Mutual Fund Details

Motilal Oswal Midcap Fund Direct-Growth

Name: Motilal Oswal Midcap Fund Direct-Growth
Brand: Motilal Oswal Mutual Fund

Equity Mid Cap

NAV

₹90.4811

as on 16 Apr 2024, 11:15 PM

₹-0.1423(0.16%)

Last Change

Scheme Ratings

Mid Cap

5Y Returns

rated by Value Research

Mid Cap

Rankings based on 5Y Returns | as on 18 Apr 2024

Quant Mid Cap Fund Direct-Growth

32.47%

Motilal Oswal Midcap Fund Direct-Growth

27.32%

Mahindra Manulife Mid Cap Fund Direct - Growth

26.45%

PGIM India Midcap Opportunities Fund Direct-Growth

26.29%

Edelweiss Mid Cap Direct Plan-Growth

26.03%

Schemes Managed By

Niket Shah

Fund Manager

Rakesh Shetty

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹2,51,817

₹2,60,616

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹1,60,616

Profit (absolute return)

160.62%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

8.05%

In the last 6 months

26.47%

In the last 1 year

60.53%

In the last 3 years

160.62%

In the last 5 years

235.02%

In the last 10 years

758.36%

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at very high risk

Scheme Information

Motilal Oswal Midcap Fund Direct-Growth

as of 31 Mar 2024, 05:30 AM

₹8,986.69 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

Exit load of 1% if redeemed within 1 year.

0.64%

Expense Ratio

Plan

Growth

3.19%

Cash Holding

Benchmark

NIFTY Midcap 150 Total Return Index

Scheme Document

View

Benchmark

NIFTY Midcap 150 Total Return Index

Exit Load

Exit load of 1% if redeemed within 1 year.

Scheme Document

View

Sectors Holding in this Mutual Fund

as on 31 Mar 2024

Sort By

Value

Sector

Technology

17.52%

₹1,574.55 Cr

Automobile

12.83%

₹1,152.73 Cr

Consumer Discretionary

12.52%

₹1,125.29 Cr

Financial

12.18%

₹1,094.15 Cr

Capital Goods

9.70%

₹871.76 Cr

Others

35.25%

₹3,167.81 Cr

View All

Sectors Holding in this Mutual Fund

as on 31 Mar 2024

Sort By

Value

Sector

Technology

17.52%

₹1,574.55 Cr

Automobile

12.83%

₹1,152.73 Cr

Consumer Discretionary

12.52%

₹1,125.29 Cr

Financial

12.18%

₹1,094.15 Cr

Capital Goods

9.70%

₹871.76 Cr

Others

35.25%

₹3,167.81 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Mar 2024

Sort By

Value

Company

JIO Financial Services Ltd.

11.81%

₹1,061.33 Cr

Kalyan Jewellers India Ltd.

9.76%

₹877.10 Cr

Persistent Systems Ltd.

8.87%

₹797.12 Cr

Tube Investments Of India Ltd.

8.38%

₹753.08 Cr

Others

61.18%

₹5,498.06 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Mar 2024

Sort By

Value

Company

JIO Financial Services Ltd.

11.81%

₹1,061.33 Cr

Kalyan Jewellers India Ltd.

9.76%

₹877.10 Cr

Persistent Systems Ltd.

8.87%

₹797.12 Cr

Tube Investments Of India Ltd.

8.38%

₹753.08 Cr

Others

61.18%

₹5,498.06 Cr

View All

Funds in this Category

This fund's returns:

37.58%

Return Duration

3 Years

Quant Mid Cap Fund Direct-Growth

HDFC Mid-Cap Opportunities Direct Plan-Growth

Mahindra Manulife Mid Cap Fund Direct - Growth

About Motilal Oswal Midcap Fund Direct-Growth

Motilal Oswal Midcap Fund Direct-Growth is a Equity mutual fund scheme from Motilal Oswal Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers Niket Shah and Rakesh Shetty. It has an AUM of ₹8,986.69 Crores and the latest NAV decalared is ₹90.481 as on 18 Apr 2024 at 3:06 pm.

Motilal Oswal Midcap Fund Direct-Growth scheme return performance in last 1 year is 60.53%, in last 3 years is 160.62% and 803.51% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.