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Motilal Oswal Midcap Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.57 | 79.42 | 2.64 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.29 | 59.01 | 1.62 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| Nifty Midcap 150 - TRI |
About Mid Cap Fund
Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds
Peers & Comparison
EquityMid Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Motilal Oswal Midcap Fund | 59.62% | 35.05% | 25.97% |
| HDFC Mid-Cap Opportunities Fund | 34.62% | 27.47% | 22.10% |
| Kotak Emerging Equity Fund | 39.60% | 23.39% | 22.09% |
| Nippon India Growth Fund | 38.25% | 25.62% | 19.79% |
Price Comparison
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Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Coforge Ltd3M change : 3.34 %
Holdings
9.88 %
3.34 % - Kalyan Jewellers India Ltd3M change : 1.78 %
Holdings
9.50 %
1.78 % - Polycab India Ltd3M change : -0.68 %
Holdings
9.29 %
-0.68 %
AMC Profile
Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).
No.of Schemes
37
Total AUM
₹ 76,220.67 Cr.
Fund Manager Profile
Niket Shah
AUM: ₹37,617.83 Cr.
|
Exp: —
Ajay Khandelwal
AUM: ₹52,856.92 Cr.
|
Exp: 10yrs
Santosh Singh
AUM: ₹36,519.45 Cr.
|
Exp: —
Rakesh Shetty
AUM: ₹62,489.71 Cr.
|
Exp: 13yrs
Manager Performance (0)
Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
Quant Mid Cap Fund vs Motilal Oswal Midcap Fund: Which Midcap Fund is Best for Portfolio in 2024?
2 months ago•Invest with S K Singh
Nippon India Growth Fund vs Motilal Oswal Midcap Fund: Which is the Better Investment?
3 months ago•Invest with S K Singh
Is this The Best Midcap Fund? | 700% returns in 10 years| Motilal Oswal Mid Cap Fund Review
5 months ago•ET Money
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1 year ago•Mutual Funds at Groww
This Mid Cap Fund has given 43% CAGR in 3 Years | Motilal Oswal Mid Cap Fund
1 year ago•Mutual Funds at Groww
The Mutual Fund Show: How Motilal Oswal Midcap 30 Fund Beat Its Peers In 2019
4 years ago•BloombergQuint
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%