Motilal Oswal Midcap Fund-Regular Plan-IDCW Reinvestment

Motilal Oswal Midcap Fund-Regular Plan-IDCW Reinvestment is a scheme launched by MOTILAL OSWAL Mutual Fund on February 24, 2014, and falls under the Mid Cap fund category. It currently manages an AUM of Rs 34,779.74 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 500. It charges an expense ratio of 1.58% for managing the portfolio.

• Investing Strategy:

  To achieve long term capital appreciation by investing in a maximum of 30 quality midcap companies having long-term competitive advantages and potential for growth.

• Performance:

  Motilal Oswal Midcap Fund-Regular Plan-IDCW Reinvestment trailing returns over different times are -4.02% (1 year), 19.48% (3 year) and 23.95% (5 year). The average annual return of this fund stands at -9.85%.