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Motilal Oswal Midcap 30 Fund Direct Growth

Equity
Mid Cap
Very High Risk
20.70%
3Y annualised
+0.41% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Jul 2022₹46.92
Min. SIP amount₹500
Rating3
Fund size₹2,624.08Cr

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns20.1%20.7%12.3%20.3%
Category average72.8%17.0%15.6%NA
Rank with in category168NA
Understand terms

Holdings (25)

NameSectorInstrumentAssets
Tube Investments Of India Ltd.AutomobileEquity12.0%
Phoenix Mills Ltd.ConstructionEquity7.9%
Gujarat Gas Ltd.EnergyEquity7.9%
CG Power & Industrial Solutions Ltd.Capital GoodsEquity5.8%
Max Financial Services Ltd.FinancialEquity5.2%
AU Small Finance Bank Ltd.FinancialEquity5.1%
VIP Industries Ltd.ChemicalsEquity4.8%
Cholamandalam Investment & Finance Company Ltd.FinancialEquity4.7%
Barbeque-Nation Hospitality Ltd.ServicesEquity4.4%
Voltas Ltd.Consumer DiscretionaryEquity4.4%
See All

Pros and cons

Category: Equity Mid Cap

Pros

Cons

1Y category rank: 1
1Y and 5Y annualised returns lower than category average
3Y annualised returns higher than category average by 3.72%
Lower expense ratio: 0.93%
Higher alpha: 2.5 The fund has generated returns higher than benchmark - NIFTY Midcap 150 TRI - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 0.93%

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
Amc Image
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 30 Fund Direct Growth?

You can easily invest in Motilal Oswal Midcap 30 Fund Direct Growth 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 30 Fund Direct Growth 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 30 Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Motilal Oswal Midcap 30 Fund Direct Growth provide?

The Motilal Oswal Midcap 30 Fund Direct Growth has been there from 24 Feb 2014 and the average annual returns provided by this fund is 20.05% since its inception.

How much expense ratio is charged by Motilal Oswal Midcap 30 Fund Direct Growth?

The term Expense Ratio used for Motilal Oswal Midcap 30 Fund Direct Growth 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 30 Fund Direct Growth is 0.93% as of 05 Jul 2022...

What is the AUM of Motilal Oswal Midcap 30 Fund Direct Growth?

The AUM, short for Assets Under Management of Motilal Oswal Midcap 30 Fund Direct Growth is ₹2,624.08Cr as of 05 Jul 2022.

How to Redeem Motilal Oswal Midcap 30 Fund Direct Growth?

If you want to sell your Motilal Oswal Midcap 30 Fund Direct Growth 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 30 Fund Direct Growth?

You can select either SIP or Lumpsum investment of Motilal Oswal Midcap 30 Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Motilal Oswal Midcap 30 Fund Direct Growth?

The NAV of Motilal Oswal Midcap 30 Fund Direct Growth is ₹46.92 as of 04 Jul 2022.

What is the PE and PB ratio of Motilal Oswal Midcap 30 Fund Direct Growth?

The PE ratio ratio of Motilal Oswal Midcap 30 Fund Direct Growth 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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