Motilal Oswal Midcap 30 Fund (Equity, Mid Cap)

Moderately High
5 yrs 8 monthsStarted on:24 Feb 2014
₹ 1569.95 Cras on: 15 Oct 2019
Long Term Horizon
2.26%
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)
YTD2.20
1 Month3.29
3 Month4.52
1 YR6.96
3 YR1.61

SIP Returns

TenureReturns (CAGR)
1 YR6.37
3 YR0.69
5 YR4.28

Portfolio

Company Name% Assets
Bajaj Finance Ltd.10.31
City Union Bank Ltd.8.77
Voltas Ltd.8.22
HDFC Asset Management Company Ltd.7.14
Crompton Greaves Consumer Electricals Ltd.6.86
AU Small Finance Bank Ltd.6.3
Page Industries Ltd.5.45
Bata India Ltd.4.55
Asian Paints Ltd.4.49
Jubilant FoodWorks Ltd.4.33

Top Sectoral Holdings

Sector Name% Assets
Financial38.67
Cons Durable15.08
Chemicals11.09
Engineering6.68
Automobile5.89
Textiles5.45
FMCG4.55
Services4.33
Healthcare3.51
Construction1.92

Indicators

LabelValue
Portfolio turnover ratio43
Standard Deviation16.68%
Beta0.76%

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).