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Business News/Market/Market Stats/    Motilal Oswal Midcap Regular Growth

Motilal Oswal Midcap Regular Growth

+
  • Equity
  • Mid-Cap
  • Rating 4
  • Plan
96.41 -1.32 (-1.35%) NAV as on 19 Jul, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)12627.68
  • CAGR 65.49%
  • Exit Load1.00%
  • Expense ratio1.69%
  • CategoryEquity
  • Min Investment500
  • Min SIP500
  • Launch Date2014-02-24

Morning Star Rating 4

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 21 July 2024

  • Name
  • Value (Cr)
  • Holding %
  • Net Receivables / (Payables)
  • 648.04
  • 5.13%
View More

Risk & Volitility

  • Alpha -0.06%
  • Beta 0.87
  • Sharpe Ratio1.93
  • Std Deviation 15.03%
  • Tracking Error 9.04%

About Fund

The investment objective of the Scheme is to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

 

The Motilal Oswal Midcap Regular Growth has an AUM of 12627.68 crores & has delivered CAGR of 32.47% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.69%. The minimum investment in Motilal Oswal Midcap Regular Growth is Rs 500 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

 

The top holdings of the fund include Jio Financial Services, Vodafone Idea, Persistent Systems & Kalyan Jewellers India.

 

The major sectors where the fund is invested are Software & Programming, Communications Services, Retail (Specialty) & Computer Services.

 

Some of the similar funds are Motilal Oswal Midcap Regular Growth, Sundaram Mid Cap Growth, Franklin India Prima Fund Growth, DSP Midcap Fund Growth, Mirae Asset Midcap Fund Regular Growth. Motilal Oswal Midcap Regular Growth has a sharpe ratio of 1.93 & a standard deviation of 15.03%.

FAQs about Motilal Oswal Midcap Regular Growth

According to the morning star rating Motilal Oswal Midcap Regular Growth has a Medium risk & Exceptional return.
Motilal Oswal Midcap Regular Growth is managed by Niket Shah,Rakesh Shetty,Sunil Sawant.
The expense ratio of Motilal Oswal Midcap Regular Growth is 1.69%.
The 5 year annualized return on Motilal Oswal Midcap Regular Growth is 32.47% & it has generated 65.49% in the last 1 year.
The minimum investment in Motilal Oswal Midcap Regular Growth is 500 Rs.
Motilal Oswal Midcap Regular Growth has an AUM of 12627.68 crores.
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