Motilal Oswal Midcap Regular Growth

• Alpha -0.06%
• Beta 0.87
• Sharpe Ratio0.85
• Std Deviation 18.54%
• Tracking Error 9.04%

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 36880.18 crores & has delivered CAGR of 24.53% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.55%. 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 Trp_010126, Persistent Systems, Coforge & One 97 Communications.

The major sectors where the fund is invested are Software & Programming, Consumer Financial Services, Communications Services & Electronic Instr. & Controls.

Some of the similar funds are Nippon India Growth Mid Cap Fund Regular- Growth Plan - Growth Option, Motilal Oswal Midcap Regular Growth, Kotak Midcap Fund Growth, Axis Midcap Fund Growth, SBI Midcap Fund Regular Growth. Motilal Oswal Midcap Regular Growth has a sharpe ratio of 0.85 & a standard deviation of 18.54%.