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 9.49 11.15 27.43 39.29 17.27 20.52
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 27.43 39.29 17.27 1.87 4,033.33
HDFC Mid-Cap Opportunities Fund - Growth Plan Jun 25, 2007 26.10 35.18 14.44 1.60 36,911.62
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 16.56 33.57 15.34 1.57 25,971.71
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 Unrated 13.92 24.97 15.51 1.64 19,539.49
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 19.46 35.09 16.29 1.73 14,143.01
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 Unrated 9.95 20.24 10.39 1.72 13,441.17

Fund Holdings as on 30-April-2023

  • Tube Investments of India Limited

  • Collateralized Borrowing & Lending Obligation

  • Persistent Systems Limited

  • KPIT Technologies Limited

  • CG Power and Industrial Solutions Limited

  • Navin Fluorine International Limited

  • Deepak Nitrite Limited

  • Zomato Limited

  • Cholamandalam Investment and Finance Company Ltd

  • The Phoenix Mills Limited

  • The Indian Hotels Company Limited

  • Campus Activewear Limited

  • Max Financial Services Limited

  • Max Healthcare Institute Limited

  • Balkrishna Industries Limited

  • Voltas Limited

  • Vedant Fashions Limited

  • Coforge Limited

  • Kirloskar Oil Engines Limited

  • APL Apollo Tubes Limited

  • MphasiS Limited

  • Net Receivables / (Payables)

  • Astral Limited

  • JK Cement Limited

  • Globus Spirits Limited

  • AIA Engineering Limited

  • Global Health Limited

  • IPCA Laboratories Limited

  • BEML Limited

  • Dixon Technologies (India) Limited

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  • IT - Software

  • Chemicals

  • Cycles

  • Miscellaneous

  • Electric Equipment

  • e-Commerce

  • Hospital & Healthcare Services

  • Finance - NBFC

  • Construction - Real Estate

  • Hotel, Resort & Restaurants

  • Footwear

  • Finance - Others

  • Tyres & Allied

  • Engineering - Industrial Equipments

  • Air Conditioners

  • Textile

  • Steel & Iron Products

  • Plastic Products

  • Cement & Construction Materials

  • Breweries & Distilleries

  • Castings/Forgings

  • Pharmaceuticals & Drugs

  • 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 ₹4,033.33 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 ₹0.5(0.9%)yesterday to ₹56.4622.

Among its top 3 holdings the fund has exposure to Tube Investments of India 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