- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Midcap fund (PIDCW-A)
Formerly Motilal Oswal Midcap 30 Reg IDCW-P
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 32.4884
NAV (Sep 22)
Fund Returns
Last 1Y | 14.3% |
Last 3Y | 35.1% |
Last 5Y | 16.2% |
Last 10Y | NA |
Since Inception | 18.9% |
6 Month CAGR | 24.2% |
Scheme Information
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.
Expense Ratio | 1.82 |
Launched (9y ago) | Feb 24, 2014 |
AUM in Crores | 5734.927 |
ISIN | INF247L01437 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Midcap 150 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.9 |
Standard Deviation (5yr) | 22 |
Beta (3yr) | 0.8 |
Beta (5yr) | 0.87 |
Sharpe Ratio (3yr) | 1.784 |
Sharpe Ratio (5yr) | 0.494 |
YTM | 0 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal Midcap fund (PIDCW-A) | 10,98,738 | 3,66,126 | 16.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
jio financial services ltd
9.8%zomato ltd
8.5%kpit technologies ltd
7.2%deepak nitrite ltd
7%coforge ltd
6.7%Allocation by Sector
technology
23.8%basic materials
15.3%industrials
15%financial services
14.9%consumer cyclical
14.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 17,630 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Motilal Oswal Asset Management Co. Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
37.1% | 21% | ||
13.6% | 21.2% | ||
35.1% | 18.9% | ||
35.1% | 18.9% | ||
26.9% | 14.6% |
Motilal Oswal Midcap fund (PIDCW-A) Review
Motilal Oswal Midcap fund (PIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 18.9% over a period of 9 years. The fund was previously known as Motilal Oswal Midcap 30 Reg IDCW-P. The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Ankush Sood, Niket Shah, Rakesh Shetty.
Nav of Motilal Oswal Midcap fund (PIDCW-A) as of 9/22/2023 is ₹32.49 with the total AUM as of 9/24/2023 is ₹5734.927. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Midcap fund (PIDCW-A) was launched on Feb 24, 2014. The category risk of the fund is Very High Risk.
The minimum SIP amount for Motilal Oswal Midcap fund (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Motilal Oswal Midcap fund (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Midcap 150 TR INR.
Motilal Oswal Midcap fund (PIDCW-A) is rated as a 4 fund in Equity and delivered 14.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Midcap fund (PIDCW-A).
Frequently Asked Questions
What is Motilal Oswal Midcap fund (PIDCW-A)?
How to invest in Motilal Oswal Midcap fund (PIDCW-A)?
You can invest in Motilal Oswal Midcap fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Motilal Oswal Midcap fund (PIDCW-A)?
The minimum sip amount for Motilal Oswal Midcap fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Motilal Oswal Midcap fund (PIDCW-A) good to invest in?
As per Scripbox experts, Motilal Oswal Midcap fund (PIDCW-A) is a Top Ranked fund. You can investMotilal Oswal Midcap fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Motilal Oswal Midcap fund (PIDCW-A)?
The expense ratio of the Motilal Oswal Midcap fund (PIDCW-A) is 1.82% for regular plan.