Motilal Oswal Midcap Fund Idcw Direct Plan

Risk: Very High
₹ 51.87
NAV (Jul 25,2024)

Motilal Oswal Midcap Fund - IDCW - Direct Plan is a popular investment option in India, with a minimum investment amount of INR 500. The fund has an expense ratio of 0.65% and a PE ratio of 57.29. With a PB ratio of 10.27, this fund provides investors with exposure to various mid-cap companies. Established on February 24, 2014, the scheme manages assets worth INR 7410.68 crores. It offers a flexible lock-in period. Invest in this fund for potential long-term growth.

Motilal Oswal Midcap Fund Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Motilal Oswal Midcap Fund Idcw Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    57.29
  • P/B Ratio
    UM_URBAN_MONEY

    10.27
  • Alpha
    UM_URBAN_MONEY

    0.00
  • Beta
    UM_URBAN_MONEY

    0.85
  • Sharpe
    UM_URBAN_MONEY

    0.19
  • Sortino
    UM_URBAN_MONEY

    0.35

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.65%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 7410.68 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 12,027.58 (20.28%)₹ 13,380.59 (33.81%)₹ 16,994.08 (69.94%)₹ 27,471.64 (174.72%)₹ 45,302.08 (353.02%)
₹ 30,000₹ 36,082.74 (20.28%)₹ 40,141.77 (33.81%)₹ 50,982.24 (69.94%)₹ 82,414.92 (174.72%)₹ 1,35,906.24 (353.02%)
₹ 50,000₹ 60,137.9 (20.28%)₹ 66,902.95 (33.81%)₹ 84,970.4 (69.94%)₹ 1,37,358.2 (174.72%)₹ 2,26,510.4 (353.02%)
₹ 80,000₹ 96,220.64 (20.28%)₹ 1,07,044.72 (33.81%)₹ 1,35,952.64 (69.94%)₹ 2,19,773.12 (174.72%)₹ 3,62,416.64 (353.02%)
₹ 1,00,000₹ 1,20,275.8 (20.28%)₹ 1,33,805.9 (33.81%)₹ 1,69,940.8 (69.94%)₹ 2,74,716.4 (174.72%)₹ 4,53,020.8 (353.02%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Persistent Systems Limited9.57%
  • Jio Financial Services Limited9.27%
  • Zomato Limited8.35%
  • Tube Investments of India Limited7.23%
  • Coforge Limited6.77%
  • Prestige Estates Projects Limited6.76%
  • CG Power and Industrial Solutions Limited6.13%
  • Deepak Nitrite Limited6.08%
  • Balkrishna Industries Limited5.20%
  • Cholamandalam Investment and Finance Company Ltd5.10%
  • KPIT Technologies Limited4.09%
  • Escorts Kubota Limited4.03%
  • Navin Fluorine International Limited3.12%
  • Max Healthcare Institute Limited2.32%
  • APL Apollo Tubes Limited2.11%
  • Dixon Technologies India Limited2.04%
  • Net Receivables Payables1.88%
  • Voltas Limited1.75%
  • MphasiS Limited1.57%
  • The Phoenix Mills Limited1.51%
  • Collateralized Borrowing & Lending Obligation0.88%
  • AU Small Finance Bank Limited0.80%
  • IPCA Laboratories Limited0.75%
  • Polycab India Limited0.56%
  • Tata Technologies Ltd0.48%
  • Usha Martin Limited0.40%
  • JK Cement Limited0.33%
  • Vedant Fashions Limited0.25%
  • Ideaforge Technology Limited0.25%
  • Happy Forgings Limited0.20%
  • Aurobindo Pharma Limited0.13%
  • TIPS Industries Limited0.12%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

28.42%

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

28.19%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

27.50%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

27.39%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

27.14%

Union Midcap Fund - Regular Plan - GrowthUnion Midcap Fund - Regular Plan - Growth

EQUITY

Very High

24.60%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.48%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

22.45%

WhiteOak Capital Mid Cap Fund - Regular Plan - GrowthWhiteOak Capital Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

22.06%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

21.24%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

75.30%

ITI Mid Cap Fund - Regular Plan - GrowthITI Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

60.01%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

56.59%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

52.56%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

50.77%

Bandhan Midcap Fund - Regular Plan - GrowthBandhan Midcap Fund - Regular Plan - Growth

EQUITY

Very High

48.42%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

44.56%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

42.96%

Canara Robeco Mid Cap Fund - Regular Plan - GrowthCanara Robeco Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

38.78%

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

30.91%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

30.15%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

24.46%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

24.08%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

23.92%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

23.15%

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.49%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

21.47%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

20.83%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

19.82%

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

17.26%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.42%

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

25.60%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.36%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.28%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

24.34%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

22.97%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

22.77%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

18.85%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

18.64%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

18.56%

Show all Funds

Fund Managers

NS

Mr. Niket ShahVice President - Associate Fund Manager

RS

Mr. Rakesh ShettyFund Manager / Dealer

Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

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Compare with similar Funds

Motilal Oswal Midcap Fund - IDCW - Direct Plan

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Motilal Oswal Midcap Fund - IDCW - Direct Plan

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Motilal Oswal Midcap Fund - IDCW - Direct Plan

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HDFC Mid-Cap Opportunities Fund - Growth

Motilal Oswal Midcap Fund - IDCW - Direct Plan

vs

ITI Mid Cap Fund - Regular Plan - Growth

Motilal Oswal Midcap Fund - IDCW - Direct Plan

vs

Edelweiss Mid Cap Fund - Regular Plan - Growth

Motilal Oswal Midcap Fund - IDCW - Direct Plan

vs

Mirae Asset Midcap Fund - Regular Plan - Growth

Motilal Oswal Midcap Fund - IDCW - Direct Plan

vs

Tata Mid Cap Growth Fund - Regular Plan - Growth

Motilal Oswal Midcap Fund - IDCW - Direct Plan

vs

Quant Mid Cap Fund - Growth

FAQ's

What is the risk level associated with the Motilal Oswal Midcap Fund - IDCW - Direct Plan?

The Motilal Oswal Midcap Fund - IDCW - Direct Plan is a mutual fund with a Very High risk profile.

What is the current NAV (Net Asset Value) of the Motilal Oswal Midcap Fund - IDCW - Direct Plan as of Jul 25,2024?

The current NAV of the Motilal Oswal Midcap Fund - IDCW - Direct Plan as of Jul 25,2024 is INR 51.87.

What are the returns generated by the Motilal Oswal Midcap Fund - IDCW - Direct Plan over the past 1, 3, and 5 years?

The Motilal Oswal Midcap Fund - IDCW - Direct Plan has delivered strong returns of 47.54% over the past 1 year, 35.58% over the past 3 years, and 26.78% over the past 5 years.

What is the expense ratio associated with the Motilal Oswal Midcap Fund - IDCW - Direct Plan?

The Motilal Oswal Midcap Fund - IDCW - Direct Plan has an expense ratio of 0.65%.

What is the minimum investment amount required for the Motilal Oswal Midcap Fund - IDCW - Direct Plan?

The Motilal Oswal Midcap Fund - IDCW - Direct Plan requires a minimum investment amount of INR 500.

Is there a systematic investment plan (SIP) available for the Motilal Oswal Midcap Fund - IDCW - Direct Plan?

Yes, SIP is available for Motilal Oswal Midcap Fund - IDCW - Direct Plan with a minimum investment of INR 500 per month.

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