How to use scorecard? Learn more
How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.54 | 78.05 | 2.64 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.28 | 58.07 | 1.54 |
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 |
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
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Motilal Oswal Midcap Fund | 56.10% | 36.39% | 26.33% |
HDFC Mid-Cap Opportunities Fund | 30.85% | 28.97% | 22.24% |
Kotak Emerging Equity Fund | 36.30% | 24.46% | 22.19% |
Nippon India Growth Fund | 30.50% | 27.18% | 19.84% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
9.96 %
Holdings
9.86 %
Holdings
9.65 %
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
42
Total AUM
₹ 83,726.24 Cr.
Niket Shah
AUM: ₹44,420.52 Cr.
|
Exp: —
Ajay Khandelwal
AUM: ₹59,595.86 Cr.
|
Exp: 10yrs
Santosh Singh
AUM: ₹41,769.38 Cr.
|
Exp: —
Rakesh Shetty
AUM: ₹69,091.17 Cr.
|
Exp: 13yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Motilal Oswal Midcap Fund 2024 : Top Performer 57.88% Returns! | Motilal Oswal Fund Review in Hindi
2 weeks ago•ZFunds
How does Motilal Oswal Midcap mutual fund invest? #shorts #midcap
1 month ago•Mutual Funds at Groww
Quant Mid Cap Fund vs Motilal Oswal Midcap Fund: Which Midcap Fund is Best for Portfolio in 2024?
3 months ago•Invest with S K Singh
Nippon India Growth Fund vs Motilal Oswal Midcap Fund: Which is the Better Investment?
4 months ago•Invest with S K Singh
Is this The Best Midcap Fund? | 700% returns in 10 years| Motilal Oswal Mid Cap Fund Review
6 months ago•ET Money
5 Mutual Funds with Artificial Intelligence Stocks in Their Portfolio
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%