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Partner With Us NRI

Dec 05, 2023


Category

Equity

AUM (Cr.)

6,059.92

Exit Load (%)

0.00

Min Inv Lumpsum

500

Expense Ratio

1.81

Sharpe Ratio

15.43

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 (IDCW) 8.9 21.42 27.69 33.61 23.26 21.41
Benchmark - Nifty Free Float Midcap 100 12.7 -0.57 9.91 -1.3 5.67 0
Category Average - BEST EQUITY PERFORMERS 9.39 24.3 28 26.28 20.57 20.08
Category Rank 4/2 2/2 2/2 2/2 2/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Quant Mid Cap Fund (G) 180.2196 0.71 27.31 34.72 26.69 3,267.99 1.92 5,000.00 invest
Tata Mid Cap Growth Fund - (G) 338.8429 0.59 32.73 25.96 21.58 2,521.49 0.00 5,000.00 invest
Mahindra Manulife Mid Cap Fund (G) 24.7536 0.42 35.59 30.45 22.15 1,553.59 2.07 1,000.00 invest
Mirae Asset Midcap Fund (G) 27.9080 0.38 24.92 27.09 0.00 11,783.59 0.00 5,000.00 invest
Nippon India Growth Fund - (IDCW) 105.7835 -96.38 35.44 31.51 23.19 19,081.97 1.69 100.00 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 Oct 31, 2023 616.02 10.17 41.69
Equity-Jio Financial Oct 31, 2023 547.50 9.03 -1.33
Equity-Zomato Ltd Oct 31, 2023 499.23 8.24 -6.31
Equity-Cholaman.Inv.&Fn Oct 31, 2023 489.04 8.07 -9.23
Equity-Coforge Oct 31, 2023 396.75 6.55 11.04
Equity-KPIT Technologi. Oct 31, 2023 365.27 6.03 -9.43
Equity-Deepak Nitrite Oct 31, 2023 362.58 5.98 -6.31
Equity-Balkrishna Inds Oct 31, 2023 357.53 5.90 -0.16
Equity-Prestige Estates Oct 31, 2023 317.77 5.24 5.46
Equity-CG Power & Indu. Oct 31, 2023 253.56 4.18 -8.25

latest news

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

Motilal Oswal Mutual Fund Announces Appointment of Fund Manager

Motilal Oswal Mutual Fund has announced that Mr. Niket Shah has been appoi...

Oct 17, 2023 11:07

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

SCHEME DETAILS

AMC Name : Motilal Oswal Mutual Fund
Fund Name : Motilal Oswal Midcap Fund (IDCW)
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