Discover the Motilal Oswal Midcap Fund, managed by Motilal Oswal Mutual Fund, with an NAV of ₹85.50791 and assets worth ₹9819.09 crore. Despite its very high-risk level, the fund has delivered impressive returns, making it suitable for investors seeking high returns over a 3-4-year horizon.
The Motilal Oswal Midcap Fund, managed by Motilal Oswal Mutual Fund, is renowned for its focus on quality midcap companies with long-term growth potential. In this guide, we delve into the key aspects of this fund, including its performance, risk level, and suitability for investors.
Key Points Motilal Oswal Midcap Fund:
1. Net Asset Value (NAV) Motilal Oswal Midcap Fund:
As of 24th May 2024, the NAV of the Motilal Oswal Midcap Fund stands at ₹85.50791.
2. Fund Size Motilal Oswal Midcap Fund:
With assets under management worth ₹9819.09 crore, the fund’s moderate size ensures effective research and management, benefiting investors.
3. Expense Ratio Motilal Oswal Midcap Fund:
The fund’s annual fee for managing your investment is 1.72%, which is below the category average of 1.88%.
4. Risk Level Motilal Oswal Midcap Fund:
The Motilal Oswal Midcap Fund carries a very high-risk level. Investors should be prepared for moderate losses.
5. Investment Allocation Motilal Oswal Midcap Fund:
- 93.09% in domestic equities.
- 15.28% in large-cap stocks.
- 11.06% in mid-cap stocks.
- 20.78% in small-cap stocks.
6. Suitable For:
This fund is suitable for investors looking for high returns over a 3-4 year horizon. However, due to its high-risk level, it may not be suitable for conservative investors.
7. Performance Motilal Oswal Midcap Fund:
The fund has shown strong performance in the past:
- 1-Year Returns: 57.05% (as of 24th May 2023), outperforming the benchmark Nifty Midcap 150 TRI.
- 3-Year Returns: 152.44%, ranking #1 within its category.
- 5-Year Returns: 241.82%, beating the category average.
8. SIP Returns (Systematic Investment Plan):
If you had invested ₹1000 per month, the SIP returns are as follows:
- 1-Year SIP: Gained 33.57%.
- 3-Year SIP: Gained 78.33%.
- 5-Year SIP: Gained 148.77%.
Conclusion:
The Motilal Oswal Midcap Fund offers the potential for high returns over a moderate to long-term horizon. However, due to its very high-risk level, investors should carefully consider their risk tolerance before investing. Consult with a financial advisor to determine if this fund aligns with your investment goals and risk profile.
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