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Partner With Us NRI

Oct 03, 2023


Category

Equity

AUM (Cr.)

5,734.93

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

1.82

Sharpe Ratio

14.82

Beta Ratio

0.00

Fund Manager

Niket Shah

Inception Date

Feb 24, 2014

Risk Level

Very High

Investment 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.

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Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Midcap Fund (G) -0.77 28.44 23.78 35.58 21.4 21.08
Benchmark - Nifty Free Float Midcap 100 12.7 -0.57 9.91 -1.3 5.67 0
Category Average - BEST EQUITY PERFORMERS 1.36 27.73 24.8 28.91 19.02 18.76
Category Rank 5/2 2/2 5/2 2/2 2/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Canara Robeco Mid Cap Fund - Regular (G) 11.8600 0.76 0.00 0.00 0.00 1,536.69 0.00 5,000.00 invest
Canara Robeco Mid Cap Fund - Regular (IDCW) 11.8500 0.68 0.00 0.00 0.00 1,536.69 0.00 5,000.00 invest
Invesco India Midcap Fund (G) 108.5200 0.67 25.63 26.18 18.63 3,426.03 0.00 1,000.00 invest
Tata Mid Cap Growth Fund - (G) 313.4743 0.63 30.10 28.45 20.82 2,449.13 0.00 5,000.00 invest
Nippon India Growth Fund - (IDCW) 95.6132 -96.39 30.72 33.29 21.49 18,343.36 1.71 100.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-Jio Financial Aug 31, 2023 560.40 9.77 0.00
Equity-Zomato Ltd Aug 31, 2023 488.00 8.51 0.05
Equity-KPIT Technologi. Aug 31, 2023 411.57 7.18 8.60
Equity-Deepak Nitrite Aug 31, 2023 399.60 6.97 47.21
Equity-Coforge Aug 31, 2023 382.65 6.67 16.22
Equity-Persistent Sys Aug 31, 2023 375.95 6.56 21.92
Equity-Prestige Estates Aug 31, 2023 322.08 5.62 36.80
Net CA & Others-Net CA & Others Aug 31, 2023 281.35 4.91 557.79
Equity-CG Power & Indu. Aug 31, 2023 268.34 4.68 21.35
Equity-Balkrishna Inds Aug 31, 2023 267.16 4.66 -8.62

latest news

Motilal Oswal Balanced Advantage Fund Announces Income Distribution cum Capital Withdrawal (IDCW)

Motilal Oswal Mutual Fund has announced 15 September 2023 as the record dat...

Sep 13, 2023 11:34

Motilal Oswal Mutual Fund Announces change in benchmark under its scheme

Motilal Oswal Mutual Fund has announced change in the benchmark of Motilal ...

Sep 12, 2023 09:48

Motilal Oswal Mutual Fund Announces merger of Motilal Oswal Nifty G-sec May 2029 Index Fund Merger into Motilal Oswal 5-Year G-Sec Fund of Fund

Motilal Oswal Mutual Fund has approved the merger of Motilal Oswal Nifty G-...

Aug 02, 2023 13:47

Motilal Oswal MF Announces change in fund manager under its schemes

Motilal Oswal Mutual Fund has announced Mr. Santosh Singh shall be appointe...

Aug 01, 2023 12:14

Motilal Oswal Balanced Advantage Fund Announces Income Distribution cum Capital Withdrawal (IDCW)

Motilal Oswal Mutual Fund has announced 18 July 2023 as the record date for...

Jul 15, 2023 09:29

Motilal Oswal Mutual Fund Announces Appointment of Key Personnel

Motilal Oswal Mutual has announced that Mr. Vipul Choksi has been appointed...

Jun 23, 2023 10:08

SCHEME DETAILS

AMC Name : Motilal Oswal Mutual Fund
Fund Name : Motilal Oswal Midcap Fund (G)
Contact Persone : Niket Shah
Registered Address : Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi mumbai 4000
Telephone No : 022-39804263
Fax No. : 022-30896884
Email : mfservice:motilaloswal.com
Website : www.motilaloswalmf.com