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motilal oswal midcap 30 regular payout of income distribution cum capital withdrawal
Motilal Oswal Midcap 30 Regular Payout of Income Distribution cum capital withdrawal

Motilal Oswal Midcap 30 Regular Payout of Income Distribution cum capital withdrawal

  • Very High Risk
  • Equity
  • Mid-Cap
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NAV as on Apr 27, 2026
i
Price per unit of the scheme.
41.31580.57%1 Day Change
10.16%
Minimum Investment₹500
Expense Ratio1.84%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
3
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 Regular Payout 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 Regular Payout 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 Rank56Out of 62
      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 AUM66,954.57 Cr
    • Highest Return In 1 Yr18.76 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 105.38
    10.24%
    9.42%
    Very High Risk
    31,046.66Cr
    ₹ 62.93
    8.01%
    6.92%
    Very High Risk
    11,679.28Cr
    ₹ 38.25
    14.40%
    7.30%
    Very High Risk
    13,995.29Cr
    Motilal Oswal Midcap 30 Direct Growth
    Very High Risk
    • NAV₹ 105.38
    • Fund Size31,046.66Cr
    Fund Return10.24%
    Category Return9.42%
    Motilal Oswal Flexicap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 62.93
    • Fund Size11,679.28Cr
    Fund Return8.01%
    Category Return6.92%
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 38.25
    • Fund Size13,995.29Cr
    Fund Return14.40%
    Category Return7.30%
    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 AUM95,716.21 Cr
    • Highest Return In 1 Yr76.73 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 15.22
    9.28%
    -%
    Very High Risk
    840.36Cr
    --
    ₹ 17.81
    12.20%
    -%
    Very High Risk
    53.22Cr
    ₹ 38.25
    14.40%
    7.30%
    Very High Risk
    13,995.29Cr
    Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.22
    • Fund Size840.36Cr
    Fund Return9.28%
    Category Return--
    Motilal Oswal S&P BSE Quality Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.81
    • Fund Size53.22Cr
    Fund Return12.20%
    Category Return--
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 38.25
    • Fund Size13,995.29Cr
    Fund Return14.40%
    Category Return7.30%
    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 AUM66,317.48 Cr
    • Highest Return In 1 Yr44.65 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 38.25
    14.40%
    7.30%
    Very High Risk
    13,995.29Cr
    ₹ 105.38
    10.24%
    9.42%
    Very High Risk
    31,046.66Cr
    --
    ₹ 11.82
    2.20%
    -%
    Very High Risk
    35.75Cr
    Motilal Oswal Large and Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 38.25
    • Fund Size13,995.29Cr
    Fund Return14.40%
    Category Return7.30%
    Motilal Oswal Midcap 30 Direct Growth
    Very High Risk
    • NAV₹ 105.38
    • Fund Size31,046.66Cr
    Fund Return10.24%
    Category Return9.42%
    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)
    Sunil Sawant
    Sunil Sawant
    i
    Lead Fund Manager.
    Jul 1, 2024 - Present
    • Schemes managed10
    • Total AUM68,348.03 Cr
    • Highest Return In 1 Yr44.65 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 20.23
    5.72%
    4.53%
    Very High Risk
    701.81Cr
    ₹ 62.93
    8.01%
    6.92%
    Very High Risk
    11,679.28Cr
    ₹ 105.38
    10.24%
    9.42%
    Very High Risk
    31,046.66Cr
    Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 20.23
    • Fund Size701.81Cr
    Fund Return5.72%
    Category Return4.53%
    Motilal Oswal Flexicap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 62.93
    • Fund Size11,679.28Cr
    Fund Return8.01%
    Category Return6.92%
    Motilal Oswal Midcap 30 Direct Growth
    Very High Risk
    • NAV₹ 105.38
    • Fund Size31,046.66Cr
    Fund Return10.24%
    Category Return9.42%
    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 AUM83,857.20 Cr
    • Highest Return In 1 Yr18.76 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 18.27
    11.54%
    9.42%
    Very High Risk
    3,876.29Cr
    ₹ 42.74
    12.18%
    13.09%
    Very High Risk
    11,600.02Cr
    ₹ 62.00
    13.96%
    6.78%
    Very High Risk
    3,968.68Cr
    Canara Robeco Mid Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 18.27
    • Fund Size3,876.29Cr
    Fund Return11.54%
    Category Return9.42%
    Canara Robeco Small Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 42.74
    • Fund Size11,600.02Cr
    Fund Return12.18%
    Category Return13.09%
    Motilal Oswal Long Term Equity Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 62.00
    • Fund Size3,968.68Cr
    Fund Return13.96%
    Category Return6.78%
    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 AUM68,809.27 Cr
    • Highest Return In 1 Yr18.76 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 20.23
    5.72%
    4.53%
    Very High Risk
    701.81Cr
    --
    ₹ 13.17
    2.17%
    -%
    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₹ 20.23
    • Fund Size701.81Cr
    Fund Return5.72%
    Category Return4.53%
    Motilal Oswal Multi Asset Fund Direct Growth
    Moderately High risk--
    • NAV₹ 13.17
    • Fund Size94.42Cr
    Fund Return2.17%
    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)
    Varun Sharma
    Varun Sharma
    i
    Lead Fund Manager.
    Jan 21, 2026 - Present
    • Schemes managed17
    • Total AUM66,999.71 Cr
    • Highest Return In 1 Yr47.29 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 115.08
    5.66%
    6.57%
    Very High Risk
    10,716.01Cr
    --
    ₹ 44.84
    9.64%
    -%
    Very High Risk
    399.54Cr
    --
    ₹ 493.43
    1.92%
    3.09%
    Very High Risk
    1,556.24Cr
    Franklin India Focused Equity Fund Direct Growth
    Very High Risk
    • NAV₹ 115.08
    • Fund Size10,716.01Cr
    Fund Return5.66%
    Category Return6.57%
    Franklin Asian Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 44.84
    • Fund Size399.54Cr
    Fund Return9.64%
    Category Return--
    Franklin India Technology Fund Direct Growth
    Very High Risk--
    • NAV₹ 493.43
    • Fund Size1,556.24Cr
    Fund Return1.92%
    Category Return3.09%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Swapnil Mayekar
    Swapnil Mayekar
    i
    Lead Fund Manager.
    Nov 18, 2025 - Present
    • Schemes managed22
    • Total AUM83,822.19 Cr
    • Highest Return In 1 Yr76.73 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 15.22
    9.28%
    -%
    Very High Risk
    840.36Cr
    --
    ₹ 17.81
    12.20%
    -%
    Very High Risk
    53.22Cr
    --
    ₹ 28.98
    10.98%
    -%
    Very High Risk
    1,570.41Cr
    Motilal Oswal Nifty 200 Momentum 30 Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.22
    • Fund Size840.36Cr
    Fund Return9.28%
    Category Return--
    Motilal Oswal S&P BSE Quality Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.81
    • Fund Size53.22Cr
    Fund Return12.20%
    Category Return--
    Motilal Oswal S&P BSE Enhanced Value Index Fund Direct Growth
    Very High Risk--
    • NAV₹ 28.98
    • Fund Size1,570.41Cr
    Fund Return10.98%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ankit Agarwal
    Ankit Agarwal
    i
    Lead Fund Manager.
    Jan 21, 2026 - Present
    • Schemes managed8
    • Total AUM77,491.30 Cr
    • Highest Return In 1 Yr18.76 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 27.82
    14.15%
    13.09%
    Very High Risk
    4,163.68Cr
    ₹ 336.09
    10.09%
    9.42%
    Very High Risk
    10,481.86Cr
    --
    ₹ 11.39
    8.74%
    -%
    Very High Risk
    1,454.06Cr
    UTI Small Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 27.82
    • Fund Size4,163.68Cr
    Fund Return14.15%
    Category Return13.09%
    UTI Mid Cap Fund-Growth Option- Direct
    Very High Risk
    • NAV₹ 336.09
    • Fund Size10,481.86Cr
    Fund Return10.09%
    Category Return9.42%
    Motilal Oswal Business Cycle Fund Direct Growth
    Very High Risk--
    • NAV₹ 11.39
    • Fund Size1,454.06Cr
    Fund Return8.74%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Mar, 2026
    EQUITY (95.99%)
    DEBT (-%)
    CASH (4.01%)
    Allocation by Market Cap
    Large Cap(24.83%)
    Mid Cap(71.17%)
    Industry Holdings
    • Information Technology Services12.98%
    • Telecom Services9.47%
    • Luxury Goods7.75%
    • Software Infrastructure7.65%
    • Financial Exchanges7.64%
    • Internet Retail6.48%
    Stock Holdings
    • Kalyan Jewellers India Ltd7.44%
    • One97 Communications Ltd7.34%
    • Persistent Systems Ltd6.33%
    • Eternal Ltd6.22%
    • Coforge Ltd6.13%
    • Bharti Airtel Ltd5.44%

    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.
      -1.09
      This Fund
      VS
      -0.51
      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.
      67.94
      This Fund
      VS
      91.96
      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.
      0.94
      This Fund
      VS
      0.95
      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.
      0.60
      This Fund
      VS
      0.73
      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.
      0.88
      This Fund
      VS
      1.09
      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.
      19.76
      This Fund
      VS
      17.17
      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)
    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 ₹ 1,31,248.43 crores. It’s current offering of mutual fund schemes includes 45 equity, 3 debt and 6 hybrid schemes.
    phone icon
    Phone
    +91 22 39804263
    mail icon
    Email
    mfservice@motilaloswal.com
    aum
    AUM
    1,31,248.43 Cr (
    As on Mar 31, 2026
    )
    location
    Address
    Motilal Oswal Tower, Mumbai,400 025

    bt_logoFAQs

    What is the category of Motilal Oswal Midcap 30 Regular Payout of Income Distribution cum capital withdrawal ?
    The category of Motilal Oswal Midcap 30 Regular Payout of Income Distribution cum capital withdrawal is Equity - Mid-Cap
    What is the current NAV of Motilal Oswal Midcap 30 Regular Payout of Income Distribution cum capital withdrawal ?
    The current NAV of Motilal Oswal Midcap 30 Regular Payout of Income Distribution cum capital withdrawal as on Apr 27, 2026 is ₹41.32
    How safe is Motilal Oswal Midcap 30 Regular Payout of Income Distribution cum capital withdrawal ?
    The risk level of Motilal Oswal Midcap 30 Regular Payout of Income Distribution cum capital withdrawal is Very High.
    What are short term returns given by Motilal Oswal Midcap 30 Regular Payout of Income Distribution cum capital withdrawal ?
    The return given by Motilal Oswal Midcap 30 Regular Payout of Income Distribution cum capital withdrawal in 1 month is 10.16%, 3 months is -0.47%, 6 months is -13.22%, and 1 year is -2.06%
    What are the long term returns given by Motilal Oswal Midcap 30 Regular Payout of Income Distribution cum capital withdrawal ?
    The return given by Motilal Oswal Midcap 30 Regular Payout of Income Distribution cum capital withdrawal in 3 years is 21.45% and 5 years is 22.33%.
    What is the expense ratio of Motilal Oswal Midcap 30 Regular Payout of Income Distribution cum capital withdrawal ?
    The expense ratio of Motilal Oswal Midcap 30 Regular Payout of Income Distribution cum capital withdrawal is 1.84%
    What is the AUM of Motilal Oswal Midcap 30 Regular Payout of Income Distribution cum capital withdrawal ?
    The assets under Management (AUM) of Motilal Oswal Midcap 30 Regular Payout of Income Distribution cum capital withdrawal is Rs 31,046.66 crores.
    What is the minimum investment in Motilal Oswal Midcap 30 Regular Payout of Income Distribution cum capital withdrawal ?
    The minimum Lumpsum investment in Motilal Oswal Midcap 30 Regular Payout of Income Distribution cum capital withdrawal is ₹500.00 and the minimum SIP investment in Motilal Oswal Midcap 30 Regular Payout of Income Distribution cum capital withdrawal is ₹1,500.00
    What is the asset allocation of Motilal Oswal Midcap 30 Regular Payout of Income Distribution cum capital withdrawal?
    Motilal Oswal Midcap 30 Regular Payout of Income Distribution cum capital withdrawal has an exposure of 95.99% in Equity and 4.01% in Cash & Money Market Securities