• Mutual Funds
  • Motilal Oswal Mutual Fund
  • Motilal Oswal Midcap fund (RIDCW-A)

Formerly Motilal Oswal Midcap 30 Reg IDCW-R

Motilal Oswal Mutual Fund

Motilal Oswal Midcap fund (RIDCW-A)

EquityMid Cap
Top Ranked

39.674

NAV (Feb 28)

23.2%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within mid cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

39.674

NAV (Feb 28)

Fund Returns

Last 1Y
49.7%
Last 3Y
31.5%
Last 5Y
23.2%
Last 10Y
20.5%
Since Inception
20.5%
6 Month CAGR
27.6%

Scheme Information

Investment Objective

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
1.76
Launched (10y ago)
Feb 24, 2014
AUM in Crores
7972.051
ISIN
INF247L01429
Lock-in
No Lock-in
Benchmark
Nifty Midcap 150 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
14.6
Standard Deviation (5yr)
21
Beta (3yr)
0.81
Beta (5yr)
0.85
Sharpe Ratio (3yr)
1.767
Sharpe Ratio (5yr)
0.846
YTM
0
Fund Managers

Niket Shah

Fund Manager

Rakesh Shetty

Fund Manager

Ankush Sood

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Midcap fund (RIDCW-A)70%13,28,474 5,95,86223.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-02-28

Top Stock Holdings

persistent systems ltd

10.2%
10.2%

tube investments of india ltd ordinary shares

9.7%
9.7%

jio financial services ltd

9.3%
9.3%

prestige estates projects ltd

7.1%
7.1%

zomato ltd

7%
7%
See all holdings

Allocation by Sector

technology

23%
23%

industrials

22.5%
22.5%

financial services

13.6%
13.6%

consumer cyclical

12.3%
12.3%

real estate

8.7%
8.7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 13,846 cr

₹ 16,033 cr

₹ 20,949 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 42,181 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 26 equity,19 debt and 9 hybrid funds.amc-img
022-39804263
mfservice@motilaloswal.com
Fund NameScripbox Opinion
Till Date CAGR

33.4%

22.6%

15%

23.6%

31.5%

20.5%

31.5%

20.5%

23.2%

16.7%

Motilal Oswal Midcap fund (RIDCW-A) Review

Motilal Oswal Midcap fund (RIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 20.5% over a period of 10 years. The fund was previously known as Motilal Oswal Midcap 30 Reg IDCW-R. 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 (RIDCW-A) as of 2/28/2024 is ₹39.67 with the total AUM as of 2/29/2024 is ₹7972.051. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Midcap fund (RIDCW-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 (RIDCW-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 (RIDCW-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 Nifty Midcap 150 TR INR.

Motilal Oswal Midcap fund (RIDCW-A) is rated as a 4 fund in Equity and delivered 49.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal Midcap fund (RIDCW-A).

Frequently Asked Questions

What is Motilal Oswal Midcap fund (RIDCW-A)?

Motilal Oswal Midcap fund (RIDCW-A) is a Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Motilal Oswal Midcap fund (RIDCW-A)?

You can invest in Motilal Oswal Midcap fund (RIDCW-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 (RIDCW-A)?

The minimum sip amount for Motilal Oswal Midcap fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is Motilal Oswal Midcap fund (RIDCW-A) good to invest in?

As per Scripbox experts, Motilal Oswal Midcap fund (RIDCW-A) is a Top Ranked fund. You can investMotilal Oswal Midcap fund (RIDCW-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 (RIDCW-A)?

The expense ratio of the Motilal Oswal Midcap fund (RIDCW-A) is 1.76% for regular plan.