Overview ( as on 12/07/24 )

NAV
₹97.48
Last change
₹0.88 +0.01%
Fund Size (AUM)
10378.16 Cr
Performance
32.41% (5Y)

Fund Details

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Motilal Oswal Midcap Regular Growth
as of 12/07/24
AUM

10378.16 Cr

Expense Ratio

1.73 %

Benchmark

Nifty Midcap 150 TR INR

ISIN

INF247L01411

Fund Manager

Niket Shah

Exit Load

1.0% if redeemed within 0-1 years

0% if redeemed after 1 years


Fund Performance 1Y 3Y 5Y
Motilal Oswal Midcap Regular Growth 66.78% 39.03% 32.41%
Nifty Midcap 150 TR INR 62.11% 28.46% 27.0%

Top 10 Holdings

Jio Financial Services Ltd

9.5%

Vodafone Idea Ltd

9.49%

Persistent Systems Ltd

9.13%

Kalyan Jewellers India Ltd

7.64%

Zomato Ltd

7.15%

Tube Investments of India Ltd Ordinary Shares

7.07%

Coforge Ltd

4.97%

Polycab India Ltd

4.8%

KPIT Technologies Ltd

3.88%

Balkrishna Industries Ltd

3.58%

Sector Allocation

Industrials

21.55%

Technology

20.96%

Consumer Cyclical

19.36%

Communication Services

11.57%

Financial

11.05%

Healthcare

5.55%

Real Estate

5.05%

Basic Materials

4.91%

Asset Allocation

  • 95%

    Equity
  • 5%

    Others
  • 0%

    Debt

Risk and Return Category

Risk v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Return v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Related Funds

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Minimum SIP
1000
Minimum Lumpsum
5000
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