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Motilal Oswal Midcap Fund-Regular Plan-IDCW Reinvestment

  • Equity
  • Mid Cap
  • Very High
  • Current NAV

    ₹40.68 0.4478%

    12-04-2024
  • Annual Returns

    65.44%

  • Min. SIP ₹500

    Min. Investment ₹500

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  • Equity 85.31%
  • Debt 10.9%
  • Others 3.78%

Market Cap

Allocation
Mid Cap 65.42
Large Cap 17.95
Small Cap 1.94

Sector Allocation

Technology

Automobile

Consumer Discretionary

Financial

Capital Goods

Construction

Services

Chemicals

Healthcare

Metals & Mining

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
12-Apr-2024
Holdings PE Ratio
12-Apr-2024
1Y Return
JIO Financial Services Ltd. Large Cap Financial (20.28) 10.97% 0 0%
Persistent Systems Ltd. Mid Cap Technology (35.12) 9.92% 60.39 85.06%
Kalyan Jewellers India Ltd. Mid Cap Consumer Discretionary (91.09) 9.59% 83.25 314.63%
Tube Investments Of India Ltd. Mid Cap Automobile (103.63) 8.33% 51.62 33.66%
Prestige Estates Projects Ltd. Mid Cap Construction (121.41) 6.19% 28.25 167.93%
Coforge Ltd. Mid Cap Technology (35.62) 6.18% 49.11 37.92%
CG Power and Industrial Solutions Ltd. Mid Cap Capital Goods (107.86) 5.23% 46.77 65.07%
Balkrishna Industries Ltd. Mid Cap Automobile (53.03) 4.53% 37.26 17.11%
Deepak Nitrite Ltd. Mid Cap Chemicals (34.57) 4.24% 39.99 25.5%
Zomato Ltd. Large Cap Services (36.51) 3.9% -10.49 85.47%
KPIT Technologies Ltd. Mid Cap Technology (35.62) 3.52% 74.54 73.16%
Polycab India Ltd. Large Cap Capital Goods (59.28) 3.08% 47.98 74.06%
Voltas Ltd. Mid Cap Consumer Discretionary (58.05) 2.94% 155.72 61.05%
Tips Industries Ltd. Small Cap Services (33.88) 1.86% 0 181.89%
Dixon Technologies (India) Ltd. Mid Cap Capital Goods (127.79) 1.81% 132.33 167.04%
The Phoenix Mills Ltd. Mid Cap Construction (121.41) 1.63% 52.1 132.71%
Ipca Laboratories Ltd. Mid Cap Healthcare (55.62) 0.7% 60.12 61.66%
Escorts Kubota Ltd. Mid Cap Automobile (61.49) 0.61% 32.92 57.25%
Happy Forgings Ltd. Small Cap Metals & Mining (32.09) 0.08% 0 -100%

Market Cap

Allocation
Others 10.9

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 10.9% 0%

Market Cap

Allocation
Others 3.78

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 3.78% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Motilal Oswal Midcap Fund?

The top holdings of this fund are JIO Financial Services Ltd., Persistent Systems Ltd., Kalyan Jewellers India Ltd., Tube Investments Of India Ltd., Prestige Estates Projects Ltd.

Top 5 Sector for Motilal Oswal Midcap Fund?

The major sectors of this fund are Technology, Automobile, Consumer Discretionary, Financial, Capital Goods.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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