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Motilal Oswal Midcap Fund Direct growth
Equity • Mid Cap • Direct growth
Top rated fund from 194 Mid-Cap
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Mid Cap
Direct growth
Launched On
24 Feb 2014
10.9 years ago
Lock-in Period
No lock-in
NAV
as of 24 Jan 2025
₹110.75
-1.6361% (-1.80)
AUM
₹22,898 Cr
Expense ratio
0.65%
Benchmark
Fund Plan
Tax info and exit load
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
Equity90.80%
Cash9.20%
What's in this fund?
Sectors
Holdings
Technology
Consumer Cyclical
Industrials
Financial Services
Healthcare
Fund House
Motilal
Inc: 28 Jul 2010 • Total AUM: ₹61,987 Cr • Rank #20Motilal 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: 1.13 yrs • Total AUM: 3,53,561 Cr
Rakesh Shetty
Experience: 2.18 yrs • Total AUM: 4,23,049 Cr
Niket Shah
Experience: 4.56 yrs • Total AUM: 2,62,417 Cr
Sunil Sawant
Experience: 0.56 yrs • Total AUM: 3,52,347 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
Nippon India Growth Fund
Equity • Mid Cap • Direct Growth3Y CAGR
24.16%
Expense ratio
0.78%
Returns vs category
Risk vs category
Invesco India Mid Cap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
23.31%
Expense ratio
0.58%
Returns vs category
Risk vs category
Kotak Emerging Equity Scheme
Equity • Mid Cap • Direct Growth3Y CAGR
21.64%
Expense ratio
0.38%
Returns vs category
Risk vs category
SBI Magnum Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
18.61%
Expense ratio
0.8%
Returns vs category
Risk vs category
Axis Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
16.34%
Expense ratio
0.53%
Returns vs category
Risk vs category
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.