Motilal Oswal Midcap Fund Direct growth

Equity • Mid Cap • Direct growth

Top rated fund from 192 Mid-Cap
Top rated fund

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Mid Cap

Direct growth

Launched On
24 Feb 2014
10.8 years ago
Lock-in Period
No lock-in
NAV
as of 11 Dec 2024
₹129.24
+0.2904% (0.40)
AUM
₹20,056 Cr
Expense ratio
0.57%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 1Y

1%

If units sold after 1Y

0%

Distribution

Asset split
Market capital
Equity99.39%
Cash0.61%

What's in this fund?

Sectors
Holdings
Consumer Cyclical

Consumer Cyclical

37.56%
Technology

Technology

24.45%
Industrials

Industrials

20.46%
Financial Services

Financial Services

6.75%
Healthcare

Healthcare

3.23%

Fund House

Motilal

Motilal

Inc: 28 Jul 2010 • Total AUM: ₹58,777 Cr • Rank #21
Motilal Oswal Mutual Fund, started in 2016, has Motilal Oswal Financial Services as its sponsors. The fund house is headed by Navin Agarwal as the CEO. As of 31 March 2024, it has an AUM of ₹50,746 Cr. The company has more than 17 lakh investor accounts.

Fund Managers

Ajay Khandelwal

Experience: 1.00 yrs • Total AUM: 3,30,978 Cr

Rakesh Shetty

Experience: 2.05 yrs • Total AUM: 3,80,731 Cr

Niket Shah

Experience: 4.44 yrs • Total AUM: 3,01,723 Cr

Santosh Singh

Experience: 2.94 yrs • Total AUM: 3,05,081 Cr

Sunil Sawant

Experience: 0.44 yrs • Total AUM: 3,13,296 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.

Other top rated funds

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Nippon India Growth Fund

Equity • Mid Cap • Direct Growth
3Y CAGR
27.82%
Expense ratio
0.79%
Returns vs category
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Risk vs category
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Invesco India Mid Cap Fund

Equity • Mid Cap • Direct Growth
3Y CAGR
26.79%
Expense ratio
0.58%
Returns vs category
High
Risk vs category
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Kotak Emerging Equity Scheme

Equity • Mid Cap • Direct Growth
3Y CAGR
24.79%
Expense ratio
0.36%
Returns vs category
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Risk vs category
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SBI Magnum Midcap Fund

Equity • Mid Cap • Direct Growth
3Y CAGR
20.20%
Expense ratio
0.79%
Returns vs category
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Risk vs category
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Axis Midcap Fund

Equity • Mid Cap • Direct Growth
3Y CAGR
18.87%
Expense ratio
0.54%
Returns vs category
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Risk vs category
Low
1 / 5
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.