Motilal Oswal Midcap Fund Regular-Growth
The fund is rated 4 stars. The strongest areas were investment selection within each asset type and investment selection within each industry, while balance between returns and downside risk provided some support. Both higher annual fee of 1.68% and above-average fund size of Rs 40,036.07 crore were minor drawbacks.
This fund has a good track record with Asset Selection/Timing, a good track record with Stock Selection/Timing. It is important to note, however, that this fund has a 40036.067 AUM and a 1.68 expense ratio. Considering all these factors, we have rated this fund as 4.0 star.
અમારો સ્કોર લાંબા ગાળાની કામગીરી, જોખમ અને સાતત્યને વજન આપે છે — ફક્ત ભૂતકાળના વળતરને નહીં.
રિટર્ન
21 Sep 2026 મુજબ
જોખમ ગુણોત્તર
31 Aug 2026 મુજબ
પોર્ટફોલિયો
31 Aug 2026 મુજબ
માર્કેટ-કેપ વિભાજન
સેક્ટર ફાળવણી
હોલ્ડિંગ્સ (31)
| હોલ્ડિંગ | ફંડનો % | મૂલ્ય | શેર |
|---|---|---|---|
| One97 Communications Ltd. | 9.07% | ₹3,885.88 Cr | 2,26,30,476 |
| Kalyan Jewellers India Ltd. | 8.13% | ₹3,485.8 Cr | 5,80,00,000 |
| Eternal Ltd. | 6.46% | ₹2,768.73 Cr | 8,43,86,866 |
| Coforge Ltd. | 5.79% | ₹2,479.43 Cr | 1,24,88,926 |
| Kei Industries Ltd. | 5.16% | ₹2,210.02 Cr | 38,50,000 |
| Aditya Birla Capital Ltd. | 4.87% | ₹2,087.94 Cr | 5,10,00,000 |
| Persistent Systems Ltd. | 4.41% | ₹1,888.14 Cr | 33,75,000 |
| Shriram Finance Ltd | 3.66% | ₹1,568.1 Cr | 1,41,28,296 |
| Dixon Technologies (India) Ltd. | 3.44% | ₹1,474.21 Cr | 9,92,735 |
| Multi Commodity Exchange Of India Ltd. | 3.43% | ₹1,468.22 Cr | 43,18,292 |
ફંડ વિગતો
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.
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.
Exit load of 1%, if redeemed within 365 days.