Motilal Oswal MOSt Focused Midcap 30 Fund (Equity, Mid Cap)

Moderately High
4 yrs 3 monthsStarted on:24 Feb 2014
₹ 1333.36 Cras on: 22 May 2018
Long Term Horizon
2.43%
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 Month3.72
1 YR1.94
2 YR12.55
3 YR8.55

SIP Returns

TenureReturns (CAGR)
2 YR4.59
3 YR7.66

Portfolio

Company Name% Assets
RBL Bank Ltd.5.97
Voltas Ltd.5.4
Indusind Bank Ltd.5.34
Bajaj Finance Ltd.5.01
AU Small Finance Bank Ltd.4.87
Kajaria Ceramics Ltd.4.51
Indraprastha Gas Ltd.4.32
Godrej Industries Ltd.4.11
Crompton Greaves Consumer Electricals Ltd.4.07
Timken India Ltd.3.77

Top Sectoral Holdings

Sector Name% Assets
Financial37.96
Automobile10.51
Cons Durable9.47
Construction9.37
Engineering8.74
Chemicals8.53
Energy4.32
FMCG4.11
Healthcare3.52
Textiles2

Indicators

LabelValue
Portfolio turnover ratio91
Standard Deviation14.52%
Beta0.76%
Sharpe Ratio0.58

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 Deutsche Asset management (India) Pvt. Ltd. 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).
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