Motilal Oswal Midcap Fund - Growth - Regular Plan

Other Plans and Options
  • 3.43 %Nav, as on 23-01-2025

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  • Net Change on 23-01-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Motilal Oswal Midcap Fund-Regular Plan-Growth Option -13.43 -7.60 29.17 27.44 28.08 22.95
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 150 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal Midcap Fund-Regular Plan-Growth Option Feb 24, 2014 29.17 27.44 28.08 1.58 26,421.09
HDFC Mid-Cap Opportunities Fund - Growth Plan Jun 25, 2007 16.57 23.99 26.06 1.39 77,967.21
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 21.36 18.67 23.44 1.42 53,078.98
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 16.75 21.83 25.71 1.58 35,277.81
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 Unrated 18.47 13.61 20.35 1.56 30,828.75
SBI Magnum MIDCAP FUND - REGULAR PLAN - GROWTH Mar 29, 2005 13.55 15.74 24.55 1.66 21,818.37

Fund Holdings as on 31-December-2024

  • Coforge Limited

  • Kalyan Jewellers India Limited

  • Net Receivables / (Payables)

  • Polycab India Limited

  • Trent Limited

  • Persistent Systems Limited

  • Jio Financial Services Limited

  • Mahindra & Mahindra Limited

  • Oracle Financial Services Software Limited

  • One 97 Communications Limited

  • Voltas Limited

  • Max Healthcare Institute Limited

  • Bharti Hexacom Limited

  • Tube Investments of India Limited

  • Balkrishna Industries Limited

  • KEI Industries Limited

  • Indraprastha Gas Limited

  • Dixon Technologies (India) Limited

  • KPIT Technologies Limited

  • Zomato Limited

  • Supreme Industries Limited

  • CG Power and Industrial Solutions Limited

  • The Phoenix Mills Limited

  • Prestige Estates Projects Limited

  • Mankind Pharma Limited

  • Deepak Nitrite Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

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  • IT - Software

  • Cable

  • Diamond & Jewellery

  • Miscellaneous

  • Retailing

  • Finance - NBFC

  • Automobiles - Passenger Cars

  • Fintech

  • Air Conditioners

  • Hospital & Healthcare Services

  • Telecommunication - Service Provider

  • Cycles

  • Tyres & Allied

  • Gas Transmission/Marketing

  • Consumer Durables - Electronics

  • Construction - Real Estate

  • e-Commerce

  • Plastic Products

  • Electric Equipment

  • Pharmaceuticals & Drugs

  • Chemicals

  • Fertilizers

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Fund Manager

  • Cash

  • Equity

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About Motilal Oswal Midcap Fund

Scheme Analysis

Motilal Oswal Midcap Fund is a Equity - Mid Cap Fund fund and belongs to Motilal Oswal Mutual Fund. It was launched on 24-Feb-2014 and currently has an AUM of ₹26,421.09 crore. Motilal Oswal Midcap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 150 - TRI as secondary index.

The NAV of Motilal Oswal Midcap Fund ended up ₹3.27(3.43%)yesterday to ₹98.7327.

Among its top 3 holdings the fund has exposure to Coforge Limited, and

The Motilal Oswal Midcap Fund is managed by Ajay Khandelwal and Niket Shah.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022 40548002
amc@motilaloswal.com
022-22816161