Motilal Oswal Midcap Fund Direct Growth

Equity
Mid Cap
Very High Risk
33.95%
3Y annualised
-0.72% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Mar 2023₹55.00
Min. SIP amount₹500
Rating4
Fund size₹3,769.30Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns14.4%34.0%16.4%20.7%
Category average2.0%30.1%11.2%NA
Rank with in category192NA
Understand terms

Holdings (32)

NameSectorInstrumentAssets
Tube Investments Of India Ltd.AutomobileEquity11.2%
Campus Activewear Ltd.Consumer StaplesEquity5.5%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity5.5%
The Phoenix Mills Ltd.ConstructionEquity4.9%
Max Financial Services Ltd.FinancialEquity4.6%
Navin Fluorine International Ltd.ChemicalsEquity4.4%
The Indian Hotels Company Ltd.ServicesEquity4.1%
KPIT Technologies Ltd.TechnologyEquity3.9%
Vedant Fashions Ltd.ServicesEquity3.5%
Max Healthcare Institute Ltd.HealthcareEquity3.4%
See All

Expense ratio, exit load and tax

Expense ratio: 0.87%

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

Rakesh Shetty
Nov 2022 - Present
View details

Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
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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