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Jama - Motilal Oswal Midcap Fund


Motilal Oswal Midcap Fund

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Equity-Mid Cap
NAV : 70.6986
(+0.32809999999999206
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)
AUM : ₹38 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.67%8.54%28.37%25.19%23.59%37.13%23.57%



NAV History



Expense Ratio Trends


Fund Details

Mid Cap Fund - An open ended equity scheme predominantly investing in mid cap stocks
NAV70.6986
Launch Date24-02-2014
Min (1st time)₹500
Min (later on)₹500
Min SIP-
Expense Ratio70.0%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,13,300₹1,12,991₹309
After 1 year₹1,25,186₹1,23,778₹1,408
After 3 years₹2,57,867₹2,48,826₹9,041
After 20 years₹5,52,88,920₹4,35,82,162₹1,17,06,758

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 37.13% Past 3 yr Data




Fund Objective:
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.
Fund Manager:
Niket Shah