Motilal Oswal Midcap 30 Fund (Equity, Mid Cap)

Moderately High
6 yrs 1 monthsStarted on:24 Feb 2014
₹ 1986.05 Cras on: 27 Feb 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)
YTD5.30
3 Month6.81
1 YR21.44
2 YR5.82
3 YR6.62

SIP Returns

TenureReturns (CAGR)
1 YR23.07
2 YR11.82
3 YR7.53
5 YR7.81

Portfolio

Company Name% Assets
AU Small Finance Bank Ltd.8.57
City Union Bank Ltd.8.5
Jubilant FoodWorks Ltd.7.61
Crompton Greaves Consumer Electricals Ltd.7.41
Voltas Ltd.6.99
Page Industries Ltd.6.89
Bata India Ltd.5.44
Cholamandalam Investment & Finance Co. Ltd.4.95
TTK Prestige Ltd.2.77
Astral Poly Technik Ltd.2.46

Top Sectoral Holdings

Sector Name% Assets
Financial33.65
Cons Durable19.56
Services9.52
FMCG7.8
Textiles6.89
Automobile5.58
Chemicals4.81
Engineering4.18
Construction1.57

Indicators

LabelValue
Portfolio turnover ratio80
Standard Deviation15.95%
Beta0.74%
Sharpe Ratio0.21

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).