3 Year return

39.22%
Launched on February 2014 (10 years)

Investment Details

₹100

Minimum SIP Amount

₹500

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹8986.69 Cr.

Expense Ratio

0.63% (inclusive of GST)

Exit Load

1.00% - If redeemed on or before 1 year from the date of allotment. Nil - If redeemed after 1 year from the date of allotment.

Ratings

4.5

Ratings by other agencies

4
5
3

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Motilal Oswal Mutual Fund Managers

NS

Niket Shah

Fund Manager since Jul 2017

Fund House Details

Motilal Oswal Mutual Fund Asset management company

AUM ₹50,745.52 Cr.
No. of Schemes 55
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Motilal Oswal Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns

About Motilal Oswal Midcap Fund Direct IDCW Payout

Motilal Oswal Midcap Fund Direct IDCW Payout is an actively managed mid-cap equity fund managed by Motilal Oswal Mutual Fund. It is a direct plan, which means that you will pay lower fees than if you invested in a regular plan. The fund has a payout option, which means that investors will receive dividends on a regular basis. This is an open-ended fund, meaning that investors can invest at any time during trading hours.

Investment Objectives of the Scheme

The investment objective of Motilal Oswal Midcap Fund Direct IDCW Payout is to generate long-term capital appreciation by investing in a diversified portfolio of mid-cap stocks. The fund seeks to achieve its objective by investing in a mix of mid-cap stocks that are expected to grow at a faster pace than the overall market.

Key Features of The Fund

5-year return 27.22%
Expense Ratio 0.63%
Fund Manager Niket Shah
Fund Size ₹8986.69 Cr
Risk Profile Very High

Is This Scheme Right for Me?

Motilal Oswal Midcap Fund Direct IDCW Payout is a good option for investors who are looking for a growth-oriented investment with the potential for high returns. The fund is suitable for investors who have a moderate risk tolerance and are looking for an investment that can help them achieve their long-term financial goals.

AMC Contact Details

Name Motilal Oswal Mutual Fund
Launch Date November 2008
Addresss 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400 025
Contact 91-2240548002 8108622222
Email amc@motilaloswal.com
Website https://www.motilaloswalmf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

FAQs

What is today's NAV of Motilal Oswal Midcap Fund Direct IDCW Payout/Payout Payout?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Motilal Oswal Midcap Fund Direct IDCW Payout/Payout Payout Apr 12 2024 is 42.9824

What is the AUM of Motilal Oswal Midcap Fund Direct IDCW Payout/Payout Payout?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Motilal Oswal Midcap Fund Direct IDCW Payout/Payout Payout is 8986.69 crore.

What is the expense ratio of Motilal Oswal Midcap Fund Direct IDCW Payout/Payout Payout?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Motilal Oswal Midcap Fund Direct IDCW Payout/Payout Payout is 0.63%

What are the returns of Motilal Oswal Midcap Fund Direct IDCW Payout/Payout Payout since inception?

The Motilal Oswal Midcap Fund Direct IDCW Payout/Payout Payout was launched on Feb 03 2014. The fund has delivered a CAGR of 23.91 since inception.

What is the minimum SIP amount to invest in Motilal Oswal Midcap Fund Direct IDCW Payout/Payout Payout?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Motilal Oswal Midcap Fund Direct IDCW Payout/Payout Payout is 100.

How do I invest in Motilal Oswal Midcap Fund Direct IDCW Payout/Payout Payout?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Motilal Oswal Midcap Fund Direct IDCW Payout/Payout Payout?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Motilal Oswal Midcap Fund Direct IDCW Payout/Payout Payout?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Motilal Oswal Midcap Fund Direct IDCW Payout/Payout Payout?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.