Motilal Oswal Midcap Fund-Regular Plan-Growth Option

arrow-down
NAV
₹ 96.4067 ₹ -1.32 (-1.37 %)
as on 19-07-2024
Asset Size (AUM)
12,583.4 Cr
Launch Date
Feb 02, 2014
Investment Objective
The scheme seeks to achieve long term capital appreciation by investing in a maximum of 30 quality mid cap companies having long-term competitive advantages and potential for growth.
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns Since Launch in Feb 02, 2014
arrow-up

24.32

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
1.85 %
Expense Ratio
1.69%
Volatility
13.31 %
Fund House
Motilal Oswal Mutual Fund
Fund Manager
Niket Shah, Ankush Sood, Rakesh Shetty
Key Features
Scheme description
This fund has higher ups and downs compared to large cap equity funds but can give higher returns in the long run. Investment in this fund can be made for a horizon of at least 5 years or more
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 500.0)

Entry Load
Not applicable
Exit Load
Exit load of 1% if redeemed within 1 year.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 19-07-2024

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 63.02 44.91 37.7 32.64 21.0
ITI Mid Cap Fund - Regular Plan - Growth Option 05-03-2021 66.17 43.09 23.81 0.0 0.0
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 64.24 43.29 31.17 36.14 20.72
JM Midcap Fund (Regular) - Growth 21-11-2022 62.7 0.0 0.0 0.0 0.0
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 57.81 41.61 26.24 29.7 0.0
HSBC Midcap Fund - Regular Growth 09-08-2004 55.6 36.3 22.84 24.02 18.67
ICICI Prudential MidCap Fund - Growth 10-10-2004 55.29 34.43 22.91 25.43 17.4
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 54.03 39.89 27.85 29.44 19.42
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 53.75 37.72 25.0 29.56 20.29
LIC MF Mid Cap Fund-Regular Plan-Growth 02-02-2017 51.99 34.18 20.68 23.61 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings