Motilal Oswal Midcap Fund Direct Growth - NAV : 76.295
NAV (as on 2023-11-30)76.295(1.31%)
Risk: Very High
Category: Wealth Creation
Raamdeo Agrawal
(Chairman, Motilal Oswal AMC)
A message from the fund manager/concerned person can go here.
Why Invest in this fund?
Investment Horizon
3+ years
For Whom
- Investors who want to invest in midcap stocks
- Investors who want to benefit from India's growth story
- Investors looking to diversify into mid cap stocks
Allocations
Invests 65% of total assets in equity and its related securities of mid cap firms
Number of Stocks
Not more than 30 stocks
Overview
Fund Name
Motilal Oswal Midcap Fund
(Formerly known as Motilal Oswal Midcap 30 Fund)
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...
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Portfolio Turnover Ratio
1.5
Latest AUM
₹ 6059.92 Crs (as on: 31-10-2023)
Total Expense Ratio
0.69% p.a.
Date of Allotment
24-2-2014
Benchmark
Nifty Midcap 150 TRIPerformance
would have become ₹ 10000.00
Periodic Returns
Current Value for an investment of Rs10,000
1 Year
3 Year
5 Year
Since Inception
Date of inception: 24-Feb-14. Incase, the start/end date of the concerned period is non business date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. Past performance may or may not be sustained in the future. Performance is for Regular Plan Growth option. Different plans have different expense structure. Mr. Niket Shah is the Fund Manager since July 1, 2020 and Mr. Rakesh Shetty is the Fund Manager for debt component since 22-Nov-2022. Mr. Ankush Sood is the Fund Manager for Foreign Securities component since 22-Nov-2022. (Data as on 31tst October 2023)
Portfolio
Industry Classification
Top 10 holding
Scheme Details
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 Mot...
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Type of Scheme
An open ended equity scheme predominantly investing in mid cap stocks
Methodology of calculating sale price
a) Methodology of calculating sale price: The price or NAV, an investor is charged while investing in an open-ended scheme is called sale or subscription price. Pursuant to SEBI Circular dated June 30, 2009, no entry load will be charged by the scheme to ...
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This product is suitable for investors who are seeking*
- Long-term capital growth
- Investment in equity and equity related instruments in quality mid-cap companies having long-term competitive advantages and potential for growth.
Scheme Riskometer
Investors understand that their principal will be at Very High riskBenchmark Riskometer
Nifty Midcap 150 TRIInvestors understand that their principal will be at Very High risk
Fund Manager
Niket Shah
For Equity Component
Niket has 10 years of overall experience.
- Motilal Oswal Asset Management Company Ltd. Vice President Associate Fund Manager.
- Motilal Oswal Securities Ltd. Head of Midcaps Research
- Edelweiss Securities Ltd Research Analyst Midcaps
- Religare Capital Markets Ltd Associate Research Analyst Midcaps.
Other funds managed by him
- Motilal Oswal Flexi Cap Fund
- Motilal Oswal Large and Midcap Fund
- Motilal Oswal ELSS Tax Saver Fund
Rakesh Shetty
Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Other funds managed by him
- Motilal Oswal Ultra Short Term Fund
- Motilal Oswal Liquid Fund
- Motilal Oswal 5 Year G-Sec Fund Of Fund
- Motilal Oswal Focused Fund
- Motilal Oswal Flexi Cap Fund
- Motilal Oswal Large and Midcap Fund
Ankush Sood
Mr. Ankush Sood has extensive experience prominently in Institutional Sales Trading Function. Prior to joining Motilal Oswal AMC he has been associated with Motilal Oswal Financial Services Limited wherein he was primarily responsible for Servicing Domestic & Foreign Institutional Clients. He holds an Educational Qualification in B.Tech in Electronics & Telecommunications from MPSTME, NMIMS Mumbai and MBA(Tech) with Major in Finance & Minor in Analytics from SBM, NMIMS Mumbai.
Other funds managed by him
- Motilal Oswal Nasdaq 100 ETF
- Motilal Oswal Multi Asset Fund
- Motilal Oswal Flexi Cap Fund
- Motilal Oswal S&P 500 Index Fund
- Motilal Oswal NASDAQ Q 50 ETF
- Motilal Oswal MSCI EAFE Top 100 Select Index Fund
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- Write to us amc@motilaloswal.com
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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