Motilal Oswal Midcap 30 Fund - Direct - Dividend-0.77%

-2.40%
1 Year Return
Equity
Mid Cap
2.0 star
1Y
3Y
5Y

Fund Details

Motilal Oswal Midcap 30 Fund - Direct - Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.89%
NAV19.4 (14 Jun 2019)
Fund Started24 Feb 2014
Fund Size1,437 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Motilal Oswal Midcap 30 Fund - Direct - Dividend
-2.4%
8.3%
15.3%
20.3%
Category Average
-0.5%
12.6%
NA
-
Rank within category
7
16
5
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -2.4% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    3. 1Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 3Y Returns are lower than the benchmark
    3. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    FinancialEquity8.9%
    FinancialEquity8.8%
    TextilesEquity5.8%
    AU Small Finance Bank Ltd.FinancialEquity5.6%
    Cons DurableEquity5.2%
    FinancialEquity5.1%
    Exide Industries Ltd.EngineeringEquity4.0%
    Cholamandalam Investment & Finance Co. Ltd.FinancialEquity4.0%
    EngineeringEquity3.9%
    HealthcareEquity3.6%
    See All

    Fund Managers

    addAkash Singhania
    Education
    Mr.Singhania holds a degree in B.Com(H), is CA, CS and a PGDBM from IIM-L.
    Experience
    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).
    Funds Managed

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    Motilal Oswal Midcap 30 Fund - Direct - Dividend
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    About Motilal Oswal Mutual Fund

    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.

    Motilal Oswal Asset Management Company Ltd. is the appointed Investment Manager to Motilal Oswal Mutual Fund. It was established on 29th December, 2009 and the AMC is registered with SEBI under SEBI (Portfolio Managers) Regulations. Motilal Oswal is one of the most trusted brands in the Indian financial industry and the asset management company provides an array of mutual fund schemes ranging from debt, equity and hybrid.

    What makes Motilal Oswal stand out is its investment philosophy, whose aim is, "Buy Right: Sit Tight". The AMC has certain primary objectives such as doing quality business and maintaining strong business ethics. They also target to increase the competitive advantage of the business.

    They believe in the concept of 'buy and hold', which means, buying the right securities and holding on to them so that investors can be benefited from them in the long-term.

    Address
    Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumba Mumbai 400025
    Phone
    022-39804263
    Launch Date
    28 Dec 2009
    Motilal Oswal Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
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    + ₹10,000
    ONE TIME
    MONTHLY SIP
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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