Motilal Oswal Midcap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 50.55 | 32.93 | 26.59 | 16.66 |
Average Rolling Returns(%) | 21.62 | 16.17 | 12.83 | 18.08 |
The Current NAV of Motilal Oswal Midcap Fund - Regular Plan - Growth is ₹79.01.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark Nifty Midcap 100 returns, as Funds portfolio is significantly different.
Motilal Oswal Midcap Fund - Regular Plan - Growth fund’s expense ratio is 1.75%
The process for redemption is
The AUM of Motilal Oswal Midcap Fund - Regular Plan - Growth is currently ₹8,481 Crores.
The Top three stocks are JIO Financial Serv., Persistent Systems and Kalyan Jewell.India and account for 30% of its portfolio. Top 5 and 10 stocks of fund account for 45% and 69% of fund’s portfolio respectively.
Top three sectors of Motilal Oswal Midcap Fund - Regular Plan - Growth fund are IT, Miscellaneous and Consumer Durables accounting for 49% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Motilal Oswal Midcap Fund - Regular Plan - Growth Fund is Equity - Mid Cap Fund.
Niket Shah and Rakesh Shetty manage the Motilal Oswal Midcap Fund - Regular Plan - Growth Fund.
Motilal Oswal Midcap Fund - Regular Plan - Growth current PE ratio is 54.02 and PB ratio is 11.00
The asset allocation of Motilal Oswal Midcap Fund - Regular Plan - Growth is Stocks : 85.31%, Debt : 14.68% and Gold : 0%
The minimum SIP amount for Motilal Oswal Midcap Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Motilal Oswal Midcap Fund - Regular Plan - Growth is 1% on or before 1 year, Nil after 1 year