Motilal Oswal Midcap Fund - Growth - Direct Plan

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  • (-0.51%)Nav, as on 06-09-2024

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  • Net Change on 06-09-2024

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  • Assets (Cr.)

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 7.19 18.85 61.89 38.36 35.80 26.28
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 61.89 38.36 35.80 0.58 15,940.06
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 45.58 25.04 31.52 0.34 51,366.36
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 50.27 28.04 32.73 0.79 33,706.68
SBI Magnum MIDCAP FUND - DIRECT PLAN - GROWTH Jan 01, 2013 35.76 23.89 30.78 0.78 21,516.89
UTI Mid Cap Fund-Growth Option- Direct Jan 01, 2013 Unrated 39.46 21.18 29.88 0.87 12,646.34
Quant Mid Cap Fund-Growth Option-Direct Plan Jan 07, 2013 51.03 31.51 39.08 0.58 9,367.38

Fund Holdings as on 31-August-2024

  • Collateralized Borrowing & Lending Obligation

  • Kalyan Jewellers India Limited

  • Polycab India Limited

  • Persistent Systems Limited

  • Jio Financial Services Limited

  • Coforge Limited

  • Tube Investments of India Limited

  • Voltas Limited

  • Net Receivables / (Payables)

  • Zomato Limited

  • Balkrishna Industries Limited

  • KPIT Technologies Limited

  • Deepak Nitrite Limited

  • Max Healthcare Institute Limited

  • Suzlon Energy Limited

  • Aurobindo Pharma Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • The Phoenix Mills Limited

  • Tata Elxsi Limited

  • CG Power and Industrial Solutions Limited

  • Dixon Technologies (India) Limited

  • Prestige Estates Projects Limited

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  • Miscellaneous

  • IT - Software

  • Diamond & Jewellery

  • Cable

  • Finance - NBFC

  • Cycles

  • Air Conditioners

  • e-Commerce

  • Tyres & Allied

  • Electric Equipment

  • Chemicals

  • Hospital & Healthcare Services

  • Pharmaceuticals & Drugs

  • Fertilizers

  • Construction - Real Estate

  • Consumer Durables - Electronics

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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 ₹15,940.06 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 ₹-0.6(-0.51%)yesterday to ₹116.9189.

Among its top 3 holdings the fund has exposure to Collateralized Borrowing & Lending Obligation, 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 40548002
amc@motilaloswal.com
022-22816161