Motilal Oswal Midcap 30 Fund - Growth - Regular Plan

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  • Net Change on 26-06-2019

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Fund Overview Growth | Regular 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)-Regular Plan-Growth Option -0.68 2.09 -2.86 6.25 12.80 18.60
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
Nifty Midcap 100 -0.31 -0.91 -4.42 9.89 10.28 15.92
Nifty Midcap 100 - TRI -5.24 -3.67 -14.45 11.76 18.61 20.96

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)-Regular Plan-Growth Option Feb 24, 2014 Unrated -2.86 6.25 12.80 1.93 1,437.22
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 -3.41 11.55 13.35 1.84 22,825.43
Franklin India Prima Fund-Growth Dec 01, 1993 0.60 10.25 14.11 1.87 7,147.94
Reliance Growth Fund-Growth Plan-Growth Option Oct 08, 1995 4.05 12.31 11.44 1.98 6,858.10
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 0.97 11.48 13.69 1.93 6,320.35
Sundaram Midcap Fund -Growth Jul 19, 2002 -6.45 8.86 12.65 2.18 6,089.83

Fund Holdings as on 31-May-2019

  • Bajaj Finance Limited

  • RBL Bank Limited

  • AU Small Finance Bank Limited

  • City Union Bank Limited

  • Voltas Limited

  • Page Industries Limited

  • CBLO / Reverse Repo Investments

  • Cholamandalam Investment and Finance Company Limited

  • Exide Industries Limited

  • Havells India Limited

  • Sundram Fasteners Limited

  • HDFC Asset Management Company Limited

  • Balkrishna Industries Limited

  • Eris Lifesciences Limited

  • Kansai Nerolac Paints Limited

  • Bata India Limited

  • WABCO India Limited

  • Quess Corp Limited

  • Astral Poly Technik Limited

  • Asian Paints Limited

  • The Ramco Cements Limited

  • L&T Technology Services Limited

  • Crompton Greaves Consumer Electricals Limited

  • Varroc Engineering Limited

  • Larsen & Toubro Infotech Limited

  • Endurance Technologies Limited

  • IPCA Laboratories Limited

  • Net Receivable/Payable

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  • Bank - Private

  • Finance - NBFC

  • Auto Ancillary

  • Paints

  • Pharmaceuticals & Drugs

  • Air Conditioners

  • Textile

  • Miscellaneous

  • Batteries

  • Electric Equipment

  • Trading

  • Finance - Asset Management

  • Tyres & Allied

  • Retailing

  • Plastic Products

  • Cement & Construction Materials

  • Engineering

  • Consumer Durables - Domestic Appliances

  • IT - Software

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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 ₹1,437.22 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(0.46%)yesterday to ₹24.96.

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

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 Long Term Equity Fund
  • Motilal Oswal Midcap 30 Fund
  • Motilal Oswal Multicap 35 Fund
  • Cash

  • Equity

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