The Motilal Oswal Midcap Fund Direct-Growth is an equity mutual fund scheme offered by Motilal Oswal Mutual Fund. The scheme boasts an Assets Under Management (AUM) of ₹26,421.09 crores, with its latest Net Asset Value (NAV) recorded at ₹114.944.
In terms of performance, the fund has delivered a 38.70% return over the past year, 120.46% over the last three years, and an impressive 1047.78% since its inception.
Motilal Oswal Midcap Fund Return
| Period | This fund | Category average |
|---|---|---|
| 1 month | -11.64% | -7.12% |
| 3 months | -6% | -7.05% |
| 6 months | 3.69% | -2.91% |
| 1 year | 38.70% | 23.09% |
| 3 years | 30.54% | 19.8% |
| 5 years | 30.92% | 25.46% |
| 7 years | 22.17% | 17.29% |
| 10 years | 20.05% | 17.07% |
Motilal Oswal Midcap Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
Coforge Ltd.
|
Technology | Equity | 9.86% |
|
Kalyan Jewellers India Ltd.
|
Consumer Discretionary | Equity | 9.64% |
|
Polycab India Ltd.
|
Capital Goods | Equity | 8.95% |
|
Trent Ltd.
|
Services | Equity | 8.09% |
|
Persistent Systems Ltd.
|
Technology | Equity | 7.94% |
Sector Allocation in Motilal Oswal Midcap Fund
| Sector | Percentage | Investment (₹ Cr) |
|---|---|---|
| Technology | 23.32% | ₹6,161.60 Cr |
| Capital Goods | 14.25% | ₹3,765.35 Cr |
| Services | 13.37% | ₹3,531.51 Cr |
| Consumer Discretionary | 13.03% | ₹3,442.71 Cr |
| Automobile | 8.89% | ₹2,349.75 Cr |
| Others | 27.14% | ₹7,170.68 Cr |
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information document and other related documents carefully before investing. Past performance is not indicative of future results. The information provided in this article is for informational purposes only and should not be construed as investment advice or a recommendation. Readers are advised to seek independent financial advice before making any investment decisions. The author and the publication are not responsible for any investment losses incurred based on the information in this article.