Motilal Oswal Midcap 30 Fund - Growth - Direct Plan

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  • Net Change on 07-08-2020

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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 (₹)

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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 5.77 22.91 3.35 -1.36 3.01 15.67
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 100 4.81 25.50 2.67 -4.64 2.67 14.42
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 Unrated 3.35 -1.36 3.01 1.04 1,467.31
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 4.59 -0.77 6.09 1.12 19,938.83
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 15.45 3.93 8.92 1.00 6,962.36
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 9.70 2.62 8.28 0.63 6,449.34
Franklin India PRIMA FUND - Direct - Growth Jan 01, 2013 -0.01 -0.71 5.78 1.14 6,192.55
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 7.21 1.49 5.81 1.40 6,111.02

Fund Holdings as on 30-June-2020

  • CBLO / Reverse Repo Investments

  • Coromandel International Limited

  • Ipca Laboratories Limited

  • Crompton Greaves Consumer Electricals Limited

  • Endurance Technologies Limited

  • Abbott India Limited

  • Hindustan Unilever Limited

  • Avenue Supermarts Limited

  • Larsen & Toubro Infotech Limited

  • RBL Bank Limited

  • Voltas Limited

  • Metropolis Healthcare Limited

  • Nestle India Limited

  • Bata India Limited

  • Bajaj Finance Limited

  • Honeywell Automation India Limited

  • Max Financial Services Limited

  • Astral Poly Technik Limited

  • Page Industries Limited

  • Pi Industries Limited

  • Ajanta Pharma Limited

  • The Phoenix Mills Limited

  • City Union Bank Limited

  • The Ramco Cements Limited

  • Cholamandalam Investment And Finance Company Limited

  • Au Small Finance Bank Limited

  • Eicher Motors Limited

  • Creditaccess Grameen Limited

  • Balkrishna Industries Limited

  • Navin Fluorine International Limited

  • Jubilant Foodworks Limited

  • Net Receivable/Payable

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  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Retailing

  • Fertilizers

  • Bank - Private

  • Consumer Durables - Domestic Appliances

  • Auto Ancillary

  • Finance - NBFC

  • Household & Personal Products

  • IT - Software

  • Consumer Food

  • Air Conditioners

  • Hospital & Healthcare Services

  • Consumer Durables - Electronics

  • Finance - Others

  • Plastic Products

  • Textile

  • Pesticides & Agrochemicals

  • Construction - Real Estate

  • Cement & Construction Materials

  • Automobile Two & Three Wheelers

  • Tyres & Allied

  • Chemicals

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Fund Manager

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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 ₹1,467.31 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 down ₹-0.03(-0.11%)yesterday to ₹25.5974.

Among its top 3 holdings the fund has exposure to CBLO / Reverse Repo Investments, and

The Motilal Oswal Midcap 30 Fund is managed by Abhiroop Mukherjee and Niket Shah.

Fund House Contact

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

022-39804238
022-22816161