Motilal Oswal Midcap Direct Growth
Equity
Direct
Mid-Cap
NAV: ₹ 93.84 as on 30-04-2024
Fund Performance
34396 people have invested ₹ 26.2Cr in Motilal Oswal Midcap Direct Growth in the last three months
Mutual Fund Insights
In the last 5 years, Quant Mid Cap Fund Growth Option Direct Plan has given 35% return, outperforming this fund by 6.6% per annum.
In the last 1 year, Quant Mid Cap Fund Growth Option Direct Plan has given 72.8% return, outperforming this fund by 9.72%.
Over the last 6 months, this fund has experienced a 51.0% growth in AUM moving from 5.95K Cr to 8.98K Cr.
Over the last 1 year, this fund has decreased expense ratio by 29.9% moving from 0.87 to 0.61.
This fund expense ratio is slightly on the lower side within the category (mid-cap). Its expense ratio is 0.61% which is lower than the category average expense ratio of 1.17%.
In the last 3 years, Quant Mid Cap Fund Growth Option Direct Plan has given 38.74% return, outperforming this fund by 0.56% per annum.
INDmoney Rank
Powered by IND quant engine
2
/19
84% Performance
62% Risk Management
78% Cost
2 out of 19 among mid-cap
Pros
Generated Consistent Returns
Consistently beats benchmark
Lower probablity of downside risk
Cons
No bad points found for this fund.
About the Motilal Oswal Midcap Direct Growth
Motilal Oswal Midcap Direct Growth is an equity fund. This fund was started on 24 February, 2014. The fund is managed by Niket Shah. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal Midcap Direct Growth has ₹8987 Cr worth of assets under management (AUM) as on Mar 2024 and is more than category average.
- The fund has an expense ratio 0.6.
Overview
 | 0.61% |
 Benchmark | S&P BSE Midcap TR INR |
 | ₹8987 Cr |
 | 24 February, 2014 |
 | ₹500/₹500 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 123.58% |
Motilal Oswal Midcap Direct Growth Distribution as on (31-Mar-24)
Size breakup
Mid cap
57.6%
Large cap
24.2%
Small cap
11.6%
Sector Allocation
Tech
20.8%
Industrial
20.3%
Consumer Cyclical
19.5%
Financial Services
13%
Real Estate
8.1%
Health
7.9%
Communication
6.2%
Basic Materials
4.1%
Top Holdings of Motilal Oswal Midcap Direct Growth as on (30-Apr-24)
Equity Holdings22
Monthly Changes Updates
All changes are between Jan'24 and Mar'24
Fund Performance
- This fund’s returns stands at 3.37% whereas the fund’s underlying benchmark Nifty Midcap 150 returns stands at -1.16% as on Mar'24
- This fund outperformed Nifty Midcap 150 by 4.53% in Mar'24
AUM Change
- AUM of the fund stands at 8.5K Cr as of Mar'24
- AUM has remained same between Mar'24 and Feb'24
Fund Portfolio Changes
Gainers & Losers Returns for the month of Mar
Top Growth Drivers | 1M Return |
|---|---|
 CG Power & Industrial Solutions Ltd | 8.7% |
 Jio Financial Services Ltd | 6.6% |
Top Losers | 1M Return |
|---|---|
 Persistent Systems Ltd | -15.6% |
 Coforge Ltd | -5.5% |
 KPIT Technologies Ltd | 1.3% |
Peer Analysis
Fund Manager
Niket Shah
Fund Manager of Motilal Oswal Midcap Direct Growth, since 1 July 2020
Top funds managed
Motilal Oswal Midcap Direct Growth Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 24.6% since inception which is more than its category average return of 19.29%
Fund Allocations
This fund has an allocation of 93.46% in Equity, 0% in Debt and 6.54% in Cash related instruments
AUM size ₹8987 Cr
This fund has AUM of ₹8987 Cr which is more than its category average of ₹ 7349 Cr
Expense Ratio 0.61%
This fund has an expense ratio of 0.61% which is less than its category average expense ratio of 1.39%
Frequently Asked Questions
The current NAV of Motilal Oswal Midcap Direct Growth is ₹93.84 as on 30-Apr-2024.
Existing (Absolute + CAGR) as on 30-Apr-2024.
Motilal Oswal Midcap Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 4.81% | 4.81% |
6 Month Returns | 34.53% | 34.53% |
1 Year Returns | 63.08% | 63.08% |
3 Years Returns | 163.8% | 38.17% |
5 Years Returns | 249.09% | 28.41% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
0.61% as on April 2024
₹8987 Cr as on April 2024
Jio Financial Services Ltd(11.81%), Kalyan Jewellers India Ltd(9.76%), Persistent Systems Ltd(8.87%), Tube Investments of India Ltd Ordinary Shares(8.38%), Prestige Estates Projects Ltd(5.86%) as on April 2024
Tech(19.44%), Industrial(19%), Consumer Cyclical(18.26%) as on April 2024
The alpha ratio for the Motilal Oswal Midcap Direct Growth for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Motilal Oswal Midcap Direct Growth | - | - | - |
As on April 2024
The alpha for Motilal Oswal Midcap Direct Growth is calculated against S&P BSE Midcap TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Motilal Oswal Midcap Direct Growth for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Motilal Oswal Midcap Direct Growth | - | - | - |
As on April 2024
The Beta for Motilal Oswal Midcap Direct Growth is calculated with S&P BSE Midcap TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Motilal Oswal Midcap Direct Growth for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Motilal Oswal Midcap Direct Growth | - | - | - |
As on April 2024
The sharpe ratio for Motilal Oswal Midcap Direct Growth is calculated with S&P BSE Midcap TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Motilal Oswal Midcap Direct Growth for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Motilal Oswal Midcap Direct Growth | 10.52 | 13.34 | 20.69 |
As on April 2024
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Information ratio is 1.24 as on April 2024. It tells the consistency of the fund in generating superior risk-adjusted performance
Niket Shah is the fund manager of Motilal Oswal Midcap Direct Growth
The Exit load of Motilal Oswal Midcap Direct Growth is 1%