Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Category: Equity: Mid Cap
Launch Date: 02-02-2014
AUM:
40,036.07 Cr
Expense Ratio
1.7%
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 | 2.35 | 20.53 | 22.16 |
| NIFTY MIDCAP 150 TRI | 12.12 | 18.97 | 18.36 |
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
104.11
Last change
-0.91 (-0.8745%)
Fund Size (AUM)
₹ 40,036.07 Cr
Performance
20.65% (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 (%) |
|---|---|
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 7.34 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 6.34 |
| Coforge Limited | 6.04 |
| ZOMATO LIMITED EQ | 5.96 |
| KEI INDUSTRIES LIMITED NEW EQ RS. 2/- | 5.61 |
| ADITYA BIRLA CAPITAL LIMITED EQ | 5.49 |
| Persistent Systems Ltd | 4.59 |
| Billionbrains Garage Ventures Ltd. | 4.56 |
| Shriram Finance Limited | 3.78 |
| BSE LIMITED EQ NEW FV RS. 2/- | 3.61 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 38.87 |
| Capital Goods | 14.39 |
| Information Technology | 10.63 |
| Consumer Durables | 9.6 |
| Consumer Services | 6.53 |
| Automobile and Auto Components | 5.64 |
| Telecommunication | 3.88 |
| Realty | 3.1 |
| Healthcare | 2.8 |
| Services | 1.68 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Midcap Fund Reg Gr | 22.16 |
| HSBC Midcap Fund Reg Gr | 18.74 |
| ICICI Pru Midcap Gr | 17.91 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| MahIndra Manulife Mid Cap Fund Reg Gr | 18.08 |
| Helios Mid Cap Fund Reg Plan Gr Plan | 0.0 |
| ITI Mid Cap Fund Reg Gr | 15.5 |
| Baroda BNP Paribas Mid Cap Fund Gr | 15.29 |
| Mirae Asset Midcap Reg | 15.76 |
| Union Midcap Reg Gr | 15.59 |