Motilal Oswal Midcap 30 Fund Regular Growth-0.04%

2
-12.76%
1 Year Return
Equity
Mid Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Motilal Oswal Midcap 30 Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.29%
NAV21.84 (03 Jul 2020)
Fund Started24 Feb 2014
Fund Size1,364 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Motilal Oswal Midcap 30 Fund Regular Growth
-12.8%
-4.4%
1.2%
13.1%
Category Average
-11.2%
-0.2%
NA
-
Rank within category
20
18
20
-
*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
    0
    with -12.8% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to 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
    Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity8.3%
    Abbott India Ltd.HealthcareEquity6.1%
    Ipca Laboratories Ltd.HealthcareEquity5.8%
    Endurance Technologies Ltd.AutomobileEquity5.3%
    Larsen & Toubro Infotech Ltd.TechnologyEquity5.3%
    Hindustan Unilever Ltd.FMCGEquity5.1%
    Avenue Supermarts Ltd.ServicesEquity4.8%
    Coromandel International Ltd.ChemicalsEquity4.7%
    AU Small Finance Bank Ltd.FinancialEquity4.0%
    City Union Bank Ltd.FinancialEquity4.0%
    See All

    Fund Managers

    addAkash Singhania

    Motilal Oswal Midcap 30 Fund Regular Growth Details

    Motilal Oswal Midcap 30 Fund Regular Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 24 Feb 2014. Abhiroop Mukherjee, Akash Singhania, Siddharth Bothra is the Current Fund Manager of Motilal Oswal Midcap 30 Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,364 Cr and the Latest NAV as of 03 Jul 2020 is ₹21.84.

    The Motilal Oswal Midcap 30 Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. Exit load of 1% if redeemed within 15 days

    Investment Objective

    The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality midcap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 1% if redeemed within 15 days
    Exit Load

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    About Motilal Oswal Mutual Fund

    Address
    Motilal Oswal Tower, 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumba Mumbai 400025
    Phone
    022-39804263
    Launch Date
    29 Dec 2009
    Motilal Oswal Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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