Motilal Oswal Midcap Fund (G)

Growth | Dividend | Switch To Best Scheme
92.7646
Chg: -0.04(-0.04%)
Buy Sell SIP
52 week Low
78.03
52 week High
114.70
Expense Ratio(%)
0
AUM(Rs.Cr)
23,703.68
Exit Load(%)
-
Min Investment
500
1Y return
17.52%
3Y return
28.42%
5Y return
36.73%
Since Inception
22.25%
Fund Category
Equity
Benchmark
Nifty Free Float Midcap 100
Fund Manager Niket Shah
Inception Date 24 Feb 2014
Scheme Vs Benchmark

Compare the scheme's return versus the benchmark index.

Scheme Vs Benchmark
8.59%
Rating

Ratings are on a scale of 1 to 5 stars.

Rating
Risk

Indicates the likely risk associated to the investment.

Risk
Average
Return Grade

Rates the actual returns.

Return Grade
Below Average
Consistency

Highlights the recent performance in the last few years.

Consistency

Scheme Details

Check out for various schemes broadly classified into four different segmentation’s.

Rs. 1 Lac Invested would be worth
Fund Name 3 Months 6 Months 1 Year 3 Years 5 Years
Motilal Oswal Midcap Fund (G) 84,059.86
-15.94% 		86,377.58
-13.62% 		1,17,412.84
17.52% 		2,11,512.21
28.42% 		4,77,525.60
36.73%
Nifty Free Float Midcap 100 90,974.38
-9.03% 		85,944.24
-14.06% 		1,08,705.93
8.73% 		1,77,849.47
21.20% 		4,38,987.46
34.43%
Invesco India Midcap Fund (G) Category Best 88,510.07
-11.49% 		87,778.42
-12.22% 		1,19,311.80
19.43% 		1,82,339.61
22.21% 		3,91,274.31
31.39%
NIFTY 99,656.63
-0.34% 		90,283.05
-9.72% 		1,07,561.79
7.58% 		1,37,432.64
11.20% 		2,73,896.74
22.33%
SENSEX 99,419.81
-0.58% 		90,890.86
-9.11% 		1,07,654.02
7.68% 		1,35,461.82
10.67% 		2,60,519.55
21.11%
Statistic Fund(%) Index(%)
Return 0.00 0.00
Alpha 0.00 0.00
Volatility 288.61 19.06
Beta 0.00 0.00
Sharpe Ratio 0.02 0.00
Treynor Ratio 0.00 0.00
Sortino Ratio 0.26 0.70
No data available

Return Calculator

The Rate of Return also known as the Return of Investment is the basic fundamental ratio of calculating returns for any gains or yearly income. The Return Calculator lets you calculate your proxy returns using various combinations across different mutual funds and time frame.

If I had made
investment of  
in
Months Ago
My investment would be worth 1,17,412.84 with a Gain of 17.52%

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MF Portfolio

Check out the summarised asset allocation along with detailed holdings of stocks in case of Equity fund.

Asset Allocation
Created with Highstock 5.0.7Slice 0.00%
Top Holdings
Top Holdings Value (Rs. Cr) Hold %
- undefined -
Sector Allocation
0

Peer Schemes

A quick glance on how the peer funds have performed along with key data.


SBI Magnum Midcap Fund (IDCW)
90.63
Chg -0.37 ( -0.41 )
Expense Ratio
0%
1Yr % Return
10.22%
AUM (Rs.Cr)
19,391.7341
Min Inv.
5,000
BUY SELL
SBI Magnum Midcap Fund (G)
221.81
Chg -0.91 ( -0.41 )
Expense Ratio
0%
1Yr % Return
10.22%
AUM (Rs.Cr)
19,391.7341
Min Inv.
5,000
BUY SELL
Invesco India Midcap Fund (IDCW)
52.41
Chg -0.25 ( -0.47 )
Expense Ratio
0%
1Yr % Return
19.36%
AUM (Rs.Cr)
5,246.5378
Min Inv.
1,000
BUY SELL
Invesco India Midcap Fund (G)
152.91
Chg -0.73 ( -0.48 )
Expense Ratio
0%
1Yr % Return
19.43%
AUM (Rs.Cr)
5,246.5378
Min Inv.
1,000
BUY SELL
Quant Mid Cap Fund (G)
204.46
Chg -2.69 ( -1.30 )
Expense Ratio
0%
1Yr % Return
-2.30%
AUM (Rs.Cr)
7,615.7142
Min Inv.
5,000
BUY SELL
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