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  • Motilal Oswal Midcap 30 of Income Distribution cum capital withdrawal fund (RIDCW-A)

Formerly Motilal Oswal Midcap 30 Reg DR

Motilal Oswal Mutual Fund

Motilal Oswal Midcap 30 of Income Distribution cum capital withdrawal fund (RIDCW-A)

EquityMid Cap

25.908

NAV (Oct 25)

8.7%
5 Year CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in mid cap.

Click here to see our recommendations.

Mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

7 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

2,367 Cr. Large within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Historical NAV

25.908

NAV (Oct 25)

Fund Returns

Last 1Y
66.9%
Last 3Y
18.7%
Last 5Y
8.7%
Last 10Y
NA
Since Inception
18.4%
6 Month CAGR
35%
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Scheme Information

Investment Objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.06
Launched (7y ago)
Feb 24, 2014
AUM in Crores
2366.637
ISIN
INF247L01429
Lock-in
No Lock-in
Benchmark
IISL NIFTY Midcap 100 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Abhiroop Mukherjee

Fund Manager

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Niket Shah

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
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    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 29,139 crores and was set up on 14 November 2009. It's current offering of mutual fund schemes includes 20 equity,18 debt and 7 hybrid funds.

amc-img

  • tel-amc-about
    022-39804263
  • mail-amc-about
    mfservice@motilaloswal.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    16.4%

    18.6%

    top-ranked-badge

    21.8%

    15.7%

    top-ranked-badge

    20.8%

    15.9%

    top-ranked-badge

    %

    35.2%

    top-ranked-badge

    19.6%

    15.4%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

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    Equity

    Large Cap

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    Equity

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    Invesco India Growth Opportunities Fund (Growth)

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    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
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    About Motilal Oswal Midcap 30 of Income Distribution cum capital withdrawal fund (RIDCW-A)

    About Motilal Oswal Midcap 30 of Income Distribution cum capital withdrawal fund (RIDCW-A)

    Motilal Oswal Midcap 30 of Income Distribution cum capital withdrawal fund (RIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 18.4% over a period of 7 years. The fund was previously known as Motilal Oswal Midcap 30 Reg DR . The fund is managed by Motilal Oswal Asset Management Co. Ltd. The fund managers are Abhiroop Mukherjee, Niket Shah

    Motilal Oswal Midcap 30 of Income Distribution cum capital withdrawal fund (RIDCW-A) Investment Objective

    The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 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. . However, there is no assurance that the objective of the scheme will be realized.

    Motilal Oswal Midcap 30 of Income Distribution cum capital withdrawal fund (RIDCW-A) NAV,AUM,Risk

    The Motilal Oswal Midcap 30 of Income Distribution cum capital withdrawal fund (RIDCW-A) fund was launched on Feb 24, 2014. The NAV (Net Asset Value) of this Mid Cap Equity fund as of 2021-10-25 is ₹25.91. The total AUM (Asset Under Management) of the fund as of 26/10/2021 is ₹2366.637. The category risk of the Motilal Oswal Midcap 30 of Income Distribution cum capital withdrawal fund (RIDCW-A) fund is Very High Risk. The fund charges 2.06 % as expense ratio.

    Motilal Oswal Midcap 30 of Income Distribution cum capital withdrawal fund (RIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 94.7% in this asset class. The top three holdings of the fund are , tube investments of india ltd ordinary shares , max financial services ltd , indian railway catering and tourism corp ltd , cg power & industrial solutions ltd , phoenix mills ltd , crompton greaves consumer electricals ltd , voltas ltd , vip industries ltd , au small finance bank ltd , collateralized borrowing & lending obligation , cholamandalam investment and finance co ltd , navin fluorine international ltd , clean science and technology ltd , max healthcare institute ltd ordinary shares , sbi cards and payment services ltd ordinary shares , ajanta pharma ltd , persistent systems ltd , astral ltd , pi industries ltd , icici bank ltd , bajaj finance ltd , gujarat gas ltd , natco pharma ltd , indigo paints ltd ordinary shares , home first finance co india ltd ordinary shares , net receivables / (payables)

    Motilal Oswal Midcap 30 of Income Distribution cum capital withdrawal fund (RIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Motilal Oswal Midcap 30 of Income Distribution cum capital withdrawal fund (RIDCW-A) Investment volatility and Horizon

    This fund 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 100 TR INR

    Motilal Oswal Midcap 30 of Income Distribution cum capital withdrawal fund (RIDCW-A) Review

    Motilal Oswal Midcap 30 of Income Distribution cum capital withdrawal fund (RIDCW-A) has a score of 3 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Motilal Oswal Midcap 30 of Income Distribution cum capital withdrawal fund (RIDCW-A) has a score of 4 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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