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Motilal Oswal Midcap 30 Fund Regular IDCW+0.56%

60.75%
1 Year Return
Equity
Mid Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Motilal Oswal Midcap 30 Fund Regular IDCW

RiskVery High
Min SIP Amount₹500
Expense Ratio2.05%
NAV₹19.21 (22 Apr 2021)
Fund Started24 Feb 2014
Fund Size1,896 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
60.8%
6.6%
9.5%
17.2%
Category Average
67.4%
8.2%
13.7%
-
Rank Within Category
25
18
20
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 60.8% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
1. 1Y Returns are lower than the category average returns
2. 3Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Max Financial Services Ltd.FinancialEquity9.5%
Tube Investments Of India Ltd.AutomobileEquity6.9%
AU Small Finance Bank Ltd.FinancialEquity5.8%
Indian Railway Catering & Tourism Corpn. Ltd.ServicesEquity5.6%
Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity5.3%
Voltas Ltd.Cons DurableEquity4.8%
Phoenix Mills Ltd.ConstructionEquity4.7%
VIP Industries Ltd.ChemicalsEquity4.3%
PI Industries Ltd.ChemicalsEquity4.2%
Astral Ltd.ChemicalsEquity3.7%
See All

Fund Managers

Niket Shah
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Motilal Oswal Midcap 30 Fund Regular IDCW Details

Motilal Oswal Midcap 30 Fund Regular 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, Siddharth Bothra is the Current Fund Manager of Motilal Oswal Midcap 30 Fund Regular 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 ₹19.21.

The Motilal Oswal Midcap 30 Fund Regular 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.

Scheme Information Document(SID)

₹500
Min for First Investment
₹500
Min for Second Investment
Exit load of 1% if redeemed within 15 days
Exit Load

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About Motilal Oswal Mutual Fund

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
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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