Motilal Oswal Midcap Fund-Dir Growth

Equity · Mid Cap
 · ★★★★★
₹ 500
Min SIP
₹ 500
Min Lumpsum
0.72 %
Expense Ratio
★★★★★
Rating
5,236
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 August 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 20.7% 36.2% 18% 22%
Category Average 20.6% 32.2% 16.6% -

Scheme Allocation

By Holding
By Sector
By Asset
9.31%
6.29%
Others
63.63%
View all Holdings
Holdings Sector Instrument Asset
Zomato Ltd E-Commerce/App based Aggregator Equity 9.31%
Tube Investments Auto Ancillaries Equity 7.64%
KPIT Technologi. IT - Software Equity 7.24%
Coforge IT - Software Equity 6.29%
Persistent Sys IT - Software Equity 5.89%
Balkrishna Inds Tyres Equity 5.58%
Deepak Nitrite Chemicals Equity 5.18%
Prestige Estates Realty Equity 4.5%
CG Power & Indu. Capital Goods - Electrical Equipment Equity 4.22%
Bharat Dynamics Capital Goods-Non Electrical Equipment Equity 4.1%
Max Financial Finance Equity 3.89%
Cholaman.Inv.&Fn Finance Equity 3.24%
Campus Activewe. Leather Equity 2.78%
Navin Fluo.Intl. Chemicals Equity 2.65%
Globus Spirits Alcoholic Beverages Equity 2.34%
Usha Martin Steel Equity 2%
Voltas Consumer Durables Equity 1.94%
Astral Plastic products Equity 1.88%
APL Apollo Tubes Steel Equity 1.83%
Mphasis IT - Software Equity 1.75%
Tata Comm Telecomm-Service Equity 1.71%
Phoenix Mills Realty Equity 1.65%
IDFC First Bank Banks Equity 1.5%
Vedant Fashions Retail Equity 1.44%
Tanla Platforms IT - Software Equity 1.37%
Piramal Enterp. Finance Equity 0.97%
J K Cements Cement Equity 0.94%
Ipca Labs. Pharmaceuticals Equity 0.83%
Dixon Technolog. Consumer Durables Equity 0.57%
Max Healthcare Healthcare Equity 0.57%
Ideaforge Tech Engineering Equity 0.45%
Kaynes Tech Consumer Durables Equity 0.35%
Netweb Technolog IT - Software Equity 0.25%
IT-Software
22.54%
Auto Components
13.23%
Retailing
10.75%
Chemicals & Petrochemical
7.83%
Realty
6.15%
Others
39.5%
View all Sectors
Sectors Asset
IT-Software 22.54%
Auto Components 13.23%
Retailing 10.75%
Chemicals & Petrochemical 7.83%
Realty 6.15%
Industrial Products 5.7%
Consumer Durables 5.29%
Aerospace & Defense 5.01%
Electrical Equipments 4.22%
Finance 4.21%
Insurance 3.89%
Beverages 2.34%
Debt 1.87%
Telecom-Services 1.71%
Banks 1.5%
Cement & Cement Products 0.94%
Pharmaceuticals & Biotech 0.83%
Cash & Others 0.82%
Healthcare Services 0.57%
Industrial Manufacturing 0.35%
IT-Hardware 0.25%
Equity
97.31%
Reverse Repos
1.87%
Net Curr Ass/Net Receivables
0.82%

Advance Ratio

0.77
Alpha
4.25
SD
0.81
Beta
0.62
Sharpe

Exit Load

Exit Load 1.00% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.

Fund Objective

The scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality midcap companies having long term competitive advantage and potential for growth.

Fund Managers

Niket Shah

Niket Shah of Motilal Oswal has been the top fund manager in the Motilal Oswal Mutual Fund for the past year. He has been able to deliver good returns for the investors and is one of the most prolific fund managers in the industry. He has been able to provide good market timing and has been able to navigate through a volatile market safely.

He has been able to identify and profit from growth opportunities in the market in companies that are undervalued. He has been able to analyze the market in a unique way by taking into account the companies’ financial health and not just focusing on a firm’s profit and its share price.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Motilal Oswal Mutual Fund
AUM:
35,484 Cr
Address:
Motilal Oswal Tower,10th flr Rahimtu- llah sayani road opp parel st depot prabhadevi mumbai 4000
Contact:
022-39804263
Email ID:
mfservice@motilaloswal.com

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Frequently Asked Questions

How to invest in Motilal Oswal Midcap Fund-Dir Growth ?

You can invest in Motilal Oswal Midcap Fund-Dir Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Motilal Oswal Midcap Fund-Dir Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Motilal Oswal Midcap Fund-Dir Growth ?

The NAV of Motilal Oswal Midcap Fund-Dir Growth is ₹65.9 as of 18 August 2023.

How to redeem Motilal Oswal Midcap Fund-Dir Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Motilal Oswal Midcap Fund-Dir Growth?

The minimum SIP amount of Motilal Oswal Midcap Fund-Dir Growth is ₹500

What are the top sectors Motilal Oswal Midcap Fund-Dir Growth has invested in?

The top sectors Motilal Oswal Midcap Fund-Dir Growth has invested in are
  1. IT-Software - 22.54%
  2. Auto Components - 13.23%
  3. Retailing - 10.75%
  4. Chemicals & Petrochemical - 7.83%
  5. Realty - 6.15%

Can I make investments in both the SIP and Lump Sum schemes of Motilal Oswal Midcap Fund-Dir Growth?

Yes, You can select both SIP or Lumpsum investment of Motilal Oswal Midcap Fund-Dir Growth based on your investment objective and risk tolerance.

How much returns have Motilal Oswal Midcap Fund-Dir Growth generated ?

The Motilal Oswal Midcap Fund-Dir Growth has delivered 22% since inception

What is the expense ratio of Motilal Oswal Midcap Fund-Dir Growth ?

The expense ratio of Motilal Oswal Midcap Fund-Dir Growth is 0.72 % as of 18 August 2023.

What is the AUM of Motilal Oswal Midcap Fund-Dir Growth?

The AUM of Motilal Oswal Midcap Fund-Dir Growth is ₹35,484 Cr as of 18 August 2023

What are the top stock holdings of Motilal Oswal Midcap Fund-Dir Growth?

The top stock holdings of Motilal Oswal Midcap Fund-Dir Growth are
  1. Zomato Ltd - 9.31%
  2. Tube Investments - 7.64%
  3. KPIT Technologi. - 7.24%
  4. Coforge - 6.29%
  5. Persistent Sys - 5.89%

How can I redeem my investments in Motilal Oswal Midcap Fund-Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Motilal Oswal Midcap Fund-Dir Growth in Scheme, enter the redemption amount, and click on submit button.
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