1M
6M
1Y
3Y
5Y
All
| NAV: 19 Nov 2024 | ₹36.50 |
| Min. SIP amount | ₹500 |
| Rating | 3 |
| Fund size | ₹1,949.15Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity Mid Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 30.2% | 20.5% | 27.3% | 28.2% |
| Category average | 32.3% | 19.3% | 25.6% | NA |
| Rank with in category | 26 | 13 | 11 | NA |
Understand terms
Peer Comparison
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct Growth | 5 | 58.5% | 33.4% | 18,604.02 |
HDFC Mid Cap Opportunities Direct Plan Growth | 4 | 33.2% | 26.1% | 77,682.90 |
Nippon India Growth Fund Direct Growth | 4 | 37.3% | 24.0% | 35,208.97 |
Quant Mid Cap Fund Direct Growth | 5 | 27.5% | 23.3% | 9,500.70 |
Kotak Emerging Equity Fund Direct Growth | 4 | 37.4% | 22.1% | 52,626.72 |
Holdings (150)
See All
Pros and cons
Category: Equity Mid Cap
Pros
Lower expense ratio: 0.3%
3Y and 5Y annualised returns higher than category average
Cons
1Y annualised returns lower than category average by 2.15%
Expense ratio, exit load and tax
Expense ratio: 0.30%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 15 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
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
Dishant MehtaOct 2024 - PresentView details
Dishant Mehta
Oct 2024 - Present
View details
Education
Bachelors of Science (B.SC)
Experience
Mr. Dishant Mehta has more than 11 years of experience and expertise in Financial markets across different segment -Equities, Derivatives, Commodities and Currencies
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
E-mail
NAWebsite
www.motilaloswalmf.com
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth
VS
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