motilal oswal midcap 30 (Equity, Mid Cap)

Moderately High
4 yrs 7 monthsStarted on:24 Feb 2014
₹ 1437.81 Cras on: 19 Sep 2018
Long Term Horizon
2.39%
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)
3 Month0.57
2 YR5.42
3 YR8.64

SIP Returns

TenureReturns (CAGR)
2 YR2.42
3 YR6.59

Portfolio

Company Name% Assets
RBL Bank Ltd.6.54
AU Small Finance Bank Ltd.5.11
Bajaj Finance Ltd.4.97
City Union Bank Ltd.4.91
Exide Industries Ltd.4.76
Page Industries Ltd.4.66
Indusind Bank Ltd.4.64
Balkrishna Industries Ltd.4.26
Astral Poly Technik Ltd.3.85
Eris Lifesciences Ltd3.84

Top Sectoral Holdings

Sector Name% Assets
Financial45.51
Automobile15.97
Engineering12.23
Chemicals7.98
Textiles4.66
Cons Durable4.31
Healthcare3.84
Construction2.88

Indicators

LabelValue
Standard Deviation13.86%
Beta0.71%
Sharpe Ratio0.36

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).
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