Motilal Oswal Midcap 30 Fund - Growth - Direct Plan

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  • Net Change on 22-10-2021

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Fund Overview Growth | Direct Plan

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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 4.55 18.47 77.77 25.50 13.86 22.55
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 100 3.84 12.87 81.01 23.96 14.09 17.17
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 77.77 25.50 13.86 0.85 2,366.64
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 74.29 24.01 15.81 1.00 31,751.95
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 74.69 29.34 18.71 0.55 16,318.43
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 68.83 30.98 22.33 0.48 15,394.86
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 53.17 25.44 16.28 0.77 14,160.84
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 81.25 28.98 18.32 1.04 11,839.23

Fund Holdings as on 30-September-2021

  • Tube Investments of India Limited

  • Max Financial Services Limited

  • Indian Railway Catering And Tourism Corporation Limited

  • CG Power and Industrial Solutions Limited

  • The Phoenix Mills Limited

  • Crompton Greaves Consumer Electricals Limited

  • VIP Industries Limited

  • AU Small Finance Bank Limited

  • Voltas Limited

  • Collateralized Borrowing & Lending Obligation

  • Cholamandalam Investment and Finance Company Limited

  • Navin Fluorine International Limited

  • Clean Science and Technology Limited

  • Max Healthcare Institute Limited

  • SBI Cards and Payment Services Limited

  • Ajanta Pharma Limited

  • Persistent Systems Limited

  • Astral Limited

  • PI Industries Limited

  • Bajaj Finance Limited

  • ICICI Bank Limited

  • Gujarat Gas Limited

  • Natco Pharma Limited

  • Indigo Paints Limited

  • Home First Finance Company India Limited

  • Net Receivables / (Payables)

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  • Travel Services

  • Finance - NBFC

  • Electric Equipment

  • Bank - Private

  • Chemicals

  • Construction - Real Estate

  • Consumer Durables - Domestic Appliances

  • Miscellaneous

  • Household & Personal Products

  • Air Conditioners

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • IT - Software

  • Plastic Products

  • Pesticides & Agrochemicals

  • Gas Transmission/Marketing

  • Paints

  • Finance - Housing

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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 ₹2,366.64 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 ₹0.16(0.34%)yesterday to ₹47.6367.

Among its top 3 holdings the fund has exposure to Tube Investments of India Limited, 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