Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Category: Equity: Mid Cap
Launch Date: 02-02-2014
AUM:
₹ 35,734.98 Cr
Expense Ratio
1.61%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF247L01411
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Ajay Khandelwal, Mr. Ankit Agarwal, Mr. Varun Sharma, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | -8.08 | 19.91 | 22.98 |
| NIFTY MIDCAP 150 TRI | 9.11 | 22.6 | 19.65 |
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
90.9283
Last change
0.96 (1.0563%)
Fund Size (AUM)
₹ 35,734.98 Cr
Performance
19.78% (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
Mr. Ajay Khandelwal, Mr. Ankit Agarwal, Mr. Varun Sharma, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| KALYAN JEWELLERS INDIA LIMITED EQ | 7.44 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 7.34 |
| Persistent Systems Ltd | 6.33 |
| ZOMATO LIMITED EQ | 6.22 |
| Coforge Limited | 6.13 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.44 |
| KEI INDUSTRIES LIMITED NEW EQ RS. 2/- | 5.24 |
| ADITYA BIRLA CAPITAL LIMITED EQ | 5.03 |
| Billionbrains Garage Ventures Limited | 4.2 |
| Multi Commodity Exchange of India Ltd | 4.09 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 36.28 |
| Information Technology | 12.46 |
| Consumer Durables | 10.97 |
| Capital Goods | 10.21 |
| Telecommunication | 9.08 |
| Consumer Services | 6.22 |
| Automobile and Auto Components | 5.69 |
| Realty | 3.05 |
| Healthcare | 2.06 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Midcap Fund Reg Gr | 22.98 |
| ICICI Pru MidCap Gr | 20.87 |
| HSBC Midcap Fund Reg Growth | 19.61 |
| Helios Mid Cap Fund Reg Plan Gr Plan | 0.0 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Mirae Asset MidCap Reg | 17.6 |
| BARODA BNP PARIBAS Mid Cap Fund Gr | 17.94 |
| NIPPON INDIA GROWTH MID CAP FUND Gr Gr | 22.27 |
| Invesco India MidCap Gr | 21.49 |
| Union MidCap Reg Gr | 18.42 |