Motilal Oswal Midcap 30 Fund Regular - IDCW Payout/Reinvestment

5
Mid Cap NAV 30.1868 0 02 December, 2022

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Dividend
Launch Date 24 February, 2014
Benchmark NIFTY Midcap 100 TRI
Asset Size(Cr) 2575.14 (As on 30-06-2022)
Turn over 70.00%
Min Investment ₹ 500
Min SIP Investment ₹ 500
Min Addl Investment ₹ 500
Exit Load 1% for redemption within 15 days
Expense Ratio 2.22% (As on 31-05-2022)
Fund Manager Niket Shah

Investment Returns (As on 02 Dec, 2022)

Duration Returns Benchmark Category
1 W -1.13% 1.4% 0.67%
1 M -2.48% 4.71% 4.96%
3 M 3.06% -8.69% -7.36%
6 M 17% -11.83% -11.45%
1 Y 4.4% 2.13% 1.31%
2 Y 39.96% 38.25% 34.58%
3 Y 15% 19.34% 20.06%
5 Y 4.76% 10.03% 11.35%

Risk Mesasures (As on 02 Dec, 2022)

Std Dev Sharpe Beta Alpha
Fund 14.39 1.31 -6.85 1.02
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Motilal Oswal Midcap 30 Fund Regular - IDCW Payout/Reinvestment 4.4% 15% 4.76%
Kotak Emerging Equity Scheme - Growth 3.5% 24.43% 13.83%
HDFC Mid-Cap Opportunities Fund - Growth Plan 8.83% 23.86% 12.07%
Axis Midcap Fund - Regular Plan - Growth -6.56% 19.31% 15.49%
DSP Midcap Fund - Regular Plan - Growth -7.01% 15.53% 9.41%

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