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
| Attribute | Details |
|---|---|
| Fund Name | Motilal Oswal Midcap Fund |
| Fund Category | Mid Cap Equity |
| Fund Managers | Niket Shah, Ajay Khandelwal, Rakesh Shetty, Sunil Sawant |
| Launch Date | February 24, 2014 |
| Assets Under Management (AUM) | ₹24,488 crore (as of January 31, 2025) |
| Expense Ratio | 1.58% (Regular Plan) |
| Benchmark Index | Nifty Midcap 150 TRI |
| Exit Load | 1% if redeemed within 1 year; Nil thereafter |
| Risk Level | Very 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:
| Period | Fund Returns (CAGR) | Benchmark Returns (CAGR) |
|---|---|---|
| 1 Year | 29.68% | 10.56% |
| 2 Years | 38.46% | 32.27% |
| 3 Years | 28.23% | 21.04% |
| 5 Years | 27.60% | 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
| Company | Sector | % of Assets |
|---|---|---|
| Persistent Systems Ltd. | Technology | 9.9% |
| Coforge Ltd. | Technology | 9.6% |
| Kalyan Jewellers India Ltd. | Consumer Cyclical | 7.2% |
| Dixon Technologies (India) Ltd. | Technology | 6.1% |
| Trent Ltd. | Consumer Cyclical | 5.8% |
| Polycab India Ltd. | Industrials | 4.6% |
| Max Healthcare Institute Ltd. | Healthcare | 3.5% |
| Bharti Hexacom Ltd. | Communication Services | 3.4% |
| Tube Investments of India Ltd. | Industrials | 2.7% |
| KPIT Technologies Ltd. | Technology | 2.6% |
Sector Allocation
| Sector | Allocation (%) |
|---|---|
| Technology | 43.6% |
| Consumer Cyclical | 21.0% |
| Industrials | 18.0% |
| Healthcare | 5.6% |
| Communication Services | 4.3% |
| Utilities | 2.8% |
| Real Estate | 2.5% |
| Financial Services | 2.2% |
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
| Metric | Value |
|---|---|
| Standard Deviation | 18.30 |
| Information Ratio | 0.32 |
| Beta | 0.98 |
| Sharpe Ratio | 0.31 |
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.