To achieve Long-term capital growth & Investment in equity and equity related instruments in quality mid-cap companies having long-term competitive advantages and potential for growth.
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns
Since Launch in Feb 02, 2014
18.82%
3 M
6 M
1 Y
3 Y
10 Y
MAX
Sharp Ratio
0.83 %
Expense Ratio
1.57%
Volatility
13.31 %
Fund House
Motilal Oswal Mutual Fund
Fund Manager
Mr. Rakesh Shetty, Mr. Sunil Sawant, Mr. Ajay Khandelwal, Mr. Niket Shah
This fund has higher ups and downs compared to large cap equity funds but can give higher returns in the long run. Investment in this fund can be made for a horizon of at least 5 years or more
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 500.0)
Riskometer
Entry Load
Not applicable
Exit Load
Yes
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance
Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period
(rolling returns period) on every day/week/month and taken till the last day of the
duration. In this chart we are showing the annualized returns over the rolling returns
period on every day from the start date and comparing it with the benchmark. Rolling
returns is the best measure of a fund's performance. Trailing returns have a recency
bias and point to point returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and relative performance across
all timescales, without bias.