Motilal Oswal Midcap 30 Fund - Growth - Regular Plan

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  • Net Change on 20-09-2019

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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 (₹)

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  • 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 0.45 -3.57 -7.33 0.99 9.06 16.76
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
Nifty Midcap 100 3.85 -6.28 -13.20 1.96 6.83 15.23
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 -7.33 0.99 9.06 2.28 1,413.87
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 -11.99 2.54 8.58 1.71 20,943.79
Franklin India Prima Fund-Growth Dec 01, 1993 -7.23 3.82 9.35 1.82 6,694.33
Reliance Growth Fund-Growth Plan-Growth Option Oct 08, 1995 -6.18 4.38 7.32 1.89 6,232.40
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 -5.02 4.83 9.98 1.99 5,920.68
Sundaram Midcap Fund -Growth Jul 19, 2002 -12.98 0.89 7.71 2.03 5,420.25

Fund Holdings as on 31-August-2019

  • Bajaj Finance Limited

  • Asian Paints Limited

  • City Union Bank Limited

  • Voltas Limited

  • HDFC Asset Management Company Limited

  • Crompton Greaves Consumer Electricals Limited

  • AU Small Finance Bank Limited

  • RBL Bank Limited

  • Page Industries Limited

  • Bata India Limited

  • Havells India Limited

  • Balkrishna Industries Limited

  • Jubilant Foodworks Limited

  • Kansai Nerolac Paints Limited

  • Sundram Fasteners Limited

  • WABCO India Limited

  • Astral Poly Technik Limited

  • IPCA Laboratories Limited

  • Eris Lifesciences Limited

  • The Ramco Cements Limited

  • Cholamandalam Investment and Finance Company Limited

  • Exide Industries Limited

  • CBLO / Reverse Repo Investments

  • Net Receivable/Payable

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  • Bank - Private

  • Paints

  • Finance - NBFC

  • Air Conditioners

  • Finance - Asset Management

  • Consumer Durables - Domestic Appliances

  • Textile

  • Pharmaceuticals & Drugs

  • Retailing

  • Electric Equipment

  • Tyres & Allied

  • Consumer Food

  • Trading

  • Auto Ancillary

  • Plastic Products

  • Cement & Construction Materials

  • Batteries

  • Miscellaneous

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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 ₹1,413.87 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 ₹1.7(7.16%)yesterday to ₹25.40.

Among its top 3 holdings the fund has exposure to Bajaj Finance Limited, Asian Paints Limited and City Union 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 Midcap 30 Fund
  • Motilal Oswal Multicap 35 Fund
  • Cash

  • Equity

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