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Partner With Us NRI

Feb 22, 2024


Category

Equity

AUM (Cr.)

7,972.05

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

1.76

Sharpe Ratio

28.31

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) 3.96 29.09 54.49 34.08 27.38 22.62
Benchmark - Nifty Free Float Midcap 100 12.7 -0.57 9.91 -1.3 5.67 0
Category Average - BEST EQUITY PERFORMERS 3.29 22.11 48.07 24.81 23.42 20.85
Category Rank 8/3 5/3 2/3 3/3 2/3 3/3
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Quant Mid Cap Fund (IDCW) 74.8479 1.16 62.69 39.35 32.03 4,857.91 1.86 5,000.00 invest
Quant Mid Cap Fund (G) 210.5581 1.16 62.66 39.05 31.92 4,857.91 1.86 5,000.00 invest
JM Midcap Fund - Regular (IDCW) 15.5723 1.04 57.15 0.00 0.00 781.49 0.00 1,000.00 invest
JM Midcap Fund - Regular (G) 15.5723 1.04 57.15 0.00 0.00 781.49 0.00 1,000.00 invest
DSP Midcap Fund (G) 119.1730 0.15 41.30 17.12 18.94 16,556.20 0.00 100.00 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-Persistent Sys Jan 31, 2024 814.43 10.22 14.81
Equity-Tube Investments Jan 31, 2024 769.86 9.66 43.62
Equity-Jio Financial Jan 31, 2024 744.75 9.34 8.37
Equity-Prestige Estates Jan 31, 2024 569.43 7.14 13.65
Equity-Zomato Ltd Jan 31, 2024 558.20 7.00 -9.75
Equity-Coforge Jan 31, 2024 500.01 6.27 -0.39
Equity-CG Power & Indu. Jan 31, 2024 468.55 5.88 3.11
Equity-Balkrishna Inds Jan 31, 2024 423.36 5.31 9.88
Net CA & Others-Net CA & Others Jan 31, 2024 422.76 5.30 204.21
Equity-Deepak Nitrite Jan 31, 2024 420.83 5.28 -6.53

latest news

Motilal Oswal Mutual Fund Announces merger Motilal Oswal Equity Hybrid Fund Merger into Motilal Oswal Balanced Advantage Fund

Motilal Oswal Mutual Fund has approved the merger of Motilal Oswal Equity H...

Dec 15, 2023 09:17

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

Motilal Oswal Mutual Fund has announced 15 December 2023 as the record date...

Dec 13, 2023 11:02

Ajay Khandelwal appointed as Fund Manager-Equity for two funds of Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund has announced that Mr. Ajay Khandelwal has been ...

Dec 11, 2023 13:26

Motilal Oswal Small Cap Fund Floats On

Motilal Oswal Mutual Fund has launched a new fund named as Motilal Oswal Sm...

Nov 28, 2023 12:38

Motilal Oswal Mutual Fund Announces merger Motilal Oswal MSCI EAFE Top 100 Select Index Fund Merger into Motilal Oswal Developed Market Ex US ETFs FOF

Motilal Oswal Mutual Fund has approved the merger of Motilal Oswal MSCI EAF...

Nov 27, 2023 14:20

Motilal Oswal MF Announces change in scheme name

Motilal Oswal Mutual Fund has announced change in scheme name under the fol...

Oct 30, 2023 14:26

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