Motilal Oswal Midcap Fund-Dir (IDCW)

Equity · Mid Cap
500
Min SIP
500
Min Lumpsum
0.64 %
Expense Ratio
Rating
7,972
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 01 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 53.7% 33.8% 27.1% 23.5%
Category Average 56.3% 27.2% 25.3% -

Scheme Allocation

By Holding
By Sector
By Asset
Others
56.64%
View all Holdings
Holdings Sector Instrument Asset
Persistent Sys IT - Software Equity 10.22%
Tube Investments Auto Ancillaries Equity 9.66%
Jio Financial Finance Equity 9.34%
Prestige Estates Realty Equity 7.14%
Zomato Ltd E-Commerce/App based Aggregator Equity 7%
Coforge IT - Software Equity 6.27%
CG Power & Indu. Capital Goods - Electrical Equipment Equity 5.88%
Balkrishna Inds Tyres Equity 5.31%
Deepak Nitrite Chemicals Equity 5.28%
Cholaman.Inv.&Fn Finance Equity 4.28%
KPIT Technologi. IT - Software Equity 3.89%
Voltas Consumer Durables Equity 3.08%
Polycab India Cables Equity 2.45%
Max Healthcare Healthcare Equity 2.45%
Dixon Technolog. Consumer Durables Equity 1.73%
Navin Fluo.Intl. Chemicals Equity 1.61%
Tips Industries Entertainment Equity 1.6%
Phoenix Mills Realty Equity 1.52%
Escorts Kubota Automobile Equity 1.31%
APL Apollo Tubes Steel Equity 0.91%
Ipca Labs. Pharmaceuticals Equity 0.7%
Mphasis IT - Software Equity 0.65%
Aurobindo Pharma Pharmaceuticals Equity 0.36%
Tata Technolog. IT - Software Equity 0.21%
Happy Forgings Castings, Forgings & Fastners Equity 0.09%
IT-Software
21.03%
Auto Components
14.97%
Finance
13.62%
Realty
8.66%
Retailing
7%
Others
34.72%
View all Sectors
Sectors Asset
IT-Software 21.03%
Auto Components 14.97%
Finance 13.62%
Realty 8.66%
Retailing 7%
Chemicals & Petrochemical 6.89%
Electrical Equipments 5.88%
Cash & Others 5.3%
Consumer Durables 4.81%
Industrial Products 3.45%
Healthcare Services 2.45%
Debt 2.12%
Entertainment 1.6%
Agricultural, Commercial 1.31%
Pharmaceuticals & Biotech 1.06%
IT-Services 0.21%
Others -0.36%
Equity
92.94%
Net Curr Ass/Net Receivables
5.3%
Reverse Repos
2.12%
Derivatives
-0.36%

Advance Ratio

7.67
Alpha
4.16
SD
0.8
Beta
1.8
Sharpe

Exit Load

Exit Load 1.00% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.

Fund 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.

Fund Managers

Niket Shah

Niket Shah of Motilal Oswal has been the top fund manager in the Motilal Oswal Mutual Fund for the past year. He has been able to deliver good returns for the investors and is one of the most prolific fund managers in the industry. He has been able to provide good market timing and has been able to navigate through a volatile market safely.

He has been able to identify and profit from growth opportunities in the market in companies that are undervalued. He has been able to analyze the market in a unique way by taking into account the companies’ financial health and not just focusing on a firm’s profit and its share price.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Motilal Oswal Mutual Fund
AUM:
35,484 Cr
Address:
Motilal Oswal Tower,10th flr Rahimtu- llah sayani road opp parel st depot prabhadevi mumbai 4000
Contact:
022-39804263
Email ID:
mfservice@motilaloswal.com

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Hybrid

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Frequently Asked Questions

How to invest in Motilal Oswal Midcap Fund-Dir (IDCW) ?

You can invest in Motilal Oswal Midcap Fund-Dir (IDCW) in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Motilal Oswal Midcap Fund-Dir (IDCW) in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Motilal Oswal Midcap Fund-Dir (IDCW) ?

The NAV of Motilal Oswal Midcap Fund-Dir (IDCW) is ₹43.8 as of 01 March 2024.

How to redeem Motilal Oswal Midcap Fund-Dir (IDCW) holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Motilal Oswal Midcap Fund-Dir (IDCW)?

The minimum SIP amount of Motilal Oswal Midcap Fund-Dir (IDCW) is ₹500

What are the top sectors Motilal Oswal Midcap Fund-Dir (IDCW) has invested in?

The top sectors Motilal Oswal Midcap Fund-Dir (IDCW) has invested in are
  1. IT-Software - 21.03%
  2. Auto Components - 14.97%
  3. Finance - 13.62%
  4. Realty - 8.66%
  5. Retailing - 7%

Can I make investments in both the SIP and Lump Sum schemes of Motilal Oswal Midcap Fund-Dir (IDCW)?

Yes, You can select both SIP or Lumpsum investment of Motilal Oswal Midcap Fund-Dir (IDCW) based on your investment objective and risk tolerance.

How much returns have Motilal Oswal Midcap Fund-Dir (IDCW) generated ?

The Motilal Oswal Midcap Fund-Dir (IDCW) has delivered 23.5% since inception

What is the expense ratio of Motilal Oswal Midcap Fund-Dir (IDCW) ?

The expense ratio of Motilal Oswal Midcap Fund-Dir (IDCW) is 0.64 % as of 01 March 2024.

What is the AUM of Motilal Oswal Midcap Fund-Dir (IDCW)?

The AUM of Motilal Oswal Midcap Fund-Dir (IDCW) is ₹35,484 Cr as of 01 March 2024

What are the top stock holdings of Motilal Oswal Midcap Fund-Dir (IDCW)?

The top stock holdings of Motilal Oswal Midcap Fund-Dir (IDCW) are
  1. Persistent Sys - 10.22%
  2. Tube Investments - 9.66%
  3. Jio Financial - 9.34%
  4. Prestige Estates - 7.14%
  5. Zomato Ltd - 7%

How can I redeem my investments in Motilal Oswal Midcap Fund-Dir (IDCW)?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Motilal Oswal Midcap Fund-Dir (IDCW) in Scheme, enter the redemption amount, and click on submit button.
Invest Now