Motilal Oswal Midcap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular 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-Regular Plan-Growth Option 4.06 10.71 57.59 35.74 27.58 23.11
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-Regular Plan-Growth Option Feb 24, 2014 57.59 35.74 27.58 1.72 9,819.09
HDFC Mid-Cap Opportunities Fund - Growth Plan Jun 25, 2007 58.02 28.90 25.84 1.44 63,413.49
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 48.72 24.22 25.00 1.47 42,699.18
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 59.87 29.50 26.53 1.63 26,821.89
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 Unrated 44.62 20.59 22.90 1.59 26,636.78
SBI Magnum MIDCAP FUND - REGULAR PLAN - GROWTH Mar 29, 2005 38.48 23.99 24.59 1.69 17,910.24

Fund Holdings as on 30-April-2024

  • Jio Financial Services Limited

  • Kalyan Jewellers India Limited

  • Vodafone Idea Limited

  • Tube Investments of India Limited

  • Persistent Systems Limited

  • Collateralized Borrowing & Lending Obligation

  • Indus Towers Limited

  • Coforge Limited

  • Prestige Estates Projects Limited

  • Zomato Limited

  • Max Healthcare Institute Limited

  • Polycab India Limited

  • Deepak Nitrite Limited

  • CG Power and Industrial Solutions Limited

  • Balkrishna Industries Limited

  • Voltas Limited

  • KPIT Technologies Limited

  • Aurobindo Pharma Limited

  • Angel One Limited

  • The Phoenix Mills Limited

  • Dixon Technologies (India) Limited

  • Net Receivables / (Payables)

  • TIPS Industries Limited

  • Happy Forgings Limited

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  • IT - Software

  • Telecommunication - Service Provider

  • Finance - NBFC

  • Diamond & Jewellery

  • Cycles

  • Miscellaneous

  • Construction - Real Estate

  • e-Commerce

  • Hospital & Healthcare Services

  • Cable

  • Chemicals

  • Electric Equipment

  • Tyres & Allied

  • Air Conditioners

  • Pharmaceuticals & Drugs

  • Finance - Stock Broking

  • Consumer Durables - Electronics

  • Film Production, Distribution & Entertainment

  • 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 ₹9,819.09 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 up ₹0.36(0.42%)yesterday to ₹84.1568.

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