Motilal Oswal Midcap Fund gave 32.2% returns in 5 years: Should you invest? This focus tilts the fund towards expensive stocks. It runs a highly compact portfolio by choice (currently 20 stocks), backing its high conviction bets with large positions
ET Wealth collaborates with Value Research to analyse top mutual funds. We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.#sr_widget.onDemand p, #stock_pro.onDemand p{font-size: 14px;line-height: 1.28;} .onDemand .live_stock{left:17px;padding:1px 3px 1px 5px;font-size:12px;font-weight:600;line-height:18px;top:9px} #sr_widget.onDemand .sr_desc{margin:0 auto 0;} #sr_widget.onDemand .sr_desc{color: #024d99;margin-top:10px;} #sr_widget.onDemand .crypto .live_stock .lb-icon{8px 6px 5px 3px !important} #sr_widget.crypto.onDemand a.text{border-bottom:1px solid #ccc;padding-bottom:5px;display:block;width:100%} #sr_widget.onDemand .sr_desc .text p, #stock_pro.onDemand .sr_desc .text p{font-size:12px;font-weight:400;}
Motilal Oswal Midcap Fund
BASIC FACTSDATE OF LAUNCH
24 FEBRUARY 2014
CATEGORY
EQUITY
TYPE
MID CAP
AUM*
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Rs.15,940 crore
BENCHMARK
NIFTY MIDCAP 150
TOTAL RETURN INDEX
WHAT IT COSTS
NAV**
GROWTH OPTION
Rs.108.25
IDCW
Rs.54.17
MINIMUM INVESTMENT
Rs.500
MINIMUM SIP AMOUNT
Rs.500
EXPENSE RATIO# (%)1.65
EXIT LOAD
1% for redemption within 1 year
*AS ON 31 AUG 2024
**AS ON 24 SEP 2024
#AS ON 31 AUG 2024
Recent portfolio changes
New entrants
Sonata Software (Jul).
Tata Elxsi (Aug).
Complete exits
Angel One, Bharat Electronics, Chambal Fertilisers & Chemicals, Indus Towers, Vodafone Idea (Jul).
Sonata Software (Aug).
Should You Buy?
This mid-cap fund emphasises the growth and quality vectors for constructing its portfolio. This focus tilts the fund towards expensive stocks. It runs a highly compact portfolio by choice (currently 20 stocks), backing its high conviction bets with large positions. This aggressive positioning lends for a higher risk profile. It also exposes the fund to sharp, alternating bouts of outperformance as well as underperformance. Though the fund has scorched the charts in recent years, its long-term track record is erratic. Even as the fund can deliver outsized return, investors must contend with a high degree of volatility.
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This story originally appeared on: India Times - Author:Faqs of Insurances
