Sandbox
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Category: Equity: Mid Cap
Launch Date: 02-02-2014
AUM:
₹ 36,880.18 Cr
Expense Ratio
1.55%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF247L01411
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | -3.93 | 24.4 | 26.66 |
| NIFTY MIDCAP 150 TRI | 9.57 | 23.75 | 22.5 |
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
97.4477
Last change
-0.01 (-0.0115%)
Fund Size (AUM)
₹ 36,880.18 Cr
Performance
21.07% (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
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Collateralized Borrowing & Lending Obligation | 12.9 |
| Persistent Systems Ltd | 10.15 |
| Coforge Limited | 8.91 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 7.92 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 7.9 |
| DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- | 6.89 |
| ZOMATO LIMITED EQ | 5.77 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.43 |
| KEI INDUSTRIES LIMITED NEW EQ RS. 2/- | 4.84 |
| ADITYA BIRLA CAPITAL LIMITED EQ | 4.61 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Information Technology | 19.06 |
| Financial Services | 18.57 |
| Consumer Durables | 14.79 |
| Telecommunication | 9.13 |
| Capital Goods | 9.11 |
| Consumer Services | 7.22 |
| Automobile and Auto Components | 2.48 |
| Realty | 2.38 |
| Healthcare | 0.85 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Midcap Fund Reg Gr | 26.66 |
| ICICI Pru MidCap Gr | 21.28 |
| Mirae Asset MidCap Reg | 20.3 |
| HDFC Mid Cap Fund Gr | 24.56 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Invesco India MidCap Gr | 22.31 |
| Tata Mid Cap Fund Reg Plan Gr | 19.56 |
| Sundaram MidCap Gr | 21.28 |
| Canara Robeco Mid Cap Fund Reg Gr | 0.0 |
| NIPPON INDIA GROWTH MID CAP FUND Gr Gr | 23.34 |