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Motilal Oswal MOSt Focused Midcap 30 Fund - Regular Plan (D)

PLAN: Regular OPTIONS: Dividend
21.738 0.36 (1.67%)

NAV as on 23 Feb, 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

Benchmark Index:
 
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Returns (NAV as on 23 Feb, 2018)

Period Returns (%) Rank #
1 mth -8.7 105
3 mth -5.9 144
6 mth 0.2 140
1 year 7.3 131
2 year 16.6 125
3 year 9.1 105
5 year - -

# Moneycontrol Rank within 159 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 9.9 2.3 0.7 10.9 26.9
2016 -12.3 10.4 10.9 -10.9 -1.7
2015 5.4 2.1 -0.3 -0.1 10.2
2014 7.2 31.6 10.2 13.4 74.4

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 -8.7 -5.9 0.2 7.3 16.6 9.1 --
Category avg -7.5 -1.0 9.8 21.3 25.4 10.8 13.2
Difference of Fund returns and Category returns -1.2 -4.9 -9.6 -14.0 -8.8 -1.7 --
Best of category -4.6 4.4 29.1 51.6 45.9 27.0 36.8
Worst of category -9.9 -6.0 -0.3 7.3 16.6 6.7 15.9
Benchmark returns # -9.3 -0.9 10.4 20.5 29.6 14.7 20.2
Difference of Fund returns and Benchmark returns 0.6 -5.0 -10.2 -13.2 -13.0 -5.6 --
Motilal Oswal MOSt Focused Midcap 30 Fund - Regular Plan (D) Review by Crisil - Rating: 1 (Rank 5 out of 5)
# Benchmark Index: NIFTY MIDCAP 100

Investment Info

Investment Objective

The investment objective of the Scheme is 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.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Feb 17, 2014
Benchmark NIFTY MIDCAP 100
Asset Size (Rs cr) 47.16 (Feb-02-2018)
Minimum Investment Rs.5000
Last Dividend Rs.0.48 (Mar-24-2017) View Dividend History
Bonus N.A.
Fund Manager Siddharth Bothra / Akash Singhania
View performance of schemes managed by the Fund Manager
Notes N.A

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 Opportunities (G) Rank 3
91.48 -1.3 8.5 20.6 15.7 26.0
HDFC MidCap Opport.- Direct (G) Rank 3
100.10 -1.0 9.0 21.8 16.8 27.0
Franklin (I) Smaller Co -Direct (G) Rank 2
98.53 -0.4 11.6 25.4 17.9 30.8
Franklin (I) Smaller Cos (G) Rank 3
92.82 -0.7 10.9 23.8 16.4 29.3
Franklin India Prima Fund (G) Rank 3
1,051.85 0.2 8.7 18.5 13.4 25.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 31, 18)

Equity Sector Value
(Rs cr)
Asset %
RBL Bank Banking/Finance 105.74 7.77
Voltas Conglomerates 84.70 6.22
Bajaj Finance Banking/Finance 75.50 5.55
Page Industries Manufacturing 70.82 5.20
IGL Oil & Gas 70.07 5.15
TVS Motor Automotive 69.68 5.12
DCB Bank Banking/Finance 69.38 5.10
Quess Corp Engineering 68.90 5.06
Max Financial Manufacturing 67.45 4.95
Kansai Nerolac Chemicals 66.31 4.87

Full Portfolio

Sector Allocation (Jan 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 26.57 0.00 0.00
Manufacturing 22.75 0.00 0.00
Engineering 13.30 0.00 0.00
Cement 7.98 0.00 0.00
Automotive 7.85 0.00 0.00
Conglomerates 6.22 0.00 0.00

View All Sectors

Asset Allocation (%)(Jan 31, 18)

Equity 98.71
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.32

View All

Concentration

Holdings (%)
Top 5 29.89
Top 10 54.99
Sector (%)
Top 3 62.62

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