Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

Motilal Oswal Midcap Fund Direct Growth

Equity
Mid Cap
4.0
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Baroda BNP Paribas Midcap Direct Growth

Equity
Mid Cap
3.0
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Motilal Oswal Midcap Fund Direct Growth

(24.0%)

Baroda BNP Paribas Midcap Direct Growth

(4.0%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio0.84%0.57%-
NAV₹57.9 (06-Oct-2022)₹68.4 (06-Oct-2022)-
Fund Started24-Feb-201402-Jan-2013-
Fund Size₹3,158Cr₹1,214Cr-
Exit LoadExit load of 1% if redeemed within 15 daysFor units in excess of 10% of the investment,1% will be charged for redemption within 12 months-
Returns
1Y
24.0%
4.0%
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3Y
29.3%
27.2%
-
5Y
16.6%
13.3%
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Pros & Cons
Pros
1. 1Y category rank: 1
2. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
3. Lower expense ratio: 0.84%
4. Higher alpha: 2.63 The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y
1. 3Y and 5Y annualised returns higher than category average
2. Lower expense ratio: 0.57%
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Cons
Found nothing so far.
1. 1Y annualised returns lower than category average by 0.03%
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Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
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Top Holdings

Top 10 Holdings
Name
Assets
Tube Investments Of India Ltd.
12.3%
Phoenix Mills Ltd.
9.6%
Gujarat Gas Ltd.
8.2%
Campus Activewear Ltd.
8.0%
CG Power & Industrial Solutions Ltd.
7.5%
Bajaj Finance Ltd.
5.0%
Voltas Ltd.
4.8%
AU Small Finance Bank Ltd.
4.7%
Cholamandalam Investment & Finance Company Ltd.
4.4%
Barbeque-Nation Hospitality Ltd.
3.6%
Name
Assets
Trent Ltd.
6.0%
Voltas Ltd.
3.8%
TVS Motor Company Ltd.
3.6%
Procter & Gamble Hygiene & Health Care Ltd.
3.0%
ITC Ltd.
2.9%
The Federal Bank Ltd.
2.9%
Sundaram Finance Ltd.
2.9%
NHPC Ltd.
2.7%
Indian Bank
2.6%
Cholamandalam Investment & Finance Company Ltd.
2.4%
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Fund Manager
Name
Abhiroop Mukherjee
Shiv Chanani
-
Education
Mr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management.
Mr. Chanani is PGDM from IIM Bangalore, CFA from USA and ICSI .
-
Experience
Prior to joining Motilal Oswal AMC, he has worked with PNB Gilts Ltd. Mumbai.
Prior to joining Baroda BNP Paribas, he has worked with Elara Securities(India) Pvt. Ltd., E. Fund Management (HK) Co. Ltd., Sundaram Mutual Fund, ICICI Securities Ltd, Shivam Capstock Pvt Ltd and Nippon Life India Asset Management Ltd.
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About Fund
Description

Motilal Oswal Mutual Fund started their mutual fund on 29/12/2009 and its managing total assets of ₹12,967 Cr. Its ranked at 19 as per total assets at end of 30th Sep 2017.

BNP Paribas Mutual Fund started their mutual fund on 15/04/2004 and its managing total assets of Rs. 6,680 Cr. Its ranked at 27 as per total assets at end of 30th Sep 2017.

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Launch Date

29 Dec 2009

15 Apr 2004

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Custodian

Citibank NA

Hongkong & Shanghai Banking Corporation

-

Registrar & Transfer Agent

KFin Tech

KFin Tech

-

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