Motilal Oswal Midcap Fund-Direct - IDCW Payout/Reinvestment
Expense Ratio: 0.72
Risk: Very High
Equity Scheme - Mid Cap Fund
Plan: Direct
Benchmark: Nifty Midcap 150 TRI
Inception: 03-02-2014
Exit Load: Nil
Fund Size:₹37,489.39 Cr
Performance
1Y
Fund-11.29%
Cat. Avg.1.60%
2Y
Fund-10.10%
Cat. Avg.0.43%
3Y
Fund9.45%
Cat. Avg.14.82%
5Y
Fund10.76%
Cat. Avg.13.11%
10Y
Fund7.83%
Cat. Avg.15.23%
SI
Fund12.98%
Cat. Avg.17.85%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | One 97 Communications Limited | 2751.07 | 7.34% |
| 2 | Kalyan Jewellers India Limited | 2374.86 | 6.34% |
| 3 | Coforge Limited | 2264.99 | 6.04% |
| 4 | Eternal Limited | 2232.88 | 5.96% |
| 5 | KEI Industries Limited | 2100.90 | 5.61% |
| 6 | Aditya Birla Capital Limited | 2056.15 | 5.49% |
| 7 | Persistent Systems Ltd | 1720.43 | 4.59% |
| 8 | Billionbrains Garage Ventures Ltd | 1709.85 | 4.56% |
| 9 | Shriram Finance Limited | 1416.37 | 3.78% |
| 10 | BSE Limited | 1353.28 | 3.61% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 60653 | +1.1% | +2.3% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.15 L. | -4.1% | -4.3% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.78 L. | -1.3% | -0.9% |
| 5Y | 08 Nov, 21 | 3 L. | 3.67 L. | +22.4% | +8.2% |
| 10Y | 07 Nov, 16 | 6 L. | 10.47 L. | +74.6% | +10.8% |
| SI | 07 Mar, 14 | 7.60 L. | 14.93 L. | +96.5% | +10.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 88707 | -11.3% | -11.3% |
| 2Y | 16 Oct, 24 | 1 L. | 80812 | -19.2% | -10.1% |
| 3Y | 16 Oct, 23 | 1 L. | 1.31 L. | +31.1% | +9.4% |
| 5Y | 18 Oct, 21 | 1 L. | 1.64 L. | +63.7% | +10.4% |
| 10Y | 17 Oct, 16 | 1 L. | 2.15 L. | +115.1% | +8.0% |
| SI | 25 Feb, 14 | 1 L. | 4.68 L. | +368.2% | +13.0% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.