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

Motilal Oswal Midcap IDCW Reinvest Direct Plan

NAV
₹47.7898
-1.88%
(27 Feb)
AUM
24,488 Cr
TER
0.65%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+17.8%
+17.8%
+11.9%
+11.9%
+7.6%
+3.7%
3Y
+29.1%
+29.1%
+23.6%
+23.6%
+22.9%
+19.0%
5Y
+26.4%
+26.4%
+26.2%
+26.2%
+24.1%
+21.3%
ALL
+22.9%
+22.9%
+21.5%
+21.5%
+17.9%
+17.7%
VOL
19.5%
19.5%
17.5%
17.5%
19.1%
-
TER
0.7%
0.7%
0.4%
0.4%
0.8%
-
AUM
₹24,488 Cr
₹24,488 Cr
₹8,268 Cr
₹8,268 Cr
₹33,033 Cr
-
INFO
1.18
1.18
1.23
1.23
0.94
-
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 Jan
Top holdings
Net Receivables / (Payables)
24.4%
Persistent Systems Ltd
9.9%
Coforge Ltd
9.6%
Kalyan Jewellers India Ltd
7.2%
Trent Ltd
6.2%
Dixon Technologies (India) Ltd
6.1%
Polycab India Ltd
4.6%
Max Healthcare Institute Ltd Ordinary Shares
3.5%
Bharti Hexacom Ltd
3.4%
One97 Communications Ltd
3.2%
Top industry exposure
Technology
34.2%
Consumer Cyclical
16.5%
Industrials
14.1%
Healthcare
4.4%
Communication Services
3.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
164%
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