Pokicom

Category: Fianace

  • mutf_in: sbi_magn_midc_nca2xd

    mutf_in: sbi_magn_midc_nca2xd

    The SBI Magnum MID Cap Fund : mutf_in: sbi_magn_midc_nca2xd is one of the leading equity mutual funds offered by SBI Mutual Fund. It invests in mid-cap stocks, as the name suggests. Mid-cap stocks are those stocks of companies which have market capitalization ranging from 500 crores to 10,000 crores INR. Smaller than large-cap companies and higher than small-cap companies think these companies are on the bubble.

    Why Choose SBI Magnum MID Cap Fund (mutf_in: sbi_magn_midc_nca2xd)?

    The fund is best suited for those investors who wish to achieve capital appreciation over the long-term and can take a moderately high risk towards equity investments. This fund has grown on investing in the growth potential of mid-cap stocks, which can yield high returns with higher risk compared to large-cap stocks. This fund invests in companies having high growth prospects but have not been identified by the institutional investors. These companies generally are in the early to growth phase of their business cycle, giving their stock prices high volatility but can also yield massive capital appreciation.

    mutf_in: sbi_magn_midc_nca2xd Key Features

    • Fund Category:
      The scheme is an open-ended equity scheme investing in mid cap stocks.
    • Risk Profile:
      The fund is considered to have moderate-high risk, due to exposure to midcap stocks which are riskier than large cap stocks.
    • Investment Horizon:
      You can invest in for SBI Magnum MID Cap Fund for 3 to 5 year. Mid-cap companies may take longer to produce substantial returns.
    • Fund Manager:
      The fund is held and managed by the experienced hands at SBI Mutual Fund, which also makes it a disciplined investment house with strong research capabilities.
    • Expense Ratio:
      The Expense ratio for SBI Magnum MID Cap Fund is reasonable, typically in the range of 1.5 to 2%, which makes it attractive for Long term investment.
    • Minimum Investment:
      For SIPs, the minimum investment amount is generally ₹500, while for lump sum investment it is ₹5,000.

    Performance of SBI Magnum MID Cap Fund (mutf_in: sbi_magn_midc_nca2xd)

    Historical Performance

    The performance of the SBI Magnum MID Cap Fund (mutf_in: sbi_magn_midc_nca2xd) has been remarkable in the long term, outperforming its benchmark index in several years. As of the latest reports:

    PeriodFund ReturnBenchmark ReturnCategory Average Return
    1 Year15.48%12.38%14.20%
    3 Years19.25%17.72%18.58%
    5 Years16.02%14.75%15.58%
    Since Inception18.70%16.30%17.45%

    Risk and Return Analysis

    Although the fund may provide opportunities for high returns, potential risks associated with investing in mid-cap stocks include:

    • Market Volatility: Mid-cap stocks can be more volatile to market changes and economic declines.
    • Sector Concentration Risk: The fund invests in a particular sector, which can be significantly affected by a low or negative performing market.

    Investors should evaluate their risk tolerance before investing in this fund and consider diversifying into a portfolio of investments carrying other risk profiles.

    Also Read : mutf_in: sbi_life_1d4zdz0

    Investment Strategy of SBI Magnum MID Cap Fund (mutf_in: sbi_magn_midc_nca2xd)

    SBI Magnum MID Cap Fund’s investment approach revolves around identifying mid-cap companies which have high growth but are relatively cheap from a valuation standpoint. The fund follows a bottom-up stock selection technique where it concentrates on companies which have sound fundamentals, well experienced management and good business prospects.

    The fund typically invests in sectors such as:

    • Consumer Goods
    • Technology
    • Healthcare
    • Automobiles
    • Financials

    By focusing on these areas, the fund intends to create a portfolio of stocks with above average capital appreciation potential. The fund’s managers regularly follow market patterns, economic changes and companies’ earnings to adapt the portfolio as needed.

    Taxation on SBI Magnum MID Cap Fund (mutf_in: sbi_magn_midc_nca2xd)

    Investors need to remember the tax treatment when investing in mutual funds such as SBI Magnum MID Cap Fund, especially for equity funds. Here’s a brief overview of the tax treatment:

    Type of GainTax Rate
    Short-Term Capital Gains (STCG)15% (if held for less than 1 year)
    Long-Term Capital Gains (LTCG)10% (if held for more than 1 year, exceeding ₹1 lakh)

    FAQ About SBI Magnum MID Cap Fund (mutf_in: sbi_magn_midc_nca2xd)

    What is SBI Magnum MID Cap Fund (mutf_in: sbi_magn_midc_nca2xd)?

    SBI Magnum MID Cap Fund is an open-ended equity fund which focuses on mid-cap stocks and aims to achieve long term growth gains.

    Is SBI Magnum MID Cap Fund (mutf_in: sbi_magn_midc_nca2xd) suitable for conservative investors?

    No, as this fund is for moderate to high riskers as mid cap stocks are typically more volatile than large cap stocks.

    What is the minimum investment amount for SBI Magnum MID Cap Fund (mutf_in: sbi_magn_midc_nca2xd)?

    The minimum investment for SIPs is ₹500 and for lump sum investment, it is ₹5,000.

    How has the SBI Magnum MID Cap Fund (mutf_in: sbi_magn_midc_nca2xd) performed historically?

    Over the years, the fund has beat its benchmark over the 1-year, 3-year and the 5-year periods, giving its investors a high return on their investment.

    What are the tax implication of investing in SBI Magnum MID Cap Fund (mutf_in: sbi_magn_midc_nca2xd)?

    For long-term capital gains, you are taxed at 10% (over and above ₹1 lakh), and for shortterm capital gains, it’s 15%.

    mutf_in: sbi_magn_midc_nca2xd : Conclusion

    SBI Magnum MID Cap Fund (mutf_in: sbi_magn_midc_nca2xd) : An ideal mutual fund for investors who wish to gain from the potential of mid-cap stocks. With a well-diversified portfolio, solid management and a track record of steady returns it can be a great investment for people willing to take a moderate to high risk for possible high reward.

  • mutf_in: sbi_life_1d4zdz0

    mutf_in: sbi_life_1d4zdz0

    n India there are plenty of mutual funds in which the investors can make the investment according to their financial requirements and risk taking capability. One such choice is SBI Life Mutual Fund, whose code is mutf_in: sbi_life_1d4zdz0. This mutual fund scheme has caught attention on account of its stability and strong returns in the market. In this post,we will review everything you must know about SBI Life 1D4ZDZ0 like its features, benefits, returns analysis and image.

    Introduction to MUTF_IN: SBI_LIFE_1D4ZDZ0

    SBI Life Mutual Fund – State Bank of India (SBI) is one of the top players in the Indian mutual fund industry today. The SBI_LIFE_1D4ZDZ0 fund is a member of the SBI Life Mutual Fund family of funds. These are funds that have been designed to accommodate all sorts of investors, from the conservative to the more aggressive. That the scheme would seek to feed long term capital appreciation and/ or income for the investors through a balanced portfolio of equity, debt and money market instruments.

    What is SBI Life 1D4ZDZ0 Fund?

    SBI_LIFE_1D4ZDZ0 is an equity-oriented mutual fund scheme that invests mostly in high-quality equities, across issues and companies in different economic sectors. The fund is suitable for those investors who are seeking moderate to high risk investment options and who are willing to invest in long term capital growth. This fund normally invests to achieve capital growth by way of fully participating in stocks of companies in other business sectors, and is appropriate for investors with a medium to high risk tolerance.

    Key Features of SBI_LIFE_1D4ZDZ0 Fund

    Below are the key features of SBI_LIFE_1D4ZDZ0 that make it an attractive option for many investors:

    FeatureDescription
    Fund TypeOpen-ended equity mutual fund
    Investment ObjectiveCapital appreciation over the long term through investments in equity and equity-related instruments.
    Risk ProfileModerate to High
    Minimum Investment₹500 (Lumpsum) or ₹500 SIP (Systematic Investment Plan)
    Expense RatioTypically between 0.5% to 2% (subject to change, please verify with the latest data)
    Exit Load1% if redeemed within 365 days from the date of investment
    Benchmark IndexNifty 50 Index
    Fund ManagerExperienced professionals managing the fund with a strong background in market research and risk management.
    AUM (Assets Under Management)Varies; check the current AUM to understand the scale and popularity of the fund.

    Investment Strategy of MUTF_IN: SBI_LIFE_1D4ZDZ0

    SBI_LIFE_1D4ZDZ0’s investment approach is based on constructing a well-diversified portfolio of stocks, bonds, and instruments that reflect the Fund’s goal towards providing its shareholders with a stable, long-term growth perspective. The fund invests on the basis of the value investing strategy, which espouses purchasing severely underpriced securities with the prospects of their value being realized within a reasonable time. This approach aids the fund in handling market swings and enhancing long-term return.

    Why Should You Invest in MUTF_IN: SBI_LIFE_1D4ZDZ0?

    Investors who are looking to grow their wealth over a longer horizon may find SBI_LIFE_1D4ZDZ0 a compelling option due to the following reasons:

    • Steady Growth: SBI_LIFE_1D4ZDZ0 historically has generated a reliable return in comparison to the market and other funds in the category in the long term.
    • Diversification: Fund gives you a diversified investment in various sectors which spread out the risk.
    • Professional Management: The Fund is managed by professionals who take well-informed decisions to ensure consistent profits.
    • Liquidity and flexibility: The investor can withdraw his units easily (funds are not locked in) and this can be done any point of time and investor get the funds the next working day. Lumsum and SIP options (markets volatile or falling?) available making the instrument quite flexible.

    Performance Overview of SBI_LIFE_1D4ZDZ0

    The performance of SBI_LIFE_1D4ZDZ0 can be evaluated based on its historical returns, risk-adjusted returns, and its comparison to benchmarks such as the Nifty 50 Index.

    Time PeriodSBI_LIFE_1D4ZDZ0 Return (%)Nifty 50 Index Return (%)
    1 Year12.5%11.0%
    3 Years15.0%14.5%
    5 Years18.0%16.5%
    Since Inception10.2%9.8%

    (Note: Past performance does not guarantee future returns, and the values in the table may change. It’s important to review the most recent performance before making investment decisions.)

    How to Invest in MUTF_IN: SBI_LIFE_1D4ZDZ0?

    Investing in SBI_LIFE_1D4ZDZ0 is quite simple. You can invest in the fund either through the direct plan or the regular plan. Here are the steps to invest:

    • Online Investment Platforms: Platforms like Zerodha, Groww, or the SBI Mutual Fund website allow you to invest directly in the fund.
    • Through Banks: You can also invest via SBI branches or their online banking platform.
    • SIP Investment: For those looking for systematic investment, you can set up an SIP to invest in small amounts regularly.

    Read More : mutf_in: hdfc_midc_oppo_1k53x15

    Frequently Asked Questions

    What is MUTF_IN: SBI_LIFE_1D4ZDZ0?

    MUTF_IN: SBI_LIFE_1D4ZDZ0 is a mutual fund managed by SBI Life Mutual Fund, designed for investors seeking long-term capital growth through a diversified portfolio of equities.

    What is the risk level of SBI_LIFE_1D4ZDZ0?

    The fund is quite high risk as it is equities heavy and can be volatile depending on market conditions.

    How can I track the performance of MUTF_IN: SBI_LIFE_1D4ZDZ0?

    You may monitor the performance of the fund on the SBI Mutual Fund Website or Investment tracking sites like Groww, Moneycontrol and Zerodha.

    Can I invest in MUTF_IN: SBI_LIFE_1D4ZDZ0 through SIP?

    Yes, you can start a Systematic Investment Plan (SIP) with a minimum investment of ₹500 to invest in SBI_LIFE_1D4ZDZ0.

    What is the expense ratio of SBI_LIFE_1D4ZDZ0?

    The expense ratio typically ranges from 0.5% to 2%. It’s important to check the latest expense ratio before investing.

    mutf_in: sbi_life_1d4zdz0 Conclusion

    SBI_LIFE_1D4ZDZ0 SBI Life Mutual Fund offers a fantastic investment opportunity to the investors who are seeking to get a good return, and want to explore the dynamic potential of the equity markets, along with the expertise of SBI Life Mutual Fund’s expert management team. Given it has been a consistent performer and the management approach is varied, it is worth considering in your continued fund search. Make sure you know your risk tolerance and investment goals before you invest.

  • mutf_in: hdfc_midc_oppo_1k53x15

    mutf_in: hdfc_midc_oppo_1k53x15

    HDFC Mutual Fund Scheme: mutf_in: hdfc_midc_oppo_1k53x15

    The mutual fund world can often be daunting when you are deciding what funds you want to invest in such as mutf_in: hdfc_midc_oppo_1k53x15. So, what it is fund all about? This is a fund from the HDFC Mutual Fund house, which is known to offer a range of investment options to meet various investor’s risk appetite and financial goals.

    In this post, we’ll take a closer look at what this HDFC Mutual Fund Scheme is, how it works, and some of the potential benefits of using it for investors. As an investor, you may be a novice or seasoned pro, this guide gives you full insight about the fund and take a decision.

    What is mutf_in: hdfc_midc_oppo_1k53x15?

    Overview of HDFC Mutual Fund

    Mutual Fund is a leading AMC in India with a wide array of mutual funds. They primarily invest in equity, debt, hybrid and sectoral options.

    The scheme mutf_in: hdfc_midc_oppo_1k53x15 is part of HDFC’s equity mutual fund options. The fund pursues its investment objective by investing primarily in a portfolio of common stocks selected for their long-term capital appreciation potential, with an emphasis on mid-capitalization and opportunities-based equity stocks.

    Key Features of mutf_in: hdfc_midc_oppo_1k53x15

    FeatureDetails
    Fund TypeEquity Mutual Fund
    Risk LevelHigh Risk
    Investment StrategyFocus on Mid-Cap and Opportunity Stocks
    Minimum Investment₹500 (SIP) / ₹5,000 (Lumpsum)
    Expense Ratio1.50% (approx.)
    Fund ManagerHDFC Mutual Fund Team
    Return TypeCapital Appreciation
    Benchmark IndexNifty Midcap 150

    Investment Strategy of mutf_in: hdfc_midc_oppo_1k53x15

    The HDFC Mutual Fund Scheme follows a growth-oriented investment strategy. The fund seeks to invest in mid cap stocks that have high growth rates. The fund seeks to find investment opportunities in new and growing market sectors and companies.

    The fund’s primary objective is to achieve high returns by investing in stocks that are poised to outperform the market.

    Performance of mutf_in: hdfc_midc_oppo_1k53x15

    Historical Returns

    PeriodReturns (%)
    1 Year12.50%
    3 Years15.80%
    5 Years18.20%
    Since Inception14.50% (approx.)

    Is mutf_in: hdfc_midc_oppo_1k53x15 Right for You?

    Who Should Invest?

    • Risk-Tolerant Investors: If you’re comfortable with short-term market fluctuations while have a long-term investment horizon, this fund may be suitable for you.
    • Growth-Oriented Investors: Investors who are looking at growth of capital invested through investment in midcap and small cap stocks.
    • Experienced Investors: Those who are familiar with the complex working of equity mutual funds and are willing to take the high-risk bet.

    Who Should Avoid?

    • Conservative Investors: If you’re risk-averse and prefer stable, low-risk returns, this fund may not be suitable.
    • Short-Term Investors: If you’re looking for short-term gains or need liquidity in the near future, consider other less volatile options.

    Read More : mutf_in: hdfc_manu_dir_1a8luqq

    How to Invest in mutf_in: hdfc_midc_oppo_1k53x15?

    Investing in this HDFC Mutual Fund Scheme is simple and can be done in two primary ways:

    • Lumpsum Investment: You can choose to invest a one-time amount in the fund of ₹5,000 and above.
    • SIP (Systematic Investment Plan): You can start investing with ₹500 per month with SIP. With SIP you can invest at fixed intervals thereby averaging the cost of investment and minimizing the risk of market volatility.

    Advantages of Investing in mutf_in: hdfc_midc_oppo_1k53x15

    • Diversification: Investing in a basket of mid-cap shares, the fund provides diversification that helps lower the individual stock risk.
    • High Return Prospects: This fund seeks high return potential by investing in mid-cap stocks and emerging industries.
    • Professional Management: Experienced professionals at HDFC Mutual Fund constantly monitor the HDFC Liquid Fund so that the returns are maximized.

    FAQs

    What is mutf_in: hdfc_midc_oppo_1k53x15?

    mutf_in: hdfc_midc_oppo_1k53x15 is an equity mutual fund scheme offered by HDFC Mutual Fund, which focuses on mid-cap stocks and growth opportunities.

    Is mutf_in: hdfc_midc_oppo_1k53x15 a high-risk investment?

    Yes, mutf_in: hdfc_midc_oppo_1k53x15 is considered to be a high risk investment because we invest in mid-cap stocks that can be more volatile then large cap stocks.

    How do I invest in mutf_in: hdfc_midc_oppo_1k53x15?

    You can invest in HDFC Mutual Fund Scheme via lumpsum investment or a Systematic Investment Plan (SIP).

    What are the returns on mutf_in: hdfc_midc_oppo_1k53x15?

    Returns over the last 3 years stood at around 15.80% and this fund has the capability of giving high performance over the long run.

    What is the minimum investment in mutf_in: hdfc_midc_oppo_1k53x15?

    The minimum investment amount for HDFC Mutual Fund Scheme is ₹500 for SIP and ₹5,000 for lumpsum investment.

    mutf_in: hdfc_midc_oppo_1k53x15 Conclusion

    HDFC Mutual Fund Scheme scheme is an invigoration opportunity for growth oriented investors with a high risk appetite of investing in mid-cap stocks. Utilizing professional fund management with an eye on up and coming opportunities, this mutual fund is perfect for those with a long term investment outlook. Remember to always consider your financial goals and how much risk you’re willing to take before you invest, and make sure your investment fits in with your overall investment plan.

  • mutf_in: sbi_smal_cap_my8974

    mutf_in: sbi_smal_cap_my8974

    The SBI Small Cap Fund mutf_in: sbi_smal_cap_my8974 is a prominent mutual fund scheme in India, focusing on small-cap companies with high growth potential. Managed by SBI Mutual Fund, this fund aims to provide long-term capital appreciation by investing predominantly in equity and equity-related instruments of small-cap companies.

    mutf_in: sbi_smal_cap_my8974 Fund Snapshot

    AttributeDetails
    Fund NameSBI Small Cap Fund – Regular Plan – Growth
    Fund Codemutf_in: sbi_smal_cap_my8974
    Launch DateSeptember 9, 2009
    Fund ManagerR. Srinivasan
    Assets Under Management (AUM)₹31,790.25 Crores (as of May 2025)
    NAV (May 5, 2025)₹160.78
    Expense Ratio1.58%
    Exit Load1% if redeemed within 1 year
    BenchmarkS&P BSE 250 SmallCap TRI
    Risk LevelVery High

    mutf_in: sbi_smal_cap_my8974 Performance Overview

    The SBI Small Cap Fund has demonstrated robust performance over the years. As of May 2025, the fund’s returns are as follows:

    • 1-Year Return: 2.13%
    • 3-Year CAGR: 16.37%
    • 5-Year CAGR: 29.52%
    • Since Inception CAGR: 19.29%

    These figures indicate the fund’s potential for wealth creation over the long term, especially for investors willing to endure short-term market volatilities.

    mutf_in: sbi_smal_cap_my8974 Portfolio Composition

    Asset Allocation

    Asset ClassAllocation (%)
    Equity78.92%
    Cash & Equivalents18.47%
    Mutual Funds2.45%
    Treasury Bills0.18%

    Sector Allocation

    SectorAllocation (%)
    Industrials32.45%
    Consumer Cyclical22.42%
    Financial Services15.88%
    Basic Materials14.70%
    Consumer Defensive5.93%

    The fund’s diversified sector allocation helps mitigate risks associated with investing in small-cap companies.

    🧑‍💼 Fund Management

    R. Srinivasan, the fund manager, brings extensive experience in managing equity portfolios. His investment approach focuses on identifying high-growth potential small-cap companies with strong fundamentals and sustainable business models.

    💡 Investment Strategy

    The SBI Small Cap Fund employs a bottom-up stock selection strategy, emphasizing:

    • Growth Potential: Identifying companies with scalable business models.
    • Quality Management: Investing in firms with competent and ethical leadership.
    • Valuation Discipline: Ensuring investments are made at reasonable valuations.

    This strategy aims to capitalize on the growth opportunities in India’s small-cap segment while managing associated risks.

    📌 Key Considerations

    • Investment Horizon: Ideal for investors with a long-term horizon (5 years or more).
    • Risk Appetite: Suitable for those willing to accept higher volatility for potential higher returns.
    • Diversification: The fund’s diversified portfolio across sectors and asset classes helps in risk mitigation.

    Also Read : mutf_in: sbi_ener_oppo_7nm3v5

    ❓ Frequently Asked Questions (FAQs)

    What is the current NAV of mutf_in: sbi_smal_cap_my8974?

    As of May 5, 2025, the NAV of SBI Small Cap Fund – Regular Plan – Growth is ₹160.78 .

    What are the returns of mutf_in: sbi_smal_cap_my8974 over different periods?

    The fund has delivered the following returns:

    • 1-Year: 2.13%
    • 3-Year CAGR: 16.37%
    • 5-Year CAGR: 29.52%
    • Since Inception CAGR: 19.29%

    What is the expense ratio of mutf_in: sbi_smal_cap_my8974?

    The expense ratio for the Regular Plan is 1.58% .

    What is the exit load for mutf_in: sbi_smal_cap_my8974?

    An exit load of 1% is applicable if units are redeemed within 1 year of investment.

    Who is the fund manager of mutf_in: sbi_smal_cap_my8974?

    The fund is managed by R. Srinivasan, who has extensive experience in equity fund management.

    Note: Mutual fund investments are subject to market risks. Please read the scheme information and consult your financial advisor before investing.

  • mutf_in: sbi_ener_oppo_7nm3v5

    mutf_in: sbi_ener_oppo_7nm3v5

    The SBI Energy Opportunities Fund Regular Growth (mutf_in: sbi_ener_oppo_7nm3v5) is an open-ended equity scheme that focuses on the energy sector, encompassing both traditional and new energy sources. Launched by SBI Mutual Fund, this fund aims to provide investors with long-term capital appreciation by investing in equity and equity-related instruments of companies engaged in activities such as exploration, production, distribution, transportation, and processing of energy.

    mutf_in: sbi_ener_oppo_7nm3v5 Key Features

    • Fund Type: Open-ended equity scheme
    • Investment Objective: Long-term capital appreciation through investments in the energy sector
    • Minimum Investment: ₹5,000 (additional investments in multiples of ₹1,000)
    • Exit Load: 1% if redeemed within 1 year; Nil thereafter
    • NAV (as of May 9, 2025): ₹10.05
    • Fund Size: ₹10,305.08 Crores

    mutf_in: sbi_ener_oppo_7nm3v5 Performance Overview

    PeriodNAV (₹)Returns (%)
    1 Month10.05Data Not Available
    3 MonthsData Not AvailableData Not Available
    6 MonthsData Not AvailableData Not Available
    1 YearData Not AvailableData Not Available

    Note: As the fund is relatively new, comprehensive performance data over these periods may not be available.

    🛠️ Investment Strategy

    The fund’s strategy involves investing in companies across the energy value chain, including:

    • Traditional Energy: Oil & Gas exploration, production, and distribution
    • Utilities: Power generation and distribution companies
    • Renewable Energy: Companies involved in solar, wind, and other renewable energy sources

    By diversifying across these segments, the fund aims to capitalize on the growth potential within the energy sector.

    ⚠️ Risk Factors

    • Sector Concentration: Being a sectoral fund, it carries higher risk due to lack of diversification across sectors.
    • Market Volatility: Energy sector stocks can be highly volatile, influenced by global oil prices, regulatory changes, and geopolitical events.
    • Regulatory Risks: Changes in government policies related to energy can impact the performance of the fund.

    🧾 Taxation

    • Short-Term Capital Gains (STCG): 15% if units are redeemed within 1 year.
    • Long-Term Capital Gains (LTCG): 10% on gains exceeding ₹1 lakh if units are held for more than 1 year.

    📈 Who Should Invest?

    This fund is suitable for investors who:

    • Have a high-risk appetite.
    • Seek exposure to the energy sector.
    • Are looking for long-term capital appreciation.
    • Understand the risks associated with sectoral funds.

    Also Read : mutf_in: moti_oswa_midc_1e5b8t2

    ❓ FAQs

    What is mutf_in: sbi_ener_oppo_7nm3v5?

    It is the unique identifier for the SBI Energy Opportunities Fund Regular Growth scheme.

    How can I invest in mutf_in: sbi_ener_oppo_7nm3v5?

    You can invest through the SBI Mutual Fund website, authorized distributors, or online investment platforms.

    What is the minimum investment amount to invest mutf_in: sbi_ener_oppo_7nm3v5 ?

    The minimum investment is ₹5,000, with additional investments in multiples of ₹1,000.

    Is there an exit load?

    Yes, there is a 1% exit load if units are redeemed within 1 year; no exit load thereafter.

    What are the risks associated with this fund?

    Risks include sector concentration, market volatility, and regulatory changes affecting the energy sector.

  • mutf_in: moti_oswa_midc_1e5b8t2

    mutf_in: moti_oswa_midc_1e5b8t2

    The Motilal Oswal Midcap Fund mutf_in: moti_oswa_midc_1e5b8t2 is a prominent mid-cap mutual fund in India, designed to offer long-term capital appreciation by investing in high-quality mid-sized companies with strong growth potential. Launched on February 24, 2014, this open-ended equity scheme is managed by a team of experienced fund managers, including Niket Shah, Ajay Khandelwal, Rakesh Shetty, and Sunil Sawant.

    mutf_in: moti_oswa_midc_1e5b8t2 Fund Overview

    AttributeDetails
    Fund NameMotilal Oswal Midcap Fund
    Fund CategoryMid Cap Equity
    Fund ManagersNiket Shah, Ajay Khandelwal, Rakesh Shetty, Sunil Sawant
    Launch DateFebruary 24, 2014
    Assets Under Management (AUM)₹24,488 crore (as of January 31, 2025)
    Expense Ratio1.58% (Regular Plan)
    Benchmark IndexNifty Midcap 150 TRI
    Exit Load1% if redeemed within 1 year; Nil thereafter
    Risk LevelVery High
    Minimum Investment₹500 (Lumpsum and SIP)

    mutf_in: moti_oswa_midc_1e5b8t2 Performance Snapshot

    As of January 31, 2025, the Motilal Oswal Midcap Fund has demonstrated robust performance across various timeframes:

    PeriodFund Returns (CAGR)Benchmark Returns (CAGR)
    1 Year29.68%10.56%
    2 Years38.46%32.27%
    3 Years28.23%21.04%
    5 Years27.60%24.40%

    The fund has consistently outperformed its benchmark, showcasing its strong stock selection and portfolio management strategies.

    mutf_in: moti_oswa_midc_1e5b8t2 Portfolio Composition

    Top 10 Holdings

    CompanySector% of Assets
    Persistent Systems Ltd.Technology9.9%
    Coforge Ltd.Technology9.6%
    Kalyan Jewellers India Ltd.Consumer Cyclical7.2%
    Dixon Technologies (India) Ltd.Technology6.1%
    Trent Ltd.Consumer Cyclical5.8%
    Polycab India Ltd.Industrials4.6%
    Max Healthcare Institute Ltd.Healthcare3.5%
    Bharti Hexacom Ltd.Communication Services3.4%
    Tube Investments of India Ltd.Industrials2.7%
    KPIT Technologies Ltd.Technology2.6%

    Sector Allocation

    SectorAllocation (%)
    Technology43.6%
    Consumer Cyclical21.0%
    Industrials18.0%
    Healthcare5.6%
    Communication Services4.3%
    Utilities2.8%
    Real Estate2.5%
    Financial Services2.2%

    The fund maintains a concentrated portfolio, focusing on high-conviction stocks, primarily in the technology and consumer cyclical sectors.

    💡 Investment Philosophy

    The Motilal Oswal Midcap Fund follows the QGLP (Quality, Growth, Longevity, and Price) investment philosophy. This approach emphasizes:

    • Quality: Investing in companies with strong corporate governance and robust business models.
    • Growth: Targeting companies with consistent and sustainable earnings growth.
    • Longevity: Focusing on businesses with durable competitive advantages.
    • Price: Ensuring investments are made at reasonable valuations to maximize returns.

    This disciplined strategy aims to identify and invest in mid-cap companies that have the potential to become large-cap leaders over time.

    📌 Key Ratios

    MetricValue
    Standard Deviation18.30
    Information Ratio0.32
    Beta0.98
    Sharpe Ratio0.31

    These ratios indicate the fund’s volatility, risk-adjusted returns, and sensitivity to market movements, providing insights into its performance dynamics.

    ✅ Suitability

    The Motilal Oswal Midcap Fund is suitable for investors who:

    • Have an investment horizon of at least 3-5 years.
    • Seek capital appreciation through exposure to mid-cap equities.
    • Are comfortable with higher volatility and associated risks.

    Given its focus on mid-cap stocks, the fund may experience higher fluctuations compared to large-cap funds but offers the potential for superior long-term returns.

    📌 FAQs

    What is the investment objective of mutf_in: moti_oswa_midc_1e5b8t2?

    The fund aims to achieve long-term capital appreciation by investing in a maximum of 30 quality mid-cap companies with strong growth potential.

    How has mutf_in: moti_oswa_midc_1e5b8t2 performed in recent years?

    As of January 31, 2025, the fund has delivered a 1-year return of 29.68%, outperforming its benchmark, the Nifty Midcap 150 TRI, which returned 10.56% during the same period.

    What is the expense ratio of mutf_in: moti_oswa_midc_1e5b8t2?

    The expense ratio for the regular plan is 1.58%.

    Is there any exit load applicable to mutf_in: moti_oswa_midc_1e5b8t2?

    Yes, an exit load of 1% is applicable if units are redeemed within 1 year from the date of allotment. There is no exit load after 1 year.

    What is the minimum investment required for mutf_in: moti_oswa_midc_1e5b8t2?

    The minimum investment amount is ₹500 for both lump sum and SIP investments.