Motilal Oswal Midcap Fund - Growth - Regular Plan

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  • Net Change on 29-09-2023

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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 3.16 7.95 23.59 36.21 21.07 21.05
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 23.59 36.21 21.07 1.82 5,734.93
HDFC Mid-Cap Opportunities Fund - Growth Plan Jun 25, 2007 36.66 34.45 20.51 1.53 47,236.04
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 22.50 30.70 20.77 1.52 33,091.23
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 Unrated 16.58 23.11 17.97 1.62 22,664.68
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 31.18 33.46 22.12 1.71 18,343.36
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 Unrated 21.97 19.86 15.97 1.72 15,053.28

Fund Holdings as on 31-August-2023

  • Jio Financial Services Limited

  • Zomato Limited

  • KPIT Technologies Limited

  • Deepak Nitrite Limited

  • Coforge Limited

  • Persistent Systems Limited

  • Prestige Estates Projects Limited

  • Net Receivables / (Payables)

  • CG Power and Industrial Solutions Limited

  • Balkrishna Industries Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Bharat Dynamics Limited

  • Tube Investments of India Limited

  • APL Apollo Tubes Limited

  • Navin Fluorine International Limited

  • Voltas Limited

  • Usha Martin Limited

  • Astral Limited

  • MphasiS Limited

  • The Phoenix Mills Limited

  • Tata Communications Limited

  • IDFC First Bank Limited

  • Vedant Fashions Limited

  • Globus Spirits Limited

  • Dixon Technologies (India) Limited

  • JK Cement Limited

  • IPCA Laboratories Limited

  • Ideaforge Technology Limited

  • Max Healthcare Institute Limited

  • Netweb Technologies India Limited

  • SBFC Finance Limited

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  • IT - Software

  • Finance - Stock Broking

  • Chemicals

  • e-Commerce

  • Construction - Real Estate

  • Miscellaneous

  • Steel & Iron Products

  • Electric Equipment

  • Tyres & Allied

  • Finance - NBFC

  • Defence

  • Cycles

  • Air Conditioners

  • Plastic Products

  • Telecommunication - Service Provider

  • Bank - Private

  • Textile

  • Breweries & Distilleries

  • Consumer Durables - Electronics

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Engineering - Industrial Equipments

  • Hospital & Healthcare Services

  • IT - Hardware

  • Finance - Others

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Fund Manager

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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 ₹5,734.93 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 ₹-0.16(-0.26%)yesterday to ₹62.5974.

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