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 4.20 19.97 -12.76 -4.37 1.19 13.07
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 100 8.03 32.92 -15.59 -5.63 2.52 14.09
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 Unrated -12.76 -4.37 1.19 2.29 1,364.28
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 -11.31 -2.59 5.08 1.85 18,024.91
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 -1.10 1.94 8.24 1.90 6,497.60
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 -7.66 -0.40 6.55 1.93 5,871.45
Franklin India Prima Fund-Growth Dec 01, 1993 -12.32 -1.87 4.60 1.92 5,774.82
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 -10.95 -0.47 4.45 2.03 5,591.81

Fund Holdings as on 31-May-2020

  • Crompton Greaves Consumer Electricals Limited

  • Abbott India Limited

  • Ipca Laboratories Limited

  • Endurance Technologies Limited

  • CBLO / Reverse Repo Investments

  • Larsen & Toubro Infotech Limited

  • Hindustan Unilever Limited

  • Avenue Supermarts Limited

  • Coromandel International Limited

  • Au Small Finance Bank Limited

  • City Union Bank Limited

  • Honeywell Automation India Limited

  • Net Receivable/Payable

  • Nestle India Limited

  • Bata India Limited

  • Voltas Limited

  • Page Industries Limited

  • RBL Bank Limited

  • Metropolis Healthcare Limited

  • Pi Industries Limited

  • Bajaj Finance Limited

  • Astral Poly Technik Limited

  • Cholamandalam Investment And Finance Company Limited

  • The Phoenix Mills Limited

  • The Ramco Cements Limited

  • Max Financial Services Limited

  • Eicher Motors Limited

  • Balkrishna Industries Limited

  • Jubilant Foodworks Limited

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  • Pharmaceuticals & Drugs

  • Bank - Private

  • Miscellaneous

  • Consumer Durables - Domestic Appliances

  • Retailing

  • Auto Ancillary

  • IT - Software

  • Household & Personal Products

  • Fertilizers

  • Finance - NBFC

  • Consumer Durables - Electronics

  • Consumer Food

  • Air Conditioners

  • Textile

  • Hospital & Healthcare Services

  • Pesticides & Agrochemicals

  • Plastic Products

  • Construction - Real Estate

  • Cement & Construction Materials

  • Finance - Others

  • Automobile Two & Three Wheelers

  • Tyres & Allied

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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 ₹1,364.28 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 ₹-0.01(-0.04%)yesterday to ₹21.844.

Among its top 3 holdings the fund has exposure to Crompton Greaves Consumer Electricals 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