Niket Shah
Mr.Singhania holds a degree in B.Com(H), is CA, CS and a PGDBM from IIM-L. Prior to joining Motilal Oswal Mutual Fund, He was associated with Deutsche Asset management (India) Pvt. Ltd. as Fund Manager-PMS (May?08-Dec?12), ICICI Prudential Asset Management Co. Ltd. as Research Analyst (Mar?06-May?08), SR Batliboi & Co. (Ernst & Young) as Senior Executive (Jul?05-Mar?06), Bharat S Raut & Co. (KPMG) as Senior Executive (Aug?02-May?03) and PWC as Junior Executive (Oct?01-Jul?02).
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.
Scheme Name | Inception Date |
1Y Rtn(%) | 2Y Rtn(%) | 3Y Rtn(%) | 5Y Rtn(%) | 10Y Rtn(%) |
---|---|---|---|---|---|---|
Motilal Oswal Midcap 30 Fund (MOF30)-Regular Plan-Growth Option | 24-02-2014 | 19.28 | 38.27 | 18.93 | 10.94 | - |
Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 7.63 | 42.05 | 27.25 | 17.29 | 14.39 |
SBI Magnum Midcap Fund - Regular Plan - Growth | 29-03-2005 | 7.09 | 39.31 | 21.1 | 10.63 | 19.74 |
Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 6.66 | 35.77 | 18.57 | 12.64 | 16.2 |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | 05-12-2013 | 5.65 | 44.68 | 29.11 | 15.22 | - |
Aditya Birla Sun Life MidCap Fund-Growth | 05-10-2002 | 5.02 | 33.52 | 14.21 | 7.58 | 15.47 |
Union Midcap Fund - Regular Plan - Growth Option | 23-03-2020 | 2.22 | 37.05 | - | - | - |
HDFC Mid-Cap Opportunities Fund - Growth Plan | 05-06-2007 | 2.22 | 32.08 | 15.9 | 10.03 | 18.06 |
Mirae Asset Midcap Fund - Regular Plan | 05-07-2019 | 1.81 | 37.04 | - | - | - |
Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 1.58 | 35.05 | 19.28 | 12.32 | 19.52 |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Motilal-Oswal-Midcap-30-Fund-MOF30-Regular-Plan-Growth-Option | 14.39 | 0.75 | 0.88 | 0.93 | - | - |
Equity: Mid Cap | - | - | - | - | - | - |