Motilal Oswal Midcap Fund - Growth - Direct Plan

NAV 104.61(-1.60%)
Feb 14, 2025
Motilal Oswal Midcap Fund - Growth - Direct Plan
AUM
₹24,488 Cr
Expense (%)
0.65
Turnover (%)
146.00
Benchmark
Nifty Midcap 150 - TRI
Asset Quality
Mid, Green
Differs from benchmark (%)
76.95

3Yr Rolling Returns(%)

Benchmark# : undefined
                                                                                                                                                            Benchmark# is
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Top 10 Holdings

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FAQ : Motilal Oswal Midcap Fund - Growth - Direct Plan

Motilal Oswal Midcap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 29.78 28.26 27.64 19.44
Average Rolling Returns(%) 23.02 18.57 15.65 18.60

The Current NAV of Motilal Oswal Midcap Fund - Growth - Direct Plan is ₹104.61.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark Nifty Midcap 150 returns, as Funds portfolio is significantly different.

Motilal Oswal Midcap Fund - Growth - Direct Plan fund’s expense ratio is 0.65%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Motilal Oswal Midcap Fund - Growth - Direct Plan is currently ₹24,488 Crores.

The Top three stocks are Persistent Systems, Coforge and Kalyan Jewell.India and account for 27% of its portfolio. Top 5 and 10 stocks of fund account for 39% and 56% of fund’s portfolio respectively.

Top three sectors of Motilal Oswal Midcap Fund - Growth - Direct Plan fund are IT, Miscellaneous and Consumer Durables accounting for 65% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Motilal Oswal Midcap Fund - Growth - Direct Plan Fund is Equity - Mid Cap Fund.

Niket Shah and Ajay Khandelwal manage the Motilal Oswal Midcap Fund - Growth - Direct Plan Fund.

Motilal Oswal Midcap Fund - Growth - Direct Plan current PE ratio is 68.63 and PB ratio is 14.37

The asset allocation of Motilal Oswal Midcap Fund - Growth - Direct Plan is Stocks : 74.29%, Debt : 29.03% and Gold : -3.33%

The minimum SIP amount for Motilal Oswal Midcap Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹500.00

The exit load for Motilal Oswal Midcap Fund - Growth - Direct Plan is 1% on or before 1 year, Nil after 1 year

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