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Motilal Oswal Midcap 30 Fund Regular Growth-0.02%

9.27%
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 Ratio2.10%
NAV₹30.24 (21 Jan 2021)
Fund Started24 Feb 2014
Fund Size1,784 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
9.3%
3.7%
10.3%
17.2%
Category Average
24.1%
5.1%
14.3%
-
Rank Within Category
28
17
20
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 9.3% returns per annum

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
4. Risk-adjusted returns are lower compared to the category
5. 1Y Returns are lower than the category average returns
6. 3Y Returns are lower than the category average returns
7. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Max Financial Services Ltd.FinancialEquity9.4%
Endurance Technologies Ltd.AutomobileEquity6.1%
PI Industries Ltd.ChemicalsEquity5.9%
Bajaj Finance Ltd.FinancialEquity5.1%
Tube Investments Of India Ltd.AutomobileEquity4.6%
Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity4.4%
Ipca Laboratories Ltd.HealthcareEquity4.4%
Coromandel International Ltd.ChemicalsEquity4.4%
Metropolis Healthcare Ltd.HealthcareEquity4.4%
Abbott India Ltd.HealthcareEquity4.3%
See All

Fund Managers

Niket Shah
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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 ₹1,784 Cr and the Latest NAV as of 21 Jan 2021 is ₹30.24.

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 scheme seeks to achieve long term capital appreciation by investing in a maximum of 30 quality mid cap companies having long-term competitive advantages and potential for growth.

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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