Wealth Vruddhi

Motilal Oswal Midcap Fund-Reg(G)

As on Apr-03-2025 change fund

91.22

-1.66 (-1.79%)

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	2020-2021	2021-2022	2022-2023	2023-2024	2024-2025
NAV in Rs (as on 31-Mar-2025)	32.49	44.90	49.39	79.20	92.62
Net Assets(Rs Crores) (as on 31-Mar-2025)	1895.75	2641.39	3800.72	8986.69	23703.68
Scheme Returns(%)(Absolute)	73.80	36.71	10.13	61.77	15.76
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	124/218	26/204	1/31	3/29	2/30

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

financial year	Q1	Q2	Q3	Q4
2024-2025	20.64	12.56	4.66	-17.70
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.	9.91
Persistent Systems Ltd.	9.51
Kalyan Jewellers India Ltd.	6.83
Dixon Technologies (India) Ltd.	6.67
Max Healthcare Institute Ltd.	4.11
One97 Communications Ltd.	3.94
Trent Ltd.	3.68
Trent Ltd.	3.68
Polycab India Ltd.	3.48
Bharti Hexacom Ltd.	3.44

Top 10 sectors

sectors	(%)
IT - Software	23.41
Diamond & Jewellery	6.83
Cable	6.72
Consumer Durables - Electronics	6.67
Hospital & Healthcare Services	4.11
Fintech	3.94
Retailing	3.68
Telecommunication - Service Provider	3.44
Construction - Real Estate	2.80
Steel/Sponge Iron/Pig Iron	2.32

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	23,703.68	13.06	26.61	38.00	16.47	22.01
HDFC Mid-Cap Opportunities Fund(G)	Mid-Growth	25-Jun-2007	67,578.59	6.98	23.46	35.69	16.55	17.37
Nippon India Growth Fund(G)	Mid-Growth	08-Oct-1995	30,276.31	10.47	22.19	35.82	16.42	22.21
Edelweiss Mid Cap Fund-Reg(G)	Mid-Growth	26-Dec-2007	7,729.29	13.09	21.40	35.47	16.33	13.52
Invesco India Midcap Fund(G)	Mid-Growth	19-Apr-2007	5,246.54	15.64	21.19	32.13	15.72	16.39
ITI Mid Cap Fund-Reg(G)	Mid-Growth	05-Mar-2021	987.53	2.64	21.13	NA	NA	17.30
Sundaram Mid Cap Fund-Reg(G)	Mid-Growth	19-Jul-2002	10,450.74	9.30	20.73	31.06	13.85	23.61
Franklin India Prima Fund(G)	Mid-Growth	01-Dec-1993	10,594.08	12.20	20.25	30.42	14.04	19.26
Mahindra Manulife Mid Cap Fund-Reg(G)	Mid-Growth	30-Jan-2018	3,067.16	6.53	19.78	32.25	NA	16.64
HSBC Midcap Fund-Reg(G)	Mid-Growth	09-Aug-2004	9,540.93	4.31	18.13	28.82	14.43	18.55
Kotak Emerging Equity Fund(G)	Mid-Growth	30-Mar-2007	43,941.48	10.49	17.48	32.78	16.10	14.62
ICICI Pru Midcap Fund(G)	Mid-Growth	28-Oct-2004	5,393.79	4.76	17.40	32.52	13.83	17.25
Tata Mid Cap Growth Fund-Reg(G)	Mid-Growth	01-Jul-1994	3,954.92	3.91	17.34	30.33	14.06	12.66
LIC MF Midcap Fund(G)	Mid-Growth	25-Jan-2017	276.69	10.49	17.24	28.53	NA	12.63
Quant Mid Cap Fund(G)	Mid-Growth	26-Feb-2001	7,615.71	-6.24	17.06	37.14	16.26	13.37
SBI Magnum Midcap Fund-Reg(G)	Mid-Growth	29-Mar-2005	19,391.73	5.82	17.05	33.99	14.20	16.69
Baroda BNP Paribas Mid Cap Fund-Reg(G)	Mid-Growth	02-May-2006	1,857.60	6.01	16.41	29.96	14.25	12.44
Union Midcap Fund-Reg(G)	Mid-Growth	23-Mar-2020	1,195.82	5.76	15.98	32.61	NA	33.03
Aditya Birla SL Midcap Fund(G)	Mid-Growth	03-Oct-2002	5,055.65	7.40	15.29	30.53	12.67	20.86
Mirae Asset Midcap Fund-Reg(G)	Mid-Growth	29-Jul-2019	13,830.67	1.44	14.88	32.27	NA	22.33
Taurus Mid Cap Fund-Reg(G)	Mid-Growth	05-Sep-1994	105.98	-3.89	14.40	26.49	13.43	8.15
DSP Midcap Fund-Reg(G)	Mid-Growth	14-Nov-2006	15,879.98	8.53	14.29	24.91	13.47	14.93
Axis Midcap Fund-Reg(G)	Mid-Growth	18-Feb-2011	26,087.92	8.55	14.28	25.93	14.74	17.75
UTI Mid Cap Fund-Reg(G)	Mid-Growth	30-Jul-2005	9,899.35	3.26	13.67	29.40	12.78	15.47
PGIM India Midcap Opp Fund-Reg(G)	Mid-Growth	02-Dec-2013	9,600.28	6.15	10.90	33.00	13.82	16.79
WOC Mid Cap Fund-Reg(G)	Mid-Growth	07-Sep-2022	2,502.58	10.26	NA	NA	NA	22.30
JM Midcap Fund-Reg(G)	Mid-Growth	21-Nov-2022	1,198.23	8.84	NA	NA	NA	26.14
Bandhan Midcap Fund-Reg(G)	Mid-Growth	18-Aug-2022	1,353.07	6.07	NA	NA	NA	17.56
Canara Rob Mid Cap Fund-Reg(G)	Mid-Growth	02-Dec-2022	2,403.25	5.10	NA	NA	NA	18.40

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