Wealth Vruddhi

Motilal Oswal Midcap Fund-Reg(G)

As on Nov-14-2024 change fund

102.29

0.91 (0.89%)

fund objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

riskometer

Investors understand that their principal will be at very high risk

5-Years History

financial year	2019-2020	2020-2021	2021-2022	2022-2023	2023-2024
NAV in Rs (as on 31-Mar-2024)	19.24	32.49	44.90	49.39	79.20
Net Assets(Rs Crores) (as on 31-Mar-2024)	1331.07	1895.75	2641.39	3800.72	8986.69
Scheme Returns(%)(Absolute)	-24.35	73.80	36.71	10.13	61.77
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	123/234	124/218	26/204	1/31	3/29

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2024-2025	20.64	12.56	NA	NA
2023-2024	17.90	7.50	14.43	10.57
2022-2023	-5.94	22.44	-2.24	-2.30
2021-2022	9.18	18.53	8.63	-1.68
2020-2021	13.22	15.09	16.91	10.85

Top 10 holdings

company	(%)
Coforge Ltd.	9.88
Kalyan Jewellers India Ltd.	9.50
Polycab India Ltd.	9.29
Persistent Systems Ltd.	8.04
JIO Financial Services Ltd.	8.04
Bajaj Auto Ltd.	6.71
Tube Investments of India Ltd.	6.03
Mahindra & Mahindra Ltd.	5.18
Voltas Ltd.	4.11
Zomato Ltd.	3.92

Top 10 sectors

sectors	(%)
IT - Software	20.67
Diamond & Jewellery	9.50
Cable	9.29
Finance - NBFC	8.04
Automobile Two & Three Wheelers	6.71
Cycles	6.03
Automobiles - Passenger Cars	5.18
Air Conditioners	4.11
e-Commerce	3.92
Hospital & Healthcare Services	3.81

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

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performance comparision with similar schemes and benchmark

scheme name	investment style	inception date	AUM in Cr.	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Motilal Oswal Midcap Fund-Reg(G)	Large-Growth	24-Feb-2014	20,055.68	57.78	30.30	30.89	20.06	24.20
HDFC Mid-Cap Opportunities Fund(G)	Mid-Growth	25-Jun-2007	75,037.43	34.68	23.98	28.29	18.18	18.14
Nippon India Growth Fund(G)	Mid-Growth	08-Oct-1995	33,922.40	37.17	21.89	28.65	17.84	22.76
Edelweiss Mid Cap Fund-Reg(G)	Mid-Growth	26-Dec-2007	7,677.01	44.67	21.79	28.96	18.89	14.25
Quant Mid Cap Fund(G)	Mid-Growth	26-Feb-2001	8,940.54	27.84	21.36	31.09	18.04	13.82
Mahindra Manulife Mid Cap Fund-Reg(G)	Mid-Growth	30-Jan-2018	3,340.74	37.86	21.21	27.18	NA	18.73
Sundaram Mid Cap Fund-Reg(G)	Mid-Growth	19-Jul-2002	12,350.49	38.58	20.81	23.69	15.87	24.38
Invesco India Midcap Fund(G)	Mid-Growth	19-Apr-2007	5,624.96	44.66	20.38	26.71	17.74	17.06
Kotak Emerging Equity Fund(G)	Mid-Growth	30-Mar-2007	50,627.29	38.53	20.21	26.81	18.82	15.59
HSBC Midcap Fund-Reg(G)	Mid-Growth	09-Aug-2004	11,767.99	41.04	20.00	23.53	16.93	19.56
Tata Mid Cap Growth Fund-Reg(G)	Mid-Growth	01-Jul-1994	4,443.96	31.09	18.01	24.52	16.74	13.06
Franklin India Prima Fund(G)	Mid-Growth	01-Dec-1993	12,318.31	39.68	17.87	22.60	16.07	19.70
ITI Mid Cap Fund-Reg(G)	Mid-Growth	05-Mar-2021	1,109.96	40.49	17.70	NA	NA	21.02
ICICI Pru Midcap Fund(G)	Mid-Growth	28-Oct-2004	6,330.47	38.96	16.98	23.86	15.28	17.94
Baroda BNP Paribas Mid Cap Fund-Reg(G)	Mid-Growth	02-May-2006	2,143.12	32.42	16.87	24.79	16.20	13.06
SBI Magnum Midcap Fund-Reg(G)	Mid-Growth	29-Mar-2005	21,406.76	26.82	16.33	26.58	16.23	17.25
Mirae Asset Midcap Fund-Reg(G)	Mid-Growth	29-Jul-2019	16,576.59	28.05	15.54	25.25	NA	25.74
Union Midcap Fund-Reg(G)	Mid-Growth	23-Mar-2020	1,350.50	30.22	15.49	NA	NA	37.87
LIC MF Midcap Fund(G)	Mid-Growth	25-Jan-2017	315.42	35.86	15.20	22.52	NA	14.24
Aditya Birla SL Midcap Fund(G)	Mid-Growth	03-Oct-2002	6,014.70	32.32	15.09	22.83	14.83	21.56
Taurus Mid Cap Fund-Reg(G)	Mid-Growth	05-Sep-1994	129.21	21.11	14.59	22.11	15.28	8.48
UTI Mid Cap Fund-Reg(G)	Mid-Growth	30-Jul-2005	11,894.38	28.11	14.10	24.36	14.85	16.35
DSP Midcap Fund-Reg(G)	Mid-Growth	14-Nov-2006	19,015.30	31.15	13.66	20.24	15.59	15.81
Axis Midcap Fund-Reg(G)	Mid-Growth	18-Feb-2011	30,008.06	35.25	13.61	22.04	16.31	18.80
PGIM India Midcap Opp Fund-Reg(G)	Mid-Growth	02-Dec-2013	10,942.72	23.99	10.31	27.92	15.59	17.88
JM Midcap Fund-Reg(G)	Mid-Growth	21-Nov-2022	1,691.09	40.04	NA	NA	NA	36.73
WOC Mid Cap Fund-Reg(G)	Mid-Growth	07-Sep-2022	2,541.52	38.35	NA	NA	NA	30.61
Bandhan Midcap Fund-Reg(G)	Mid-Growth	18-Aug-2022	1,493.79	37.30	NA	NA	NA	26.02
Canara Rob Mid Cap Fund-Reg(G)	Mid-Growth	02-Dec-2022	2,661.01	31.29	NA	NA	NA	26.47

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