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Motilal Oswal Midcap Fund

Growth
121.020.37% (+0.44)
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

Motilal Oswal Midcap Fund

Growth
EquityMid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 15,940 Cr
Very High RiskPrinciple investment will be at very high risk
121.020.37% (+0.44)

Price Chart

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Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

EquityMid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 15,940 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.6077.233.22
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.2857.882.43

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
Nifty Midcap 150 - TRI

About Mid Cap Fund

Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds

Peers & Comparison

Comparing 3 mutual funds from 
EquityMid Cap Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Motilal Oswal Midcap Fund67.23%38.18%26.60%
HDFC Mid-Cap Opportunities Fund47.67%29.59%23.06%
Kotak Emerging Equity Fund49.72%25.69%22.91%
Nippon India Growth Fund52.67%28.34%20.70%

Price Comparison

Compare Motilal Oswal Midcap Fund with any MF, ETF, stock or index
Compare Motilal Oswal Midcap Fund with any MF, ETF, stock or index
Motilal Oswal Midcap Fund
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Asset Allocation

Actual

Target

Dec 2023

Mar 2024

Jun 2024

Aug 2024

ACTUAL
Cash & EquivalentsEquity21.72%78.28%

Dec 2023

Mar 2024

Jun 2024

Aug 2024

Tickertape Separator

Sector Distribution

+10 moreSpecialized FinanceCablesPrecious Metals, Jewellery & WatchesIT Services & ConsultingOthers33.05 %6.64 %8.98 %9.65 %19.97 %21.72 %

Dec 2023

Mar 2024

Jun 2024

Aug 2024

Tickertape Separator

Sector Weightage

Jun 23Sep 23Dec 23Mar 24Jun 24Aug 2413.99%1.52%2.75%6.54%5.15%21.72%
Others as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Kalyan Jewellers India Ltd
    KALYANKJIL
    3M change : 2.01 %

    Holdings

    9.65 %

    2.01 %
  • Polycab India Ltd
    POLYCAB
    3M change : 4.17 %

    Holdings

    8.98 %

    4.17 %
  • Persistent Systems Ltd
    PERSISTENT
    3M change : -0.33 %

    Holdings

    8.80 %

    -0.33 %

AMC Profile

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).

  • No.of Schemes

    35

  • Total AUM

    ₹ 68,033.99 Cr.

Fund Manager Profile

Niket Shah

AUM:  ₹43,039.79 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Rakesh Shetty

AUM:  ₹56,578.43 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
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