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motilal oswal midcap 30 direct reinvestment of income distribution cum capital withdrawal
Motilal Oswal Midcap 30 Direct Reinvestment of Income Distribution cum capital withdrawal

Motilal Oswal Midcap 30 Direct Reinvestment of Income Distribution cum capital withdrawal

  • Very High Risk
  • Equity
  • Mid-Cap
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NAV as on Jul 9, 2025
i
Price per unit of the scheme.
51.5931-0.23%1 Day Change
1.45%
Minimum Investment₹500
Expense Ratio0.73%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

This Fund
Motilal Oswal Midcap 30 Direct Reinvestment of Income Distribution cum capital withdrawal
VS
Equity: Mid-Cap Average NAV
    Topper in Equity: Mid-Cap
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Motilal Oswal Midcap 30 Direct Reinvestment of Income Distribution cum capital withdrawal
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      0
    • Return
      0
    • Current Value
      0

    bt_logoFUND MANAGER

    Niket Shah
    Niket Shah
    i
    Lead Fund Manager.
    Jul 1, 2020 - Present
    • Fund Manager Rank9Out of 51
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed8
    • Total AUM66,095.80 Cr
    • Highest Return In 1 Yr29.13 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 117.74
    1.45%
    0.60%
    Very High Risk
    30,401.09Cr
    ₹ 69.83
    3.58%
    1.28%
    Very High Risk
    13,023.40Cr
    ₹ 37.27
    0.65%
    0.89%
    Very High Risk
    10,840.40Cr
    Motilal Oswal Midcap 30 Direct Growth
    Very High Risk
    • NAV₹ 117.74
    • Fund Size30,401.09Cr
    Fund Return1.45%
    Category Return0.60%
    Motilal Oswal Flexicap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 69.83
    • Fund Size13,023.40Cr
    Fund Return3.58%
    Category Return1.28%
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 37.27
    • Fund Size10,840.40Cr
    Fund Return0.65%
    Category Return0.89%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ankush Sood
    Ankush Sood
    i
    Lead Fund Manager.
    Nov 11, 2022 - Present
    • Schemes managed9
    • Total AUM64,262.06 Cr
    • Highest Return In 1 Yr29.13 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 37.27
    0.65%
    0.89%
    Very High Risk
    10,840.40Cr
    ₹ 117.74
    1.45%
    0.60%
    Very High Risk
    30,401.09Cr
    --
    ₹ 11.82
    2.20%
    -%
    Very High Risk
    35.75Cr
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 37.27
    • Fund Size10,840.40Cr
    Fund Return0.65%
    Category Return0.89%
    Motilal Oswal Midcap 30 Direct Growth
    Very High Risk
    • NAV₹ 117.74
    • Fund Size30,401.09Cr
    Fund Return1.45%
    Category Return0.60%
    Motilal Oswal MSCI EAFE Top 100 Select Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 11.82
    • Fund Size35.75Cr
    Fund Return2.20%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Rakesh Shetty
    Rakesh Shetty
    i
    Lead Fund Manager.
    Nov 22, 2022 - Present
    • Schemes managed33
    • Total AUM90,555.32 Cr
    • Highest Return In 1 Yr29.13 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 15.73
    -0.35%
    -%
    Very High Risk
    915.88Cr
    --
    ₹ 17.38
    0.95%
    -%
    Very High Risk
    51.78Cr
    ₹ 37.27
    0.65%
    0.89%
    Very High Risk
    10,840.40Cr
    Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.73
    • Fund Size915.88Cr
    Fund Return-0.35%
    Category Return--
    Motilal Oswal S&P BSE Quality Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.38
    • Fund Size51.78Cr
    Fund Return0.95%
    Category Return--
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 37.27
    • Fund Size10,840.40Cr
    Fund Return0.65%
    Category Return0.89%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sunil Sawant
    Sunil Sawant
    i
    Lead Fund Manager.
    Jul 1, 2024 - Present
    • Schemes managed10
    • Total AUM66,930.47 Cr
    • Highest Return In 1 Yr29.13 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 21.91
    4.19%
    0.89%
    Very High Risk
    923.18Cr
    ₹ 69.83
    3.58%
    1.28%
    Very High Risk
    13,023.40Cr
    ₹ 117.74
    1.45%
    0.60%
    Very High Risk
    30,401.09Cr
    Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 21.91
    • Fund Size923.18Cr
    Fund Return4.19%
    Category Return0.89%
    Motilal Oswal Flexicap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 69.83
    • Fund Size13,023.40Cr
    Fund Return3.58%
    Category Return1.28%
    Motilal Oswal Midcap 30 Direct Growth
    Very High Risk
    • NAV₹ 117.74
    • Fund Size30,401.09Cr
    Fund Return1.45%
    Category Return0.60%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Santosh Singh
    Santosh Singh
    i
    Lead Fund Manager.
    Oct 1, 2024 - Present
    • Schemes managed11
    • Total AUM68,173.23 Cr
    • Highest Return In 1 Yr29.13 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 21.91
    4.19%
    0.89%
    Very High Risk
    923.18Cr
    --
    ₹ 12.95
    0.03%
    -%
    Moderately High risk
    94.42Cr
    ₹ 19.65
    1.22%
    1.07%
    Very High Risk
    428.38Cr
    Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 21.91
    • Fund Size923.18Cr
    Fund Return4.19%
    Category Return0.89%
    Motilal Oswal Multi Asset Fund Direct Growth
    Moderately High risk--
    • NAV₹ 12.95
    • Fund Size94.42Cr
    Fund Return0.03%
    Category Return--
    Motilal Oswal Equity Hybrid Fund Direct Growth
    Very High Risk
    • NAV₹ 19.65
    • Fund Size428.38Cr
    Fund Return1.22%
    Category Return1.07%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ajay Khandelwal
    Ajay Khandelwal
    i
    Lead Fund Manager.
    Oct 1, 2024 - Present
    • Schemes managed12
    • Total AUM83,076.38 Cr
    • Highest Return In 1 Yr29.13 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 17.92
    0.62%
    0.60%
    Very High Risk
    2,961.56Cr
    ₹ 44.01
    1.85%
    1.77%
    Very High Risk
    12,369.98Cr
    ₹ 60.71
    0.52%
    1.11%
    Very High Risk
    4,359.64Cr
    Canara Robeco Mid Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.92
    • Fund Size2,961.56Cr
    Fund Return0.62%
    Category Return0.60%
    Canara Robeco Small Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 44.01
    • Fund Size12,369.98Cr
    Fund Return1.85%
    Category Return1.77%
    Motilal Oswal Long Term Equity Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 60.71
    • Fund Size4,359.64Cr
    Fund Return0.52%
    Category Return1.11%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on May, 2025
    EQUITY (68.82%)
    DEBT (-%)
    CASH (31.18%)
    Allocation by Market Cap
    Large Cap(8.82%)
    Mid Cap(64.33%)
    Small Cap(-0.79%)
    Industry Holdings
    • Information Technology Services26.55%
    • Electrical Equipment Parts13.95%
    • Luxury Goods10.72%
    • Software Infrastructure7.99%
    • Telecom Services5.43%
    • Consumer Electronics5.40%
    Stock Holdings
    • Coforge Ltd10.13%
    • Persistent Systems Ltd9.74%
    • Kalyan Jewellers India Ltd8.02%
    • Polycab India Ltd4.93%
    • Bharti Hexacom Ltd4.06%
    • Dixon Technologies (India) Ltd4.04%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      7.42
      This Fund
      VS
      -0.12
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      65.65
      This Fund
      VS
      90.49
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.87
      This Fund
      VS
      0.92
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      1.47
      This Fund
      VS
      1.23
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      2.47
      This Fund
      VS
      2.14
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      17.97
      This Fund
      VS
      16.24
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    --
    ₹ 40.53
    6.13%
    --
    Very High Risk
    ₹ 5,041.54 Cr
    --
    ₹ 24.69
    4.31%
    --
    Very High Risk
    ₹ 3,545.28 Cr
    ₹ 21.91
    4.19%
    0.89%
    Very High Risk
    ₹ 923.18 Cr
    ₹ 69.83
    3.58%
    1.28%
    Very High Risk
    ₹ 13,023.40 Cr
    --
    ₹ 13.97
    3.04%
    1.28%
    Very High Risk
    ₹ 3,843.93 Cr
    --
    ₹ 12.77
    2.89%
    --
    Very High Risk
    ₹ 1,910.17 Cr
    Motilal Oswal Nasdaq 100 Fund of Fund Direct Growth
    Very High Risk--
    • NAV₹ 40.53
    • Fund Size₹ 5,041.54 Cr
    1 Month Return6.13%
    Category Return--
    Motilal Oswal S&P 500 Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 24.69
    • Fund Size₹ 3,545.28 Cr
    1 Month Return4.31%
    Category Return--
    Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 21.91
    • Fund Size₹ 923.18 Cr
    1 Month Return4.19%
    Category Return0.89%
    Motilal Oswal Flexicap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 69.83
    • Fund Size₹ 13,023.40 Cr
    1 Month Return3.58%
    Category Return1.28%
    Motilal Oswal Multi Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 13.97
    • Fund Size₹ 3,843.93 Cr
    1 Month Return3.04%
    Category Return1.28%
    Motilal Oswal Business Cycle Fund Direct Growth
    Very High Risk--
    • NAV₹ 12.77
    • Fund Size₹ 1,910.17 Cr
    1 Month Return2.89%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Motilal Oswal Asset Management Company Limited - Portfolio Managers
    Motilal Oswal Asset Management Company Limited - Portfolio Managers manages assets worth ₹ 1,15,497.69 crores. It’s current offering of mutual fund schemes includes 40 equity, 3 debt and 5 hybrid schemes.
    phone icon
    Phone
    +91 22 39804263
    mail icon
    Email
    mfservice@motilaloswal.com
    aum
    AUM
    1,15,497.69 Cr (
    As on May 31, 2025
    )
    location
    Address
    Motilal Oswal Tower, Mumbai,400 025

    bt_logoFAQ's

    What is the category of Motilal Oswal Midcap 30 Direct Reinvestment of Income Distribution cum capital withdrawal ?
    The category of Motilal Oswal Midcap 30 Direct Reinvestment of Income Distribution cum capital withdrawal is Equity - Mid-Cap
    What is the current NAV of Motilal Oswal Midcap 30 Direct Reinvestment of Income Distribution cum capital withdrawal ?
    The current NAV of Motilal Oswal Midcap 30 Direct Reinvestment of Income Distribution cum capital withdrawal as on Jul 09, 2025 is ₹51.59
    How safe is Motilal Oswal Midcap 30 Direct Reinvestment of Income Distribution cum capital withdrawal ?
    The risk level of Motilal Oswal Midcap 30 Direct Reinvestment of Income Distribution cum capital withdrawal is Very High.
    What are short term returns given by Motilal Oswal Midcap 30 Direct Reinvestment of Income Distribution cum capital withdrawal ?
    The return given by Motilal Oswal Midcap 30 Direct Reinvestment of Income Distribution cum capital withdrawal in 1 month is 1.45%, 3 months is 18.79%, 6 months is -4.26%, and 1 year is 6.60%
    What are the long term returns given by Motilal Oswal Midcap 30 Direct Reinvestment of Income Distribution cum capital withdrawal ?
    The return given by Motilal Oswal Midcap 30 Direct Reinvestment of Income Distribution cum capital withdrawal in 3 years is 33.48% and 5 years is 36.09%.
    What is the expense ratio of Motilal Oswal Midcap 30 Direct Reinvestment of Income Distribution cum capital withdrawal ?
    The expense ratio of Motilal Oswal Midcap 30 Direct Reinvestment of Income Distribution cum capital withdrawal is 0.73%
    What is the AUM of Motilal Oswal Midcap 30 Direct Reinvestment of Income Distribution cum capital withdrawal ?
    The assets under Management (AUM) of Motilal Oswal Midcap 30 Direct Reinvestment of Income Distribution cum capital withdrawal is Rs 30,401.09 crores.
    What is the minimum investment in Motilal Oswal Midcap 30 Direct Reinvestment of Income Distribution cum capital withdrawal ?
    The minimum Lumpsum investment in Motilal Oswal Midcap 30 Direct Reinvestment of Income Distribution cum capital withdrawal is ₹500.00 and the minimum SIP investment in Motilal Oswal Midcap 30 Direct Reinvestment of Income Distribution cum capital withdrawal is ₹1,500.00
    What is the asset allocation of Motilal Oswal Midcap 30 Direct Reinvestment of Income Distribution cum capital withdrawal?
    Motilal Oswal Midcap 30 Direct Reinvestment of Income Distribution cum capital withdrawal has an exposure of 68.82% in Equity and 31.18% in Cash & Money Market Securities