Motilal Oswal Midcap Fund

Equity | Mid Cap Mutual Funds
 | 4
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500 ₹500 0.81 % 4★ ₹3,580 9 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹500 0.81 %
Min SIP Min Lumpsum Expense Ratio
4★ ₹3,580 Cr 9 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 06 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 21.7% 27.8% 16.4% 22.4%
Category Average 9.5% 26.8% 13.5% -

Scheme Allocation

Holding
Sector
Asset
Tube Investments
13.03%
Phoenix Mills
9.96%
Reverse Repo
9.9%
CG Power & Indu.
9.44%
Gujarat Gas
8.69%
Others
48.99%
Auto Components
13.03%
Consumer Durables
11.01%
Debt
9.9%
Gas & Others
8.69%
Cement
8.57%
Others
48.82%
Equity
88.6%
Reverse Repos
9.9%
Net Curr Ass/Net Receivables
1.5%
Others
0%

Fund House Details

Motilal Oswal Mutual Fund

Motilal Oswal Midcap Fund

Fund Manager
Niket Shah

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.

Advance Ratio

0.07 1.22 0.83 0.06
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Motilal Oswal Mutual Fund
AUM:
33,159 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

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"
The Motilal Oswal Midcap Fund has delivered 22.4% since inception
The NAV of Motilal Oswal Midcap Fund is ₹59.0 as of 06 December 2022.
The expense ratio of Motilal Oswal Midcap Fund is 0.81 % as of 06 December 2022.
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”.
Invest Now