- Mutual Funds
- Motilal Oswal Mutual Fund
- Motilal Oswal Midcap Fund Direct Growth
Motilal Oswal Midcap Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment12,56,818
Wealth Gained19,89,430
Total Corpus Created (₹)
With CAGR of 37.168 % in 5 yearsHistorical NAV
₹ 107.9502
NAV (May 2)
Fund Returns
Last 1Y | 15.3% |
Last 3Y | 28.1% |
Last 5Y | 37.2% |
Last 10Y | 19% |
Since Inception | 23.7% |
6 Month CAGR | -7.7% |
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 | 0.68 % |
Launched 11Y ago | 2014-02-24 |
AUM in Crores | 26028.3 |
ISIN | INF247L01445 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Midcap 150 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 18.7 |
Beta | 0.9 |
Sharpe Ratio | 1.1 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct (G) | 19,89,430 | 12,56,818 | 37.2% | |
| 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
14.96%Polycab India Ltd.
9.97%Persistent Systems Ltd.
9.2%Kalyan Jewellers India Ltd.
7.72%JIO Financial Services Ltd.
7.62%
Allocation by Sector
Technology
23.11%Capital Goods
12.97%Consumer Discretionary
8.1%Services
7.34%Healthcare
5%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr |
About the AMC
Motilal Oswal Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
28.1% | 23.7% | ||
25.8% | 23.6% | ||
24.2% | 17.6% | ||
22.1% | 18.2% | ||
21.6% | 25.3% |
Motilal Oswal Midcap Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment12,56,818
Wealth Gained19,89,430
Total Corpus Created (₹)
With CAGR of 37.168 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Motilal Oswal Midcap Fund Direct Plan Growth?
What is the current AUM of Motilal Oswal Midcap Fund Direct Growth?
What is the latest NAV of Motilal Oswal Midcap Fund Direct Growth?
What is the Riskometer rating for Motilal Oswal Midcap Fund Direct Plan Growth?
Which are the top sector holdings in Motilal Oswal Midcap Fund Direct Plan?
Which are the top stock holdings in Motilal Oswal Midcap Fund Direct Plan?
What is the asset allocation of Motilal Oswal Midcap Fund Direct Plan Growth?
What has been the performance of Motilal Oswal Midcap Fund Direct Growth returns?
Does Motilal Oswal Midcap Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Motilal Oswal Midcap Fund Direct Plan Growth?
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