Motilal Oswal Midcap 30 Fund (Equity, Mid Cap)

Moderately High
5 yrs 6 monthsStarted on:24 Feb 2014
₹ 1350.22 Cras on: 22 Aug 2019
Long Term Horizon
2.22%
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 YR1.10

SIP Returns

TenureReturns (CAGR)
5 YR1.54

Portfolio

Company Name% Assets
Bajaj Finance Ltd.9.63
Asian Paints Ltd.9.01
City Union Bank Ltd.8.03
Voltas Ltd.6.91
AU Small Finance Bank Ltd.6.53
Crompton Greaves Consumer Electricals Ltd.5.96
HDFC Asset Management Company Ltd.5.57
Page Industries Ltd.4.71
Bata India Ltd.3.87
Cholamandalam Investment & Finance Co. Ltd.3.85

Top Sectoral Holdings

Sector Name% Assets
Financial36.31
Chemicals14.34
Cons Durable12.87
Engineering10.91
Automobile5.82
Textiles4.71
Healthcare4.68
FMCG3.87
Construction2.18

Indicators

LabelValue
Portfolio turnover ratio53
Standard Deviation15.94%
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).