February 12, 2024
mayank
Motilal Oswal Midcap Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Chanakyamfguidance.com
NAV Growth: Rs 83.9586
NAV IDCW: Rs 41.9665
Suitable For Which Investors?
When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in medium-sized companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Fund Manager:
1) Niket Shah
Education: Mr. Shah is a MBA in Finance
Experience: Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst – Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst – Midcaps from June 2008 to March 2010.
2) Rakesh Shetty
Education: Mr. Shetty has done B.Com
Experience: Prior to joining Motilal Oswal Mutual Fund, 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.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption Within 15 days |
Basic Details
| Fund House | Motilal Oswal Mutual Fund |
| Launch Date | 24-Feb-14 |
| Return Since Launch | 23.80% |
| Benchmark | NIFTY Midcap 150 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 7,972 Cr |
| (As on 31-Jan-2024) | |
| Expense | 0.65% |
| (As on 31-Dec-2023) | |
| Risk Grade | Low |
| Return Grade | High |
| Turnover | 135.00% |
Trailing Returns (%) of Motilal Oswal Midcap Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal Midcap Dir | 3.98 | 0.45 | 1.83 | 15.72 | 25.10 | 48.98 | 34.53 | 27.50 | 19.61 | — |
| S&P BSE 150 MidCap TRI | 6.49 | -0.96 | 4.70 | 19.50 | 26.64 | 53.27 | 28.68 | 26.17 | 19.82 | — |
| Equity: Mid Cap | 4.72 | -0.80 | 3.37 | 16.89 | 24.31 | 48.61 | 26.02 | 24.18 | 17.98 | — |
| Rank within category | 25 | 1 | 30 | 26 | 21 | 18 | 2 | 3 | 5 | — |
| Number of funds in category | 39 | 39 | 39 | 39 | 39 | 38 | 25 | 22 | 20 | 18 |
Peer Comparison of Motilal Oswal Midcap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Motilal Oswal Midcap Dir | 5 star | 48.98 | 34.53 | 27.50 | 0.65 | 7,972 | 23.80 | 1.00 (15) | 9Y 11M | 135.00 |
| HDFC Mid-Cap Opportunities Dir | 4 star | 53.18 | 31.28 | 26.18 | 0.80 | 59,027 | 21.94 | 1.00 (365) | 11Y 1M | 18.56 |
| Kotak Emerging Equity Dir | 4 star | 35.08 | 24.29 | 25.00 | 0.38 | 38,520 | 20.90 | 1.00 (365) | 11Y 1M | 1.62 |
| Nippon India Growth Dir | 4 star | 53.59 | 30.09 | 27.03 | 0.83 | 24,366 | 19.18 | 1.00 (30) | 11Y 1M | 19.00 |
| SBI Magnum Midcap Dir | 4 star | 38.49 | 25.86 | 24.50 | 0.84 | 15,957 | 20.38 | 1.00 (365) | 11Y 1M | 8.00 |
Portfolio Analysis of Motilal Oswal Midcap Fund
| No. of Stocks | 25 |
| Top 10 Stocks | 70.38% |
| Top 5 Stocks | 43.36% |
| Top 3 Sectors | 50.93% |
| Portfolio P/B Ratio | 5.51 |
| Portfolio P/E Ratio | 48.30 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 60,119 | 50,560 |
| Giant (%) | 10.05 | 6.93 |
| Large (%) | 45.51 | 32.44 |
| Mid (%) | 42.63 | 58.35 |
| Small (%) | 1.81 | 2.76 |
| Tiny (%) | — | — |
How to Invest in Motilal Oswal Midcap Fund?
Chanakya’s Mutual Fund Guidance For Motilal Oswal Midcap Fund
Do not invest in this, or any other mid-cap fund, if you need to redeem your investment in less than seven years.
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