Overview ( as on 21/11/24 )

NAV
₹52.07
Last change
₹0.53 +0.01%
Fund Size (AUM)
20055.68 Cr
Performance
30.35% (5Y)

Fund Details

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Motilal Oswal Midcap Reg IDCW-R
as of 21/11/24
AUM

20055.68 Cr

Expense Ratio

1.62 %

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 Reg IDCW-R 58.15% 30.76% 30.35%
Nifty Midcap 150 TR INR 48.62% 23.46% 26.74%

Top 10 Holdings

Coforge Ltd

9.88%

Kalyan Jewellers India Ltd

9.5%

Polycab India Ltd

9.29%

Persistent Systems Ltd

8.04%

Jio Financial Services Ltd

8.04%

Bajaj Auto Ltd

6.71%

Tube Investments of India Ltd Ordinary Shares

6.03%

Mahindra & Mahindra Ltd

5.18%

Voltas Ltd

4.11%

Zomato Ltd

3.92%

Sector Allocation

Consumer Cyclical

29.55%

Technology

25.85%

Industrials

22.61%

Financial

10.06%

Healthcare

5.33%

Basic Materials

3.54%

Real Estate

2.46%

Communication Services

0.6%

Asset Allocation

  • 98%

    Equity
  • 2%

    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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