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Home>Mutual Funds>Motilal Oswal Mutual Fund>Motilal Oswal Midcap Fund Direct IDCW

Motilal Oswal Midcap Fund Direct IDCW

Equity
Mid Cap
Very High Risk
Payout
28.58%
3Y annualised
+1.07% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 12 Aug 2022₹28.88
Min. SIP amount₹500
Rating4
Fund size₹2,919.32Cr

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns28.4%28.6%16.3%22.0%
Category average72.8%17.0%15.6%NA
Rank with in category177NA
Understand terms

Holdings (25)

NameSectorInstrumentAssets
Tube Investments Of India Ltd.AutomobileEquity12.2%
Phoenix Mills Ltd.ConstructionEquity8.6%
CG Power & Industrial Solutions Ltd.Capital GoodsEquity8.1%
Gujarat Gas Ltd.EnergyEquity8.0%
Campus Activewear Ltd.Consumer StaplesEquity7.9%
Voltas Ltd.Consumer DiscretionaryEquity5.2%
AU Small Finance Bank Ltd.FinancialEquity4.7%
Cholamandalam Investment & Finance Company Ltd.FinancialEquity4.2%
Bajaj Finance Ltd.FinancialEquity4.1%
Barbeque-Nation Hospitality Ltd.ServicesEquity4.0%
See All

Pros and cons

Category: Equity Mid Cap

Pros

Cons

1Y category rank: 1
1Y annualised returns lower than category average by 44.4%
3Y and 5Y annualised returns higher than category average
Lower expense ratio: 0.96%
Higher alpha: 3.13 The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 0.96%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 15 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Niket Shah
Mar 2018 - Present
View details

Education
Mr. Shah is a MBA in Finance
Experience
Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Motilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Phone
022-39804238 / 1800-200-6626
Launch Date
29 Dec 2009
Website
NA
Motilal Oswal Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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FAQs

How to Invest in Motilal Oswal Midcap Fund Direct IDCW?

You can easily invest in Motilal Oswal Midcap Fund Direct IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Motilal Oswal Midcap Fund Direct IDCW from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Motilal Oswal Midcap Fund Direct IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Motilal Oswal Midcap Fund Direct IDCW provide?

The Motilal Oswal Midcap Fund Direct IDCW has been there from 24 Feb 2014 and the average annual returns provided by this fund is 28.39% since its inception.

How much expense ratio is charged by Motilal Oswal Midcap Fund Direct IDCW?

The term Expense Ratio used for Motilal Oswal Midcap Fund Direct IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Motilal Oswal Midcap Fund Direct IDCW is 0.96% as of 16 Aug 2022...

What is the AUM of Motilal Oswal Midcap Fund Direct IDCW?

The AUM, short for Assets Under Management of Motilal Oswal Midcap Fund Direct IDCW is ₹2,919.32Cr as of 16 Aug 2022.

How to Redeem Motilal Oswal Midcap Fund Direct IDCW?

If you want to sell your Motilal Oswal Midcap Fund Direct IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Motilal Oswal Midcap Fund Direct IDCW?

You can select either SIP or Lumpsum investment of Motilal Oswal Midcap Fund Direct IDCW based on your investment objective and risk tolerance.

What is the NAV of Motilal Oswal Midcap Fund Direct IDCW?

The NAV of Motilal Oswal Midcap Fund Direct IDCW is ₹28.88 as of 12 Aug 2022.

What is the PE and PB ratio of Motilal Oswal Midcap Fund Direct IDCW?

The PE ratio ratio of Motilal Oswal Midcap Fund Direct IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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