Motilal Oswal Midcap 30 Fund - Growth - Regular Plan

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Fund Overview Growth | Regular 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)-Regular Plan-Growth Option 0.22 -2.69 20.50 19.41 11.52 18.99
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 150 - 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)-Regular Plan-Growth Option Feb 24, 2014 20.50 19.41 11.52 2.22 2,624.08
HDFC Mid-Cap Opportunities Fund - Growth Plan Jun 25, 2007 2.32 15.84 10.63 1.73 30,341.25
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 1.46 18.95 12.92 1.73 18,654.69
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 -1.10 17.80 15.76 1.82 17,164.77
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 -9.02 12.77 9.23 1.78 13,180.66
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 6.31 18.26 13.08 1.89 11,628.70

Fund Holdings as on 31-May-2022

  • Tube Investments of India Limited

  • Gujarat Gas Limited

  • The Phoenix Mills Limited

  • Campus Activewear Limited

  • CG Power and Industrial Solutions Limited

  • VIP Industries Limited

  • AU Small Finance Bank Limited

  • Voltas Limited

  • Max Financial Services Limited

  • Cholamandalam Investment and Finance Company Ltd

  • Bajaj Finance Limited

  • Barbeque Nation Hospitality Limited

  • Collateralized Borrowing & Lending Obligation

  • Aditya Birla Fashion and Retail Limited

  • Clean Science and Technology Limited

  • Navin Fluorine International Limited

  • Persistent Systems Limited

  • Crompton Greaves Consumer Electricals Limited

  • Astral Limited

  • PI Industries Limited

  • Coforge Limited

  • Max Healthcare Institute Limited

  • The Indian Hotels Company Limited

  • Godrej Properties Limited

  • Prudent Corporate Advisory Services Limited

  • Rainbow Childrens Medicare Limited

  • Net Receivables / (Payables)

  • JK Cement Limited

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  • Cycles

  • Gas Transmission/Marketing

  • Construction - Real Estate

  • Finance - NBFC

  • Footwear

  • Electric Equipment

  • Finance - Others

  • Household & Personal Products

  • Bank - Private

  • Air Conditioners

  • Chemicals

  • Hotel, Resort & Restaurants

  • Miscellaneous

  • IT - Software

  • Retailing

  • Hospital & Healthcare Services

  • Consumer Durables - Domestic Appliances

  • Plastic Products

  • Pesticides & Agrochemicals

  • Cement & Construction Materials

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Fund Manager

  • Cash

  • Equity

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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 ₹2,624.08 crore. Motilal Oswal Midcap 30 Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 150 - TRI as secondary index.

The NAV of Motilal Oswal Midcap 30 Fund ended down ₹-0.18(-0.41%)yesterday to ₹42.5035.

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