Motilal Oswal Midcap IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Motilal Oswal Midcap IDCW Reinvest Direct Plan

NAV
₹53.7334
-0.60%
(17 Jan)
AUM
26,421 Cr
TER
0.65%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+37.5%
+37.5%
+20.6%
+20.6%
+20.6%
+20.4%
3Y
+29.6%
+29.6%
+24.5%
+24.5%
+24.5%
+18.2%
5Y
+29.7%
+29.7%
+27.2%
+27.2%
+27.2%
+23.9%
ALL
+24.4%
+24.4%
+21.4%
+21.4%
+21.4%
+18.8%
VOL
19.4%
19.4%
17.3%
17.3%
17.3%
-
TER
0.7%
0.7%
0.8%
0.8%
0.8%
-
AUM
₹26,421 Cr
₹26,421 Cr
₹77,967 Cr
₹77,967 Cr
₹77,967 Cr
-
INFO
1.25
1.25
1.24
1.24
1.24
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Motilal Oswal Midcap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Nov
Top holdings
Polycab India Ltd
10.0%
Coforge Ltd
9.9%
Kalyan Jewellers India Ltd
9.6%
Zomato Ltd
9.5%
Persistent Systems Ltd
7.7%
Mahindra & Mahindra Ltd
6.2%
Jio Financial Services Ltd
6.1%
Trent Ltd
5.2%
Bajaj Auto Ltd
4.4%
Voltas Ltd
3.6%
Top industry exposure
Consumer Cyclical
37.3%
Technology
24.3%
Industrials
20.3%
Financial Services
6.7%
Healthcare
3.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
146%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective of the Scheme is to achieve long term capital appreciation by investing in quality mid-cap 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.
Fund manager(s)
Ajay Khandelwal
Niket Shah
Rakesh Shetty
Sunil Sawant

FAQs