Motilal Oswal Midcap 30 (Equity, Mid Cap)

Moderately High
5 yrs 2 monthsStarted on:24 Feb 2014
₹ 1281.94 Cras on: 22 Mar 2019
Long Term Horizon
1.94%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks 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.

Exit Load

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Tenure

TenureReturns (CAGR)
YTD0.32
1 Month6.98
3 Month1.70
1 YR0.56
2 YR1.32
3 YR8.98

SIP Returns

TenureReturns (CAGR)
3 YR1.46
5 YR7.24

Portfolio

Company Name% Assets
Bajaj Finance Ltd.8.27
RBL Bank Ltd.8.11
Page Industries Ltd.6.08
AU Small Finance Bank Ltd.5.43
Voltas Ltd.5.3
City Union Bank Ltd.5
Exide Industries Ltd.4.37
Havells India Ltd.3.91
Sundram Fasteners Ltd.3.85
Cholamandalam Investment & Finance Co. Ltd.3.84

Top Sectoral Holdings

Sector Name% Assets
Financial38.04
Engineering14.28
Automobile11.71
Chemicals7
Cons Durable6.94
Textiles6.08
Healthcare5.7
Construction3.14
FMCG3.02
Technology2.27

Indicators

LabelValue
Portfolio turnover ratio102
Standard Deviation15.65%
Beta0.76%
Sharpe Ratio0.26

Akash Singhania,Niket Shah

Mr.Singhania holds a degree in B.Com(H), is CA, CS and a PGDBM from IIM-L.
Prior to joining Motilal Oswal Mutual Fund, He was associated with Deutsche Asset management (India) Pvt. Ltd. as Fund Manager-PMS (May'08-Dec'12), ICICI Prudential Asset Management Co. Ltd. as Research Analyst (Mar'06-May'08), SR Batliboi & Co. (Ernst & Young) as Senior Executive (Jul'05-Mar'06), Bharat S Raut & Co. (KPMG) as Senior Executive (Aug'02-May'03) and PWC as Junior Executive (Oct'01-Jul'02).