-
Motilal Oswal Midcap Regular Reinvestment of Income Distribution cum capital withdrawal
Equity mid cap
Overview ( as on 20/12/24 )
NAV
₹55.18
Last change
₹-1.73 -0.03%
Fund Size (AUM)
22897.62 Cr
Performance
31.86% (5Y)
Fund Details
Motilal Oswal Midcap Regular Reinvestment of Income Distribution cum capital withdrawal
as of 20/12/24
AUM
22897.62 Cr
Expense Ratio
1.59 %
Benchmark
Nifty Midcap 150 TR INR
ISIN
INF247L01429
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 Reinvestment of Income Distribution cum capital withdrawal | 58.15% | 35.49% | 31.86% |
| Nifty Midcap 150 TR INR | 35.75% | 24.5% | 26.43% |
Top 10 Holdings
Polycab India Ltd |
9.96% |
Coforge Ltd |
9.86% |
Kalyan Jewellers India Ltd |
9.65% |
Zomato Ltd |
9.47% |
Persistent Systems Ltd |
7.74% |
Mahindra & Mahindra Ltd |
6.15% |
Jio Financial Services Ltd |
6.09% |
Trent Ltd |
5.19% |
Bajaj Auto Ltd |
4.44% |
Voltas Ltd |
3.62% |
Sector Allocation
Consumer Cyclical |
37.56% |
Technology |
24.45% |
Industrials |
20.46% |
Financial |
6.75% |
Healthcare |
3.23% |
Basic Materials |
3.09% |
Communication Services |
2.26% |
Real Estate |
2.22% |
Asset Allocation
-
99%
Equity
-
1%
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
-
Motilal Oswal Midcap Reg Gr
Equity mid cap-
Returns
-
33.12% (5Y)
-
-
Motilal Oswal Midcap Reg IDCW-P
Equity mid cap-
Returns
-
31.86% (5Y)
-
-
Motilal Oswal Midcap Reg IDCW-R
Equity mid cap-
Returns
-
31.86% (5Y)
-
-
HDFC Mid-Cap Opportunities Gr
Equity mid cap-
Returns
-
29.03% (5Y)
-
-
HDFC Mid-Cap Opportunities IDCW-P
Equity mid cap-
Returns
-
28.7% (5Y)
-
-
Nippon India Growth Gr
Equity mid cap-
Returns
-
29.19% (5Y)
-
