Motilal Oswal Midcap 30 Direct

Scheme Type
Open-ended
Scheme Category
Mid-Cap
Benchmark Type
Nifty Midcap 100 Index
Scheme AUM (in Crs.)
₹ 1245.92
Expense Ratio
1.08%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 18599
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
25.5321
(0.32 %)
NAV as on 2019-01-15
Returns
Fund
Motilal Oswal Midcap 30 Direct
1 Year
-10.99%
3 Year
9.35%
5 Year
19.91%
AMC Details
amc launch date
Launch Date
29 Dec 2009
amc sponsor
Sponsor
NA
amc email
Email
amc phone
Phone
022 - 39804263
amc address
Address
, -
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 between (0-15) days. No Exit load, if redeemed after 15 days.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The investment objective of the Scheme is 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. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
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
5,811
Portfolio Value
-189
Total Returns