- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Midcap Fund (PIDCW-I)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 52.7638
NAV (Sep 18)
Fund Returns
Last 1Y | 64.7% |
Last 3Y | 36.6% |
Last 5Y | 34.9% |
Last 10Y | 21.6% |
Since Inception | 25.1% |
6 Month CAGR | 40.4% |
Scheme Information
The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Expense Ratio | 1.66 |
Launched (0y ago) | 1.66 |
AUM in Crores | 15940.1 |
ISIN | INF247L01437 |
Lock-in | |
Benchmark | NIFTY Midcap 150 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 15 |
Beta | 0.9 |
Sharpe Ratio | 1.9 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund (PIDCW-I) | 18,60,812 | 11,28,200 | 34.9% | |
| 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
Others
15%Polycab India Ltd.
10%Persistent Systems Ltd.
9.2%Kalyan Jewellers India Ltd.
7.7%JIO Financial Services Ltd.
7.6%Allocation by Sector
Technology
19.682015%Capital Goods
17.453428%Automobile
11.33588%Consumer Discretionary
10.914257%Financial
7.618088%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 50,154 cr | ||
₹ 17,488 cr |
About the AMC
Motilal Oswal Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
11.748% | 22.891% | ||
25.998% | 27.977% | ||
4.794% | 4.21% | ||
36.593% | 25.083% | ||
25.721% | 19.218% |
Motilal Oswal Midcap Fund (PIDCW-I) Review
Motilal Oswal Midcap Fund (PIDCW-I) is a Equity Equity fund and has delivered an annualised return of 25.083% over a period of 10 years. The fund is managed by Motilal Oswal Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object].
Nav of Motilal Oswal Midcap Fund (PIDCW-I) as of 9/18/2024 is ₹52.76 with the total AUM as of 9/19/2024 is ₹15940.062. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Midcap Fund (PIDCW-I) was launched on 2014-02-24. The category risk of the fund is Low.
The minimum SIP amount for Motilal Oswal Midcap Fund (PIDCW-I) 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-I) 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 NIFTY Midcap 150 Total Return Index.
Motilal Oswal Midcap Fund (PIDCW-I) is rated as a 4 fund in Equity and delivered 64.705% 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-I).
Frequently Asked Questions
What is Motilal Oswal Midcap Fund (PIDCW-I)?
How to invest in Motilal Oswal Midcap Fund (PIDCW-I)?
You can invest in Motilal Oswal Midcap Fund (PIDCW-I) 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-I)?
The minimum sip amount for Motilal Oswal Midcap Fund (PIDCW-I) is ₹1000. You can invest in multiples of ₹5000.
Is Motilal Oswal Midcap Fund (PIDCW-I) good to invest in?
As per Scripbox experts, Motilal Oswal Midcap Fund (PIDCW-I) is a 4 fund. You can investMotilal Oswal Midcap Fund (PIDCW-I) 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-I)?
The expense ratio of the Motilal Oswal Midcap Fund (PIDCW-I) is 1.66% for regular plan.