Motilal Oswal Midcap 30 Fund Regular Dividend+1.37%

2Groww
11.57%
1 Year Return
Equity
Mid Cap
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

Motilal Oswal Midcap 30 Fund Regular Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.26%
NAV18.40 (18 Oct 2019)
Fund Started24 Feb 2014
Fund Size1,570 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Motilal Oswal Midcap 30 Fund Regular Dividend
11.6%
2.4%
11.6%
18.2%
Category Average
0.6%
6.3%
NA
-
Rank within category
4
13
5
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 11.6% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 3Y Returns are lower than the benchmark
    3. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Bajaj Finance Ltd.FinancialEquity10.3%
    City Union Bank Ltd.FinancialEquity8.8%
    Voltas Ltd.Cons DurableEquity8.2%
    HDFC Asset Management Company Ltd.FinancialEquity7.1%
    Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity6.9%
    AU Small Finance Bank Ltd.FinancialEquity6.3%
    Page Industries Ltd.TextilesEquity5.5%
    Bata India Ltd.FMCGEquity4.5%
    Asian Paints Ltd.ChemicalsEquity4.5%
    Jubilant FoodWorks Ltd.ServicesEquity4.3%
    See All

    Fund Managers

    addAkash Singhania

    Other Details

    Motilal Oswal Midcap 30 Fund Regular Dividend is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was introduced to investors on 24 Feb 2014. Abhiroop Mukherjee, Akash Singhania, Siddharth Bothra is the Current Fund Manager of Motilal Oswal Midcap 30 Fund Regular Dividend.The fund currently has an Asset Under Management(AUM) of ₹1,570 Cr and the Latest NAV as of 18 Oct 2019 is ₹18.40.

    The Motilal Oswal Midcap 30 Fund Regular Dividend is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Exit load of 1% if redeemed within 15 days.

    Investment Objective

    The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality midcap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

    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
    28 Dec 2009
    Motilal Oswal Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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