Motilal Oswal Midcap 30 Fund (Equity, Mid Cap)

Moderately High
6 yrs 2 monthsStarted on:24 Feb 2014
₹ 1887.76 Cras on: 01 Apr 2020
Long Term Horizon
2.20%
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)

SIP Returns

TenureReturns (CAGR)

Portfolio

Company Name% Assets
AU Small Finance Bank Ltd.9.86
City Union Bank Ltd.8.32
Crompton Greaves Consumer Electricals Ltd.7.83
Jubilant FoodWorks Ltd.7.45
Voltas Ltd.7.19
Cholamandalam Investment & Finance Co. Ltd.6.33
Bata India Ltd.6.12
Page Industries Ltd.3.52
TTK Prestige Ltd.3.17
Nippon Life India Asset Management Ltd.3.1

Top Sectoral Holdings

Sector Name% Assets
Financial32.58
Cons Durable22.58
Services11.71
FMCG8.77
Automobile5.47
Engineering5.23
Chemicals4.9
Textiles3.52
Construction1.63

Indicators

LabelValue
Portfolio turnover ratio90
Standard Deviation23.79%
Beta0.88%

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 PGIM India 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).