Motilal Oswal Midcap Fund-Regular Plan-Growth Option

2
Mid Cap NAV 69.6512 0 08 December, 2023

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 24 February, 2014
Benchmark NIFTY Midcap 150 TRI
Asset Size(Cr) 5953.0495
ISIN No. INF247L01411
Turn over 120%
Min Investment ₹ 500
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 500
Exit Load Exit load of 1% if redeemed within 15 days
Expense Ratio 1.79
Fund Manager Niket Shah, Ankush Sood, Rakesh Shetty
Fund House Motilal Oswal Mutual fund

Investment Returns (As on 08 Dec, 2023)

Duration Returns Benchmark Category
1 W -1.07% 1.58% 2.37%
1 M -0.39% 4.02% 4.58%
3 M 6.81% 1.44% 3.22%
6 M 24.15% 0.35% -1.25%
1 Y 20.64% 7.25% 5.82%
2 Y 25.86% 12.49% 13.66%
3 Y 36.75% 23.79% 29.67%
5 Y 22.64% 12.46% 11.57%

Risk Mesasures (As on 08 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 15.12 1.85 6 0.84
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 2.6%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 20.64% 36.75% 22.64%
HDFC Mid-Cap Opportunities Fund - Growth Plan 32.54% 34.46% 21.18%
Kotak Emerging Equity Scheme - Growth 21.77% 30.18% 21.65%
Axis Midcap Fund - Regular Plan - Growth 15.16% 22.6% 19.03%
DSP Midcap Fund - Regular Plan - Growth 20.7% 19.64% 16.73%

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