Motilal Oswal Midcap 30 Fund (Equity, Mid Cap)

Moderately High
5 yrs 11 monthsStarted on:24 Feb 2014
₹ 1811.99 Cras on: 17 Jan 2020
Long Term Horizon
2.24%
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)
YTD4.19
1 Month5.68
3 Month10.14
1 YR16.94
2 YR1.14
3 YR8.00

SIP Returns

TenureReturns (CAGR)
1 YR25.7
2 YR11.37
3 YR7.35
5 YR7.76

Portfolio

Company Name% Assets
City Union Bank Ltd.8.78
Voltas Ltd.7.28
Jubilant FoodWorks Ltd.6.84
AU Small Finance Bank Ltd.6.65
Crompton Greaves Consumer Electricals Ltd.6.49
Page Industries Ltd.5.16
Bata India Ltd.4.83
Kotak Mahindra Bank Ltd.3.95
Asian Paints Ltd.3.94
Titan Company Ltd.3.93

Top Sectoral Holdings

Sector Name% Assets
Financial35.65
Cons Durable20.22
Chemicals9.94
Services8.13
FMCG8.02
Automobile5.89
Textiles5.16
Engineering2.76
Construction1.67

Indicators

LabelValue
Portfolio turnover ratio60
Standard Deviation15.89%
Beta0.73%
Sharpe Ratio0.19

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).