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Motilal Oswal Midcap 30 Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
21.396 0.27 (1.30%)

NAV as on 25 May, 2018

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Motilal Oswal Mutual Fund FUND CLASS : Small & Mid Cap
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ranking by CRISIL

Relatively Weak performance in the category

The scheme is ranked 5 in Small & Mid Cap category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are invested in this scheme, its time to switch to a better performing scheme.

View Top ranked funds in this category

Close Motilal Oswal MOSt Focused Midcap 30 Fund has been renamed as Motilal Oswal Midcap 30 Fund w.e.f March 16, 2018.
Benchmark Index:
 
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Returns (NAV as on 25 May, 2018)

Period Returns (%) Rank #
1 mth -2.6 38
3 mth 2.4 7
6 mth -4.2 96
1 year 5.5 117
2 year 16.3 114
3 year 47.2 95
5 year - -

# Moneycontrol Rank within 143 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -17.6 - - - -
2017 10.4 2.6 1.0 11.2 28.7
2016 -11.9 10.8 11.2 -10.6 -0.3
2015 5.9 2.4 - 0.2 11.6
2014 7.3 31.9 10.4 13.9 76.2

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -2.6 -6.7 -12.6 -3.8 16.3 47.2 --
Category avg -5.4 -2.9 -3.6 12.1 17.8 10.5 13.2
Difference of Fund returns and Category returns 2.8 -3.8 -9.0 -15.9 -1.5 36.7 --
Best of category 1.0 5.3 11.7 34.0 36.6 25.1 37.2
Worst of category -6.9 -9.3 -9.4 0.4 11.7 6.7 15.1
Benchmark returns # -5.7 -5.4 -6.5 8.3 20.3 12.8 18.9
Difference of Fund returns and Benchmark returns 3.1 -1.3 -6.1 -12.1 -4.0 34.4 --
Motilal Oswal Midcap 30 Fund - Direct Plan (D) Review by Crisil - Rating: 1 (Rank 5 out of 5)
# Benchmark Index: NIFTY MIDCAP 100

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jul 02, 0014
Benchmark NIFTY MIDCAP 100
Asset Size (Rs cr) 626.07 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend Rs.2.00 (Mar-20-2018) View Dividend History
Bonus N.A.
Fund Manager Akash Singhania / Niket Shah
View performance of schemes managed by the Fund Manager
Notes Motilal Oswal MOSt Focused Midcap 30 Fund has been renamed as Motilal Oswal Midcap 30 Fund w.e.f March 16, 2018.

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit load of 1% id redemmed within one year from the date of allotment

Contact Details

Regd. Office 10th Floor, Motilal Oswal Tower, Rahimtulla Sayani Road, Opp. Parel ST Depot, Prabhadevi, Mumbai, 400025
Tel. No. 022-39804263
Fax No. 022-22816161
Email mfservice@motilaloswal.com
Website http://www.motilaloswal.com/assetmanagement/

Peer Comparison

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MidCap Opport.- Direct (G) Rank 3
2,460.33 0.0 -1.4 13.7 16.0 27.1
HDFC MidCap Opportunities (G) Rank 3
17,638.27 -0.3 -1.9 12.5 14.8 26.0
Franklin (I) Smaller Co -Direct (G) Rank 2
1,472.67 -0.3 -0.8 14.5 17.4 30.6
Franklin (I) Smaller Cos (G) Rank 3
5,748.37 -0.6 -1.4 13.1 15.9 29.1
Reliance Small Cap Fund (G) Rank 1
5,565.14 -3.4 0.2 22.2 22.5 35.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 18)

Equity Sector Value
(Rs cr)
Asset %
RBL Bank Banking/Finance 37.56 6.00
Voltas Conglomerates 33.43 5.34
AU Small Financ Banking/Finance 33.31 5.32
Astral Poly Tec Manufacturing 32.99 5.27
IndusInd Bank Banking/Finance 32.99 5.27
Kansai Nerolac Chemicals 32.56 5.20
Bajaj Finance Banking/Finance 32.43 5.18
IGL Oil & Gas 30.11 4.81
Kajaria Ceramic Cement 29.43 4.70
Quess Corp Engineering 27.61 4.41

Full Portfolio

Sector Allocation (Mar 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 28.34 26.57 26.57
Manufacturing 20.86 22.75 22.75
Engineering 12.39 13.30 13.30
Automotive 8.04 7.85 7.85
Cement 7.93 7.98 7.98
Conglomerates 5.34 6.22 6.22

View All Sectors

Asset Allocation (%)(Mar 31, 18)

Equity 99.36
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.65

View All

Concentration

Holdings (%)
Top 5 27.20
Top 10 51.50
Sector (%)
Top 3 61.59

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