Compare Funds

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

Motilal Oswal Midcap Fund Direct Growth

Equity
Mid Cap
5.0

Baroda BNP Paribas Midcap Direct Growth

Equity
Mid Cap
3.0

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Motilal Oswal Midcap Fund Direct Growth

(21.5%)

Baroda BNP Paribas Midcap Direct Growth

(5.8%)
1Y
3Y
5Y
Fund Details
Risk
Very High
Very High
-
Min SIP Amount
₹500
₹500
-
Expense Ratio
0.65%
0.56%
-
NAV
₹104.7 (17-Feb-2025)
₹105.5 (17-Feb-2025)
-
Fund Started
24-Feb-2014
02-Jan-2013
-
Fund Size
₹24,488Cr
₹2,046Cr
-
Exit Load
Exit load of 1% if redeemed within 1 year.
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
-
Returns
1Y
21.5%
5.8%
-
3Y
28.5%
18.0%
-
5Y
27.6%
22.4%
-
Pros & Cons
Pros
1.Consistently top ranked fund
2.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
3.Lower expense ratio: 0.65%
4.Higher alpha: 8.44 The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y
1.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
2.Lower expense ratio: 0.56%
-
Cons
Found nothing so far.
Found nothing so far.
-

Holding Analysis

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

Top Holdings

Top 10 Holdings
Name
Assets
Persistent Systems Ltd.
9.9%
Coforge Ltd.
9.6%
Kalyan Jewellers India Ltd.
7.2%
Trent Ltd.
6.2%
Dixon Technologies (India) Ltd.
6.1%
Polycab India Ltd.
4.6%
Max Healthcare Institute Ltd.
3.5%
Bharti Hexacom Ltd.
3.4%
One97 Communications Ltd.
3.2%
Oracle Financial Services Software Ltd.
2.9%
Name
Assets
PB Fintech Ltd.
3.4%
Hitachi Energy India Ltd.
2.7%
Crisil Ltd.
2.7%
The Indian Hotels Company Ltd.
2.6%
The Phoenix Mills Ltd.
2.4%
The Federal Bank Ltd.
2.3%
Lupin Ltd.
2.2%
Indian Bank
2.2%
National Aluminium Company Ltd.
2.2%
Escorts Kubota Ltd.
2.1%
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Fund Manager
Name
Ajay Khandelwal
Shiv Chanani
-
Education
Mr. Khandelwal is MBA & Bachelor of Engineering.
Mr. Chanani is PGDM from IIM Bangalore, CFA from USA and ICSI .
-
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
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.
-
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

-

Custodian

Citibank NA

Hongkong & Shanghai Banking Corporation

-

Registrar & Transfer Agent

KFin Tech

KFin Tech

-

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