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Motilal Oswal Midcap Fund Regular-Growth

Motilal Oswal Midcap Fund Regular-Growth

Mid CapEquity: Mid Capமிக அதிக ஆபத்து
PaisaSmartPaisaSmart மதிப்பீடு★★★★★★★★★★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. Both higher annual fee of 1.68% and above-average fund size of Rs 40,036.07 crore were minor drawbacks.

இந்த மதிப்பீடு ஏன்

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.

எங்கள் score நீண்டகால performance, risk மற்றும் consistency-ஐ மதிப்பிடுகிறது — past returns மட்டும் அல்ல.

Returns

21 Sep 2026 நிலவரப்படி

1W
-1.14%
1M
-1.90%
3M
+9.60%
6M
+23.77%
9M
+3.03%
1Y
-2.10%
2Y
-1.79%
3Y
+18.41%
4Y
+18.06%
5Y
+20.15%
7Y
+22.20%
10Y
+16.24%
தொடக்கத்திலிருந்து
+20.42%

Risk ratios

31 Aug 2026 நிலவரப்படி

Standard deviation
20.53
Sharpe ratio
0.70
Sortino ratio
0.93
Beta
0.97
Alpha
2.87
R-squared
0.72
Treynor ratio
14.74
Information ratio
0.23
சராசரி
20.06

Portfolio

31 Aug 2026 நிலவரப்படி

Market-cap பிரிவு

Large cap25.26%Mid cap70.77%Small cap3.96%
P/E
48.28
P/B
5.30
Style
Blend

துறை ஒதுக்கீடு

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

Holdings (31)

HoldingFund-இன் %மதிப்புபங்குகள்
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

Fund விவரங்கள்

சுருக்கமாக

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.

முதலீட்டு நோக்கம்

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

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

Fund வகை
Open-ended
குறைந்தபட்ச lumpsum
₹500
குறைந்தபட்ச திரும்பப் பெறுதல்
₹500
Lock-in
இல்லை
SIP
உள்ளது
SWP
உள்ளது
STP
உள்ளது
Purchase cut-off
15:00
அடிக்கடி கேட்கப்படும் கேள்விகள்