Analysis and Overview of Motilal Oswal Midcap Fund
In the dynamic landscape of investment opportunities, identifying the top 10 high return mutual funds in India can significantly enhance your portfolio’s performance. These funds not only provide a robust avenue for wealth creation but also offer diversification and professional management, making them appealing to both novice and seasoned investors.
In this series, we will share the detailed analysis of the best-performing mutual funds, analysing their strategies, past performances, and unique features. Whether you are looking to invest for long-term growth or seeking to balance risk, this guide aims to equip you with the insights needed to make informed investment decisions in the Indian mutual fund market.
Fund #1 : Motilal Oswal Midcap Fund – Direct Plan – Growth
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Motilal Oswal Midcap Fund – Direct Plan – Growth: Overview
Motilal Oswal Midcap Fund is one of the Top 10 high return mutual funds in India, formerly known as Motilal Oswal Midcap 30 Fund. An open ended equity scheme predominantly investing in mid cap stocks.
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Motilal Oswal Midcap Fund – Direct Plan – Growth: Investment Objectives
The Scheme aims to generate long-term capital appreciation by focusing on high-quality mid-cap companies that possess sustainable competitive advantages and significant growth potential. However, it is important to note that there are no assurances or guarantees that the Scheme will successfully meet its investment objectives.
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Motilal Oswal Midcap Fund – Direct Plan – Growth: Fund Details
As of September 30, 2024, the Scheme has an Assets Under Management (AUM) of ₹18,604 Crores, accompanied by a portfolio turnover ratio of 1.44. It offers two types of plans: Regular and Direct, with no entry load. When it comes to exit loads, a 1% fee applies if units are redeemed within one year of the Inception Date, while redemptions made after one year are free of any exit load. The Scheme is benchmarked against the Nifty Midcap 150 TRI and has a total expense ratio of 0.58% per annum.
| Particulars | Details |
| Latest AUM | ₹ 18,604 Crs (as on: 30-9-2024) |
| Portfolio Turnover Ratio | 1.44 |
| Plans | Regular Plan and Direct Plan |
| Entry load | Nil |
| Exit load | 1% – If redeemed on or before 1 year from the Inception Date. Nil – If redeemed after 1 year from the Inception Date. |
| Benchmark | Nifty Midcap 150 TRI |
| Total Expense Ratio | 0.58 p.a |
| Minimum Application Amount | ₹ 500/- and in multiples of ₹ 1/- thereafter |
| Minimum Redemption Amount | ₹ 500/- and in multiples of ₹ 1/- thereafter or account balance, whichever is lower. |
| Risk o meter | Very High |
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Motilal Oswal Midcap Fund – Direct Plan – Growth: Periodic returns
The performance of the Motilal Oswal Midcap Fund has been impressive across various time frames. Over the past year, it has achieved a remarkable CAGR of 73.71%, with an initial investment of ₹10,000 now valued at ₹17,371. After three years, the CAGR stands at 38.32%, bringing the investment to ₹26,461. Over five years, it has maintained a CAGR of 34.64%, resulting in a current value of ₹44,244. Since its inception, the fund has delivered a CAGR of 26.62%, leading to an impressive investment value of ₹1,22,244.
In comparison, the Nifty Midcap 150 TRI has shown solid performance with a one-year CAGR of 48.21%, elevating an initial ₹10,000 to ₹14,821.3. Over three years, its CAGR is 26.14%, increasing the investment to ₹20,074, while the five-year CAGR of 31.46% results in a value of ₹39,262.8. The Nifty 50 TRI, meanwhile, has a one-year CAGR of 33.00%, with the investment growing to ₹13,300.3, and a five-year CAGR of 18.98%, yielding a value of ₹23,839.
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Motilal Oswal Midcap Fund – Direct Plan – Growth: Portfolio – Top 10 Holdings
| Security | % of NAV |
| Kalyan Jewellers India Limited | 9.97 |
| Polycab India Limited | 9.53 |
| Jio Financial Services Limited | 8.81 |
| Coforge Limited | 8.49 |
| Persistent Systems Limited | 7.91 |
| Tube Investments of India Limited | 5.75 |
| Voltas Limited | 4.96 |
| Balkrishna Industries Limited | 3.85 |
| Zomato Limited | 3.67 |
| Max Healthcare Institute Limited | 2.90 |
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Motilal Oswal Midcap Fund – Direct Plan – Growth: Portfolio – Top 10 Industry
| Industry | % of NAV |
| IT – Software | 20.16 |
| Consumer Durables | 15.30 |
| Auto Components | 9.60 |
| Industrial Products | 9.53 |
| Finance | 8.81 |
| Chemicals & Petrochemicals | 3.70 |
| Retailing | 3.67 |
| Healthcare Services | 2.90 |
| Realty | 2.73 |
| Electrical Equipment | 2.62 |
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