Motilal Oswal Midcap Fund - Growth - Direct Plan

Other Plans and Options
  • 0.09 %Nav, as on 18-02-2025

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  • Net Change on 18-02-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct 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-Direct Plan-Growth Option -8.87 -10.32 21.75 28.78 27.69 23.83
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-Direct Plan-Growth Option Feb 24, 2014 21.75 28.78 27.69 0.65 24,488
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 6.64 24.27 25.41 0.79 73,510.09
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 11.88 18.91 22.90 0.44 49,091.55
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 7.71 22.00 24.56 0.78 33,033.09
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 10.29 15.39 19.70 0.55 28,380.17
SBI Magnum MIDCAP FUND - DIRECT PLAN - GROWTH Jan 01, 2013 6.96 17.07 23.77 0.81 21,177.20

Fund Holdings as on 31-January-2025

  • Net Receivables / (Payables)

  • Persistent Systems Limited

  • Coforge Limited

  • Kalyan Jewellers India Limited

  • Trent Limited

  • Dixon Technologies (India) Limited

  • Polycab India Limited

  • Max Healthcare Institute Limited

  • Bharti Hexacom Limited

  • One 97 Communications Limited

  • Oracle Financial Services Software Limited

  • Tube Investments of India Limited

  • KPIT Technologies Limited

  • Balkrishna Industries Limited

  • Indraprastha Gas Limited

  • Voltas Limited

  • KEI Industries Limited

  • Supreme Industries Limited

  • Jio Financial Services Limited

  • The Phoenix Mills Limited

  • Mankind Pharma Limited

  • The Indian Hotels Company Limited

  • Prestige Estates Projects Limited

  • Mazagon Dock Shipbuilders Limited

  • Mahindra & Mahindra Limited

  • CG Power and Industrial Solutions Limited

  • Jio Financial Services Limited February 2025 Future

  • Voltas Limited February 2025 Future

  • Trent Limited February 2025 Future

  • Oracle Financial Services Software Limited February 2025 Future

  • One 97 Communications Limited February 2025 Future

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  • IT - Software

  • Miscellaneous

  • Diamond & Jewellery

  • Cable

  • Retailing

  • Consumer Durables - Electronics

  • Hospital & Healthcare Services

  • Telecommunication - Service Provider

  • Fintech

  • Cycles

  • Tyres & Allied

  • Gas Transmission/Marketing

  • Air Conditioners

  • Plastic Products

  • Construction - Real Estate

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Hotel, Resort & Restaurants

  • Ship Building

  • Automobiles - Passenger Cars

  • Electric Equipment

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Fund Manager

  • Cash

  • Derivatives

  • 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 ₹24,488 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 ₹0.09(0.09%)yesterday to ₹104.7465.

Among its top 3 holdings the fund has exposure to Net Receivables / (Payables), 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