Motilal Oswal Midcap 30 Fund - Growth - Direct Plan

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  • Net Change on 17-02-2020

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Motilal Oswal Midcap 30 Fund (MOF30)-Direct Plan-Growth Option 4.74 7.69 25.96 8.97 9.62 20.68
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 100 -1.38 6.08 9.93 3.30 6.38 15.41
Nifty Midcap 100 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal Midcap 30 Fund (MOF30)-Direct Plan-Growth Option Feb 24, 2014 25.96 8.97 9.62 1.12 1,986.05
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 14.09 7.45 9.93 1.26 23,787.91
Franklin India PRIMA FUND - Direct - Growth Jan 01, 2013 13.12 7.94 9.26 1.02 7,834.63
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 24.01 10.25 11.77 1.20 7,625.96
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 22.45 11.01 9.23 1.35 7,269.27
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 25.61 11.09 12.73 0.78 6,732.87

Fund Holdings as on 31-January-2020

  • AU Small Finance Bank Limited

  • City Union Bank Limited

  • Jubilant Foodworks Limited

  • Crompton Greaves Consumer Electricals Limited

  • Voltas Limited

  • Page Industries Limited

  • Bata India Limited

  • CBLO / Reverse Repo Investments

  • Cholamandalam Investment and Finance Company Limited

  • TTK Prestige Limited

  • Astral Poly Technik Limited

  • Bajaj Finance Limited

  • Titan Company Limited

  • Hindustan Unilever Limited

  • Asian Paints Limited

  • Kotak Mahindra Bank Limited

  • HDFC Life Insurance Company Limited

  • HDFC Bank Limited

  • Housing Development Finance Corporation Limited

  • Eicher Motors Limited

  • Honeywell Automation India Limited

  • Sundram Fasteners Limited

  • 3M India Limited

  • WABCO India Limited

  • Balkrishna Industries Limited

  • The Ramco Cements Limited

  • Net Receivable/Payable

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  • Bank - Private

  • Consumer Durables - Domestic Appliances

  • Consumer Food

  • Finance - NBFC

  • Air Conditioners

  • Textile

  • Miscellaneous

  • Retailing

  • Plastic Products

  • Diamond & Jewellery

  • Household & Personal Products

  • Paints

  • Insurance

  • Automobile Two & Three Wheelers

  • Finance - Housing

  • Consumer Durables - Electronics

  • Trading

  • Diversified

  • Auto Ancillary

  • Tyres & Allied

  • Cement & Construction Materials

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About Motilal Oswal Midcap 30 Fund

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Scheme Analysis

Motilal Oswal Midcap 30 Fund is a Equity - Mid Cap Fund fund and belongs to Motilal Oswal Mutual Fund. It was launched on 24-Feb-2014 and currently has an AUM of ₹1,986.05 crore. Motilal Oswal Midcap 30 Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 100 as primary index and Nifty Midcap 100 - TRI as secondary index.

The NAV of Motilal Oswal Midcap 30 Fund ended up ₹0.12(0.4%)yesterday to ₹30.8666.

Among its top 3 holdings the fund has exposure to AU Small Finance Bank Limited, and

The Motilal Oswal Midcap 30 Fund is managed by Abhiroop Mukherjee and Akash Singhania.

Fund House Contact

10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025

022-39804238
022-22816161

Fund Manager

  • Education:B.Com(H), CA, & PGDBM (IIM-L)
  • Experience:12 Years
  • Basic Details:Mr. Akash Singhania Over 12 years experience in financial markets. Prior to this he has worked in Deutsche Asset Management (India) Private Limited as Fund Manager - PMS. His previous assingmentsa also includes ICICI Prudential Asset Management Co. Ltd as Research Analyst, S R Batliboi & Co as Senior Executive (Financial Analysis and due diligence), Bharat S Raut & Co (KPMG) as Sr. Executive (Corporate Tax & Regulatory Services) and Pricewaterhouse & Co as Jr. Executive (Corporate Tax and Regulatory Services)
  • Funds Managed:
  • Motilal Oswal Dynamic Fund
  • Motilal Oswal Equity Hybrid Fund
  • Motilal Oswal Equity Hybrid Fund
  • Motilal Oswal Midcap 30 Fund
  • Motilal Oswal Multicap 35 Fund
  • Cash

  • Equity

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