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

Motilal Oswal Midcap Regular Growth

+
  • Equity
  • Mid-Cap
  • Rating 5
  • Plan
97.40 +0.75 (0.78%) NAV as on 07 Feb, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)26421.09
  • CAGR 30.09%
  • Exit Load1.00%
  • Expense ratio1.58%
  • CategoryEquity
  • Min Investment500
  • Min SIP500
  • Launch Date2014-02-24

Morning Star Rating 5

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 08 February 2025

  • Name
  • Value (Cr)
  • Holding %
  • Net Receivables / (Payables)
  • 2429.96
  • 9.20%
View More

Risk & Volitility

  • Alpha -0.06%
  • Beta 0.87
  • Sharpe Ratio1.66
  • Std Deviation 15.43%
  • 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 26421.09 crores & has delivered CAGR of 27.44% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.58%. 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 Coforge, Kalyan Jewellers India, Net Receivables / (Payables) & Polycab India.

 

The major sectors where the fund is invested are Software & Programming, Electronic Instr. & Controls, Retail (Specialty) & Retail (Apparel).

 

Some of the similar funds are Motilal Oswal Midcap Regular Growth, Nippon India Growth Fund - Growth, SBI Magnum Midcap Fund Regular Growth, Axis Midcap Fund Growth, DSP Midcap Fund Growth. Motilal Oswal Midcap Regular Growth has a sharpe ratio of 1.66 & a standard deviation of 15.43%.

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 Ajay Khandelwal,Niket Shah,Rakesh Shetty,Sunil Sawant.
The expense ratio of Motilal Oswal Midcap Regular Growth is 1.58%.
The 5 year annualized return on Motilal Oswal Midcap Regular Growth is 27.44% & it has generated 30.09% 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 26421.09 crores.
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