Is the Motilal Oswal Midcap Fund the Right Investment for You?

Brokerage Free Team •September 26, 2024 | 4 min read • 218 views

As of April 2024, the Motilal Oswal Midcap Fund has gained significant traction, with an impressive AUM growth of over 143% in just a year. This surge reflects strong investor confidence. In fact, had you started a monthly SIP of ₹10,000 ten years ago, your investment would now exceed ₹40 lakh, a testimony to its potential. But before rushing to invest, it's essential to weigh the risks and rewards.

 

Investment 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.

 

KEY FEATURES & PORTFOLIO ATTRIBUTES

Focused portfolio of around 28 companies

 

9+ year performance track record of 24.7 % CAGR since inception as of 31st July, 2024. Portfolio is actively realigned in last few months to changing business environments