Fund Details
Motilal Oswal Midcap 30 Fund Regular Dividend
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.10% |
| NAV | ₹21.22 (25 Jan 2021) |
|---|---|
| Fund Started | 24 Feb 2014 |
| Fund Size | ₹1,784 Cr |
Returns
Comparison
1. Risk is lower compared to the benchmark
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
4. Risk-adjusted returns are lower compared to the category
5. 1Y Returns are lower than the category average returns
6. 3Y Returns are lower than the category average returns
7. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Max Financial Services Ltd. | Financial | Equity | 9.8% |
| Crompton Greaves Consumer Electricals Ltd. | Cons Durable | Equity | 5.6% |
| Bajaj Finance Ltd. | Financial | Equity | 5.5% |
| PI Industries Ltd. | Chemicals | Equity | 4.9% |
| Endurance Technologies Ltd. | Automobile | Equity | 4.9% |
| Tube Investments Of India Ltd. | Automobile | Equity | 4.5% |
| Abbott India Ltd. | Healthcare | Equity | 4.3% |
| Avenue Supermarts Ltd. | Services | Equity | 4.3% |
| Voltas Ltd. | Cons Durable | Equity | 4.2% |
| AU Small Finance Bank Ltd. | Financial | Equity | 4.1% |
Fund Managers
Motilal Oswal Midcap 30 Fund Regular Dividend Details
Motilal Oswal Midcap 30 Fund Regular Dividend 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 Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹1,784 Cr and the Latest NAV as of 25 Jan 2021 is ₹21.22.
The Motilal Oswal Midcap 30 Fund Regular Dividend is rated Moderately 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.
