Compare Funds

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

Motilal Oswal Midcap Fund Direct Growth

Equity
Mid Cap
5.0
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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

(18.4%)

Baroda BNP Paribas Midcap Direct Growth

(19.5%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio0.70%0.63%-
NAV₹70.1 (21-Sep-2023)₹82.9 (21-Sep-2023)-
Fund Started24-Feb-201402-Jan-2013-
Fund Size₹5,735Cr₹1,481Cr-
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
18.4%
19.5%
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3Y
38.2%
30.4%
-
5Y
21.1%
19.3%
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Pros & Cons
Pros
1. 3Y and 5Y annualised returns higher than category average
2. Lower expense ratio: 0.7%
3. Higher alpha: 8.71 The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y
1. 3Y, 5Y and 10Y annualised returns higher than category average
2. Lower expense ratio: 0.63%
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Cons
1. 1Y annualised returns lower than category average by 2.27%
1. 1Y annualised returns lower than category average by 1.18%
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Holding Analysis

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

Top 10 Holdings
Name
Assets
JIO Financial Services Ltd.
9.8%
Zomato Ltd.
8.5%
KPIT Technologies Ltd.
7.2%
Deepak Nitrite Ltd.
7.0%
Coforge Ltd.
6.7%
Persistent Systems Ltd.
6.6%
Prestige Estates Projects Ltd.
5.6%
CG Power and Industrial Solutions Ltd.
4.7%
Balkrishna Industries Ltd.
4.7%
Cholamandalam Investment and Finance Company Ltd.
3.4%
Name
Assets
The Federal Bank Ltd.
2.9%
Indian Bank
2.8%
The Indian Hotels Company Ltd.
2.5%
AIA Engineering Ltd.
2.4%
Lupin Ltd.
2.4%
The Phoenix Mills Ltd.
2.1%
NHPC Ltd.
2.1%
Ashok Leyland Ltd.
2.1%
Zydus Lifesciences Ltd.
2.1%
Thermax Ltd.
2.1%
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Fund Manager
Name
Niket Shah
Shiv Chanani
-
Education
Mr. Shah is a MBA in Finance
Mr. Chanani is PGDM from IIM Bangalore, CFA from USA and ICSI .
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Experience
Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.
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

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Registrar & Transfer Agent

KFin Tech

KFin Tech

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