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Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Category: Equity: Mid Cap
Launch Date: 02-02-2014
Riskometer: Very High
Asset Class
Equity
Status
Open Ended Schemes
Fund Managers
Niket Shah, Ankush Sood, Rakesh Shetty
Investment Objective
The scheme seeks to achieve long term capital appreciation by investing in a maximum of 30 quality mid cap companies having long-term competitive advantages and potential for growth.
Benchmark
NIFTY Midcap 150 TRI
Expense Ratio
1.62% As on (31-10-2024)
Minimum Investment | Top up
500.0 | 500.0
Total Assets
18,604.02 Cr As on (30-09-2024)
Nav Movement
RETURNS CALCULATOR for Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 13.31 | 1.76 | 11.64 | 0.82 | - | - |
Equity: Mid Cap | - | - | - | - | - | - |
Sectors
Sector | Holdings (%) |
---|---|
IT - Software | 20.17 |
N/A | 19.03 |
Consumer Durables | 15.3 |
Auto Components | 9.6 |
Industrial Products | 9.53 |
Finance | 8.81 |
Chemicals & Petrochemicals | 3.7 |
Retailing | 3.67 |
Healthcare Services | 2.9 |
Realty | 2.73 |
Portfolio Holdings
Company | Holdings (%) |
---|---|
Collateralized Borrowing & Lending Obligation | 15.13 |
Kalyan Jewellers India Limited | 9.97 |
Polycab India Limited | 9.53 |
Jio Financial Services Limited | 8.81 |
Coforge Limited | 8.49 |
Persistent Systems Limited | 7.91 |
Tube Investments of India Limited | 5.75 |
Voltas Limited | 4.96 |
Net Receivables / (Payables) | 3.89 |
Balkrishna Industries Limited | 3.85 |