Motilal Oswal Midcap 30 Regular Growth
Start your investment
Min amount: ₹500
- Fund Summary
- More about Fund
- Related funds
- Why Cleartax
|Risk||Moderately High risk|
|Exit Load||1% for 15 Days|
More about this fund
|Max Financial Services Ltd||8.58%|
|Endurance Technologies Ltd||7.66%|
|Ipca Laboratories Ltd||6.54%|
|PI Industries Ltd||6.25%|
|Abbott India Ltd||4.92%|
|Crompton Greaves Consumer Electricals Ltd||4.68%|
|Coromandel International Ltd||4.44%|
|Metropolis Healthcare Ltd||3.79%|
|Avenue Supermarts Ltd||3.66%|
About Motilal Oswal Midcap 30 Fund
The Scheme is an open-ended equity scheme predominantly investing in mid cap stocks. The Scheme invests in maximum of 30 quality mid-cap stocks having long term competitive advantages and potential for growth. The Scheme is available under both Growth and Dividend options.
Pros & Cons of Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund offers following features:
- The Scheme has underperformed in 1 year and 3 year horizon compared to the benchmark index.
- The Scheme has provided annualized return of 19.67% since inception.
Fund Information and Statistics of Motilal Oswal Midcap 30 Fund
i) Inception / Launch date
The Scheme was launched by Motilal Oswal Mutual Fund on 24 February 2014. The Scheme is benchmarked against Nifty Midcap 100 TRI.
ii) Risk level
Being an equity fund, the Scheme is suitable for investors looking for medium to long term investment and can anticipate moderately high level of risk.
Normally, redemption proceeds are despatched within 3 business days from acceptance of redemption request.
iv) Fund Manager
Equity component of the scheme is managed by Mr. Akash Singhania (managing since July 2017). Mr. Niket Shah has been appointed Associate Fund Manager since March 2018. Mr. Abhiroop Mukherjee is managing the debt component of the scheme since inception.
v) Entry / Exit load
1% exit load is charged by the fund house if the units are redeemed on or before 15 days from the date of allotment. No exit load is charged in redeemed after 15 days from the date of allotment. No entry load is charged by the fund house on subscriptions.
Tax benefits of investing in Motilal Oswal Midcap 30 Fund
Long-term capital gains (“LTCG”), in excess of Rs 1 lakh, are taxed @ 10% without indexation if units held for more than 12 months. Short term capital gains (“STCG”) taxed @15% if units are held for less than 12 months. Investors do not pay any tax on dividends received but a Dividend Distribution Tax (“DDT”) is deducted by the fund house at source.
About Motilal Oswal Mutual Fund
Motilal Oswal Mutual Fund house was incorporated on 14 November 2008 and currently Mr. Aashish Somaiyaa is the MD & CEO of the fund house. The fund house generally focusses on “buy-right” and “sit-tight” investment opportunities. The sponsor of the fund house is Motilal Oswal Financial Services Limited. Mutual Fund offerings by the fund house come with unique features such as “Low Churn” and “Focused” portfolios.
" Great investing experience! Contacted the support with queries.. Got immediate response and all my doubts clarified. Will definitely recommend ClearTax to friends "IT Developer, Bangalore
" I am new to investments and got all the information I need on your website. The suggestions for mutual fund investments and tax savings are great. "Software Engineer, Indore
" Investing through ClearTax is super easy and simple. It is extremely helpful for investors with less finance knowledge. "Campus Manager, Bangalore
Invest Now in 3 Easy Steps
Why ClearTax Invest?
- Our experts do all the research and offer only the BEST mutual funds
- Trusted by Over 25 Lakh Indians
- Invest in just 5 minutes
- No paperwork required
- Simple and easy to use
Frequently Asked Questions
- Read More
Start your investment
Min amount: ₹500
All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns