Reliabull Wealth Managers Pvt. Ltd.

Motilal Oswal Midcap Fund-Reg(G)

As on Oct-11-2024 change fund

108.52

0.74 (0.69%)

fund objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

riskometer

Investors understand that their principal will be at very high risk

5-Years History

financial year	2019-2020	2020-2021	2021-2022	2022-2023	2023-2024
NAV in Rs (as on 31-Mar-2024)	19.24	32.49	44.90	49.39	79.20
Net Assets(Rs Crores) (as on 31-Mar-2024)	1331.07	1895.75	2641.39	3800.72	8986.69
Scheme Returns(%)(Absolute)	-24.35	73.80	36.71	10.13	61.77
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	123/234	124/218	26/204	1/31	3/29

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2024-2025	20.64	12.56	NA	NA
2023-2024	17.90	7.50	14.43	10.57
2022-2023	-5.94	22.44	-2.24	-2.30
2021-2022	9.18	18.53	8.63	-1.68
2020-2021	13.22	15.09	16.91	10.85

Top 10 holdings

company	(%)
Kalyan Jewellers India Ltd.	9.97
Polycab India Ltd.	9.53
JIO Financial Services Ltd.	8.81
Coforge Ltd.	8.49
Persistent Systems Ltd.	7.91
Tube Investments of India Ltd.	5.75
Voltas Ltd.	4.96
Balkrishna Industries Ltd.	3.85
Zomato Ltd.	3.67
Max Healthcare Institute Ltd.	2.90

Top 10 sectors

sectors	(%)
IT - Software	20.16
Diamond & Jewellery	9.97
Cable	9.53
Finance - NBFC	8.81
Cycles	5.75
Air Conditioners	4.96
Tyres & Allied	3.85
e-Commerce	3.67
Hospital & Healthcare Services	2.90
Construction - Real Estate	2.73

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

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performance comparision with similar schemes and benchmark

scheme name	investment style	inception date	AUM in Cr.	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Motilal Oswal Midcap Fund-Reg(G)	Large-Growth	24-Feb-2014	18,604.02	70.57	35.46	33.96	21.80	25.13
Quant Mid Cap Fund(G)	Mid-Growth	26-Feb-2001	9,500.70	45.33	26.60	36.39	19.78	14.39
HDFC Mid-Cap Opportunities Fund(G)	Mid-Growth	25-Jun-2007	77,682.90	44.99	26.43	30.75	19.71	18.59
Nippon India Growth Fund(G)	Mid-Growth	08-Oct-1995	35,208.97	51.89	25.37	31.72	19.58	23.14
Edelweiss Mid Cap Fund-Reg(G)	Mid-Growth	26-Dec-2007	7,755.06	60.05	25.23	31.83	21.00	14.81
Mahindra Manulife Mid Cap Fund-Reg(G)	Mid-Growth	30-Jan-2018	3,442.41	51.95	24.73	30.27	NA	20.47
Sundaram Mid Cap Fund-Reg(G)(Adjusted)	Mid-Growth	30-Jul-2002	13,129.32	52.73	24.55	26.71	17.66	24.97
Invesco India Midcap Fund(G)	Mid-Growth	19-Apr-2007	5,903.85	57.58	24.12	29.52	19.51	17.60
HSBC Midcap Fund-Reg(G)	Mid-Growth	09-Aug-2004	12,280.21	59.69	23.47	27.00	18.92	20.21
Kotak Emerging Equity Fund(G)	Mid-Growth	30-Mar-2007	52,626.72	47.11	22.39	29.42	20.43	15.99
ITI Mid Cap Fund-Reg(G)	Mid-Growth	05-Mar-2021	1,162.93	57.14	21.64	NA	NA	24.58
ICICI Pru Midcap Fund(G)	Mid-Growth	28-Oct-2004	6,778.38	53.03	21.51	27.18	17.42	18.53
Tata Mid Cap Growth Fund-Reg(G)	Mid-Growth	01-Jul-1994	4,636.68	41.72	21.16	27.04	18.26	13.33
SBI Magnum Midcap Fund-Reg(G)	Mid-Growth	29-Mar-2005	22,338.38	34.87	20.98	29.44	17.81	17.74
Baroda BNP Paribas Mid Cap Fund-Reg(G)	Mid-Growth	02-May-2006	2,247.38	46.36	20.83	28.18	18.01	13.63
Franklin India Prima Fund(G)	Mid-Growth	01-Dec-1993	12,943.04	50.47	20.32	25.09	17.81	20.00
Mirae Asset Midcap Fund-Reg(G)	Mid-Growth	29-Jul-2019	17,787.87	38.91	20.05	28.98	NA	28.34
Aditya Birla SL Midcap Fund(G)	Mid-Growth	03-Oct-2002	6,439.68	44.74	19.83	25.92	16.76	22.14
Union Midcap Fund-Reg(G)	Mid-Growth	23-Mar-2020	1,435.76	42.09	18.80	NA	NA	41.19
LIC MF Midcap Fund(G)	Mid-Growth	25-Jan-2017	334.33	51.72	18.73	25.46	NA	15.69
UTI Mid Cap Fund-Reg(G)	Mid-Growth	30-Jul-2005	12,708.24	39.00	18.40	27.62	16.74	16.92
Taurus Mid Cap Fund-Reg(G)	Mid-Growth	05-Sep-1994	139.86	28.88	18.03	25.39	17.42	8.81
Axis Midcap Fund-Reg(G)	Mid-Growth	18-Feb-2011	32,015.56	45.92	17.40	24.88	18.18	19.59
DSP Midcap Fund-Reg(G)	Mid-Growth	14-Nov-2006	20,237.46	43.29	16.41	23.33	17.46	16.39
PGIM India Midcap Opp Fund-Reg(G)	Mid-Growth	02-Dec-2013	11,700.09	34.69	14.60	31.18	17.47	18.90
JM Midcap Fund-Reg(G)	Mid-Growth	21-Nov-2022	1,747.31	51.62	NA	NA	NA	44.49
Bandhan Midcap Fund-Reg(G)	Mid-Growth	18-Aug-2022	1,548.17	50.72	NA	NA	NA	32.21
WOC Mid Cap Fund-Reg(G)	Mid-Growth	07-Sep-2022	2,565.15	49.04	NA	NA	NA	35.62
Canara Rob Mid Cap Fund-Reg(G)	Mid-Growth	02-Dec-2022	2,799.02	46.40	NA	NA	NA	34.22

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