Motilal Oswal Midcap Reg-IDCW

Fund Category: Mid Cap

Fund Category Mid Cap

Very High Equity IDCW

4 Morning Star

5 Value Research

NAV( 16 May 2025)

₹ 48.27

10.39%

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Motilal Oswal Midcap Reg-IDCW

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Performance

32.46%3y Returns

0.41% 1D Returns

Investment details

Min SIP amount

₹ 500
Min Lumpsum

₹ 500
Lock In

0
Expense ratio

1.58%
Exit load

1% Exit load of 1%, if redeemed within 365 days.

L After 365 days

Fund details

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Fund size

₹ 27,780 Cr
Plan

REGULAR
Launch date

3 Feb 2014
Fund type

OPEN
Fund benchmark

NIFTY Midcap 150 Total Return Index
ISIN

INF247L01437

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Balkrishna Industries Ltd	1.56%
CG Power & Industrial Solutions Ltd	0.02%
The Indian Hotels Company Ltd	2.31%
Indraprastha Gas Ltd	0.35%
Jindal Steel & Power Ltd	2.07%
Kei Industries Ltd	2.98%
Coforge Ltd	9.47%
The Phoenix Mills Ltd	1.05%
Supreme Industries Ltd	0.82%
Trent Ltd	3.98%
Voltas Ltd	0.7%
Persistent Systems Ltd	10.06%
Prestige Estates Projects Ltd	1.98%
Tube Investments Of India Ltd	2.19%
Dixon Technologies (India) Ltd	4.35%
Bharti Hexacom Ltd	3.95%
KPIT Technologies Ltd	2.25%
Polycab India Ltd	4.97%
Hitachi Energy India Ltd	1.83%
Max Healthcare Institute Ltd	3.94%
Mazagon Dock Shipbuilders Ltd	1.76%
Kalyan Jewellers India Ltd	8.09%
One 97 Communications Ltd	3.86%
Mankind Pharma Ltd	0.82%
Jio Financial Services Ltd	0.09%
Net Receivables	15.69%
Others CBLO	16.41%
Voltas Ltd Futures 05/2025	-0.6%
Jindal Steel & Power Ltd Futures 05/2025	-0.81%
Dixon Technologies (India) Ltd Futures 05/2025	-1.97%
Kalyan Jewellers India Ltd Futures 05/2025	-0.05%
Indraprastha Gas Ltd Futures 05/2025	-0.23%
Supreme Industries Ltd Futures 05/2025	-0.43%
The Indian Hotels Company Ltd Futures 05/2025	-1.05%
One 97 Communications Ltd Futures 05/2025	-1.69%
Trent Ltd Futures 05/2025	-0.72%

Sectors

Company	Allocation %
Others	32.10%
Automobile	3.75%
Construction	3.03%
Materials	0.39%
Financial	0.09%
Capital Goods	13.94%
Consumer Discretionary	8.14%
Services	6.69%
Energy	0.12%
Technology	21.78%
Metals & Mining	1.26%
Healthcare	4.76%
Communication	3.95%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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Motilal Oswal Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.mostshares.com/
Phone:

Funds Offered

50
AUM

₹ 1,04,452 Cr
Website

http://www.mostshares.com/

About

Motilal Oswal Mutual Fund was incorporated on November 14, 2008. It is sponsored by Motilal Oswal Securities Limited which was founded in 1987 as a small sub-broking unit, with just two people running the show. It is a well-diversified financial services firm offering a range of financial products and services. They follow a strategy to create wealth from equity -'Buy Right : Sit Tight'. ?Buy Right' means buying quality companies at a reasonable price and 'Sit Tight' means staying invested in them for a longer time to realise the full growth potential of the stocks. Focus on customer-first-attitude, ethical and transparent business practices, respect for professionalism, research-based value investing and implementation of cutting-edge technology has enabled it to blossom into an almost 2000 member team.

Fund Manager

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Niket Shah

Funds Offered

13
AUM

₹ 68,123 Cr
Highest Return

32.46%

About

Niket Shah Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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Frequently Asked Questions

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What is the current NAV of Motilal Oswal Midcap Reg-IDCW?

The current NAV of Motilal Oswal Midcap Reg-IDCW is ₹ 48.2738

How much does Motilal Oswal Midcap Reg-IDCW charge as expense ratio?

The expense ratio of Motilal Oswal Midcap Reg-IDCW is 1.58%

How to Redeem Motilal Oswal Midcap Reg-IDCW Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Motilal Oswal Midcap Reg-IDCW?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

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Can I invest in Motilal Oswal Midcap Reg-IDCW through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Motilal Oswal Midcap Reg-IDCW based on your investment objective and risk profile.

What is the return of Motilal Oswal Midcap Reg-IDCW?

For Motilal Oswal Midcap Reg-IDCW, 3-year return is 32.46% per annum and 5-year return is 38.28% per annum. Check the return performance in detail on the page.