Top on Return Chart in 2024 :Motilal Oswal Midcap Fund has topped all the popular categories in terms of returns in the year 2024. In the year 2024, this fund has given about 57 percent return, which is the highest in case of any other scheme in the equity category. However, this fund is not only the topper for 2024, but is included in the top scheme on the return chart whether lump sum investment or SIP during 3 years, 5 years and 10 years. We can say that this scheme of Motilal Oswal AMC is truly a return king.
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This fund was launched on 24 February 2014. The latest AUM of the fund is Rs 22897.6 crore (as on 30-11-2024). Whereas the expense ratio is 0.54%. Its benchmark is NIFTY Midcap 150 TRI. This fund has given annualized returns of 17.55% in 6 months, 55% in 1 year, 35.25% in 3 years, 32.96% in 5 years, 20.53% in 10 and 24.87% since launch.
Talking about SIP, the fund has given annualized returns of 50.52% in 1 year, 55.13% in 2 years, 46% in 3 years, 41.15% in 5 years and 24.29% in 10 years.
lump sum fund performance
Launch date of the fund: 24 February 2014
One Time Investment: Rs 1 lakh
Returns since launch: 24.87% annualized
Value of investment of Rs 1 lakh since launch: Rs 11,12,401
Rules of Investing: Money will double in less than 5 years, triple in less than 8 years, this formula will explain where to invest.
SIP performance of the fund
SIP return in 10 years: 24.29% per annum
Upfront investment: Rs 1 lakh
Monthly SIP amount: Rs 10,000
Total investment in 10 years: Rs 13,00,000
Value of SIP in 10 years: Rs 52,20,258
Benefits of investing in this scheme
The objective of the scheme is to achieve competitive advantage over the long term and generate high returns over the long term by investing in quality mid-cap companies with growth potential. This fund invests at least 65 percent of its money in shares of midcap companies.
– High Growth Prospect: Ability to invest in future market leaders
– Initial identification of companies in the expansion phase
– Mid-caps are better compounding instruments as well as wealth creators.
– Mid-caps are stronger for domestic play.
– Opportunities to invest in unique sectors that exist only in mid-caps and small-caps.
– Balance between risk and return.
Return King: These 4 mutual funds became kings in 15 years, all made Rs 10000 SIP to Rs 1 crore, 15 to 17 times return on lump sum
Portfolio: Top Holdings
Polycab India : 9.96%
Coforge Limited: 9.86%
Kalyan Jewelers : 9.65%
Zomato: 9.47%
Persistent Systems: 7.74%
Mahindra & Mahindra : 6.15%
Jio Financial Services: 6.09%
Trent Limited: 5.19%
Bajaj Auto : 4.44%
Voltas Limited: 3.62%
High Return: HDFC Mutual Fund scheme made one time investment of Rs 1 lakh Rs 1.50 crore, received full Rs 2.5 crore from SIP of Rs 3000
Portfolio: Top Sectors
IT – Software : 19.27%
Consumer Durables : 15.34%
Retail : 14.66%
Industrial Products: 11.86%
Automobiles : 10.59%
Finance: 6.09%
Auto Components : 5.56%
Healthcare Services: 3.21%
Financial Technology: 2.95%
Chemicals & Petrochemicals : 2.94%
(Note: There is no guarantee whether the past returns in any equity fund will continue or not. It may or may not continue in the future. There is risk in the market, so seek expert advice before investing.)
