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Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Category: Equity: Mid Cap Launch Date: 02-02-2014
AUM:

₹ 40,207.5 Cr

Expense Ratio

1.64%

Benchmark

Nifty Midcap 150 TRI

ISIN

INF247L01411

Minimum Investment

500.0

Minimum Topup

500.0

Minimum SIP Amount

500

Fund Manager

Ajay Khandelwal, Ankit Agarwal, Varun Sharma, Rakesh Shetty, Swapnil Mayekar

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Motilal Oswal Midcap Fund-Regular Plan-Growth Option -8.8 15.68 17.04
NIFTY MIDCAP 150 TRI -4.21 13.78 13.37
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
95.7714
Last change
0.49 (0.5102%)
Fund Size (AUM)
₹ 40,207.5 Cr
Performance
19.5% (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
Ajay Khandelwal, Ankit Agarwal, Varun Sharma, Rakesh Shetty, Swapnil Mayekar
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- 8.64
KALYAN JEWELLERS INDIA LIMITED EQ 7.98
ZOMATO LIMITED EQ 6.72
Coforge Limited 5.43
Triparty Repo 4.82
ADITYA BIRLA CAPITAL LIMITED EQ 4.64
Persistent Systems Ltd 4.43
STERLITE TECHNOLOGIES LIMITED EQ NEW F.V. RS.2/- 4.4
KEI INDUSTRIES LIMITED NEW EQ RS. 2/- 4.27
Multi Commodity Exchange of India L 3.74

Sector Allocation

Sector Holdings (%)
Financial Services 34.5
Consumer Durables 11.41
Capital Goods 11.32
Consumer Services 10.25
Information Technology 9.86
Telecommunication 6.63
Automobile and Auto Components 4.69
Realty 2.2
Services 1.75
Healthcare 1.33

Peer Comparison

Scheme Name 5Y (%)
Motilal Oswal Midcap Fund Reg Gr 17.04