Motilal Oswal Midcap 30 Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Mid Cap
Benchmark Type
Nifty Midcap 100 Index
Scheme AUM (in Crs.)
₹ 1272.43
Expense Ratio
1.13%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 20305
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
24.8556
(0.56 %)
NAV as on 2018-11-15
Returns
Fund
Motilal Oswal Midcap 30 Fund - Direct Plan
1 Year
-7.84%
3 Year
7.51%
5 Year
19.8%
AMC Details
amc launch date
Launch Date
29 Dec 2009
amc sponsor
Sponsor
NA
amc email
Email
mfservice@motilaloswal.com
amc phone
Phone
022 - 39804263
amc address
Address
Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme seeks to achieve long term capital appreciation by investing in a maximum of 30 quality mid cap companies having long-term competitive advantages and potential for growth.
Suitability
This product is suitable for investors who are seeking
• Long-term capital growth
• Investment in equity and equity related instruments in a maximum of 30 quality mid-cap companies having longterm competitive advantages and potential for growth
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,864
Portfolio Value
-136
Total Returns