Motilal Oswal Midcap Fund Regular Plan Growth

Risk: Very High
₹ 98.80
NAV (Jul 26,2024)

Motilal Oswal Midcap Fund - Regular Plan - Growth is a mutual fund scheme offered by Motilal Oswal Asset Management Company. With an expense ratio of 1.77%, this fund primarily invests in mid-cap stocks to generate long-term capital appreciation. As of the latest data, the fund has an established date of 24th February 2014 and an AUM (Assets Under Management) of INR 7410.68 crores. The minimum investment required to start investing in this fund is INR 500, and there is no lock-in period. The fund has a Price to Earnings (PE) ratio of 57.29 and a Price to Book (PB) ratio of 10.27.

Motilal Oswal Midcap Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Motilal Oswal Midcap Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    57.29
  • P/B Ratio
    UM_URBAN_MONEY

    10.27
  • Alpha
    UM_URBAN_MONEY

    -0.00
  • Beta
    UM_URBAN_MONEY

    0.85
  • Sharpe
    UM_URBAN_MONEY

    0.18
  • Sortino
    UM_URBAN_MONEY

    0.33

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.77%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 7410.68 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,874.95 (18.75%)₹ 13,383.63 (33.84%)₹ 16,768.66 (67.69%)₹ 26,400.32 (164.00%)₹ 42,949.32 (329.49%)
₹ 30,000₹ 35,624.85 (18.75%)₹ 40,150.89 (33.84%)₹ 50,305.98 (67.69%)₹ 79,200.96 (164.00%)₹ 1,28,847.96 (329.49%)
₹ 50,000₹ 59,374.75 (18.75%)₹ 66,918.15 (33.84%)₹ 83,843.3 (67.69%)₹ 1,32,001.6 (164.00%)₹ 2,14,746.6 (329.49%)
₹ 80,000₹ 94,999.6 (18.75%)₹ 1,07,069.04 (33.84%)₹ 1,34,149.28 (67.69%)₹ 2,11,202.56 (164.00%)₹ 3,43,594.56 (329.49%)
₹ 1,00,000₹ 1,18,749.5 (18.75%)₹ 1,33,836.3 (33.84%)₹ 1,67,686.6 (67.69%)₹ 2,64,003.2 (164.00%)₹ 4,29,493.2 (329.49%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Persistent Systems Limited9.57%
  • Jio Financial Services Limited9.27%
  • Zomato Limited8.35%
  • Tube Investments of India Limited7.23%
  • Coforge Limited6.77%
  • Prestige Estates Projects Limited6.76%
  • CG Power and Industrial Solutions Limited6.13%
  • Deepak Nitrite Limited6.08%
  • Balkrishna Industries Limited5.20%
  • Cholamandalam Investment and Finance Company Ltd5.10%
  • KPIT Technologies Limited4.09%
  • Escorts Kubota Limited4.03%
  • Navin Fluorine International Limited3.12%
  • Max Healthcare Institute Limited2.32%
  • APL Apollo Tubes Limited2.11%
  • Dixon Technologies India Limited2.04%
  • Net Receivables Payables1.88%
  • Voltas Limited1.75%
  • MphasiS Limited1.57%
  • The Phoenix Mills Limited1.51%
  • Collateralized Borrowing & Lending Obligation0.88%
  • AU Small Finance Bank Limited0.80%
  • IPCA Laboratories Limited0.75%
  • Polycab India Limited0.56%
  • Tata Technologies Ltd0.48%
  • Usha Martin Limited0.40%
  • JK Cement Limited0.33%
  • Vedant Fashions Limited0.25%
  • Ideaforge Technology Limited0.25%
  • Happy Forgings Limited0.20%
  • Aurobindo Pharma Limited0.13%
  • TIPS Industries Limited0.12%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

28.42%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

27.50%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

24.41%

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

22.89%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

22.45%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

19.86%

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

18.91%

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.00%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

16.31%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

14.55%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

75.30%

ITI Mid Cap Fund - Regular Plan - GrowthITI Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

60.01%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

56.59%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

52.56%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

50.77%

Bandhan Midcap Fund - Regular Plan - GrowthBandhan Midcap Fund - Regular Plan - Growth

EQUITY

Very High

48.42%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

44.56%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

42.96%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

38.98%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

34.85%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

30.15%

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

29.16%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

24.46%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

24.08%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

23.92%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

23.15%

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.61%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

21.47%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

20.83%

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

17.26%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

29.26%

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

25.60%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.36%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.28%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

24.80%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

24.34%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

23.75%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

22.77%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

18.85%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

18.64%

Show all Funds

Fund Managers

NS

Mr. Niket ShahVice President - Associate Fund Manager

RS

Mr. Rakesh ShettyFund Manager / Dealer

Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

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Motilal Oswal Midcap Fund - Regular Plan - Growth

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DSP Midcap Fund - Regular Plan - Growth

Motilal Oswal Midcap Fund - Regular Plan - Growth

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FAQ's

What is the risk level associated with the Motilal Oswal Midcap Fund - Regular Plan - Growth?

The Motilal Oswal Midcap Fund - Regular Plan - Growth is classified as a Very High risk mutual fund.

What is the current NAV (Net Asset Value) of the Motilal Oswal Midcap Fund - Regular Plan - Growth as of Jul 26,2024?

The current NAV of the Motilal Oswal Midcap Fund - Regular Plan - Growth as of Jul 26,2024 is INR 98.80.

What are the returns generated by the Motilal Oswal Midcap Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The Motilal Oswal Midcap Fund - Regular Plan - Growth has delivered impressive returns of 45.91%, 34.01%, and 25.77% over the past 1 year, 3 years, and 5 years, respectively.

What is the expense ratio associated with the Motilal Oswal Midcap Fund - Regular Plan - Growth?

The expense ratio of the Motilal Oswal Midcap Fund - Regular Plan - Growth is 1.77%.

What is the minimum investment amount required for the Motilal Oswal Midcap Fund - Regular Plan - Growth?

The minimum investment required for the Motilal Oswal Midcap Fund - Regular Plan - Growth is INR 500.

Is there a systematic investment plan (SIP) available for the Motilal Oswal Midcap Fund - Regular Plan - Growth?

Yes, SIP is available for the Motilal Oswal Midcap Fund - Regular Plan - Growth with a minimum investment of INR 500 per month.

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