Share Fund
The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 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.
Suitability
This product is suitable for investors who are seeking
• Long-term capital growth
• Investment in equity and equity related instruments in a maximum of 30 quality mid-cap companies having longterm competitive advantages and potential for growth
Scheme Class | Equity |
Scheme Category | Mid-Cap |
Expense Ratio | 0.87% |
Min subscription | ₹ 500 |
Scheme Type | Open-ended |
Scheme AUM (in Crs.) | ₹ 2,641 |
AMC AUM (in Crs.) | ₹ 19,090 |
Min Addition Subscription | ₹ 500 |
Benchmark Type | S&P BSE Midcap TR INR |
Exit Load | Exit load of 1.0%, if redeemed between (0-15) days. No Exit load, if redeemed after 15 days. |
Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
---|---|---|---|
HDFC Mid-Cap Opportunities Fund - Direct Plan | 1000 | 1000 | 16.09% |
L&T Midcap Fund - Direct Plan | 1000 | 1000 | 13.27% |
HDFC Mid-Cap Opportunities Fund - Direct Plan | 1000 | 1000 | 16.09% |
Axis Midcap Fund - Direct Plan | 100 | 100 | 18.94% |
Kotak Emerging Equity Scheme - Direct Plan | 1000 | 1000 | 20.36% |
DSP Midcap Fund - Direct Plan | 500 | 1000 | 13.33% |
Company | Holding Type | Asset(%) |
---|---|---|
Tube Investments of India Ltd Ordinary Shares | Equity | 11 |
Gujarat Gas Ltd | Equity | 9 |
Phoenix Mills Ltd | Equity | 8 |
Net Receivables / (Payables) | Cash | 8 |
CG Power & Industrial Solutions Ltd | Equity | 7 |
VIP Industries Ltd | Equity | 6 |
Max Financial Services Ltd | Equity | 5 |
Cholamandalam Investment and Finance Co Ltd | Equity | 5 |
AU Small Finance Bank Ltd | Equity | 5 |
Voltas Ltd | Equity | 4 |
Asset | Percent |
---|---|
Equity | 91 |
Cash | 8 |
Cash - Collateral | 1 |
Sector | Percent |
---|---|
Consumer Cyclical | 27 |
Financial Services | 20 |
Industrials | 13 |
Real Estate | 9 |
Utilities | 9 |
Fund Manager
Niket Shah
1+ years of experience
Abhiroop Mukherjee
8+ years of experience
About
mfservice@motilaloswal.com
Phone
8108622222
Address
Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,, Mumbai - 400 025