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

₹112.0848

as on 26 Jul 2024, 11:14 PM

₹1.1298(1.02%)

Last Change

Scheme Ratings

Mid Cap

5Y Returns

rated by Value Research

Mid Cap

Rankings based on 5Y Returns | as on 27 Jul 2024

Quant Mid Cap Fund Direct-Growth

39.17%

Motilal Oswal Midcap Fund Direct-Growth

35.37%

Mahindra Manulife Mid Cap Fund Direct - Growth

32.48%

PGIM India Midcap Opportunities Fund Direct-Growth

32.44%

Edelweiss Mid Cap Direct Plan-Growth

32.44%

Schemes Managed By

Niket Shah

Fund Manager

Rakesh Shetty

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹2,65,674

₹2,74,885

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹1,74,885

Profit (absolute return)

174.89%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

19.38%

In the last 6 months

35.95%

In the last 1 year

70.49%

In the last 3 years

174.89%

In the last 5 years

354.48%

In the last 10 years

692.62%

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 30 Jun 2024, 05:30 AM

₹12,627.68 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

Exit load of 1% if redeemed within 1 year.

0.59%

Expense Ratio

Plan

Growth

5.13%

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 30 Jun 2024

Sort By

Value

Sector

Technology

17.98%

₹2,270.91 Cr

Capital Goods

11.77%

₹1,486.64 Cr

Consumer Discretionary

11.14%

₹1,406.37 Cr

Communication

10.98%

₹1,386.28 Cr

Automobile

10.65%

₹1,344.31 Cr

Others

37.48%

₹4,732.85 Cr

View All

Sectors Holding in this Mutual Fund

as on 30 Jun 2024

Sort By

Value

Sector

Technology

17.98%

₹2,270.91 Cr

Capital Goods

11.77%

₹1,486.64 Cr

Consumer Discretionary

11.14%

₹1,406.37 Cr

Communication

10.98%

₹1,386.28 Cr

Automobile

10.65%

₹1,344.31 Cr

Others

37.48%

₹4,732.85 Cr

View All

Companies Holding in this Mutual Fund

as on 30 Jun 2024

Sort By

Value

Company

JIO Financial Services Ltd.

9.50%

₹1,199.63 Cr

Vodafone Idea Ltd.

9.49%

₹1,198.37 Cr

Persistent Systems Ltd.

9.13%

₹1,152.91 Cr

Kalyan Jewellers India Ltd.

7.64%

₹964.75 Cr

Zomato Ltd.

7.15%

₹902.88 Cr

Others

57.09%

₹7,209.14 Cr

View All

Companies Holding in this Mutual Fund

as on 30 Jun 2024

Sort By

Value

Company

JIO Financial Services Ltd.

9.50%

₹1,199.63 Cr

Vodafone Idea Ltd.

9.49%

₹1,198.37 Cr

Persistent Systems Ltd.

9.13%

₹1,152.91 Cr

Kalyan Jewellers India Ltd.

7.64%

₹964.75 Cr

Zomato Ltd.

7.15%

₹902.88 Cr

Others

57.09%

₹7,209.14 Cr

View All

Funds in this Category

This fund's returns:

40.04%

Return Duration

3 Years

Quant Mid Cap Fund Direct-Growth

HDFC Mid-Cap Opportunities Direct Plan-Growth

Nippon India Growth 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 ₹12,627.68 Crores and the latest NAV decalared is ₹112.085 as on 27 Jul 2024 at 3:37 pm.

Motilal Oswal Midcap Fund Direct-Growth scheme return performance in last 1 year is 70.49%, in last 3 years is 174.89% and 1019.24% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.