Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal

What If You Invested in Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal

1-time
Monthly SIP

₹1L

10L

This Fund's Returns

Profit (Absolute Return)

Fund Name

Expenses

CAGR Returns

Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal

Q: What are the average returns of Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal Fund ?

The return since inception of Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal is 21.95%. The average returns of Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal are Years Returns 1 yr 59.6% 3 yrs 23.55% 5 yrs 16.08%

Q: What is the current NAV of Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal Fund?

The NAV for the fund as on 28-Nov-2021 is 28.4671

Q: How do I invest in Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal Fund?

- Download the INDmoney app - Create your profile - Select any best equity fund from our catalogue - Choose between Starting a SIP or One time lump sum - Complete the payment process

Q: What is the expense ratio of Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal fund?

The expense ratio of this fund is 0.82 %

Q: What is the worth of total assets under management (AUM) of Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal fund ?

The AUM for the fund as on 28-Nov-2021 is 2419 Cr

Q: What are the top holdings of Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal Fund?

The top holdings include Tube Investments of India Ltd Ordinary Shares 10.25% Max Financial Services Ltd 9.66% Phoenix Mills Ltd 7.17% CG Power & Industrial Solutions Ltd 6.91% Net Receivables / (Payables) 6.87%

Equity

Direct

Very High Risk

Mid-Cap

NAV: ₹ 28.47 as on 24-11-2021

About the Fund

Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal is an equity fund. This fund was started on 24 February, 2014. The fund is managed by Abhiroop Mukherjee, Niket Shah. The fund could potentially beat inflation in the long-run.

Key parameters

1) Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal has a NAV of 28.4671 as on 28-Nov-2021.

2) Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal has 2419 Cr worth of assets under management (AUM) as on 28-Nov-2021 and is less than category average.

3) The fund has an expense ratio 0.82 %.

Fund Overview

Expense ratio	0.82%
	Benchmark	S&P BSE Midcap TR INR
AUM	₹2419 Cr
Inception Date	24 February, 2014
Min Lumpsum/SIP	₹500/₹1500
	Exit Load	1%
Lock In	No Lock-in
	TurnOver	1116.56%

Fund Distribution

Equity 92.7%
Debt & Cash 7.3%

Size breakup

Mid cap

66.24%

Large cap

33.75%

Sector Allocation

Top Holdings

All
Equity
Debt & Cash

Total Holdings20

Equity Holdings20

Debt Holdings2

Tube Investments of India Ltd Ordinary Shares	10.2%
Max Financial Services Ltd	9.7%
Phoenix Mills Ltd	7.2%
CG Power & Industrial Solutions Ltd	6.9%
Net Receivables / (Payables)	6.9%
Crompton Greaves Consumer Electricals Ltd	5.4%
VIP Industries Ltd	5.2%
AU Small Finance Bank Ltd	5%

See all

Fund Highlights

About the fund

This fund has delivered an average annual returns of 21.95% since inception which is more than its category average return of 19.24%

Fund Allocations

This fund has an allocation of 92.7% in Equity, 0% in Debt and 7.3% in Cash related instruments

AUM size ₹2419 Cr

This fund has AUM of ₹2419 Cr which is less than its category average of ₹ 4341 Cr

Expense Ratio 0.82%

This fund has an expense ratio of 0.82% which is less than its category average expense ratio of 1.57%

AMC details

Fund House

Motilal Oswal Asset Management Co. Ltd

mfservice@motilaloswal.com

Phone

+912239804263

Address

Motilal Oswal Asset Management Company Limited,Motilal Oswal Tower,,Plot#1043 TPS-IV,Gokhale Road South (behind Parel ST. Depot),,Prabhadevi,

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Frequently Asked Questions

What are the average returns of Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal Fund ?

What is the current NAV of Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal Fund?

How do I invest in Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal Fund?

What is the expense ratio of Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal fund?

What is the worth of total assets under management (AUM) of Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal fund ?

What are the top holdings of Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal Fund?

What are the top sectors Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal Fund has invested in?

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Financial Services	26.6%
Cyclical	24.3%
Industrial	17.8%
Basic Materials	9.3%
Real Estate	7.8%
Health	6.6%
Utilities	5.4%
Tech	2.4%

Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal

NAV: ₹ 28.47 as on 24-11-2021

Fund Overview

Fund Distribution

Top Holdings

Fund Highlights

Fund Manager

About the fund

Fund Allocations

AUM size ₹2419 Cr

Expense Ratio 0.82%

AMC details

Similar Funds

What are the average returns of Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal Fund ?

What is the current NAV of Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal Fund?

How do I invest in Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal Fund?

What is the expense ratio of Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal fund?

What is the worth of total assets under management (AUM) of Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal fund ?

What are the top holdings of Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal Fund?

What are the top sectors Motilal Oswal Midcap 30 Direct Payout of Income Distribution cum capital withdrawal Fund has invested in?