Overview ( as on 22/10/24 )

NAV
₹103.31
Last change
₹-2.17 -0.02%
Fund Size (AUM)
18604.02 Cr
Performance
32.63% (5Y)

Fund Details

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Motilal Oswal Midcap Regular Growth
as of 22/10/24
AUM

18604.02 Cr

Expense Ratio

1.63 %

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 68.03% 34.69% 32.63%
Nifty Midcap 150 TR INR 54.16% 26.46% 29.91%

Top 10 Holdings

Kalyan Jewellers India Ltd

9.97%

Polycab India Ltd

9.53%

Jio Financial Services Ltd

8.81%

Coforge Ltd

8.49%

Persistent Systems Ltd

7.91%

Tube Investments of India Ltd Ordinary Shares

5.75%

Voltas Ltd

4.96%

Balkrishna Industries Ltd

3.85%

Zomato Ltd

3.67%

Max Healthcare Institute Ltd Ordinary Shares

2.9%

Sector Allocation

Industrials

28.22%

Technology

25.83%

Consumer Cyclical

21.61%

Financial

10.89%

Healthcare

5.53%

Basic Materials

4.57%

Real Estate

3.37%

Asset Allocation

  • 81%

    Equity
  • 19%

    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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