Motilal Oswal Midcap 30 Fund - Growth - Direct Plan

  • Previous Nav

  • Net Change on 12-05-2021

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 4.28 1.26 70.51 9.28 11.65 19.21
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 100 7.17 8.10 93.95 8.27 13.44 16.27
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 70.51 9.28 11.65 0.69 1,892.66
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 Unrated 84.06 10.11 16.00 1.01 26,921.05
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 89.21 14.42 18.13 0.55 11,430.03
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 64.02 12.12 17.24 0.87 11,248.89
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 61.22 17.92 19.26 0.50 10,898.59
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 82.73 13.01 16.59 1.22 9,123.18

Fund Holdings as on 30-April-2021

  • Max Financial Services Limited

  • Tube Investments of India Limited

  • Indian Railway Catering And Tourism Corporation Limited

  • Crompton Greaves Consumer Electricals Limited

  • Voltas Limited

  • AU Small Finance Bank Limited

  • PI Industries Limited

  • VIP Industries Limited

  • The Phoenix Mills Limited

  • Cholamandalam Investment and Finance Company Limited

  • Navin Fluorine International Limited

  • Kajaria Ceramics Limited

  • Home First Finance Company India Limited

  • Collateralized Borrowing & Lending Obligation

  • SBI Cards and Payment Services Limited

  • Astral Poly Technik Limited

  • Birla Corporation Limited

  • Bajaj Finance Limited

  • Honeywell Automation India Limited

  • Ajanta Pharma Limited

  • The Ramco Cements Limited

  • ICICI Bank Limited

  • Endurance Technologies Limited

  • Natco Pharma Limited

  • Max Healthcare Institute Limited

  • CG Power and Industrial Solutions Limited

  • Indigo Paints Limited

  • Persistent Systems Limited

  • Net Receivables / (Payables)

View More
  • Finance - Others

  • Finance - NBFC

  • Cycles

  • Bank - Private

  • Travel Services

  • Consumer Durables - Domestic Appliances

  • Air Conditioners

  • Pesticides & Agrochemicals

  • Household & Personal Products

  • Construction - Real Estate

  • Pharmaceuticals & Drugs

  • Chemicals

  • Ceramics/Marble/Granite/Sanitaryware

  • Finance - Housing

  • Miscellaneous

  • Plastic Products

  • Diversified

  • Consumer Durables - Electronics

  • Cement & Construction Materials

  • Auto Ancillary

  • Hospital & Healthcare Services

  • Electric Equipment

  • IT - Software

  • Paints

View More

Fund Manager

  • Cash

  • Equity

View More

About Motilal Oswal Midcap 30 Fund

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 ₹1,892.66 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 ₹-0.32(-0.89%)yesterday to ₹35.5308.

Among its top 3 holdings the fund has exposure to Max Financial Services 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