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

Motilal Oswal Midcap IDCW Reinvest Direct Plan

NAV
₹58.7281
-3.05%
(20 Dec)
AUM
22,898 Cr
TER
0.54%
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
+60.8%
+60.8%
+32.4%
+31.5%
+31.5%
+31.5%
3Y
+37.9%
+37.9%
+23.9%
+29.9%
+29.9%
+29.9%
5Y
+34.0%
+34.0%
+26.6%
+30.1%
+30.1%
+30.1%
ALL
+25.9%
+25.9%
+19.0%
+22.2%
+22.2%
+22.2%
VOL
19.4%
19.4%
-
17.2%
17.2%
17.2%
TER
0.5%
0.5%
-
0.7%
0.7%
0.7%
AUM
₹22,898 Cr
₹22,898 Cr
-
₹76,061 Cr
₹76,061 Cr
₹76,061 Cr
INFO
1.33
1.33
-
1.29
1.29
1.29
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 31st Oct
Top holdings
Coforge Ltd
9.9%
Kalyan Jewellers India Ltd
9.5%
Polycab India Ltd
9.3%
Persistent Systems Ltd
8.0%
Jio Financial Services Ltd
8.0%
Bajaj Auto Ltd
6.7%
Tube Investments of India Ltd Ordinary Shares
6.0%
Mahindra & Mahindra Ltd
5.2%
Voltas Ltd
4.1%
Zomato Ltd
3.9%
Top industry exposure
Consumer Cyclical
28.8%
Technology
25.2%
Industrials
22.1%
Financial Services
9.8%
Healthcare
5.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
133%
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
Santosh Singh
Rakesh Shetty
Sunil Sawant

FAQs