Motilal Oswal Midcap Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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Fund Objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Motilal Oswal Midcap Fund-Direct Plan-Growth Option 5.58 8.66 64.36 39.18 28.02 24.47
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 150 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal Midcap Fund-Direct Plan-Growth Option Feb 24, 2014 64.36 39.18 28.02 0.63 8,986.69
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 59.84 32.23 24.76 0.77 60,417.99
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 43.53 25.12 24.10 0.38 39,684.91
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 43.66 21.90 22.37 0.54 25,536.68
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 60.02 31.47 25.57 0.88 24,796
SBI Magnum MIDCAP FUND - DIRECT PLAN - GROWTH Jan 01, 2013 43.63 26.99 24.09 0.83 16,856.01

Fund Holdings as on 31-March-2024

  • Jio Financial Services Limited

  • Kalyan Jewellers India Limited

  • Persistent Systems Limited

  • Tube Investments of India Limited

  • Net Receivables / (Payables)

  • Prestige Estates Projects Limited

  • Coforge Limited

  • Balkrishna Industries Limited

  • Indus Towers Limited

  • CG Power and Industrial Solutions Limited

  • Max Healthcare Institute Limited

  • Zomato Limited

  • Deepak Nitrite Limited

  • Polycab India Limited

  • KPIT Technologies Limited

  • Voltas Limited

  • Aurobindo Pharma Limited

  • Dixon Technologies (India) Limited

  • The Phoenix Mills Limited

  • TIPS Industries Limited

  • IPCA Laboratories Limited

  • Angel One Limited

  • Happy Forgings Limited

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  • IT - Software

  • Finance - NBFC

  • Diamond & Jewellery

  • Cycles

  • Construction - Real Estate

  • Miscellaneous

  • Tyres & Allied

  • Telecommunication - Service Provider

  • Electric Equipment

  • Hospital & Healthcare Services

  • e-Commerce

  • Chemicals

  • Cable

  • Pharmaceuticals & Drugs

  • Air Conditioners

  • Consumer Durables - Electronics

  • Film Production, Distribution & Entertainment

  • Finance - Stock Broking

  • Forgings

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Fund Manager

  • Cash

  • Equity

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About Motilal Oswal Midcap Fund

Scheme Analysis

Motilal Oswal Midcap Fund is a Equity - Mid Cap Fund fund and belongs to Motilal Oswal Mutual Fund. It was launched on 24-Feb-2014 and currently has an AUM of ₹8,986.69 crore. Motilal Oswal Midcap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 150 - TRI as secondary index.

The NAV of Motilal Oswal Midcap Fund ended down ₹-0.36(-0.39%)yesterday to ₹91.9458.

Among its top 3 holdings the fund has exposure to Jio Financial Services Limited, and

The Motilal Oswal Midcap Fund is managed by Niket Shah and Rakesh Shetty.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022-39804238
022-22816161