Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Category: Equity: Mid Cap
Launch Date: 02-02-2014
AUM:
₹ 37,500.86 Cr
Expense Ratio
1.53%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF247L01411
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 0.79 | 26.35 | 31.32 |
| NIFTY MIDCAP 150 TRI | 12.2 | 23.99 | 27.25 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
103.0999
Last change
-0.01 (-0.0102%)
Fund Size (AUM)
₹ 37,500.86 Cr
Performance
22.0% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To achieve Long-term capital growth & Investment in equity and equity related instruments in quality mid-cap companies having long-term competitive advantages and potential for growth.
Fund Manager
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Collateralized Borrowing & Lending Obligation | 12.32 |
| Persistent Systems Ltd | 9.47 |
| Coforge Limited | 9.32 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 8.69 |
| DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- | 8.68 |
| ZOMATO LIMITED EQ | 8.47 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 8.16 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 6.26 |
| POLYCAB INDIA LIMITED EQ | 5.49 |
| KAYNES TECHNOLOGY INDIA LIMITED EQ | 4.47 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Information Technology | 18.79 |
| Consumer Durables | 16.84 |
| Consumer Services | 14.73 |
| Capital Goods | 14.26 |
| Financial Services | 12.15 |
| Telecommunication | 3.47 |
| Automobile and Auto Components | 2.82 |
| Realty | 2.56 |
| Healthcare | 1.61 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Midcap Fund Reg Gr | 31.32 |
| Invesco India MidCap Gr | 26.88 |
| ICICI Pru MidCap Gr | 25.98 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Mirae Asset MidCap Reg | 24.97 |
| HDFC Mid Cap Fund Gr | 28.33 |
| Canara Robeco Mid Cap Fund Reg Gr | 0.0 |
| Sundaram MidCap Gr | 25.74 |
| Union MidCap Reg Gr | 24.15 |
| Edelweiss MidCap Reg Gr | 27.8 |