IFSCA regulated fund by Motilal Oswal
48.9210
-0.42%AUM
₹10 L (25 Feb 2026)
Expense Ratio (TER)
0.62%
Risk Level
Very High
Benchmark
Nifty Midcap 150 TRI
Fund Manager
Niket Shah
Inception Date
10 Mar 2021
Investment Objective
N/A
Category
Sub-category
Mid Cap
Risk Level
Very High
Inception Date
10 Mar 2021
Fund Manager
Niket Shah
Fund Manager Since
10 Mar 2021
Benchmark
Nifty Midcap 150 TRI
CAGR returns as on 25 Feb 2026
| Period | Fund | Benchmark |
|---|---|---|
| 1 Year | +28.30% | +22.00% |
| 3 Years | +25.10% | +20.50% |
| 5 Years | +19.60% | +17.00% |
| 7 Years | N/A | N/A |
| 10 Years | N/A | N/A |
| Since Inception | +22.40% | N/A |
Periodic returns data is currently unavailable. Please check back later or download the factsheet for detailed monthly/quarterly returns.
| Name | Sector | Weight |
|---|---|---|
| Persistent Systems | IT | 6.20% |
| Coforge | IT | 5.80% |
| PI Industries | Chemical | 5.10% |
| Tube Investments | Auto | 4.90% |
| Sundaram Finance | Finance | 4.50% |
This product is suitable for investors who are seeking capital appreciation over medium to long term.
Risk Level: Very High
No documents are currently available for download.
