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Motilal Oswal Midcap Fund Regular-Growth

Motilal Oswal Midcap Fund Regular-Growth

Mid CapEquity: Mid Capअतिशय जास्त जोखीम
PaisaSmartPaisaSmart रेटिंग★★★★★★★★★★4

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. Higher annual fee of 1.64% and above-average fund size of Rs 42,851.59 crore were minor drawbacks.

हे रेटिंग का

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 42851.593 AUM and a 1.64 expense ratio. Considering all these factors, we have rated this fund as 4.0 star.

आमचा स्कोअर दीर्घकालीन कामगिरी, जोखीम आणि सातत्य यांचे वजन करतो — फक्त मागील परतावे नाही.

परतावा

7 Oct 2026 पर्यंत

1W
+1.77%
1M
-3.24%
3M
+5.85%
6M
+17.85%
9M
+0.70%
1Y
-2.81%
2Y
-2.16%
3Y
+17.14%
4Y
+17.75%
5Y
+18.28%
7Y
+21.98%
10Y
+15.48%
सुरुवातीपासून
+20.07%

जोखीम गुणोत्तरे

30 Sep 2026 पर्यंत

प्रमाण विचलन
21.17
शार्प रेशो
0.56
सॉर्टिनो रेशो
0.79
बीटा
0.99
अल्फा
3.16
आर-स्क्वेअर्ड
0.74
ट्रेनॉर रेशो
12.06
इन्फॉर्मेशन रेशो
0.28
सरासरी
17.53

पोर्टफोलिओ

31 Aug 2026 पर्यंत

मार्केट-कॅप विभागणी

लार्ज कॅप25.26%मिड कॅप70.77%स्मॉल कॅप3.96%
P/E
48.28
P/B
5.30
शैली
Blend

क्षेत्रनिहाय वाटप

Services26.63%
Financial16.49%
Capital Goods12.66%
Consumer Discretionary10.39%
Technology10.20%
Communication5.57%
Automobile4.88%
Energy3.51%

होल्डिंग्स (31)

होल्डिंगफंडाचा %मूल्यशेअर्स
One97 Communications Ltd.9.07%₹3,885.88 Cr2,26,30,476
Kalyan Jewellers India Ltd.8.13%₹3,485.8 Cr5,80,00,000
Eternal Ltd.6.46%₹2,768.73 Cr8,43,86,866
Coforge Ltd.5.79%₹2,479.43 Cr1,24,88,926
Kei Industries Ltd.5.16%₹2,210.02 Cr38,50,000
Aditya Birla Capital Ltd.4.87%₹2,087.94 Cr5,10,00,000
Persistent Systems Ltd.4.41%₹1,888.14 Cr33,75,000
Shriram Finance Ltd3.66%₹1,568.1 Cr1,41,28,296
Dixon Technologies (India) Ltd.3.44%₹1,474.21 Cr9,92,735
Multi Commodity Exchange Of India Ltd.3.43%₹1,468.22 Cr43,18,292

फंड तपशील

थोडक्यात

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.

गुंतवणूक उद्दिष्ट

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.

एक्झिट लोड

Exit load of 1%, if redeemed within 365 days.

फंड प्रकार
Open-ended
किमान एकरकमी
₹500
किमान काढणी
₹500
लॉक-इन
नाही
SIP
उपलब्ध
SWP
उपलब्ध
STP
उपलब्ध
खरेदी कट-ऑफ
15:00
वारंवार विचारले जाणारे प्रश्न