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

Motilal Oswal Midcap IDCW Reinvest Direct Plan

NAV
₹49.8242
+0.41%
(16 May)
AUM
27,780 Cr
TER
0.7%
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
+20.5%
+20.0%
+13.6%
+13.6%
+13.6%
+11.0%
3Y
+33.3%
+33.4%
+31.2%
+31.2%
+31.2%
+25.5%
5Y
+38.8%
+38.9%
+35.6%
+35.6%
+35.6%
+31.0%
ALL
+23.3%
+23.3%
+21.1%
+21.1%
+21.1%
+17.8%
VOL
19.6%
19.6%
17.5%
17.5%
17.5%
-
TER
0.7%
0.7%
0.8%
0.8%
0.8%
-
AUM
₹27,780 Cr
₹27,780 Cr
₹74,910 Cr
₹74,910 Cr
₹74,910 Cr
-
INFO
1.19
1.19
1.21
1.21
1.21
-
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 Apr
Top holdings
Collateralized Borrowing & Lending Obligation
16.4%
Net Receivables / (Payables)
15.7%
Persistent Systems Ltd
10.1%
Coforge Ltd
9.5%
Kalyan Jewellers India Ltd
8.1%
Polycab India Ltd
5.0%
Dixon Technologies (India) Ltd
4.4%
Trent Ltd
4.0%
Bharti Hexacom Ltd
4.0%
Max Healthcare Institute Ltd Ordinary Shares
3.9%
Top industry exposure
Technology
30.0%
Consumer Cyclical
16.6%
Industrials
14.6%
Healthcare
4.8%
Communication Services
4.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
184%
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