Fund Details
Motilal Oswal Midcap 30 Fund Direct IDCW
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.69% |
| NAV | ₹19.80 (22 Apr 2021) |
|---|---|
| Fund Started | 24 Feb 2014 |
| Fund Size | ₹1,896 Cr |
Returns
Comparison
1. Lower expense ratio - 0.71%
2. 3Y Returns are higher than the category average returns
1. 1Y Returns are lower than the category average returns
2. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Max Financial Services Ltd. | Financial | Equity | 9.5% |
| Tube Investments Of India Ltd. | Automobile | Equity | 6.9% |
| AU Small Finance Bank Ltd. | Financial | Equity | 5.8% |
| Indian Railway Catering & Tourism Corpn. Ltd. | Services | Equity | 5.6% |
| Crompton Greaves Consumer Electricals Ltd. | Cons Durable | Equity | 5.3% |
| Voltas Ltd. | Cons Durable | Equity | 4.8% |
| Phoenix Mills Ltd. | Construction | Equity | 4.7% |
| VIP Industries Ltd. | Chemicals | Equity | 4.3% |
| PI Industries Ltd. | Chemicals | Equity | 4.2% |
| Astral Ltd. | Chemicals | Equity | 3.7% |
Fund Managers
Motilal Oswal Midcap 30 Fund Direct IDCW Details
Motilal Oswal Midcap 30 Fund Direct IDCW is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 24 Feb 2014. Abhiroop Mukherjee, Akash Singhania, Niket Shah is the Current Fund Manager of Motilal Oswal Midcap 30 Fund Direct IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹1,896 Cr and the Latest NAV as of 22 Apr 2021 is ₹19.80.
The Motilal Oswal Midcap 30 Fund Direct IDCW is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. Exit load of 1% if redeemed within 15 days
Investment Objective
The scheme seeks 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.
Tax Implications
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.
