Motilal Oswal Midcap Fund
500
Min SIP
500
Min Lumpsum
0.76 %
Expense Ratio
Rating
4,033
Fund Size (in Cr)
9 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 28.9% | 41% | 18.7% | 22% | ||||
| Category Average | 19.5% | 35.2% | 15.3% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Tube Investments
Persistent Sys
KPIT Technologi.
CG Power & Indu.
Navin Fluo.Intl.
Others
Advance Ratio
0.81
Alpha
4.31
SD
0.79
Beta
0.68
Sharpe
Exit Load
| Exit Load | 1.00% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment. |
|---|
Fund Objective
The scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality midcap companies having long term competitive advantage and potential for growth.
Fund Managers
Niket Shah
Niket Shah of Motilal Oswal has been the top fund manager in the Motilal Oswal Mutual Fund for the past year. He has been able to deliver good returns for the investors and is one of the most prolific fund managers in the industry. He has been able to provide good market timing and has been able to navigate through a volatile market safely.
He has been able to identify and profit from growth opportunities in the market in companies that are undervalued. He has been able to analyze the market in a unique way by taking into account the companies’ financial health and not just focusing on a firm’s profit and its share price.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Mid Cap .
-
- 9,370
-
19.7%Fund Size - 9,370
-
39.2%Fund Size - 9,370
-
17.2%Fund Size - 9,370
-
- Equity .
- Mid Cap .
-
- 14,143
-
20.4%Fund Size - 14,143
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36.1%Fund Size - 14,143
-
17.1%Fund Size - 14,143
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- Equity .
- Mid Cap .
-
- 25,971
-
18%Fund Size - 25,971
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35.2%Fund Size - 25,971
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16.8%Fund Size - 25,971
-
- Equity .
- Mid Cap .
-
- 3,662
-
13.1%Fund Size - 3,662
-
32.3%Fund Size - 3,662
-
12.6%Fund Size - 3,662
-
- Equity .
- Mid Cap .
-
- 7,288
-
16.5%Fund Size - 7,288
-
32%Fund Size - 7,288
-
14%Fund Size - 7,288
AMC Contact Details
Motilal Oswal Mutual Fund
AUM:
33,029 Cr
Address:
Motilal Oswal Tower,10th flr Rahimtu-
llah sayani road opp parel st
depot prabhadevi mumbai 4000
Contact:
022-39804263
Email ID:
mfservice@motilaloswal.com
Frequently Asked Questions
How to invest in Motilal Oswal Midcap Fund ?
You can invest in Motilal Oswal Midcap Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Motilal Oswal Midcap Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Motilal Oswal Midcap Fund ?
The NAV of Motilal Oswal Midcap Fund is ₹63.2 as of 02 June 2023.
How to redeem Motilal Oswal Midcap Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Motilal Oswal Midcap Fund?
The minimum SIP amount of Motilal Oswal Midcap Fund is ₹500
What are the top sectors Motilal Oswal Midcap Fund has invested in??
The top sectors Motilal Oswal Midcap Fund has invested in are
- Tube Investments - 9.95%
- Persistent Sys - 6.46%
- KPIT Technologi. - 6.31%
- CG Power & Indu. - 5.74%
- Navin Fluo.Intl. - 5.11%
How much returns have Motilal Oswal Midcap Fund generated ?
The Motilal Oswal Midcap Fund has delivered 22% since inception
What is the expense ratio of Motilal Oswal Midcap Fund ?
The expense ratio of Motilal Oswal Midcap Fund is 0.76 % as of 02 June 2023.
What is the AUM of Motilal Oswal Midcap Fund?
The AUM of Motilal Oswal Midcap Fund is ₹33,029 Cr as of 02 June 2023
What are the top stock holdings of Motilal Oswal Midcap Fund?
The top stock holdings of Motilal Oswal Midcap Fund are
- Tube Investments - 9.95%
- Persistent Sys - 6.46%
- KPIT Technologi. - 6.31%
- CG Power & Indu. - 5.74%
- Navin Fluo.Intl. - 5.11%