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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

55.936 (1.019%)
NAV on November 22, 2024
Category Equity:
Mid-Cap
Investment StyleBox
Large Growth
Total Assets 20,056 cr
Turnover Ratio 94.86%
Expense Ratio 0.57%
Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years
Returns
  • 1M: 1.83%
  • 1Y: 58.99%
  • 3M: 3.84%
  • 3Y: 34.49%
  • 6M: 25.68%
  • 5Y: 32.16%
Min Investment 500
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ADDITIONAL INFO
Fund Manager Ajay Khandelwal (Since about 2 months) Niket Shah (Since over 4 years) Santosh Singh (Since about 2 months) Rakesh Shetty (Since about 2 years) Sunil Sawant (Since 5 months)
ISIN INF247L01452
Fund Family Motilal Oswal
P/E Ratio 49.53
P/B Ratio 6.29
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 11.62
Beta 0.83
R-Squared 71.26
Info Ratio 1.30
Tracking Err 8.65
Sortino 3.862
Sharpe 1.639
Std Dev 15.434
Risk Above Average
SECTOR WEIGHTINGS (%)
Financial 10.06%
Industrial 22.61%
Technology 25.85%
Basic Materials 3.54%
Consumer Cyclical 29.55%
Utilities Services 0.0%
Healthcare Services 5.33%
Energy Services 0.00%
Communication Services 0.60%
Consumer Defensive 0.00%
Real Estate 2.46%
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
119.654 59.62% 20,056 cr 0.57% Above Average
Religare invesco mutual fund
Invesco India Mid Cap Fund Direct Plan Growth Option
194.200 47.10% 5,625 cr 0.58% Average
Edelweiss mutual fund
Edelweiss Mid Cap Fund Direct Plan Growth Option
112.061 46.79% 7,677 cr 0.40% Average
Mahindra manulife investment management logo cmyk
Mahindra Manulife Mid Cap Fund Direct Growth
36.489 39.94% 3,341 cr 0.48% Above Average
Kotak
Kotak Emerging Equity Scheme Direct Growth
149.498 39.60% 50,627 cr 0.38% Below Average
Quant
Quant Mid Cap Fund Growth Option Direct Plan
240.632 28.20% 8,941 cr 0.58% High
Hdfc
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option
200.752 34.62% 75,037 cr 0.74% 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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