Motilal Oswal Midcap Direct Reinvestment of Income Distribution cum capital withdrawal
Get the latest NAV of Motilal Oswal Midcap Direct Reinvestment of Income Distribution cum capital withdrawal. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹52.65
1D
NAV as on 03 Jul 2025
23.64%/per year
Since Inception
▲▼
46 people have invested ₹ 2.1L in Motilal Oswal Midcap Direct Reinvestment of Income Distribution cum capital withdrawal in the last three months
Motilal Oswal Midcap Direct Reinvestment of Income Distribution cum capital withdrawal Performance vs. Nifty Midcap 150
Fund returns vs Benchmark returns vs Category Average returns as on (03-Jul-25)
The fund has consistently outperformed the benchmark (Nifty Midcap 150) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Motilal Oswal Midcap Direct Reinvestment of Income Distribution cum capital withdrawal Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Motilal Oswal Midcap Direct Reinvestment of Income Distribution cum capital withdrawal Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 68.8%
Debt & Cash 31.2%
Motilal Oswal Midcap Direct Reinvestment of Income Distribution cum capital withdrawal Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 68.8%
Debt & Cash 31.2%
Top 3 Sectors in May were Tech, Consumer Cyclical & Industrial
Tech
40%
Consumer Cyclical
21%
Industrial
20%
Tech
40%
Consumer Cyclical
22%
Industrial
19%
Motilal Oswal Midcap Direct Reinvestment of Income Distribution cum capital withdrawal Holdings Details
as on (30-Jun-25)
Equity
Motilal Oswal Midcap Direct Reinvestment of Income Distribution cum capital withdrawal Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.7% |
Benchmark | Nifty Midcap 150 TR INR |
| AUM | ₹30401 Cr |
| Inception Date | 24 February, 2014 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 94.86% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Motilal Oswal Midcap Direct Reinvestment of Income Distribution cum capital withdrawal
Motilal Oswal Midcap Direct Reinvestment of Income Distribution cum capital withdrawal is an equity fund. This fund was started on 24 February, 2014. The fund is managed by Ajay Khandelwal, Niket Shah. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal Midcap Direct Reinvestment of Income Distribution cum capital withdrawal has ₹30401 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
- The fund has an expense ratio 0.7.
Returns
Motilal Oswal Midcap Direct Reinvestment of Income Distribution cum capital withdrawal has given a CAGR return of 23.64% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 9.60%, 36.42% and 37.43% respectively.
Holdings
Motilal Oswal Midcap Direct Reinvestment of Income Distribution cum capital withdrawal has allocated its funds majorly in Cash Equivalent, Tech, Consumer Cyclical, Industrial, Health, Communication, Real Estate, Basic Materials, Utilities, Financial Services. Its top holdings are Coforge Ltd, Persistent Systems Ltd, Kalyan Jewellers India Ltd, Polycab India Ltd, Bharti Hexacom Ltd
Taxation
As it is a mid-cap mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Motilal Oswal Midcap Direct Reinvestment of Income Distribution cum capital withdrawal
The investment objective of the Scheme is to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Midcap Direct Reinvestment of Income Distribution cum capital withdrawal has no lock in period.
Fund Manager
Ajay Khandelwal
Fund Manager of Motilal Oswal Midcap Direct Reinvestment of Income Distribution cum capital withdrawal, since 1 October 2024
Niket Shah
Fund Manager of Motilal Oswal Midcap Direct Reinvestment of Income Distribution cum capital withdrawal, since 1 July 2020
- AUM of the fund stands at 30.4K Cr as of May'25
- AUM increased by 2.6K Cr between May'25 and Apr'25
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5Y CAGR
▲ 38.44
5Y CAGR
▲ 31.64
5Y CAGR
▲ 28.93
5Y CAGR
▲ 31.11
Frequently Asked Questions for Motilal Oswal Midcap Direct Reinvestment of Income Distribution cum capital withdrawal
How do I invest in Motilal Oswal Midcap Direct Reinvestment of Income Distribution cum capital withdrawal?
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