Motilal Oswal Midcap 30 Fund Regular Dividend-1.13%

2Groww
-15.51%
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 Ratio2.22%
NAV16.7 (21 Aug 2019)
Fund Started24 Feb 2014
Fund Size1,350 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Motilal Oswal Midcap 30 Fund Regular Dividend
-15.5%
1.4%
10.3%
16.6%
Category Average
-7.8%
6.3%
NA
-
Rank within category
11
17
11
-
*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 -15.5% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    3. 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.FinancialEquity9.6%
    Asian Paints Ltd.ChemicalsEquity9.0%
    City Union Bank Ltd.FinancialEquity8.0%
    Voltas Ltd.Cons DurableEquity6.9%
    AU Small Finance Bank Ltd.FinancialEquity6.5%
    Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity6.0%
    HDFC Asset Management Company Ltd.FinancialEquity5.6%
    Page Industries Ltd.TextilesEquity4.7%
    Bata India Ltd.FMCGEquity3.9%
    Cholamandalam Investment & Finance Co. Ltd.FinancialEquity3.9%
    See All

    Fund Managers

    addAkash Singhania
    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 Deutsche Asset management (India) Pvt. Ltd. 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).
    Funds Managed

    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 ₹1,350 Cr and the Latest NAV as of 21 Aug 2019 is ₹16.7.

    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

    Compare Funds

    Motilal Oswal Midcap 30 Fund Regular Dividend
    VS
    search

    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
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available
    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
    MOST POPULAR ON GROWW
    MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | RELIANCE  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP BLACKROCK  | AXIS  | TATA  | L&T  | SUNDARAM  | DHFL PRAMERICA  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | ESSEL  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | ESCORTS  |