Motilal Oswal Midcap Fund Regular Plan Idcw

Risk: Very High
₹ 51.51
NAV (Sep 6,2024)

Motilal Oswal Midcap Fund - Regular Plan - IDCW is a mutual fund scheme offered by Motilal Oswal. The scheme has an expense ratio of 1.77% and an established date of February 24, 2014. The fund focuses on investing in midcap companies, which have the potential for growth and higher returns. The minimum investment in this scheme is INR 500, and there is no lock-in period. With a scheme AUM of INR 7410.68, this fund provides investors with the opportunity to diversify their portfolio and achieve long-term wealth creation.

Motilal Oswal Midcap Fund Regular Plan Idcw Latest Trend

  • 1M
  • 2M
  • 3M

Motilal Oswal Midcap Fund Regular Plan Idcw Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    57.29
  • P/B Ratio
    UM_URBAN_MONEY

    10.27
  • Alpha
    UM_URBAN_MONEY

    -0.01
  • Beta
    UM_URBAN_MONEY

    0.84
  • Sharpe
    UM_URBAN_MONEY

    0.17
  • Sortino
    UM_URBAN_MONEY

    0.32

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.77%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 7410.68 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Sep 08, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 12,145.95 (21.46%)₹ 13,444.61 (34.45%)₹ 16,063.43 (60.63%)₹ 25,470.02 (154.70%)₹ 43,461.63 (334.62%)
₹ 30,000₹ 36,437.85 (21.46%)₹ 40,333.83 (34.45%)₹ 48,190.29 (60.63%)₹ 76,410.06 (154.70%)₹ 1,30,384.89 (334.62%)
₹ 50,000₹ 60,729.75 (21.46%)₹ 67,223.05 (34.45%)₹ 80,317.15 (60.63%)₹ 1,27,350.1 (154.70%)₹ 2,17,308.15 (334.62%)
₹ 80,000₹ 97,167.6 (21.46%)₹ 1,07,556.88 (34.45%)₹ 1,28,507.44 (60.63%)₹ 2,03,760.16 (154.70%)₹ 3,47,693.04 (334.62%)
₹ 1,00,000₹ 1,21,459.5 (21.46%)₹ 1,34,446.1 (34.45%)₹ 1,60,634.3 (60.63%)₹ 2,54,700.2 (154.70%)₹ 4,34,616.3 (334.62%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Persistent Systems Limited9.57%
  • Jio Financial Services Limited9.27%
  • Zomato Limited8.35%
  • Tube Investments of India Limited7.23%
  • Coforge Limited6.77%
  • Prestige Estates Projects Limited6.76%
  • CG Power and Industrial Solutions Limited6.13%
  • Deepak Nitrite Limited6.08%
  • Balkrishna Industries Limited5.20%
  • Cholamandalam Investment and Finance Company Ltd5.10%
  • KPIT Technologies Limited4.09%
  • Escorts Kubota Limited4.03%
  • Navin Fluorine International Limited3.12%
  • Max Healthcare Institute Limited2.32%
  • APL Apollo Tubes Limited2.11%
  • Dixon Technologies India Limited2.04%
  • Net Receivables Payables1.88%
  • Voltas Limited1.75%
  • MphasiS Limited1.57%
  • The Phoenix Mills Limited1.51%
  • Collateralized Borrowing & Lending Obligation0.88%
  • AU Small Finance Bank Limited0.80%
  • IPCA Laboratories Limited0.75%
  • Polycab India Limited0.56%
  • Tata Technologies Ltd0.48%
  • Usha Martin Limited0.40%
  • JK Cement Limited0.33%
  • Vedant Fashions Limited0.25%
  • Ideaforge Technology Limited0.25%
  • Happy Forgings Limited0.20%
  • Aurobindo Pharma Limited0.13%
  • TIPS Industries Limited0.12%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ITI Mid Cap Fund - Regular Plan - GrowthITI Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

35.18%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

30.82%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.28%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

24.91%

WhiteOak Capital Mid Cap Fund - Regular Plan - GrowthWhiteOak Capital Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

24.68%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

24.16%

Union Midcap Fund - Regular Plan - GrowthUnion Midcap Fund - Regular Plan - Growth

EQUITY

Very High

23.91%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

22.18%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

21.24%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

18.61%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

61.69%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

58.65%

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

54.62%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

45.84%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

44.66%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

44.31%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

42.78%

Union Midcap Fund - Regular Plan - GrowthUnion Midcap Fund - Regular Plan - Growth

EQUITY

Very High

41.14%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

38.59%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

36.78%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

30.15%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.77%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.70%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.45%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

25.06%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

24.08%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

23.15%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

21.47%

Union Midcap Fund - Regular Plan - GrowthUnion Midcap Fund - Regular Plan - Growth

EQUITY

Very High

21.34%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

19.55%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

32.50%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

30.11%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

29.68%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

27.36%

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

25.60%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

24.80%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

24.33%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

22.97%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

22.96%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

21.34%

Show all Funds

Fund Managers

NS

Mr. Niket ShahVice President - Associate Fund Manager

RS

Mr. Rakesh ShettyFund Manager / Dealer

Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

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Compare with similar Funds

Motilal Oswal Midcap Fund - Regular Plan - IDCW

vs

HSBC Midcap Fund - Regular Plan - Growth

Motilal Oswal Midcap Fund - Regular Plan - IDCW

vs

Invesco India Midcap Fund - Growth

Motilal Oswal Midcap Fund - Regular Plan - IDCW

vs

WhiteOak Capital Mid Cap Fund - Regular Plan - Growth

Motilal Oswal Midcap Fund - Regular Plan - IDCW

vs

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Motilal Oswal Midcap Fund - Regular Plan - IDCW

vs

ITI Mid Cap Fund - Regular Plan - Growth

Motilal Oswal Midcap Fund - Regular Plan - IDCW

vs

Mirae Asset Midcap Fund - Regular Plan - Growth

Motilal Oswal Midcap Fund - Regular Plan - IDCW

vs

Edelweiss Mid Cap Fund - Regular Plan - Growth

Motilal Oswal Midcap Fund - Regular Plan - IDCW

vs

Union Midcap Fund - Regular Plan - Growth

Motilal Oswal Midcap Fund - Regular Plan - IDCW

vs

SBI Magnum Midcap Fund - Regular Plan - Growth

Motilal Oswal Midcap Fund - Regular Plan - IDCW

vs

DSP Midcap Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the Motilal Oswal Midcap Fund - Regular Plan - IDCW?

The Motilal Oswal Midcap Fund - Regular Plan - IDCW is a high-risk mutual fund option.

What is the current NAV (Net Asset Value) of the Motilal Oswal Midcap Fund - Regular Plan - IDCW as of Sep 6,2024?

The current NAV of the Motilal Oswal Midcap Fund - Regular Plan - IDCW as of Sep 6,2024 is INR 51.51.

What are the returns generated by the Motilal Oswal Midcap Fund - Regular Plan - IDCW over the past 1, 3, and 5 years?

The Motilal Oswal Midcap Fund has provided strong returns of 43.62% in the past year, 33.31% over 3 years, and 25.08% over 5 years.

What is the expense ratio associated with the Motilal Oswal Midcap Fund - Regular Plan - IDCW?

The Motilal Oswal Midcap Fund - Regular Plan - IDCW has a 1.77% expense ratio.

What is the minimum investment amount required for the Motilal Oswal Midcap Fund - Regular Plan - IDCW?

The minimum investment amount for the Motilal Oswal Midcap Fund - Regular Plan - IDCW is INR 500.

Is there a systematic investment plan (SIP) available for the Motilal Oswal Midcap Fund - Regular Plan - IDCW?

Yes, SIP is available for the Motilal Oswal Midcap Fund - Regular Plan - IDCW with a minimum investment of INR 500 per month.

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