Motilal Oswal Midcap Fund (2023)

FAQs

Is Motilal Oswal mid cap fund good? ›

Motilal Oswal Midcap Fund Returns

The NAV of Motilal Oswal Midcap Fund for Sep 21, 2023 is 70.0741. Motilal Oswal Midcap Fund has an ET Money Rank of # 1 of 22 and a consistency rating of 5. The Expense Ratio of the direct plan of Motilal Oswal Midcap Fund is 0.7%. . The AUM of Motilal Oswal Midcap Fund is ₹5,735 Crs.

Aggressive Investor: A risk-taking investor can think about investing 50–60% of their portfolio in large-cap stocks, 15–25% in mid-cap stocks, and the remaining 15–25% in small-cap stocks.

What is the minimum SIP amount of Motilal Oswal Midcap Fund - Direct Plan? The minimum SIP amount of Motilal Oswal Midcap Fund - Direct Plan is ₹500.

Like all other companies, mid caps, too, may face specific risks associated with their industry, competition and management. These risks can impact the financial performance and stock prices of mid cap companies. In extreme situations, they can even go bankrupt.

Mid cap funds provide an able alternative for investors to derive benefit from mid-cap stocks over the long term. Investors should however note that since these tend to be riskier than the large caps, they should limit their exposure to this category.

Industry experts suggest mid-caps are able to produce better returns because they are quicker to act than large caps and more financially stable than small caps, providing a one-two punch in the quest for growth. Investors interested in mid-cap stocks should consider the quality of revenue growth when investing.

To find an appropriate investment mix for your time horizon, find your age and the corresponding portfolio allocation. A typical mixture could include 60% large-cap (established companies), 20% mid-cap/small-cap (small to medium-sized compa- nies), and 20% international (companies outside the U.S.) stocks.

Mid-cap funds have an average 3-year return of 31.65 per cent, while the 5-year return is 16.48 per cent.

The large and mid-cap fund category has an average 3-year return of 25.90 per cent and a 5-year return of 14.53 per cent. However, investors must carefully weigh their risk tolerance and investment goals before including large and mid-cap funds into their portfolios.

1. Current NAV: The Current Net Asset Value of the Motilal Oswal Midcap Fund - Regular Plan as of Sep 20, 2023 is Rs 63.02 for Growth option of its Regular plan. 2. Returns: Its trailing returns over different time periods are: 21.7% (1yr), 36.28% (3yr), 19.43% (5yr) and 21.51% (since launch).

Which SIP is best in Motilal Oswal? ›

Motilal Oswal Midcap Regular Growth has a sharpe ratio of 1.93 & a standard deviation of 14.46%.

Investors should not pour money into mid-cap funds, unless they have a large investment horizon of 5-8 years,” says Vikram Dalal, Managing Director, Synergee Capital Services. With more and more money flowing into the mid-cap funds, some of them have grown to unwieldy levels.

This will help you determine if investing in mid caps could help you achieve your overall financial goals. Some disadvantages of investing in mid-cap stocks include: Access to capital: Like small-cap stocks, mid caps may suffer from liquidity constraints due to their limited access to capital.

According to analysts at Elara Capital, Mid-cap/small-cap valuations are one SD above long-term average and close to previous highs (except the Covid lockdown phase). But mid-cap/small-cap valuation, relative to the Nifty, is still well below the previous highs.

The fund currently has an Asset Under Management(AUM) of ₹31,049 Cr and the Latest NAV as of 20 Sep 2023 is ₹22.47. The Motilal Oswal Large and Midcap Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.