spot_img

With 34.83% Annualised Returns On 3 Years SIP, This Top-Rated Midcap Fund Is Good For SIP

Date:

Share post:

Motilal Oswal Mid Cap Fund

Motilal Oswal Mid Cap Fund

Motilal Oswal Mid Cap Fund is a medium-sized fund in its category. It is mid-cap equity mutual fund with no lock-in period. Under the fund’s Direct plan- Growth option, it has Rs 3,580 crore of Asset Under Management (AUM) as on October 31, 2022, whereas, its Net Asset Value (NAV) is Rs 56,4851 as on November 22, 2022.

Its benchmark is NIFTY Midcap 150 TRI. The fund has been rated 4-star by Value Research as well as CRISIL. As it is an equity mutual fund, it is a very high-risk fund for investment. 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. The fund has given above-average performance among peers. 

Investment Details

Investment Details

  • Minimum Investment – Rs 500
  • Minimum SIP Investment – Rs 500
  • Minimum Additional Investment – Rs 500
  • Minimum withdrawal – Rs 500
  • Exit Load -1% for redemption within 15 days of investments
  • Expense Ratio – 0.81% as on 31 October 2022 

Annualised Returns

Annualised Returns

Lump-Sum Investment Returns

Under the Direct-Growth option, the fund has given 21.89% annual average returns since its inception.

Investment Tenure Returns
1 Year 16.29%
2 Year 37.67%
3 Year 26.13%
5 Year 15.45%

 Returns on SIP 

SIP Tenure Returns
1 Year 23.03%
2 Year 30.19%
3 Year 34.83%
5 Year 24.63%

 

Portfolio

Portfolio

The majority of the fund’s holdings around 88.6% are in equities, followed by 9.9% in debt and the remaining 1.5% in cash & cash equivalent. Out of the fund’s 88.6% investments, 8.19% is in Large Cap stocks, 16.61% is in Mid Cap stocks, and the rest 37.82% is in Small Cap stocks, respectively. The fund has invested in a total 26 stocks and 11 sectors, respectively. 

 
The 11 sectors are Automobile, Consumer Discretionary, Construction, Material, Capital Goods, Financial, Energy, Chemicals, Services, Healthcare, and Metal & Mining. The top 10 holdings of the fund are Tube Investments of India, The Phoenix Mills, CG Power & Industrial Solutions, Gujarat Gas, Campus Activewear, Ambuja Cements, AU Small Finance Bank, Deepak Nitrite, Max Financial Services, and Cholamandalam Investment & Finance. 

Disclaimer

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn’t guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.

 





Source link

LEAVE A REPLY

Please enter your comment!
Please enter your name here

spot_img
spot_img

Related articles

Juve president Agnelli, board resign en masse

Juventus' board of directors, president Andrea Agnelli and vice president Pavel Nedved resigned en masse...

A lingering question as USA preps for Iran: What’s up with Gio Reyna?

Laken Litman College Football & Soccer Analyst AL RAYYAN, Qatar –...

Portugal’s Fernandes: I thought my goal was Cristiano’s

LUSAIL, QATAR -- Bruno Fernandes backed Cristiano Ronaldo's claim to have scored the opening goal...

World Cup 2022 odds: How to bet Wales vs. England

The Wales and England Group B match Tuesday has implications on who...
spot_img