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  • Motilal Oswal Midcap Fund-Regular Plan-Growth Option
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Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Category: Equity: Mid Cap

Launch Date: 02-02-2014

Riskometer: Very High

NAV as on 15-05-2025

₹ 99.02

₹ 0.11 ( 0.11%)

CAGR Since Inception

22.65%

NIFTY Midcap 150 TRI 17.63%

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

1.58% As on (30-04-2025)

Minimum Investment | Top up

500.0 | 500.0

Total Assets

27,780.18 Cr As on (30-04-2025)

PERFORMANCE of Motilal Oswal Midcap Fund-Regular Plan-Growth Option
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 15-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 19.8 32.29 38.19 17.78 22.65
NIFTY MIDCAP 150 TRI 10.74 27.68 34.23 18.29 17.63
Equity: Mid Cap 10.61 24.92 30.56 15.79 18.47
Nav Movement
RETURNS CALCULATOR for Motilal Oswal Midcap Fund-Regular Plan-Growth Option
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
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 1.05 5.72 0.89 - -
Equity: Mid Cap - - - - - -
Peer Comparison
Scheme Name 5Y (%)
Motilal Oswal Midcap Fund Reg Gr 38.19
Invesco India MidCap Gr 31.33
Edelweiss MidCap Reg Gr 33.97
WhiteOak Capital Mid Cap Fund Reg Gr 0.0
Franklin India Prima Fund Gr 29.61
Kotak Emerging Equity Sch Gr 31.96
Sundaram MidCap Gr 31.04
Nippon India Growth Fund Gr Gr 34.82
HDFC Mid-Cap Opportunities Gr 34.47
Canara Robeco Mid Cap Fund Reg Gr 0.0
Asset Allocation
Sectors
Sector Holdings (%)
N/A 24.55
Information Technology 21.78
Consumer Durables 13.14
Capital Goods 12.38
Consumer Services 6.29
Healthcare 4.76
Financial Services 3.95
Telecommunication 3.95
Automobile and Auto Components 3.75
Realty 3.03
Portfolio Holdings
Company Holdings (%)
TRP_020525 16.41
Net Receivables / (Payables) 15.69
Persistent Systems Ltd 10.06
COFORGE LIMITED EQ 9.47
KALYAN JEWELLERS INDIA LIMITED EQ 8.09
POLYCAB INDIA LIMITED EQ 4.97
DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- 4.35
TRENT LIMITED EQ NEW FV Re. 1/- 3.98
Bharti Hexacom Limited 3.95
MAX HEALTHCARE INSTITUTE LIMITED EQ 3.94
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