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

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

EquityMid Cap

22.5637

NAV (Jul 22)

7.8%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in mid cap mutual funds.

However, Scripbox does not recommend investing in mid cap mutual funds.

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

2,041 Cr. Large within the category

Category View

Neutral. The category has a neutral 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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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

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Very High Risk

Expense Ratio
2.1 %
Launched (7y ago)
Feb 24, 2014
AUM in Crores
₹ 2,041
ISIN
INF247L01429
Lock-in
No Lock-in
Benchmark
IISL NIFTY Midcap 100 TR INR
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
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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%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 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
  • One click investing  tracking
    One click investing tracking
comparison

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About the AMC

Motilal Oswal Asset Management Co. Ltd

Motilal Oswal Asset Management Co. Ltd manages assets worth 26,917 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.

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  • tel-amc-about
    022-39804263
  • mail-amc-about
    mfservice@motilaloswal.com
  • Motilal Oswal Flexicap Fund (G)

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    5 Year CAGR

    5 Y CAGR

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    5 Year CAGR

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    Motilal Oswal Long Term Equity Fund (G)

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    Tax Saving

    Top Ranked

    ₹ 2,184 Cr

    Fund Size

    15.70%

    5 Year CAGR

    5 Y CAGR

    Motilal Oswal Nasdaq 100 Fund of Fund (G)

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    US Equity

    Top Ranked

    ₹ 3,026 Cr

    Fund Size

    37.30%

    Till Date CAGR

    Till Date CAGR

    Motilal Oswal Long Term Equity Fund of Income Distribution cum capital wdrl (PIDCW-A)

    Motilal Oswal Long Term Equity Fund of Income Distribution cum capital wdrl (PIDCW-A)

    Tax Saving

    Top Ranked

    ₹ 2,184 Cr

    Fund Size

    15.00%

    5 Year CAGR

    5 Y CAGR

    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
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    Invesco India Growth Opportunities Fund (Growth)

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    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

    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 16.9% 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 as of 2021-07-22 is ₹ 22.5637. The total AUM (Asset Under Management) of the fund as of 2021-07-23 is ₹ 2040.232. 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 2.1 % 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 95.1% in this asset class. The top three holdings of the fund are max financial services ltd,tube investments of india ltd ordinary shares and indian railway catering and tourism corp ltd

    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 4 out of 5 based on consistency of performance over various years / tenures.

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