| Category: Equity: Mid Cap |
| Launch Date: 24-02-2014 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| Expense Ratio: 1.73% As on (31-03-2024) |
| Status: Open Ended Schemes for subscription |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 8,986.69 Cr As on (31-03-2024) |
| Turn over: 146 |
Scheme Performance (%) Data as on - 19-04-2024
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 59.67 | 37.44 | 26.25 | 22.46 | 22.84 |
| NIFTY MIDCAP 150 TRI | 54.98 | 28.17 | 23.98 | 21.49 | 17.83 |
| Equity: Mid Cap | 49.26 | 25.05 | 21.72 | 19.82 | 20.54 |
Yearly Performance (%)
Fund Managers
Niket Shah, Ankush Sood, Rakesh Shetty
Investment Objective
The scheme seeks to achieve long term capital appreciation by investing in a maximum of 30 quality mid cap companies having long-term competitive advantages and potential for growth.
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 13.35 | 1.93 | 10.6 | 0.79 | - | - |
| Equity: Mid Cap | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 24-02-2014 | 59.67 | 32.98 | 37.44 | 26.25 | 22.46 |
| Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 66.56 | 30.65 | 35.61 | 30.4 | 20.1 |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 61.51 | 30.59 | 23.29 | 0.0 | 0.0 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 61.12 | 0.0 | 0.0 | 0.0 | 0.0 |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 60.31 | 27.36 | 28.88 | 24.51 | 0.0 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 55.9 | 26.06 | 22.84 | 18.94 | 20.31 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 54.62 | 30.92 | 30.17 | 23.35 | 21.11 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 54.58 | 27.83 | 29.69 | 24.14 | 20.19 |
| Tata Mid Cap Growth Fund Regular Plan- Growth Option | 01-07-1994 | 53.53 | 25.11 | 24.87 | 21.85 | 20.69 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 53.38 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.
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