 |
| POLYCAB INDIA LIMITED EQ | 4.4 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 4.37 |
| MAX HEALTHCARE INSTITUTE LIMITED EQ | 4.2 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 3.73 |
| DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- | 3.72 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| N/A | 25.43 |
| Information Technology | 22.06 |
| Consumer Durables | 11.93 |
| Capital Goods | 11.36 |
| Consumer Services | 6.48 |
| Healthcare | 5.06 |
| Automobile and Auto Components | 3.9 |
| Financial Services | 3.82 |
| Telecommunication | 3.66 |
| Realty | 2.92 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Midcap Fund Reg Gr | 35.62 |
| Invesco India MidCap Gr | 28.99 |
| Edelweiss MidCap Reg Gr | 32.15 |
| Franklin India Prima Fund Gr | 27.11 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Sundaram MidCap Gr | 28.75 |
| Nippon India Growth Fund Gr Gr | 32.71 |
| Kotak Emerging Equity Sch Gr | 29.35 |
| Axis MidCap Reg Gr | 23.5 |
| HDFC Mid-Cap Opportunities Gr | 32.26 |