Motilal Oswal Midcap 30 Fund - Growth - Regular Plan

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  • Net Change on 27-11-2020

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Fund Overview Growth | Regular Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 11.94 8.75 4.46 1.17 6.73 16.17
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 100 14.51 14.16 15.68 -0.62 8.30 15.35
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 4.46 1.17 6.73 2.15 1,625.52
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 15.09 1.60 10.14 1.72 21,816.96
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 20.40 6.54 13.01 1.85 8,407.43
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 16.67 4.48 11.90 1.82 7,668.47
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 15.54 3.60 10.22 1.98 7,004.74
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 19.94 12.34 13.40 2.01 6,949.30

Fund Holdings as on 31-October-2020

  • Max Financial Services Limited

  • Endurance Technologies Limited

  • IPCA Laboratories Limited

  • PI Industries Limited

  • Crompton Greaves Consumer Electricals Limited

  • Abbott India Limited

  • Coromandel International Limited

  • Metropolis Healthcare Limited

  • Tube Investments of India Limited

  • Voltas Limited

  • Avenue Supermarts Limited

  • CreditAccess Grameen Limited

  • Navin Fluorine International Limited

  • The Phoenix Mills Limited

  • TeamLease Services Limited

  • Bajaj Finance Limited

  • AU Small Finance Bank Limited

  • Astral Poly Technik Limited

  • Honeywell Automation India Limited

  • Cholamandalam Investment and Finance Company Limited

  • The Ramco Cements Limited

  • Avanti Feeds Limited

  • Larsen & Toubro Infotech Limited

  • Collateralized Borrowing & Lending Obligation

  • Ajanta Pharma Limited

  • Bata India Limited

  • Nestle India Limited

  • ICICI Bank Limited

  • Page Industries Limited

  • Jubilant Foodworks Limited

  • Net Receivables / (Payables)

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  • Pharmaceuticals & Drugs

  • Finance - Others

  • Finance - NBFC

  • Auto Ancillary

  • Pesticides & Agrochemicals

  • Retailing

  • Consumer Durables - Domestic Appliances

  • Fertilizers

  • Hospital & Healthcare Services

  • Cycles

  • Air Conditioners

  • Bank - Private

  • Consumer Food

  • Chemicals

  • Construction - Real Estate

  • Miscellaneous

  • Plastic Products

  • Consumer Durables - Electronics

  • Cement & Construction Materials

  • IT - Software

  • Textile

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Fund Manager

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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 ₹1,625.52 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 ₹0.52(1.87%)yesterday to ₹28.0516.

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