Motilal Oswal Midcap 30 Fund - Growth - Regular Plan

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  • Net Change on 30-03-2020

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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 -32.30 -30.53 -26.46 -8.20 -0.87 10.77
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 100 -31.81 -32.98 -37.31 -12.53 -2.42 12.69
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)-Regular Plan-Growth Option Feb 24, 2014 -26.46 -8.20 -0.87 2.20 1,887.76
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 -32.37 -8.29 0.75 1.79 22,754.65
Franklin India Prima Fund-Growth Dec 01, 1993 -31.10 -7.76 0.26 1.88 7,475.49
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 -21.00 -3.83 3.95 1.93 7,458.11
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 -26.93 -5.25 0.50 2.07 7,153.80
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 -25.74 -6.06 2.46 1.88 6,848.32

Fund Holdings as on 29-February-2020

  • AU Small Finance Bank Limited

  • City Union Bank Limited

  • Crompton Greaves Consumer Electricals Limited

  • Jubilant Foodworks Limited

  • Voltas Limited

  • Cholamandalam Investment and Finance Company Limited

  • Bata India Limited

  • Page Industries Limited

  • CBLO / Reverse Repo Investments

  • TTK Prestige Limited

  • Nippon Life India Asset Management Limited

  • Titan Company Limited

  • Hindustan Unilever Limited

  • Honeywell Automation India Limited

  • Bajaj Finance Limited

  • Havells India Limited

  • Asian Paints Limited

  • Avenue Supermarts Limited

  • Astral Poly Technik Limited

  • Kotak Mahindra Bank Limited

  • Eicher Motors Limited

  • 3M India Limited

  • WABCO India Limited

  • Balkrishna Industries Limited

  • Whirlpool of India Limited

  • The Ramco Cements Limited

  • Net Receivable/Payable

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  • Bank - Private

  • Consumer Durables - Domestic Appliances

  • Finance - NBFC

  • Retailing

  • Consumer Food

  • Air Conditioners

  • Miscellaneous

  • Textile

  • Finance - Asset Management

  • Diamond & Jewellery

  • Household & Personal Products

  • Consumer Durables - Electronics

  • Electric Equipment

  • Paints

  • Plastic Products

  • Automobile Two & Three Wheelers

  • Diversified

  • Auto Ancillary

  • Tyres & Allied

  • Cement & Construction Materials

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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 ₹1,887.76 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 ₹-0.76(-3.93%)yesterday to ₹18.6629.

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

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 Equity Hybrid Fund
  • Motilal Oswal Midcap 30 Fund
  • Motilal Oswal Multicap 35 Fund
  • Cash

  • Equity

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