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Latest NAV & returns of MOTILAL OSWAL ASSET MANAGEMENT COMPANY LIMITED

Motilal Oswal Midcap Direct Reinvestment of Income Distribution cum capital withdrawal

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previously known as Motilal Oswal Midcap 30 Dir IDCW-R until

58.783 (-0.078%)
NAV on December 24, 2024
Category Equity:
Mid-Cap
Investment StyleBox
Large Growth
Total Assets 22,898 cr
Turnover Ratio 94.86%
Expense Ratio 0.54%
Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years
Returns
  • 1M: 5.09%
  • 1Y: 55.36%
  • 3M: 2.21%
  • 3Y: 36.22%
  • 6M: 18.04%
  • 5Y: 33.23%
Min Investment 500
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ADDITIONAL INFO
Fund Manager Ajay Khandelwal (Since 3 months) Niket Shah (Since over 4 years) Santosh Singh (Since 3 months) Rakesh Shetty (Since about 2 years) Sunil Sawant (Since 6 months)
ISIN INF247L01452
Fund Family Motilal Oswal
P/E Ratio 52.14
P/B Ratio 7.43
Launch Date February 24, 2014
Benchmark Nifty Midcap 150 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty Midcap 150 TR INR

Alpha 12.61
Beta 0.83
R-Squared 69.33
Info Ratio 1.38
Tracking Err 8.96
Sortino 4.056
Sharpe 1.714
Std Dev 15.498
Risk Above Average
SECTOR WEIGHTINGS (%)
Financial 6.75%
Industrial 20.46%
Technology 24.45%
Basic Materials 3.09%
Consumer Cyclical 37.56%
Utilities Services 0.0%
Healthcare Services 3.23%
Energy Services 0.00%
Communication Services 2.26%
Consumer Defensive 0.00%
Real Estate 2.22%
INVESTMENT OBJECTIVE

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.

Dividends that would otherwise be paid out to investors are instead used to purchase more units in the fund. Not as tax efficient as Growth.

View Factsheet
Top Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Motilal
Motilal Oswal Midcap Direct Growth
125.746 55.98% 22,898 cr 0.54% Above Average
Religare invesco mutual fund
Invesco India Mid Cap Fund Direct Plan Growth Option
206.240 47.49% 5,863 cr 0.58% Average
Edelweiss mutual fund
Edelweiss Mid Cap Fund Direct Plan Growth Option
116.138 42.10% 8,280 cr 0.39% Average
Kotak
Kotak Emerging Equity Scheme Direct Growth
153.941 36.53% 52,049 cr 0.36% Below Average
Mahindra manulife investment management logo cmyk
Mahindra Manulife Mid Cap Fund Direct Growth
37.399 34.35% 3,461 cr 0.48% Above Average
Quant
Quant Mid Cap Fund Growth Option Direct Plan
244.333 21.73% 8,941 cr 0.58% High
Hdfc
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option
207.408 31.09% 76,061 cr 0.76% Below Average
Best Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Baroda and pioneer
Baroda Mid-cap Fund Plan B (Direct) Growth Option
17.835 27.39% 92 cr 1.6% Below Average


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