3 Year return

40.32%
Launched on February 2014 (10 years)

Investment Details

₹500

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

₹10378.16 Cr.

Expense Ratio

0.65% (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

ARQ Rating
4.5

Ratings by other agencies

4
5
4

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

View Details

Fund House Details

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund Asset management company

AUM ₹50,745.52 Cr.
No. of Schemes 59
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Motilal Oswal Mutual Fund

List of mutual fund schemes by AMC

About Motilal Oswal Midcap Fund Direct Plan-Growth

The Motilal Oswal Midcap Fund Direct Plan-Growth is an open-ended equity mutual fund by Motilal Oswal Mutual Fund. The fund falls in the mid-cap category of mutual funds. It predominantly invests in stocks of mid-sized companies with a percentage of stocks of other market capitalisations. The contention of the fund house is that mid-caps may be in the key stages of growth, and may achieve positive returns for investors.

Investment Objective of the Scheme

The main investment objective of Motilal Oswal Midcap Fund Direct Plan-Growth is to bring investors capital appreciation by investing in a varied portfolio of equity mid-cap companies. It aims to achieve this by investing in those mid-cap companies that display solid business models and robust management.

Key Features of The Fund

5-year return 31.99%
Expense Ratio 0.65%
Fund Manager Niket Shah
Fund Size ₹10378.16 Cr
Risk Profile Very High

Is This Scheme Right for Me?

If you wish to invest in the Motilal Oswal Midcap Fund Direct Plan-Growth plan, you may be an investor who desires high returns in the long term via the growth of mid-cap company stocks. In addition to this, you may be willing to take a significant amount of risk with mid-caps. However, before you invest in any schemes, make sure your investment corresponds with your unique investment 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.

Make Use of SIPs for Harnessing the Power of Compounding

To take advantage of compound interest, a lot of investors select Systematic Investment Plans (SIPs) for their mutual fund investments. By establishing a fixed amount of money to be invested every month, averaging the cost per unit over time, and mitigating the effects of market volatility, SIPs enable disciplined investing. Try the free mutual fund SIP calculator from Angel One to plan your investment and get an idea of possible returns.

FAQs

What is today's NAV of Motilal Oswal Midcap Fund?

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 Jun 19 2024 is 105.003

What is the AUM of Motilal Oswal Midcap Fund?

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 is 10378.16 crore.

What is the expense ratio of Motilal Oswal Midcap Fund?

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 is 0.65%

What are the returns of Motilal Oswal Midcap Fund since inception?

The Motilal Oswal Midcap Fund was launched on Feb 03 2014. The fund has delivered a CAGR of 25.63 since inception.

What is the minimum SIP amount to invest in Motilal Oswal Midcap Fund?

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 is 500.

How do I invest in Motilal Oswal Midcap Fund?

  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?

  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?

  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?

  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.