Why invest in Motilal Oswal Midcap fund?

Why invest in Motilal Oswal Midcap fund?Why to Invest Performance

Why Midcaps?

A Mega Opportunity

High Growth Potential

Expansion Phase

Unique Industries

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This indicates that Midcaps exhibit a comparatively higher likelihood of advancing from the mid to mega stage.

Source: Motilal Oswal AMC Internal Research, Wealth creation study. Disclaimer: Past performance may or may not be sustained in future. The above graph is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy.

Midcap segment has outperformed the Large cap and Small cap
segment in 10 year period

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Source: Internal MOAMC Research. Data as of Feb 19th, 2024. Disclaimer: The above graph has been rebased to 1000 as on January 31, 2012. This data should not used for development or implementation of an investment strategy. Past performance may or may not be sustained in future. The above is only for explanatory purpose. The above returns are of the index and may or may not have any co-relation with scheme performance.
  • Fund Details

  • Performance

  • Periodic Returns

  • Portfolio

  • Product Label

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Fund Name

Motilal Oswal Midcap Fund
(Formerly known as Motilal Oswal Midcap 30 Fund)

Plans

Regular Plan and Direct Plan

Options (Under each plan)

IDCW (Payout and Reinvestment) and Growth

Benchmark

Nifty Midcap 150 TRI

Minimum Application Amount

₹ 500/- and in multiples of ₹ 1/- thereafter

Minimum Redemption Amount

₹ 500/- and in multiples of ₹ 1/- thereafter or account balance, whichever is lower.

Investment Objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

 

Type

An open ended equity scheme predominantly investing in mid cap stocks

Entry load

Nil

Exit load

1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment. A switch-out or a withdrawal shall also be subjected to the Exit Load like any Redemption. No Exit Load applies for switch between Motilal Oswal Focused Fund, Motilal Oswal Midcap Fund, Motilal Oswal Flexi Cap Fund, Motilal Oswal Large and Midcap Fund, Motilal Oswal Multi Asset Fund & Motilal Oswal Balanced Advantage Fund. No Load for switch between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.

Fund Managers

nifty500FundManager

Niket Shah

Fund Manager

See other funds managed by him
nifty500FundManager

Rakesh Shetty

Fund Manager/Dealer

See other funds managed by him
nifty500FundManager

Ankush Sood

MF Fund Manager

See other funds managed by him

FAQs

What is Motilal Oswal Mid-Cap Fund?

PlusSign
- High conviction portfolio in the Mid-Cap category with a mandate to invest 65% in the Mid-Cap stocks.

What is Mid-Cap?

PlusSign
- A Mid Cap fund is an equity oriented mutual fund scheme that predominantly invests in Mid-Cap companies offering long-term competitive advantage and potential for growth. Mid-Cap companies are ranked between 101st and 250th based on market capitalisation.

Why Mid-Caps?

PlusSign
- High growth prospect: potential to invest in the leaders of tomorrow
- Early identification of companies in their expansion phase
- Mid-Caps are better compounding instrument as well as are wealth creators
- Mid-Caps are more robust for domestic play.
- Opportunities to invest in unique sectors that are only represented in Mid-Cap & Small-Caps
- Balance between risk and return.
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