Motilal Oswal Midcap Regular Growth

• Alpha -0.06%
• Beta 0.87
• Sharpe Ratio1.93
• Std Deviation 14.46%
• 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 5734.93 crores & has delivered CAGR of 23.93% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.82%. 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 Moderate & Exceptional respectively.

The top holdings of the fund include Jio Financial Services, Zomato, KPIT Technologies & Deepak Nitrite.

The major sectors where the fund is invested are Software & Programming, Chemical Manufacturing, Computer Services & Real Estate Operations.

Some of the similar funds are Motilal Oswal Midcap Regular Growth, Sundaram Mid Cap Growth, ICICI Prudential MidCap Fund Growth, Aditya Birla Sun Life Mid Cap Fund Growth, HSBC Midcap Fund Growth. Motilal Oswal Midcap Regular Growth has a sharpe ratio of 1.93 & a standard deviation of 14.46%.