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  • Motilal Oswal Mutual Fund
  • Motilal Oswal Midcap Fund (RIDCW-I)
Motilal Oswal Mutual Fund

Motilal Oswal Midcap Fund (RIDCW-I)

EquityMid Cap
Top Ranked

51.9357

NAV (Oct 30)

31.648%
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

Downside Protection Measure

Category Leader

The fund has been a Category Leader on the Downside Protection Measure metric

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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

51.9357

NAV (Oct 30)

Fund Returns

Last 1Y
67.5%
Last 3Y
33.8%
Last 5Y
31.6%
Last 10Y
20.9%
Since Inception
24.5%
6 Month CAGR
25.2%

Scheme Information

Investment Objective

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
1.63%
Launched 10Y ago
2014-02-24
AUM in Crores
18604
ISIN
INF247L01429
Lock-in (days)
No Lock-in
Benchmark
NIFTY Midcap 150 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
14.9
Beta
0.8
Sharpe Ratio
1.8
YTM
-
Fund Managers

Ajay Khandelwal

Fund Manager

Ankush Sood

Fund Manager

Niket Shah

Fund Manager

Rakesh Shetty

Fund Manager

Santosh Singh

Fund Manager

Sunil Sawant

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal Midcap Fund (RIDCW-I)70%16,89,509 9,56,89731.6%
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 2023-12-27

Top Stock Holdings

Others

14.96%
14.959%

Polycab India Ltd.

9.97%
9.97%

Persistent Systems Ltd.

9.2%
9.199%

Kalyan Jewellers India Ltd.

7.72%
7.721%

JIO Financial Services Ltd.

7.62%
7.618%
See all holdings

Allocation by Sector

Technology

20.16%
20.163016%

Consumer Discretionary

14.93%
14.92895%

Capital Goods

12.51%
12.511473%

Automobile

9.6%
9.604593%

Financial

8.81%
8.814584%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund is a 100% wholly-owned subsidiary of Motilal Oswal Securities Limited. Motilal Oswal Mutual Fund's investment manager is Motilal Oswal Asset Management Company. Motilal Oswal AMC was incorporated in 2008 under the Companies Act, 1956. amc-img
phone-img022-39804238 / 1800-200-6626
Fund NameScripbox Opinion
Till Date CAGR

12.8%

23.6%

25%

26.4%

4.9%

4.2%

33.8%

24.5%

24.7%

18.5%

Motilal Oswal Midcap Fund (RIDCW-I) Review

Motilal Oswal Midcap Fund (RIDCW-I) is a Mid Cap Equity fund and has delivered an annualised return of 24.47% over 10 years. The fund has grown over a period of 10 years. The fund is managed by Motilal Oswal Mutual Fund. The fund managers are Ajay Khandelwal, Ankush Sood, Niket Shah, Rakesh Shetty, Santosh Singh, Sunil Sawant.

Nav of Motilal Oswal Midcap Fund (RIDCW-I) as of 10/30/2024 is ₹51.94 with the total AUM as of 10/31/2024 is ₹18604.02. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal Midcap Fund (RIDCW-I) was launched on 2014-02-24. The category risk of the fund is Very High.

The minimum SIP amount for Motilal Oswal Midcap Fund (RIDCW-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 (RIDCW-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.

Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Equity category and delivered 67.54% 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-I).

Frequently Asked Questions

What is Motilal Oswal Midcap Fund (RIDCW-I)?

It 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-I)?

You can invest in Motilal Oswal Midcap Fund (RIDCW-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 (RIDCW-I)?

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

Is Motilal Oswal Midcap Fund (RIDCW-I) good to invest in?

According to Scripbox opinion, it is a 4-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.

What is the expense ratio of the Motilal Oswal Midcap Fund (RIDCW-I)?

The expense ratio of the Motilal Oswal Midcap Fund (RIDCW-I) is 1.63% for regular plan.

What is the NAV of Motilal Oswal Midcap Fund (RIDCW-I)?

Today's Motilal Oswal Midcap Fund (RIDCW-I) NAV is ₹51.94.