Formerly Motilal Oswal Midcap 30 Reg Gr
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 79.0072
NAV (Mar 27)
Last 1Y | 63.5% |
Last 3Y | 35.3% |
Last 5Y | 26% |
Last 10Y | 22.3% |
Since Inception | 22.7% |
6 Month CAGR | 25.9% |
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.
Expense Ratio | 1.75 |
Launched (10y ago) | Feb 24, 2014 |
AUM in Crores | 8481.461 |
ISIN | INF247L01411 |
Lock-in | No Lock-in |
Benchmark | Nifty Midcap 150 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.4 |
Standard Deviation (5yr) | 20.9 |
Beta (3yr) | 0.78 |
Beta (5yr) | 0.87 |
Sharpe Ratio (3yr) | 1.853 |
Sharpe Ratio (5yr) | 1.016 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Motilal Oswal Midcap fund (Growth) | 14,36,739 | 7,04,127 | 26% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
jio financial services ltd
11%collateralized borrowing & lending obligation
10.9%persistent systems ltd
9.9%kalyan jewellers india ltd
9.6%tube investments of india ltd ordinary shares
8.3%technology
21.4%industrials
20.3%consumer cyclical
18%financial services
11%real estate
7.8%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 14,147 cr | ||
₹ 16,756 cr | ||
₹ 21,301 cr | ||
₹ 12,185 cr | ||
₹ 9,977 cr |
Motilal Oswal Asset Management Co. Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
35.3% | 22.7% | ||
16.8% | 23.8% | ||
34.2% | 20.6% | ||
34.2% | 20.6% | ||
23.3% | 16.6% |
Motilal Oswal Midcap fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 22.7% over a period of 10 years. The fund was previously known as Motilal Oswal Midcap 30 Reg Gr. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Ankush Sood, Niket Shah, Rakesh Shetty.
Nav of Motilal Oswal Midcap fund (G) as of 3/27/2024 is ₹79.01 with the total AUM as of 3/28/2024 is ₹8481.461. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Midcap fund (G) was launched on Feb 24, 2014. The category risk of the fund is Very High Risk.
The minimum SIP amount for Motilal Oswal Midcap fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Motilal Oswal Midcap fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Midcap 150 TR INR.
Motilal Oswal Midcap fund (G) is rated as a 4 fund in Equity and delivered 63.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Midcap fund (G).
What is Motilal Oswal Midcap fund (G)?
How to invest in Motilal Oswal Midcap fund (G)?
You can invest in Motilal Oswal Midcap fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Motilal Oswal Midcap fund (G)?
The minimum sip amount for Motilal Oswal Midcap fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Motilal Oswal Midcap fund (G) good to invest in?
As per Scripbox experts, Motilal Oswal Midcap fund (G) is a Top Ranked fund. You can investMotilal Oswal Midcap fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Motilal Oswal Midcap fund (G)?
The expense ratio of the Motilal Oswal Midcap fund (G) is 1.75% for regular plan.