Name: Motilal Oswal Midcap 30 Fund Direct IDCW
Brand: Motilal Oswal Mutual Fund

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Motilal Oswal Midcap 30 Fund Direct IDCW
Equity
Mid Cap
Very High Risk
66.21%
1Y return
-0.58% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 17 Sep 2021₹26.42
Min. SIP amount₹500
Rating2star
Fund size₹2,235.11 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns66.2%18.2%14.0%22.3%
Category average72.8%17.0%15.6%NA
Rank with in category171517NA
Understand termsinfo
Holdings (26)NameSectorInstrumentAssets
Max Financial Services Ltd.
FinancialEquity10.9%
Tube Investments Of India Ltd.
AutomobileEquity9.0%
Indian Railway Catering & Tourism Corporation Ltd.
ServicesEquity6.0%
Crompton Greaves Consumer Electricals Ltd.
Consumer DurableEquity5.4%
AU Small Finance Bank Ltd.
FinancialEquity5.1%
Voltas Ltd.
Consumer DurableEquity4.8%
VIP Industries Ltd.
ChemicalsEquity4.7%
Phoenix Mills Ltd.
ConstructionEquity4.6%
CG Power & Industrial Solutions Ltd.
EngineeringEquity3.9%
Navin Fluorine International Ltd.
ChemicalsEquity3.7%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and consinfo
Category: Equity Mid Cap
thumb_up_altPros
Lower expense ratio - 0.86%
3Y Returns are higher than the category average returns
thumb_down_altCons
1Y Returns are lower than the category average returns
5Y Returns are lower than the category average returns
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Aug 2021 - Present
0.86%
31 Jul 2021 - 31 Aug 2021
0.87%
30 Jun 2021 - 31 Jul 2021
0.87%
31 May 2021 - 30 Jun 2021
0.89%
30 Apr 2021 - 31 May 2021
0.72%
31 Mar 2021 - 30 Apr 2021
0.73%
28 Feb 2021 - 31 Mar 2021
0.71%
31 Jan 2021 - 28 Feb 2021
0.72%
31 Dec 2020 - 31 Jan 2021
0.74%
30 Nov 2020 - 31 Dec 2020
0.74%
31 Oct 2020 - 30 Nov 2020
0.75%
30 Sep 2020 - 31 Oct 2020
1.04%
31 Aug 2020 - 30 Sep 2020
1.00%
31 Jul 2020 - 31 Aug 2020
1.03%
30 Jun 2020 - 31 Jul 2020
1.04%
31 May 2020 - 30 Jun 2020
1.06%
30 Apr 2020 - 31 May 2020
1.09%
31 Mar 2020 - 30 Apr 2020
1.10%
29 Feb 2020 - 31 Mar 2020
1.10%
31 Jan 2020 - 29 Feb 2020
1.10%
31 Dec 2019 - 31 Jan 2020
1.12%
30 Nov 2019 - 31 Dec 2019
1.12%
31 Oct 2019 - 30 Nov 2019
1.15%
30 Sep 2019 - 31 Oct 2019
1.10%
31 Aug 2019 - 30 Sep 2019
1.10%
31 Jul 2019 - 31 Aug 2019
1.12%
30 Jun 2019 - 31 Jul 2019
1.11%
31 May 2019 - 30 Jun 2019
0.92%
30 Apr 2019 - 31 May 2019
0.89%
31 Mar 2019 - 30 Apr 2019
1.09%
28 Feb 2019 - 31 Mar 2019
0.94%
31 Jan 2019 - 28 Feb 2019
0.86%
31 Dec 2018 - 31 Jan 2019
0.86%
30 Nov 2018 - 31 Dec 2018
0.87%
31 Oct 2018 - 30 Nov 2018
1.08%
30 Sep 2018 - 31 Oct 2018
1.33%
31 Aug 2018 - 30 Sep 2018
1.11%
30 Jun 2018 - 31 Aug 2018
1.13%
31 May 2018 - 30 Jun 2018
1.28%
30 Apr 2018 - 31 May 2018
1.28%
31 Mar 2018 - 30 Apr 2018
1.28%
28 Feb 2018 - 31 Mar 2018
1.28%
31 Jan 2018 - 28 Feb 2018
1.28%
31 Dec 2017 - 31 Jan 2018
1.28%
30 Nov 2017 - 31 Dec 2017
1.27%
31 Oct 2017 - 30 Nov 2017
1.28%
Expense ratio, exit load and taxExpense ratio: 0.86%Inclusive of GST
Exit loadExit load of 1% if redeemed within 15 days
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 termsinfo
Check past data
Minimum investment amountsMin. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500
Fund managementAkash Singhania
Jul 2017 - Present
View details
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Education
Mr.Singhania holds a degree in B.Com(H), is CA, CS and a PGDBM from IIM-L.
Experience
Prior to joining Motilal Oswal Mutual Fund, He was associated with PGIM India 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).
Also manages these schemes
Motilal Oswal Midcap 30 Fund Regular Growth
Motilal Oswal Midcap 30 Fund Regular IDCW
Motilal Oswal Midcap 30 Fund Direct Growth
Motilal Oswal Midcap 30 Fund Direct IDCW
Motilal Oswal Flexi Cap Fund Direct Growth
Motilal Oswal Flexi Cap Fund Direct IDCW
Motilal Oswal Flexi Cap Fund Regular Growth
Motilal Oswal Flexi Cap Fund Regular IDCW
Motilal Oswal Long Term Equity Fund Regular IDCW
Motilal Oswal Long Term Equity Fund Direct IDCW
Motilal Oswal Long Term Equity Fund Regular Growth
Motilal Oswal Long Term Equity Fund Direct Growth
Motilal Oswal Dynamic Fund Regular IDCW Yearly
Motilal Oswal Dynamic Fund Direct IDCW Quarterly
Motilal Oswal Dynamic Fund Direct IDCW Yearly
Motilal Oswal Dynamic Fund Regular Growth
Motilal Oswal Dynamic Fund Regular IDCW Quarterly
Motilal Oswal Dynamic Fund Direct Growth
Motilal Oswal Equity Hybrid Fund Direct Growth
Motilal Oswal Equity Hybrid Fund Regular Growth
Niket Shah
Mar 2018 - Present
View details
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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
Motilal Oswal Midcap 30 Fund Regular Growth
Motilal Oswal Midcap 30 Fund Regular IDCW
Motilal Oswal Midcap 30 Fund Direct Growth
Motilal Oswal Midcap 30 Fund Direct IDCW
Fund house & investment objective
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Motilal Oswal Mutual Fund
Rank (total assets)#19 in India
Total AUM25,401.41 Cr
Date of Incorporation29 Dec 2009
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 inves
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 29 Dec 2009. 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 ₹25,401 Cr and the Latest NAV as of 17 Sep 2021 is ₹26.42.
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...Read more
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 adva
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.
...Read more
Fund benchmarkNIFTY Midcap 100 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumba Mumbai 400025
Phone
022-39804263
Launch Date
29 Dec 2009
E-mail
[email protected]
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,
Email
[email protected]
Website
www.karvymfs.com
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Motilal Oswal Midcap 30 Fund Direct IDCW
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	1Y	3Y	5Y	All
Fund returns	66.2%	18.2%	14.0%	22.3%
Category average	72.8%	17.0%	15.6%	NA
Rank with in category	17	15	17	NA

Name	Sector	Instrument	Assets
Max Financial Services Ltd.	Financial	Equity	10.9%
Tube Investments Of India Ltd.	Automobile	Equity	9.0%
Indian Railway Catering & Tourism Corporation Ltd.	Services	Equity	6.0%
Crompton Greaves Consumer Electricals Ltd.	Consumer Durable	Equity	5.4%
AU Small Finance Bank Ltd.	Financial	Equity	5.1%
Voltas Ltd.	Consumer Durable	Equity	4.8%
VIP Industries Ltd.	Chemicals	Equity	4.7%
Phoenix Mills Ltd.	Construction	Equity	4.6%
CG Power & Industrial Solutions Ltd.	Engineering	Equity	3.9%
Navin Fluorine International Ltd.	Chemicals	Equity	3.7%

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

Rating	2
Fund size	₹2,235.11 Cr

Rank (total assets)	#19 in India
Total AUM	25,401.41 Cr