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Motilal Oswal Mutual Fund

Motilal Oswal Midcap Fund Direct - Growth

5 Year Absolute Returns

343.03%profit

NAV (₹) on 20 Dec 2024

125.6279

1 Day NAV Change

-3.95 %

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About Fund

Motilal Oswal Midcap Fund Direct - Growth is a Equity mutual fund scheme launched on 24 Feb 2014. Investors can begin their investment journey with a minimum SIP of ₹500 or a lumpsum investment of ₹500.

NAV

NIFTY50

Returns Calculator

Based on Annualised Returns

Investment Type


SIP Amount


Investment Period

5Y

32.73 L

3.50%

36.98 L

8.00%

80.54 L

34.68%

Savings Account
Regular Funds
This Fund on Dhan

Total Investment

30,00,000

Returns

50,53,756 (168.46%)

Maturity Value

80,53,756

Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.


Fund Details

Min. SIP Amount

500.00


Min. Lumpsum Amount

500.00


AUM

22,897.60 Cr


Expense Ratio

0.54 %


Lock-in Period

No Lock in Period


Inception Date

24 Feb 2014


Fund Age

10 Yrs


Benchmark

Nifty Midcap 150 TRI


Scheme Type

Open Ended


Stamp Duty

0.005% (from July 1st 2020)


Exit Load

  • 1.00% - If Redeemed On Or Before 1 Year From The Date Of Allotment.

Tax Implication

  • If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%

Asset Allocation

AUM

₹22,897.60 Cr

Cash Holding

-

Equity

-

Cash

-

Debt

-

Other

-


Sector Holdings

SectorsWeightage
No Data

No data to show right now!


Fund Comparison


Fund Managers

Ajay Khandelwal

Name

Ajay Khandelwal

Qualification

MBA, Bachelor of Engineering

Niket Shah

Name

Niket Shah

Qualification

Masters in Business Administration (MBA-Finance)

Ankush Sood

Name

Ankush Sood

Qualification

B.Tech in Electronics & Telecommunications MBA (Tech).

Santosh Singh

Name

Santosh Singh

Qualification

Chartered Ac-countant (CA) and Chartered Financial Analyst (CFA)

Rakesh Shetty

Name

Rakesh Shetty

Qualification

Bachelors of Commerce

Sunil Sawant

Name

Sunil Sawant

Qualification

Master of Commerce (M. Com)


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.


Risk-O-Meter

Investors understand that their principal will be at

Very High Risk

Risk Scale

Low

Moderately Low

Moderate

Moderately High

High

Very High


AMC Information

Motilal Oswal Asset Management Company Ltd

Funds Managed

39

Assets Managed

₹ 74,825.35 Cr

Contact Details

telephone 022-40548002 / 8108622222

Registered Address

locate

Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025


Top Funds from Motilal Oswal Mutual Fund


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FAQs

Motilal Oswal Midcap Fund was launched on 24 Feb 2014.
The current NAV of Motilal Oswal Midcap Fund is ₹125.6279 as of 20 Dec 2024.
The latest value of AUM of Motilal Oswal Midcap Fund is ₹22,897.60 crores as of 20 Dec 2024.
The return on investment of Motilal Oswal Midcap Fund is:
  • In the past 1Y: 60.13%
  • In the past 3Y: 38.21%
  • In the past 5Y: 34.68%
The expense ratio of Motilal Oswal Midcap Fund is 0.54%.
The exit load of Motilal Oswal Midcap Fund is as follows:
1.00% - If Redeemed On Or Before 1 Year From The Date Of Allotment.|nil
The portfolio of Motilal Oswal Midcap Fund includes:
No Data

No data to show right now!


Top 3 sectoral holdings include:
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of Motilal Oswal Midcap Fund is Very High.
The fund manager of Motilal Oswal Midcap Fund is Ajay Khandelwal, Niket Shah, Ankush Sood, Santosh Singh, Rakesh Shetty, Sunil Sawant.
If you wish to invest in Motilal Oswal Midcap Fund, the minimum SIP amount is ₹500 and Lumpsum is ₹500.
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in Motilal Oswal Midcap Fund:
  • Open Demat Account on Dhan if you don't have one.
  • Analyze the fund performance.
  • Invest via SIP or Lumpsum.
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